The Calendar build overview, available via Site|Build / Build Overview / Calendar, is just like your project’s Calendar view display, but allows you to display tasks across multiple projects, again with a number of super handy filter options, plus the ability to export your Calendar chart for printing – we’ll show you how to do this shortly.

This view is very popular with our ‘Old School’ project managers, though the ability to view multiple projects tasks can quickly fill this display up - just like your single project Calendar view:

  • We display your task name over the periods that your tasks cover.  
  • Hovering over a task will pop-up a display of it’s:
    1. Job number
    2. Start and Finish dates
    3. Duration
  • Each task block is clickable – taking you to the Task List view of that project for quick editing
  • Today’s date is highlighted in light blue, allowing you to instantly view tasks falling behind – via our gantt colour coding (displayed to the top right) i.e. any tasks in an open (grey) or ordered (purple) state before today’s date may be something for the project manager to chase up.
  • To the top left, we have the ‘View By’ selector allowing you to view your schedule by Month, Week or Day. 
  • With two calendar scrolling options 
  • The calendar icon to the top left – by the Day/Week/Month filter
  • And the ‘< Today >’ link to the top right 




Running a Calendar report using the Build Overview Filters

At the top of the ‘Calendar’ build overview page, are a number of reporting filter options – these are available for most of the Build Overview reports, and allow you to create your own customised reports – these are: 

  • Project Manager – project managers can view just their projects, a selection of project managers projects, or ALL projects
  • Site Managers – allows you to view jobs managed by specific Site Manager(s)
  • Date Range – allows you to view tasks due in a specific date range
  • Project – allows you to view the calendar across a selection of specific jobs 

 

Once you have set your filter options, click ‘Apply’ at the bottom right of the filters, to apply your selections to the report.
 



Printing your Calendar report 

Once you have applied your filters, you have the ability to export your Calendar chart for printing.  This is via the printer icon to the right of the job number – above the calendar filters, to the left.

To print your Calendar build overview report:

  1. Click the printer icon (to the right of you job number) – this will open the ‘Export Current Calendar View’ pop-up
  2. From here you just select
  • The size of paper you are going to print to i.e. A4, A3, A2 etc  
  • The orientation of the print out i.e. Landscape or Portrait
  1. And then click ‘Export’ to print – this will open a new tab previewing your calendar view
  2. From here we ‘right click’ on the web page, and select ‘Save Image As’ 
    • This will open your file browser pop-up giving you the chance to save this as a picture file and where to save it to
    • Click ‘Save’ to save it
  3. Then open your saved image file of the calendar to print.