The Operational > Planning calendar view allows you to view planned tasks according to their date and visualize their distribution over time.
From this view it is also possible to select one or more plans to perform management actions.
Access the calendar view
- Go to Operations > Planning .
- Select the calendar view.
- Place the plans on the corresponding dates.
- Select a plan to view or manage your information.
[IMAGE: Screen: Operations > Calendar view showing tasks distributed across different dates]
Identify the states by color
The plans are displayed in different colors depending on their status.
To see what each color represents, select Information . There you will find the corresponding reference to the available calendar states.
[IMAGE: Calendar Information option showing color and status references]
Manage schedules from the calendar
Select one or more plans to perform the available actions.
The main operations include:
- Change the planned date.
- Modify the planned time.
- Define whether the task is internal or external.
- Allocate resources.
- Delete plans.
- Generate a new work order.
- Assign plans to an existing work order.
The actions can be carried out individually or in multiples, depending on the selected plans.
📌 The available options depend on the status of the plans and the permissions assigned to the user.
Create an activity from the calendar
The calendar view also allows you to start creating a scheduled activity by directly selecting the day you want to schedule it.
Then, complete the information needed to generate the corresponding plans.
[IMAGE: Planning calendar showing the selection of a date to create a scheduled activity]
The calendar view allows you to quickly identify when tasks are scheduled and manage one or more plans from a temporal representation.