Details

Details Tab

Details Tab

Details > Activity

Details > Activity

This drop-down indicates the activity code for the appointment. You will see all activity codes that you have permission to use.

Details > Cost Center (Program)

Details > Cost Center (Program)

This drop-down indicates the program code for the appointment. You will see all program codes that you have permission to use.

Details > Location

Details > Location

This drop-down indicates the location for the appointment.  The combination of codes (activity,program,location) that you select will determine how this item is billed after you add it to a timesheet.

You can optionally add in a location under the drop-down. This field could be used to enter an address if the location code is not specific enough.

Details > Private

Details > Private

You can make a calendar item private by checking this checkbox.

If other users looking at your calendar will only see the duration and a ~busy~ subject. They will not be able to open the private item.

Details > All Day

Details > All Day

Checking the All Day check box will toggle the calendar item to be an all day event. In the field next to all day, you will enter the amount of hours this event will represent. The default being 7.5.

Details > Start / End

Details > Start / End

The start and end fields allow you to enter dates for the appointment. you can either manually type in a date with the format of MM/DD/YYYY, or click the buttons to be presented a date/time picker.

Details > Repeat

Details > Repeat

Repeat allows you to set the calendar item to recur at certain intervals. Selecting the value from the drop-down will set up a reoccurring item for every Day,Week,Month,or Year.

Clicking the edit button next to the drop-down will allow you to set additional repeat settings.

Details > Show As

Details > Show As

Show As changes the way the calendar item shows on your calendar

The left bar of the appointment will change color based on the value selected in Show As

Details > Invitees

Details > Invitees

Invitees will allow you to select users in your organization to invite to the appointment. Begin typing their name, and select from the list provided.

Details > Remind Me

Details > Remind Me

Remind Me allows you to get a reminder before the appointment begins. The default is never, and you can select from 5 minutes to 2 weeks.

You will see the reminder as a system alert with the subject of the appointment, and the start time.

Details > Event Color

Details > Event Color

The Event Color will allow you to change the color of the appointment as it shows on your calendar. What the colors represent is up to your or your organization. For example, if you have a appointment with a client, and that client cancels, you could change the Event Color to red.