After tasks are scheduled, they appear on the Calendar to facilitate task review prior to mobilization to the field.
Select the Calendar ribbon to open the Calendar.
Calendar Ribbon
Zoom In – Use the Zoom In button to show fewer days and more details in the Calendar
Zoom Out – Use Zoom Out to show more days and fewer details in the Calendar
Today – Click the Today button to return to today’s date in the Calendar
Refresh - The Refresh button will evaluate the task status and update the shading/color coding of completeness on the Calendar
Edit Planned – Opens the Planned Task window to makes changes to a planned task
Schedule – Opens the SPM Scheduler
Unschedule – Opens the SPM Unscheduler
Cancel – First select a task to cancel, then use the Cancel button to cancel it
Complete – Select a task and use this button to mark it as completed
Generate iCalendar – Opens the SPM – iCalendar report. Run the report to generate an iCalendar (*.ics) file
Show Task & Person – Click to display the person to whom the scheduled tasks are assigned on the Calendar
Swap Position – After enabling Show Task & Person, click Swap Position to swap the order of how the Person and Task are listed in the Calendar
Set Person – After enabling Show Task & Person, use this button assign a person to a scheduled task
Clear Person – Remove a person from a scheduled task