Lesson 6 - Project Calendars: Team Calendar

Table of Contents

Team Calendar Use Cases and Benefits
Team Calendars Locations in Foresight
Accessing Team Members Calendar in Project Profile
Setting Up Your Team Members' Calendar
Filtering in Team Members Calendar
Changing How Bars Summarizing Scheduled Hours Are Counted on the Calendar

Team Calendar Use Cases and Benefits

The Team Members Calendar in Foresight Connect is essential for managing team schedules and monitoring resource utilization, offering a centralized view of assignments and workloads. Designed for flexibility, it allows managers to customize the calendar with filters, grouping, and sorting options to focus on specific data types like assignment details or utilization rates. Users can adjust settings to change how scheduled hours are summarized, ensuring clarity in tracking team productivity. By leveraging the Team Members Calendar, organizations can optimize resource allocation, improve team coordination, and enhance operational efficiency which ensuressmooth project execution and balanced workloads.

Team Calendars Locations in Foresight

In Foresight, there are two types of Team Members' Calendars available:

• Team Members' Calendar in the Calendar Tab
• Team Calendar in the Project's Profile

The difference between them lies in the scope of the team members' information displayed. The Team Members' Calendar in the Calendar Tab shows team member details from all projects across the organization. In contrast, the Team Members' Calendar in the Project's Profile only displays information for the specific project you are currently viewing and managing in its profile.

Accessing Team Members Calendar in Project Profile 

You can access the Project’s Team Members' Calendar through the specific Project Profile. Follow the steps below to navigate to the calendar:

Setting Up Your Team Members' Calendar

You have many options when it comes to customizing your Calendar view. You can set filters so it only displays certain data types, or you can change the date range you’d like to see. You can:

• Choose filters (Add Filter button)
• 
• Choose data granulation

• Select dates from the calendar picker

• Set up the number of results per page

• Set up data sorting

• Choose assignment’ types you would like to see in the calendar
• Use the Gear Icon to tailor the calendar to your needs: 

The walkthough below will show you how to locate the Project's Team Calendar in Foresight Connect and guide you through its settings.

If you use a utilization filter, you can change the date range by clicking the settings button as in the picture below: 

Filtering in Team Members Calendar

One element of this view is the search bar, which allows you to filter the data you need. Read the article to learn more about how filtering in Foresight works.

Changing How Bars Summarizing Scheduled Hours Are Counted on the Calendar

Suppose you want to change how the calendar bar graph summarizes the status of scheduled hours. In that case, you can open My Settings and check off the appropriate boxes in the Scheduled Utilization Settings section.