Which items can appear on the calendar?

Understanding Calendar Items in Contractor Foreman

The Contractor Foreman Calendar allows you to view scheduled information from multiple areas of the system in one place. You can use the available calendar filters and Display Options to control which types of information appear on your calendar.

Each calendar option displays information based on the dates or scheduling details entered in the corresponding record.

Calendar Display Options

Select All

Use Select All to display all available calendar item types at once. This provides an overall view of scheduled activities across your account.

Unassigned Events

Unassigned Events displays calendar events that have not been assigned to a specific employee or user.

Weekends

Use Weekends to control whether Saturday and Sunday are included in the calendar display.

All Sales Tasks

All Sales Tasks displays sales-related tasks from the applicable sales records.

Bills

The Bills option displays applicable Bill dates on the calendar, helping you keep track of upcoming Bill-related dates.

Compliance Notice

Compliance Notice displays applicable compliance-related dates from Compliance Notice records.

Crew Schedule

Crew Schedule displays scheduled employee assignments from the Crew Schedule.

Employee Time Off

Employee Time Off displays applicable employee time-off entries that are configured to appear on the calendar.

Estimates

Estimates displays applicable dates associated with Estimates, helping you keep track of important estimating deadlines.

Inspections

Inspections displays scheduled inspection-related dates and activities.

Invoices

Invoices displays applicable Invoice dates, such as due dates, when available.

My Sales Tasks

My Sales Tasks filters sales tasks to show tasks assigned to you.

My Work Schedule

My Work Schedule displays work assignments associated with your schedule.

Permits

Permits displays applicable dates associated with Permit records, helping you monitor important permit milestones.

Projects

Projects displays project scheduling information, including applicable project dates.

Punch Lists

Punch Lists displays applicable dates associated with Punch List items.

Purchase Orders

Purchase Orders displays applicable dates associated with Purchase Orders, such as scheduled delivery information when available.

Renewals

Renewals displays applicable renewal and expiration dates for items that are configured to appear on the calendar.

Request for Information (RFI)

RFI displays applicable dates associated with Requests for Information, including response-related dates when available.

Safety Meetings

Safety Meetings displays scheduled Safety Meeting dates.

Schedule

Schedule displays activities entered in the Schedule module.

Service Tickets

Service Tickets displays applicable Service Ticket dates, such as scheduled service dates.

Submittals

Submittals displays applicable Submittal dates, such as due dates.

To-Do’s

To-Do’s displays To-Do items with applicable due dates.

Work Orders

Work Orders displays applicable Work Order scheduling information.

How to Control What Appears on the Calendar

To customize your calendar view:

1. Open Calendar from the Main Menu.
2. Use the available filters and Display Options.
3. Select the item types you want to display.
4. Deselect options you do not want to see.
5. Use the Day, Week, or Month view to change how your schedule is displayed.

Viewing Your Personal Schedule

You can use options such as My Work Schedule, My Sales Tasks, and Employee Time Off to focus on information relevant to you.

This can make it easier to identify your own assignments, sales activities, and scheduled time off without viewing every calendar item in the system.

Viewing Project and Team Activities

Calendar options such as Projects, Crew Schedule, Inspections, Safety Meetings, Service Tickets, Punch Lists, and Work Orders can help teams view project-related activities and scheduling information from one location.

Refreshing the Calendar

If recently added or updated information does not immediately appear, use the Refresh Calendar option to update the calendar view.

Tip

Use the calendar filters to display only the information you need. For example, you can focus on your personal work schedule or select project-related activities when planning your team’s upcoming work.

Note: The exact dates displayed for each calendar category depend on the information entered in the corresponding Contractor Foreman record and the calendar options enabled in your account.

Was this article helpful?

0 out of 5 stars

5 Stars		0%
4 Stars		0%
3 Stars		0%
2 Stars		0%
1 Stars		0%

5 Submit

How can we improve this article?

Please submit the reason for your vote so that we can improve the article.

Name

Email

Submit