Edit an existing calendar report

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

You can modify an existing calendar by adding or deleting a link to a project. You can also modify calendar groupings associated with a calendar report.

NOTE
You are limited to 15 groupings in a calendar report.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header
Adobe Workfront plan Any
Adobe Workfront license

New: Standard

or

Current: Plan

Access level configurations Edit access to Reports, Dashboards, and Calendars
Object permissions Manage access to the calendar report

For more detail about the information in this table, see Access requirements in Workfront documentation.

Edit an existing calendar report in Production

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Calendars.

  2. (Optional) To change the name of the calendar report, click the calendar name field, then make the desired changes. We recommend using only UTF-8 characters to avoid compatibility issues.

    Change report name

    If you have shared the calendar report with other users or teams, the modified calendar name is automatically updated in their calendar view.

  3. (Optional) To add a project to the calendar report:

    1. Click Add to Calendar.

    2. In the Project name field, begin typing the name of a project from which you want to add calendar events, then click the name when it displays in the drop-down list.

      Select the project name
      Items from the project and its associated tasks and issues are added to the calendar report.

  4. (Optional) To add a calendar grouping or to modify an existing calendar grouping:

    1. Hover over the project name, click the drop-down arrow next to the project name, then click Edit.

      Edit calendar grouping

    2. Choose how you want to group your items:

recommendation-more-help

Edit an existing calendar report in Preview

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Calendars.

  2. (Optional) To change the name of the calendar report, click the More menu and select Edit.
    more menu
    If you have shared the calendar report with other users or teams, the modified calendar name is automatically updated in their calendar view.

  3. (Optional) To add a project to the calendar report:

    1. Click Add to Calendar.
    2. Begin typing the name of a project from which you want to add calendar events, then click the name when it displays in the drop-down list.
    3. Click Add.
      add a project to a calendar
  4. (Optional) To add a calendar grouping or to modify an existing calendar grouping:

    1. Click the More menu next to the project name, then click Edit.
      edit project in calendar e

    2. Choose how you want to group your items:

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