Web Calendars

Purpose

Web Calendars provide a multi-project view of tasks:

  • Keep multiple web calendars open at once on different browser tabs

  • Apply filters, enabling each user to create views of only what is relevant to them

  • Track by Projects and Lots

  • Drag and drop calendars to other monitors

  • Keep calendars open, even when Director is closed

  • Web calendars are the only calendars available in Director

  • Share calendar with external users

Prerequisites

Note that you must have the following installed in order for Web Calendars to work. You must perform these procedures on the server only. See Install IIS and Web Services.

• IIS

• DotNetCore

• Hosting Bundle

Web Calendars are supported in Chrome, Edge, and Firefox; this functionality is not supported in Internet Explorer.

Steps

 
  1. Click Web Calendar to open a calendar.

You can have multiple calendars open while working in Director. You can open Web Calendars when Director is closed, by accessing the proper web address.

General Calendar Functionality

1. Click Refresh Data to see calendar updates (rather than using your browser's refresh button which will reset all settings).

Refresh Data maintains existing filter and date settings and only refreshes data. You can automatically refresh calendar data by setting a time in your configuration settings for Refresh Date to execute.

The Refresh Interval value is set in: InstallDirectory>Server>WebApplications>WebCalendar>appsettings.json>AppSettings>RefreshInterval

  • The Refresh Interval value is reflected in minutes.
  • The default Refresh Interval is 15 minutes.
  • The minimum Refresh Interval is 1 minute.
  • If the Refresh Interval value is set to 0, auto-refresh will not occur.

Keep multiple calendars open on different browser tabs. Close a calendar by clicking the X to close the browser tab.

To share a web share calender with external users, copy the web page URL.

Filter Functionality

Use filters to specify which task/date/employee information displays on the calendar.

You can filter by the following criteria:

  • Task - filters the calendar for the selected task
  • Date - filters the calendar for the selected date type (Estimated, Started Complete)
  • Employee - filters the calendar for the selected assigned employee(s)

Named Calendars

Save and name filters to quickly switch between frequently used filters.

  • Save - save the current filter to the current name.
  • Save As - save the current filter with a new name.
  • Rename - rename the selected named filter
  • Delete - delete the selected named filter

View Options

Day view

Specify the range of days that display on the calendar.

  • Day
  • Week
  • Three Week
  • Month

Date view

Specify the dates that display on the calendar.

  • Today - displays the current day
  • Previous/Next - moves the calendar forward/backward one day/week/month based on the current view timeframe.

  • Date - moves the calendar to the specified date

Show/Hide Properties

Toggles the display of the properties for the selected project

The properties for the selected project show on the left pane

Capacities

Click Set Capacity to define date ranges and hours.

The Set Capacity Maximums dialog displays.

  • Click one or more day circles
  • Enter Start and End Dates
  • Enter Maximum Hours for the selected date range

Set hours for day

Double-click on a header for a specific day/date will set the dates in the dialog to the selected day. This can be used to apply capacities to any day, including weekends.

Days in which hours are under capacity display the assigned portion of the progress bar in orange; days in which hours are over capacity will display the progress bar in red.

Note that Capacity can be defined as a custom display string variable. See Create Custom Display Strings.

Price Capacity Types

If you currently have the Price Capacity Type selected for any tasks, consider reducing the Capacity value on calendars to compensate for the reduced value (without tax).

Change Status

A project must be selected in the calendar to enable the button.

When you click Change Status, the Task tab for the selected project displays, allowing dates to be quickly updated.

Note that you cannot move dates if a task has started.

Edit Notes

You can edit project notes without checking out a project, using the Edit Notes function.

View Options

Click View Options to display Capacity Settings.

  • To view only completed task, click Show Completed Tasks. This helps simplify the calendar view.

View capacity as Capacity Used or Capacity Remaining.

View Capacity in the following formats:

  • Units Only
  • Percent Only
  • Units and Percent

Sample showing gradient and Capacity percentage

Gradient for 1-100% Capacity - Red when over 100% Capacity

Custom Display Strings

Sample string - Text inside the [ ] is a variable that must match the Project List fields in the column chooser. Text outside the [ ] is text and displays as is in the string on the calendar.

Custom string (shown above), displayed in the calendar. Note that if the string is too long to fully display … will display and the tooltip will show the full string.

Custom Display Strings created for Web Calendars allow necessary information to display and properly identify each task; you can also provide additional, at-a-glance information in the tooltip.

  • Each task (Admin > Tasks/Status page) can define its own Custom Display String using any combination of Status Icon, Lot Level fields, Plan Level fields, Project Level fields, Project Level Custom Fields and text as defined below:

    • The default display string for the Web Calendar is [Icon] [Project Number] [Capacity]. See also Create Custom Display Strings.

