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Understanding the Home Calendar View

The information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

The Calendar view in the Home area allows you to manage your workday and work assignments on a personal work calendar visible only to you. For information about accessing your Home Calendar, see "Viewing the Workfront Home Calendar."

Understanding Your Home Calendar

The Calendar view in the Home area is a tool you can use to view your work day and to schedule work for Workfront items assigned to you. Only you can view and manage your Home Calendar.

In the Calendar view, work items assigned to you or to groups, teams, or roles to which you are assigned display in the left panel. An interactive calendar displays in the right panel.
CalView.png

Your Home Calendar can be set up to reflect your work habits, such as the days and hours you typically work, and to integrate with outside calendars you use in your work. To learn more, see "Configuring Your Home Calendar View."

Once you have your calendar configured, you can schedule your work week by dragging and dropping work items listed in the left panel onto your calendar and by tracking calendar events from integrated calendars. 

NOTE Modifications done to a work item in the Calendar view do not change the existing attributes or dates associated with the work item. 

To learn more about scheduling your work, see "Using the Home Calendar View."

Using the Left Panel of the Home View

Once assigned to you, the following work items display in the left panel of your Calendar view and can be added to your Home Calendar:

  • Tasks
  • Issues
  • Requests
  • Approvals

Based on the Planned Completion Date and whether the work has been completed, your assigned work items are listed on the left panel in the following categories:

Completed: Lists work items to which you have given the Done status. To learn more, see the "Understanding the Options of the Done Button" section in "Marking an Item as Done in the Home Area."

Late: Lists work items that do not have the status of Done and that are past the Planned Completion date. 

This Week: Lists work items with Planned Completion dates that are due during the current week.

Planned: Lists work items with Planned Completion dates that are due during a specified week in the future.

No Planned Completion Date: Lists work items that have no assigned Planned Completion date.

To view the progress of the work item,

  1. Click the work item in the left panel.
    The work item expands.

WorkItem.png

Depending on the work item, the following features might display: 

Project title: Displays in the top left of the work item. This is the project to which the item is associated. In the example above, the project title is "Marketing Analytics."

Work item title: Displays beneath the project title. In the example above, the title of the work item is "Run SizMore Analytic Report."

Due date: Displays in the top right of the work item. This is the date and time work on the item is to be completed. If overdue, the work item displays in red.

Planned: Displays the hours a resource manager has allocated for work to be completed on the item. To learn more about planned hours, see "Understanding Planned Hours."

Logged: Displays the hours you have logged on the work item in either a timesheet or the Updates tab for the item. To learn more about logging time on a work item, see "Logging Time."

Scheduled: Displays the hours you have scheduled for the work item in the Calendar view. To learn more about moving work items to your Calendar view, see the "Scheduling Work Items in Your Home Calendar" section in "Using the Home Calendar View."

Details: Click the Details button to display the details of the work item in the right panel of the Calendar view. For more information on using the Details panel, see "Viewing Work Item Details From the Home Calendar."

Work On It: Click the Work On It button to accept the assignment to work on the item.

Done: Click the Done button to change the status of your work assignment to Done. This button only displays when you are assigned to the task or issue.

Done with my part: Click the Done with my part button to change the status of your work assignment to Done. This button displays when more than one user is assigned to the work task or issue.

Integrating Other Calendars with Your Home Calendar View

You can integrate the following calendars with your Home Calendar view:

  • Microsoft Outlook
    You can integrate only a web-based version of Outlook in cloud-hosted Office 365 or Outlook Live. On-premise Outlook or Outlook on a cloud-based enterprise Exchange server are not supported.
    When you integrate your Outlook calendar, all events from your Outlook calendar and any associated calendars, such as Birthdays and Holidays calendars, can be displayed in your Home Calendar. Attachments associated with your Outlook events are not attached to the Outlook events in your Home Calendar.  
  • Workfront Personal Time Off
    You can integrate the PTO calendar used in Workfront to indicate when approved time off is scheduled. To learn about the PTO calendar, see "Understanding Personal Time."  

For more information on integrating other calendars, see "Configuring Your Home Calendar View."

Understanding the Allocation of Time

As you add work to your Home Calendar, you can track your workload and available hours on the Allocation bar.

AlocationBar.png

The Allocation bar visually displays the number of hours scheduled for the displayed work week.

Grey: Indicates the number of hours scheduled for events from integrated calendars.

Blue: Indicates the number of hours you have scheduled for Workfront work items assigned to you.

White: Indicates the number of free hours available for allocation.

Red: Indicates your scheduled events and work items have exceeded the number of hours you have available for the week.

When you set up your Home Calendar, you specify the number of hours you typically work in a week, which is then used to determine your total allocable work hours. For more information, see "Configuring Your Home Calendar View." 

The Due bar on your Home Calendar displays a summary of the work assigned to you that is due for the week displayed in the Calendar.

DueBar.png

Viewing Work Item Details from the Home Calendar

You can view the details of any work item that is listed on the left panel or that is scheduled on your Home Calendar.

  1. Click the Details button on the work item in the left pane.
    Or
    Click the work item on the calendar.
    The Details panel for the work item displays in the right panel of the Calendar view. 

MoreDetails.png

From the Details panel, you can make updates directly on the Updates tab of the work item.

To learn more about updating work items from the Home Calendar, see "Updating Work Items in the Calendar View."

 

This article last updated on 2018-06-22 21:41:18 UTC