Calendars - Main

The Summary section groups pertinent information from the other sections on the page. All information shown here is for display only.

• Current State:Indicates the current state of the calendar.
• Title:The title of the calendar. You can edit this in the Details section.
• Number:A string of characters that uniquely identifies the calendar within the workspace. You can edit the number in the Details section.

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Using the Project section, you can set the current document's project linking status to:

• None:Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
• One:Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• Multiple:Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• All:Select to link the current document to all projects within the current workspace.

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

The Details section lets you edit the information displayed in the Summary.

• Title:Type the title of the calendar. If you are creating multiple calendars, use a descriptive title to help prevent confusion.
• Number:Type a string of characters that uniquely identifies this calendar, or leave it blank if Proliance is configured to supply one. You can configure the format of this number by using Proliance Local Admin. For details, refer to "Editing the Number Format" in the Proliance Local Admin on-line help.
• Base Calendar:

  This setting is available for calendars created within the workspace only. Optionally, click the magnifying glass icon and select a base calendar for this calendar. A base calendar can be any calendar in the system. Once a base is selected, all days marked "Use Base Calendar" in the Work Week section will be synchronized with working times from the base calendar when you save the document.

  You can also clear or replace the base calendar.

  • Clearing the base calendar disassociates any linked days in the Work Week Section. This means you will manually set the working times for each day in the week.
  • Replacing the base calendar links this calendar to the new base, but it does not alter the working times automatically. This is a safety mechanism in case you selected the wrong base calendar or you change your mind. To synchronize the working times with the new base calendar, simply select "Use Base Calendar" next to the appropriate days.

• Classification Information:Five areas where you can enter a classification for this document. If you use assign a standard classification to your documents, you can use it to search or organize your documents according to these classifications.
• Classification Information Lookups:Select the user-defined values that define this document. These values are created from the Proliance Local Admin.
• Initiative:If this document was created in a workspace, this is the construction initiative to which the workspace belongs. If this document was not created in a workspace, you can optionally select a construction initiative name.
• Notes:An area to enter additional information on this document.
• Sub Project:The name for the specific portion of the workspace with which the document is associated. For example, the "Civic Center" workspace consists of five large buildings. Each building is a sub project.

The Work Week section lets you define the standard working hours for each day of the week. If a base calendar has been selected in the Details section, you can synchronize any day with the working times defined in the base calendar.

Note: Only workspace calendars can be linked to a base calendar.

Complete the following for each day of the week:

• Use Base Calendar:

  For workspace calendars, select this check box to synchronize the working hours for this work day with the same day in the base calendar. The synchronization will occur when you save the calendar. Clear this check box to break the link with the base calendar, if you want to manually enter working times.

  Note: Do not manually enter any working times if you are using a base calendar—the synchronization process will discard any manually entered work times.

  Organization calendars do not use base calendars and the setting for this check box will always show an 'x'.

• Day:Proliance automatically displays "Day is working" or "Day is not working" depending on whether any working hours have been defined for the day. You cannot edit this information.
• Working Times Start/Finish:

  For organization calendars or for workspace calendars not using a base calendar on that particular day, enter the working hours for that day in the format:

  hh:mm [am|pm]

  For example, "10:00 am" or "12:45 pm". You can omit the :mm portion if mm is zero. For example, "2 pm" and "2:00 pm" are the same. You can enter up to five work hour ranges per day.

  You can also use the following actions:

  • Click Clear All to quickly erase all entries in the Start and Finish fields.
  • Click Set Defaults to quickly enter the default work day of 8:00 AM to 12:00 PM, 1:00 PM to 5:00 PM.

  For a workspace calendar that is using a base calendar for that day, leave all the Start and Finish fields blank and do not modify any information in these fields. Proliance will synchronize the working times with the base calendar when you save the calendar.