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Calendar

Display upcoming events relevant to items in your portfolio on the Calendar.

  1. Select Calendar in the toolbar in the upper-right corner of the page.

  2. Select or clear items in the Legend section to display the items you want.

Select week or month view

  1. Select the Month tab or Week tab.

  2. Select the 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. to navigate to the previous or next week or month.

    The Prior Weeks Unresolved Items list on the Week tab displays unresolved events from the previous 30 days.

    To find unresolved items older than 30 days, use these methods:

    • Dashboard work queue and approvals: Add My Approvals or My Work Queue dashboard widgets to your dashboard and check for unresolved items in your work queue or approvals.

    • Reports: Run a report to find outstanding items across all projects. Go to Reports and use filters to locate unresolved events beyond the 30-day window.

    • Month View: Use the Month tab associated with the weekly calendar to help you navigate to specific months and locate events by date. This not display prior unresolved items and is unaffected by this change.

Open a calendar item

View items from your calendar in the module where they originated, enabling you to take action on the items.

  1. Find the item you want to work with.

  2. Select the item's name.

    Lucernex navigates to the appropriate page for you to modify the calendar item.