Create a Calendar

Use the Calendar Properties window (accessed from within the Calendar Manager) to create or edit a Calendar.

To create a Calendar:

  1. Open the Calendar Manager.

  2. Select a scope and subfolder (if needed).

  3. Select Create New Create New Button.
  4. Define general properties:
    1. Name:

      Provide a display name to use within CSM (search for this property in CSM Item Managers).

    2. Description:

      Provide a description to use within CSM (search for this property in CSM Item Managers).

    3. Title Text:

      Provide a title to display in the banner above the Calendar. If blank, no title is displayed.

  5. Define date and time options for the Calendar:
    1. Default view: Select the default date format to display. Options are:
      • Day.
      • Work Week.
      • Week.
      • Month.
      • Timeline.
    2. Work Day Start/End: Select the work hours to display.
    3. Include Weekends in week view (Optional): Select this check box to include Saturdays and Sundays on the Calendar; otherwise, only Monday through Friday is displayed.
  6. Select one or more Calendar Items to display on the Calendar (Legend area):

    A Calendar must have at least one Calendar Item. The color displayed to the left of each Calendar Item is the color the item displays on the Calendar:

    1. Select Add Create New Button to open the Calendar Item window, where you can create a Calendar Item to display.
    2. Complete the Calendar Item details.
    3. Select Save.
    4. The new Calendar Item is added to the list of Calendar Items.

      Select Edit to edit a selected Calendar Item; Se;lect Delete to remove a selected Calendar Item from the list; Use the Up/Down arrows to change the order of the Calendar Items in the Legend area.

  7. (Optional) Define additional options:
    1. Select Options.
    2. Availability:

      In the drop-down list, select a scope.

      If you already selected a scope at the beginning, this is auto-filled with your selection.

    3. Association:

      If applicable, select a more filtered scope (example: A particular team). <Automatic> applies scope based on login. If not applicable, this option is disabled.

    4. Custom Image:

      Select the image to open the Image Manager, and then select an existing image or import a new image to represent the item in the UI.

    5. Select OK.

  8. Select Save.