    • In the example below, items in red indicate a custom field:

      • Delivery Task: [Project #]-[Total Bdft]-[Truck]-[JobSite City]-[LongestTruss]

      • Production Task: [Project #]-[Total Bdft]-[SawUnits]-[Est Delivery Date]

Status Strings

  • [Icon]

  • [Capacity]

Lot Level Strings

  • [Lot Name]

  • [Plan/Elevation]

  • [Builder Sequence]

  • [Build Number]

  • [Truck Driver(s)]

  • [Truck ID(s)]

  • [Delivery]

  • [Order]

Plan Level String

  • Plan level Custom Fields

  • [Plan Name]

Project Level Strings

  • Project Level Custom Fields

  • [# of Component Groups]

  • [# of Components]

  • [# of Deliveries]

  • [# of Elevations]

  • [# of Lots]

  • [# of Orders]

  • [# of Plan Groups]

  • [# of Plans]

  • [# of Sets]

  • [# of Truss Plies]

  • [Bid Accepted Date]

  • [Bid Amount Bid]

  • [Ordered Date]

  • [Bid Status]

  • [Category]

  • [Change Order Reason]

  • [Checked Out By]

  • [Checked Out Time]

  • [Class]

  • [Contact]

  • [Customer]

  • [Est. Starting Delivery Date]

  • [Estimated BDFT]

  • [Estimated Man Dollars]

  • [Estimated Man Hours]

  • [JobSite Address]

  • [JobSite City]

  • [JobSite Country]

  • [JobSite County]

  • [JobSite Lot]

  • [JobSite Name]

  • [JobSite PostalCode]

  • [JobSite State]

  • [JobSite Zip]

  • [Last Modified Time]

  • [Longest Truss]

  • [Lot]

  • [Man Dollars]

  • [Man Hours]

  • [Overhangs]

  • [Overtime Dollars]

  • [Overtime Hours]

  • [Pitch]

  • [Project #]

  • [Project Creation Date]

  • [Project Employee]

  • [Project Name]

  • [Project Status]

  • [Project Task]

  • [Salesperson]

  • [Selling Subtotal]

  • [Spacing]

  • [Standard Loading]

  • [Starting Delivery Date]

  • [Tallest Truss]

  • [Tax %]

  • [Total BDFT]

  • [Total Component Markup]

  • [Total Cost]

  • [Total Delivery]

  • [Total Invoice Amount]

  • [Total Labor]

  • [Total LNFT of Truss Span]

  • [Total Lumber]

  • [Total Misc Cost]

  • [Total Misc Markup]

  • [Total Misc Price]

  • [Total Plates]

  • [Total Selling Price]

  • [Total Square Foot]

  • [Total Tax Amount]

  • [Total Truss LNFT]

Split Task Strings

Split Tasks allow you to display information from the Split Task dialog in the Custom Display String so that the Original Task and New Task can be distinguished from each other on the Web Calendar.

Split strings in the Split Task dialog are created as described below:

  • The task’s Custom Display string (or default string) as defined in Admin > Task/Status > Custom Display String

  • New Name: For example, Saw (2)

  • Text appended to Name: For example, Jeff’s Crew Split Task

  • Assignee: select from dropdown list

  • Station: select from dropdown list

  • Note: <UserCreatedNote>

The format is:

  • [OriginalString] SPLIT: <New Name + Text appended to Name> Assignee: <AssigneeFromDropdownList> Station: <StationFromDropdownList> Note: <UserCreatedNote>

Export to PDF

This feature lets you create a PDF, which is a printable copy of the current view.

Note that different browsers may operate slightly differently for this feature.

Web Calendars - Lot Level Tracking

Display Lot and Plan Level Tasks on Calendar

View your Plan / Lot Level tasks on the calendar (including capacity and other related info) in order to track / adjust tasks, as needed.

Calendars use the task properties for Lots and Plans, including the custom string defined in the Admin > Task tab to display Plans and Lots in the same way as other projects. Hover your cursor over the string to display a tooltip showing the entire description.

Note: You can also assign different colors to tasks on the calendar.

Notes & Tips for Calendars with Custom Display Strings

For Custom Display Strings that use Plan and Lot Level fields:

When the task’s Custom Display String includes Plan and Lot Level fields, existing projects that have tasks that are still set to the Project level generate an “ERR!” warning for the Plan and Lot Level fields in the Custom Display String.

  • This is not an indicator of a problem. As existing projects work through the system all newly create projects will have the Plan and Lot Level fields.

  • If needed, existing projects can be updated using the Rebuild Tasks from Defaults function.
Related Topics

General Web Calendar Functionality

Tasks Tab Field Descriptions