Calendar

This information applies to pre-Version 6 TeamHeadquarters.  

Calendar

Creating a Calendar Event

Inviting Others to an Event

This folder is used to manage a project's events and meetings. The user can add scheduled events, create appointments, schedule meetings and add attendees. The user can also access a day, week and month view of the project's schedule.

Access the project calendar by right clicking on the calendar folder and selecting View Calendar from the menu. This will bring up the calendar in its default day view.

The project calendar window has two separate sections: the left hand view, which shows the events and task due date information for the currently selected date; and the right hand calendar pane. The right side displays the 3 available calendar views discussed below. To change views, click on the appropriate view tab. You may also use the three buttons located at the top right hand side of the window to move forward to the Next time frame or the Previous button to move back one time cycle. There is also a Today button that will take you back to the time cycle with the current date displayed.

In the month and week views, days that a task and or an event is scheduled to start or end are highlighted in green. By selecting one of these days highlighted in green you will see information about that event in the left hand panel. To display the day view from within the month or week view, click on the number for that day.

 

How to create a new Calendar Event

  1. Click on the desired project to open its main menu.

  2. Right click on the Calendar on the main menu (or in the left side tree view, under Project Details) and select New Event.

  3. Provide a name, start date/time, end date/time, location, and comments/description.

  4. Click the Save button.

 

How to invite users to an Event

  1. Right click on the Event in the left side tree view and select Invitation to Event.

  2. Click the Select button.

  3. Select the person being invited by navigating through the organizational structure and clicking on the select icon beside their name.

  4. Click Save.

Note: An email will be sent to the person you selected inviting them to the event. You can add anyone from the system to an event, whether or not they are a member of the project team.