Quick Overview of the Appointment Calendar & Options

Short video shows the basics of the Project Insight Appointment Calendar feature. The Appointment Calendar allows you to see a cross project view of tasks which are specified as "Appointments". The Appointment Calendar lets you use drag and drop to reschedule, re-assign, or change the duration of Appointment tasks. Visually manage technician or field service appointments and schedules across your employee resource calendar.

Transcript:

At any time, you can navigate to the appointment calendar by using the main menu and choosing "Appointments." This will direct you to the appointment calendar, where you can use the arrows to move between days. Alternatively, you can use the other options to find the week view or a timeline week view.

You can also use the gear icon or the filters to select a specific department or specific users that you would like to display on the calendar. Additionally, you can choose a few other options, such as showing all the time on the task or viewing the whole calendar all at once. These are some options available in the calendar view.