Work items calendar

The calendar provides a visual representation of how work items spread over the dates.

Calendar elements

The calendar consists of three main elements:

• Events - visual representation of individual work items
• Views - different calendar display modes that allow you to visualize work items and their schedules
• Grouping - organizes calendar events into categories, so related events are displayed together

Events

Events span across the dates in calendar based on their start date and/or due date on related work item and their subject is based on the title on related work item (shows No Title in case title is empty).

Views

The calendar allows you to see the work items displayed on their respective dates in tree views:

• Month - visual representation of the entire month
• Timeline Week - visual representation of horizontal timeline of the week
• Timeline Month - visual representation of horizontal timeline of the month

Grouping

On page Work Item Calendar there is action group Grouping from which you can choose desired grouping.

Grouping organizes events (work items) into categories based on the selected grouping option:

• No grouping - there is no grouping applied
• By Resource / Assigned To - work items are grouped by the resource they are assigned to

Working with the calendar

To reassign a work item to a different resource

1. Drag the event to the group of the target resource.
2. The work item’s assigned resource is updated automatically.

To reschedule the work item

This you can do in two ways:

• by resizing the event (work item)
• by dragging the event (work item)

Resize the event (work item)

You can resize the event to th left or to th right:

• in case you resize the event to the left, its start date is updated automatically
• in case you resize the event to the right, its due date is updated automatically

Drag the event (work item)

You can drag one or many events to the desired date(s):

• in case both start date and due date are entered on the work item, both are updated automatically
• in case only start date is entered on the work item, only start date is updated automatically
• in case only due date is entered on the work item, only due date is updated automatically

To add a new event (work item)

1. Right-click the empty space in the date cell and choose Insert or double-click the empty space in the date cell.
2. The Start Date is populated based on the date in the cell. In case the By Resource / Assigned To grouping is used, the Assigned To is populated based on the group from where the action is triggered.
3. Fill in the remaining fields of work item as necessary.
4. The calendar refreshes automatically, and the new event appears on the appropriate date(s) and in the group in case grouping is used.

Learn more about creating work items at Create work items.

To edit an event (work item)

Do one of the following:

• Right-click an event and choose Edit.
• Double-click an event.

The Work Item page opens for the selected work item where you can edit fields of work item as necessary.

To delete an event (work item)

Select an event, right-click an event and choose Delete.

Filtering and views

You can filter work items using the standard Business Central filters available on the Work Item Calendar page.

The following predefined views are available:

• All - shows all work items
• My Work Items - shows only work items assigned to your resource
• Unassigned - shows only work items that are not assigned to any resource

Accessing the calendar

From work items

1. Choose the 🔎 icon, enter Work Items, and then choose the related link.
2. Apply any filters if needed.
3. Choose the Calendar action.

The filters applied to the Work Items page are also applied to the calendar.

From a project

1. Open the Project Card page for the project you want to view.
2. Choose the Calendar - Work Items action.

The calendar shows only work items for the selected project.

From a resource

1. Open the Resource Card or Resource List page.
2. Choose the Calendar - Work Items action.

The calendar shows only work items assigned to the selected resource.