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Calendar

The Calendar page displays upcoming events relevant to items in your portfolio.

To navigate to the Calendar page:

  1. Click Calendar in the toolbar in the upper-right corner of the window.

    Toolbar, with the Calendar button boxed in orange to make it more visible.

    The Calendar page opens.

  2. Follow a procedure below.

ClosedChoose Which Calendar Items to Display

To choose which items appear in your calendar, select or clear check boxes in the Legend section at the top of the page. The items you select appear in the calendar, and the items you clear no longer appear.

ClosedSwitch Between Week and Month View

To switch between week and month view:

  1. Select either the Month tab or the Week tab.

    The corresponding calendar view opens.

  2. To navigate to the previous or next week or month, click Left Arrow A white button with a blue arrow that points left. and Right Arrow A white button with a blue arrow that points right. buttons.

ClosedOpen a Calendar Item

You can view items from your calendar in the module where they originated. This allows you to take action on the items.

To open a calendar item:

  1. Find the item you want to work with.

  2. Click the item's name.

    The system navigates to the appropriate page for you to modify the calendar item.

ClosedCreate printable view

You can create a printable view of the data on the page.

  1. If the page has a list layout, select the record you want to print from the list at the top of the page.

  2. Click Printable View.

    This displays in the Actions menu on the right side of the page.

    A window opens, with the page data in a printer-friendly format.

  3. Print the contents of the window.