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An alternative to the Calendar view is the Grid View which provides all Events in the Calendar using a Grid. To access the Grid View simply click the Grid View button.

Calendar Events (Grid View) Example

Add a New Event

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To add a new Event, click the Add Event button at the top of the Calendar or Grid view. Notice that 'Subject', 'Start Date', and 'Start End Date' are required fields. Once these fields are satisfied then the new Event can be saved. To save the new Event, click the Save New button at the bottom of the form.

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The 'Global' flag forces the Event to appear on all the Calendars for all the Users. Global Events cannot be blocked on Time Entry. Only a User with Admin Privileges can create these Events.

Category

The elements in the top left of the page are not buttons but are a color-coded key for what type of item is showing in the Calendar.

Users can set custom 'Categories' that allows individual Events to be distinguished from one another. To create new Calendar Categories look at the Administration section. Any Categories added in this manner appear in the Category drop-down and can then be selected for use in the Calendar.

Calendar Categories ExampleThe elements in the top left of the page are not buttons but are a color-coded key for what type of item is showing in the Calendar.


Create a Calendar Perspective

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Before Calendar Events can be seen in the Calendar Users MUST create a Perspective of the items. By default, the Calendar will only show the Holidays set in the PCR-360 Holidays grid.

To create a Calendar perspective, click the Create Perspective button at the top of the Calendar View. The only required field is the Name of the Perspective. Once this is satisfied, the new Perspective can be saved. If this is to replace an existing Perspective, choose the Perspective to overwrite from the 'Overwrite an Existing Perspective' drop-down list. You can also make this new Perspective load by default every time you visit the Calendar by checking the 'Set as the Default Perspective' checkbox.

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