Calendar

Calendar shows dated items from Kanban and other project modules in one week, month or year view. Each source module owns its records; the only records you can create or change here are Kanban tasks.

On this page

What the calendar shows
Sources and record ownership
Navigating and filtering
Creating and editing items
Permissions
Calendar, Gantt and Kanban

What the calendar shows

Calendar is an aggregate view. It does not store its own events: each item is a date taken from a source module. Only open items appear; done, cancelled, closed and void records are left out.

A Kanban task with different start and due dates appears twice: a start marker with an arrow, and the due item.
Overdue marks items whose date has passed.
Soon marks items dated within the next seven days.
Australian public holidays are shaded green and tagged Hol.

Sources and record ownership

Legend	Source module	Date shown	Opens
Task	Kanban	Start date and due date	Kanban board
RFI	RFI	Due date	RFI register
NCR	QA / NCR	Due date	NCR record
Defect	Defect List	Due date	Defect record
HSE	HSE	Earliest open action due date	Incident record
Roster	Roster	Crew swing starts and daily rostered-on count	Roster
Insurance	Contractor Insurance	Expiry of accepted policies for active project companies	Contractor Insurance
Holiday	Built-in Australian public holiday list	Holiday date	No link

Users with Travel & Logistics access also see mobilise, demobilise and travel booking items under Roster. These open the Mobilisation view. Booking costs are never shown.

Gantt activities, milestones and Gantt non-working dates do not appear in Calendar.

Navigating and filtering

Use the arrows beside the period title to move back or forward one week, month or year.
Select Week, Month or Year to change the layout. In Year view, select a month to open it in Month view.
Use the View filter to show All, Tasks or Events. Events are all items that are not Kanban tasks. Each option shows its count for the period.
Select Holidays to show or hide public holidays.
Select a day to list all of its items in the side panel. Day cells show a limited number of items, then "+N more".
Expand Events Table to list every item in the period. Sort by Date, Source, Title or Status.

To open an item, select its day and then select Open in module in the side panel, or use the link icon in the Events Table.

Select the Calendar settings button in the module header to set Default calendar view, Week starts on, Show weekends, Show public holidays and Holiday state set. Under Apply to, choose All projects or This project. These are personal preferences.

Creating and editing items

To create a Kanban task from Calendar:

Select a day.
Select New Kanban Task.
Enter a Title. Optionally add a description, change the Start date or Due date (both default to the selected day) and set Priority.
Select Create Kanban Task.

The task is saved in the project's Kanban module. In the side panel, Kanban tasks show Rename and Delete icons. Delete removes the task from Kanban.

Create all other items in their own module. Expand Source events in other modules for links to the RFI, NCR and HSE registers.

Permissions

Action	Permission needed
Open Calendar	Calendar: View
See travel and mobilisation items	Travel & Logistics: View
Create or rename a Kanban task	Kanban: Edit
Delete a Kanban task	Kanban: Admin

Calendar is also available on a site, where it shows items from the site's own workspace. Access uses the higher of your site and project Calendar permission.

Calendar, Gantt and Kanban

Kanban owns tasks and their workflow.
Gantt owns the schedule, activities, dependencies and the project working calendar.
Calendar shows dates from Kanban and other modules in one place. Use it to see what falls due on a given day.