Calendar view

A simple Calendar view is available.


Calendar view of task rows

Calendar view of symbols from all visible task rows

With this method, symbols and symbol text will be displayed for all visible task rows, not including symbols on summary task rows. Horizontal bars and vertical links will not be displayed.

  1. Choose View | Viewing Options | Chart Type: | Gantt - Calendar View.

Calendar view of symbols from selected task rows

With this method, symbols and symbol text will be displayed for all selected task rows. Horizontal bars and vertical links will not be displayed.

  1. Select the task rows.
  2. Choose View | Viewing Options | Chart Type: | Gantt - Calendar View.

 

Calendar view of symbols and task bars from a single task row

With this method, symbols, symbol text, and horizontal bars will be displayed for the single selected task row. Vertical links will not be displayed. See an example.

  1. Select the task row.
  2. Choose View | Viewing Options | Chart Type: | Gantt - Calendar View.

Calendar view of a summary row

A good way to produce a meaningful calendar from a project schedule is by selecting a summary bar.

Select a summary task row in the Gantt View and then switch to the Calendar View to see those summary milestones and task bars in a "wall calendar" format.

This is shown in the example below, in which the summary task row for All Projects is selected.

In the resulting Calendar View for All Projects, the task bar and "delivery" milestones are shown for April and the first week of May.  

 

 Only symbol notes and hyperlinks attached to symbols at the lowest outline level will appear in the Calendar View.

 

 


Change settings for Calendar View

Change font settings for all text added in the Calendar View

  1. Choose Format | Default Text | Freeform Text.  The Font dialog box appears.

  2. Make text selections.

Change font settings for a specific calendar date cell

  1. Click   (the toolbox Arrow tool.)

  2. Select the calendar date cell containing the text to be changed.

  3. Set the Font Style, Size or Color.


Add text while in the Calendar View

By default, symbol text from the Gantt View appears in the Calendar View.

Freeform text can be added to any date cell in the Calendar View; however, that text will not appear in the Gantt View.

  1. Click the  (the toolbox Text tool.)

  2. Click once inside a calendar date cell and enter text.


Move to a different month in Calendar View

Scroll through the calendar months by using the Page Up and Page Down keys or by using the mouse wheel.

 

Move to the next month:Press the Page Down key or roll the mouse wheel forward/down.

 

Move to the previous month: Press the Page Up key or roll the mouse wheel backwards/up.

 


View symbol notes while in Calendar View

Text from a symbol's Symbol Notes field can be viewed in the Calendar View.

View symbol notes while in Calendar View:
  1. In the calendar date cell, click the notes icon or right-click the cell and choose Notes.

  2. A Notes for dialog box appears contains the symbol notes text.

Notes:  Symbols on summary rows will not display symbol notes in the Calendar View. Only symbol notes attached to symbols at the lowest outline level will appear in the Calendar View.


Change background color for a day or several days

Right click a day on the calendar and choose Background Color to change the color for that day.  After that, to color other days the same color, press the letter C on the keyboard and left click on the day(s).

Notes:

  • Use symbol text to label each milestone symbol. Since milestones for several tasks may appear on one day it is important that  portion or all of the task name is included in the symbol text.

  • Because the Calendar View displays only visible tasks from the Gantt View, users can filter and hide tasks to refine the Gantt View, then use Calendar View mode to display symbols from visible tasks, only. Note that symbols on summary task rows will not appear in the Calendar View unless those task rows are first selected in the Gantt View before switching to Calendar View mode.

  • Symbols on summary rows will not display symbol notes or symbol hyperlinks in the Calendar View. Only symbol notes and hyperlinks attached to symbols at the lowest outline level will appear in the Calendar View.

  • Each calendar date cell will hold up to 5 symbols.

  • The first line of the schedule title appears as the calendar title.

  • Symbol text retains its font style settings from the Gantt View.

  • Press the Page Up and Page Down keys to move from month to month.

 

 

 

Related Topics

  1. Gantt views
  2. Change the schedule view
  3. Continuous_view
  4. Percent Complete View
  5. Set up holidays

 

  

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The fast easy way to schedule your projects:  Milestones Software by KIDASA Software, Inc. www.kidasa.com

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