Cloud includes the "Global Calendar" functionality, which provides a combined view of the schedules for your Office and Field users. You can see project tasks, meetings, service calls, and to-dos, along with their associations with projects and resources, in a single view.
The events displayed on the Global Calendar show an icon to help you identify the event type, as shown in the image below.
You can further simplify how events appear on the Global Calendar by setting distinct colors for each event type and status.
Check out this article for more details.
The Global Calendar has three views: Resource view, Project view, and Month view.
Resource view
The Resource view shows the overall schedule by resource. In the Resource view of Global Calendar, you can:
See the schedule by resource
You will see all the Office users and Field users listed vertically on the left. On the right, you will see their weekly schedule: meetings, to-dos, project tasks, and service calls.
Each column represents a day of the week, and each cell shows a resource's schedule. The current day's column is highlighted in Blue.
You can click "Hide Weekend" to see the schedule only for the weekdays.
You can navigate between weeks by clicking the "<" and ">" buttons in the top-left corner.
If you want to update an event, click it. A modal appears for you to update its details.
Add meetings, calls, and to-dos
If you want to add a meeting, service call, or to-do in this view, click one of the following in the top-right corner and add it.
Create event - click this to add a meeting (one-time or recurring), specify the date, time, attendees, and location.
Service call - click this to log a service call for an account, set the call schedule, and add basic issue details.
To-do - click this to add a to-do with a due date and assign it to a resource.
Filter events
You can filter the weekly schedule by event type, project, and the priority assigned to the event.
Search for events
You can search for specific events by entering search criteria in the Search box in the top-left corner.
Project view
The Project view shows the overall schedule by project. In the Project view of Global Calendar, you can do the following.
Set view duration
Select one of the following durations: 1 month, 6 months, or 12 months.
Filter project schedule
You can filter the list of projects by stage, project manager, and schedule by specific phases.
See the schedule by project
On the left, you will see all projects for the selected duration and filters.
If you haven't assigned the project's start and end dates yet, click "Start date" and "End date."
Once you set the start and end dates, you can set the start and end dates for the phases. After you set the phase start and end dates, Cloud will show them in the Gantt view.
Search by account
You can search for specific projects by the accounts they are associated with by entering the search criteria in the Search box in the top-left corner.
If a project's start date falls before or after the duration you selected in months, you will see arrows in the project rows.
If the start date is before the duration, you'll see a left-pointing arrow; click it to go to the project's schedule.
If the start date is after the duration, you'll see an arrow pointing right; click it to go to the project's schedule.
In the following screenshots, the first two projects have start dates in April or earlier. So, you see two left-pointing arrows when you open the May schedule.
Month view
The Month view shows the overall schedule by month. In the Month view of Global Calendar, you can do the following.
See the schedule by month
You can see the schedule for the current month. Each cell represents a day in the month and shows up to 2 events. The cell for the current day is highlighted in Blue.
If there are more than 2 events, you can click the "More" button in the cell. This will open a side panel showing all events for the day.
You can navigate between months by clicking the "<" and ">" buttons in the top-left corner.
If you want to update an event, click it. A modal appears for you to update its details.
Add meetings, calls, and to-dos
The steps to add a meeting, service call, or to-do in the Month view are similar to those in the Resource view.
Check out this section for more details.
Filter events
You can filter the weekly schedule by event type, project, resource, and the priority assigned to the event.
Search for events
You can search for specific events by entering search criteria in the Search box in the top-left corner.
To change the temperature scale shown on the Calendar's Temperature icon, go to "Settings > Account > Regional Format" and select the scale in the Temperature Scale dropdown.