Project Calendar View

Clicking on Calendar in your Project Views will bring you to a screen that appears much like a traditional calendar. Here you can review your tasks and to-do items as they relate to the calendar months.

You can browse through your tasks and to-dos by Year, Month, Week, and Day by using the left arrows and right arrows to scroll backward and forward among time periods. Links labeled Day, Week, Month and Year . In addition, the numeric dates displayed in the calendar views are links which can be clicked to zoom in on just that day's view.

Filtering Your Calendar View

You can change the display by clicking the filter option in the top right of the screen

• Note: For more information on filters in Project Insight see How to Use Filters and Save Layouts in Project Insight

• Additional Projects will allow the viewing of other selected Projects Tasks and To-Dos on the Calendar
• Task Types will allow filtering Tasks seen by Task Types
• Resources will allow filtering Tasks and To-Dos by Resources Assigned

Additional Notes and Rules on Calendar Views

The list of projects displayed for filter selections may vary by user. For example, a resource allocation report viewer will see all projects they have read access to that are "Active" in addition to the project that they are viewing even if that one project is not active (the "not active" project view is relevant only when viewing a calendar from within a project view).

For all other users it is a list of the active projects within which they are assigned. This could include projects within which they have no read access, but this would be uncommon as it is not a normal practice to assign a resource to a project and restrict their permissions to read it.

Selecting a resource/type role filter will show only tasks assigned to that resource type role, or tasks within which one of the users in the list is assigned to that resource/type role at the assignment level. If either of these are true, the task displays. If resource type/role is not specified, and one is selected, then that value is not returned. The only way to get a task displayed which does not have a resource type/role assigned is to use the "All Resource Type/Roles".  

Resource Allocation Report Viewer and Project Report Viewers will see all of the active users in the resource list, while other users may see only active users assigned on the same projects as themselves.

Additional Help

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