Manage the calendar view
- A new Workfront plan and license. Workfront Planning is not available for legacy Workfront plans or licenses.
- An additional license for Workfront Planning.
- Your organization’s instance of Workfront must be onboarded to the Adobe Unified Experience.
You can display records and their fields in a calendar view, from the record type page.
For information about Adobe Workfront Planning views and how to manage them, see Manage record views.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
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| Adobe Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| Adobe Workfront Planning plan* |
Any For more information about what is included in each Workfront Planning plan, contact your Workfront account manager. |
| Adobe Workfront platform |
Your organization's instance of Workfront must be onboarded to the Adobe Unified Experience to be able to access all the capabilities of Workfront Planning. For more information, see Adobe Unified Experience for Workfront. |
| Adobe Workfront license* |
Standard Workfront Planning is not available for legacy Workfront licenses |
| Access level configuration | There are no access level controls for Adobe Workfront Planning |
| Object permissions |
Manage permissions to a view View permissions to a view to temporarily change the view settings |
| Layout template | All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu. |
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Manage a calendar view manage-a-calendar-view
Consider the following:
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You can create a Calendar view only when you have at least two date fields associated with a record type. When you have one or no date fields associated with a record type, the Calendar view option is dimmed.
You can select from record date fields, or lookup date fields from connected record or object types.
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The following scenarios exist:
- When both the Start and End dates have no values, the records do not display on the calendar
- When the Start or the End dates have no value, the record displays as a one-day event
- When the Start date is after the End date, the record does not display on the calendar.
To manage a calendar view:
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Go to the record type page for which you want to view the calendar.
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Create a calendar view, as described in the article Manage record views.
The records associated with the record type you selected display as bars in a calendar. The color of the bars matches the color of the record icon.
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Do one of the following to navigate through the calendar:
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Click the left and right icons or use the horizontal scroll to move backwards and forwards in the calendar.
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Click Today to center the calendar to today’s date.
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Select one of the following options from the time frame drown-down menu to update the time increments:
- Month
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Update the following view elements as described in the subsections below:
Add filters
You can reduce the amount of information displayed on the screen by using filters.
Consider the following when working with filters in the calendar view:
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The filters you create for a calendar view work independently from the filters in any other view applied to the same record type.
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The filters are unique to the view that you select. Two calendar views of the same record type can have different filters applied to them.
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Two users looking at the same calendar view see the same filter that is currently applied.
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You cannot name the filters you build for a calendar view.
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Removing filters removes them from anyone accessing the same record type as you and who displays the same view as you do.
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Adding filters in the calendar view is identical to adding filters in the table view.
For more information, see the “Add filters” section in the article Manage the table view.
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You can filter by connected record fields or lookup fields.
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You can filter by lookup fields that display multiple values.
Edit the calendar view settings
Editing the calendar view settings is identical to editing the settings of a timeline view.
For more information, see the “Edit the timeline view settings” section in the article Manage the timeline view.