Using Calendars

Introduction

Calendars for clients  and projects  in TO3000 3D can be used to obtain a visualized representation of work processes. Calendars provide a comprehensive view of project and job intensity at any given moment.

The following calendars are available in TO3000 3D+:

Calendar Section

The Calendar section displays all projects and jobs in the visual format of calendar blocks. Each block stretches across the calendar from assignment until completion, or until the deadline if the job/project has not been completed yet.

The section has two different calendars in it, accessible from the Ribbon: a Calendar of Projects, and a Calendar of Client Jobs.

Each calendar displays the Jobs or projects for all clients. Double-clicking a calendar block opens the Edit window for the corresponding job or project.

Settings for the Calendar view

The following settings for the calendar page are available after opening a calendar:

Basic navigation - the Ribbon displays icons for moving backward and forward in the calendar by a single interval, and quick navigation to Today.

Viewed period - the Ribbon displays icons for selecting the time interval to be viewed (day, work week, week, month, year), as well as the special Timeline View.

Note: In Day View and Work Week View, jobs shorter than one day are displayed across the rows representing hours, while longer jobs are displayed above the hour-rows.

Grouping and special options - the Ribbon displays icons for changing the layout of the viewed interval (Group by None, Group by Date, Group by Clients), and special options for Weekend or Off hours display.

Mini-calendar - the mini-calendar on the left displays the month and date currently viewed. Click a date to switch to it. To move to a different month, click the greyed-out dates, the Back and Forwards buttons in the month header, or the header itself. Click and drag across multiple days to display them all.

Job/Project block colors

As well as the jobs/projects they represent, job/project calendar bars can have different colors, depending on the statuses of respective jobs/project:

Green — job/project is not completed yet, but its deadline is in the future.

Blue — job/project is not completed and due today.

Red — job/project is not completed and overdue (its deadline is in the past).

Grey — job/project is canceled.

Pale Pink — job/project is completed.

Pale green — job/project is Heads-Up.

Pale Orange — job/project is On Hold.

NOTE: To customize status colors in the Backstage select the User Settings section and click Colors: Statuses.

Use the Job Status filter to display only the Jobs/Projects with a specific status (Completed, Overdue, On hold, etc.).

See also:

Calendar tab of Client window

Calendar tab of Project Window