Planning calendar
As a planned work administrator or planner, you can manage schedule occurrences and work orders for planned work directly from the calendar. You can review event occurrences, cancel any duplicate work orders, generate new work orders, or make modifications to the schedule occurrences as needed.
The CSM/FSM Configurable Workspace contains the Planning calendar. The calendar accommodates the schedule occurrences and work orders of a work plan. To access the calendar, navigate to
- Viewing schedule occurrence
- Canceling schedule occurrence
- Generating work orders
- Viewing work order details
- Canceling work orders
Viewing the planning calendar
The planning calendar displays work order or schedule occurrence events that are created for planned work entities, such as assets, configuration items (CIs), or locations, for a single day, week, or two-week period. The schedule reflects the user's time zone.
You can navigate forward or backward in time or switch between views using buttons in the calendar header.
The Settings pane, accessed through the gear icon (
), enables you to control the display of the calendar.
| Field | Description |
|---|---|
| Group by | Criteria used to organize assets, install base, configuration items (CIs), and locations into groups. The available values are Plan, Product model, Location, or None. |
| Records per group | The number of events to display per group on the calendar display. |
| Calendar events to show | The type of event to be displayed on the calendar, either schedule occurrences or work orders. |
) enables you to determine the information you want to view on the calendar.| Filter | Description |
|---|---|
| Plans | Displays records of a specified plan |
| Plan types | Displays records of a specified plan type |
| Plan categories | Displays records of a specified plan category |