Calendar Portlet

The Calendar portlets display the events, milestones, and tasks for the projects The common workspace for members working together on a project. you selected in the Project Explorer (your selection is listed in the My Projects portlet) or projects that the community manager selected for the community. If you synchronized the Calendar with Microsoft Exchange or IBM Lotus Domino, the Calendar will also include events from Outlook or Lotus Notes.

This topic discusses the following:

Common Actions
Viewing the Calendar
Filtering the Calendar
Action Bar

Common Actions

To create a new event, in the action bar click New Event and complete the New Event page.

To edit the properties of an existing event, right-click it and—from the context menu—select Edit Event.
To delete an existing event, right-click it and—from the context menu—select Delete Event.

Viewing the Calendar

The calendar displays icons that represent the nature of the items. To view the details of a calendar item, click its name or icon.

Icon	Description
	A task is an activity to be completed.
	A milestone is a single date of an important occurrence or turning point related to a project.
	An event can include such things as company meetings and other happenings that are of interest to project users and may impact work on a project.
	An event can recur daily, weekly, or biweekly.
	An appointment created in Microsoft Outlook or IBM Lotus Notes.
	A recurring appointment created in Outlook or Lotus Notes.
	A meeting created in Outlook or Lotus Notes. A meeting is different from an appointment in that it has multiple attendees; whereas appointments are Outlook or Lotus Notes events that involve only yourself, such as a vacation.
	A recurring meeting created in Outlook or Lotus Notes.

Filtering the Calendar

You can select the calendar items to display by using the filters on the right side of the action bar. You can also switch from your current view to the daily view by clicking the date for which you want to see more detailed information.

Filter	Description
	Select whether you want the portlet to display only calendar items of a particular project or calendar items from all projects (that are listed in your My Projects portlet or the Community Projects portlet).
	Select what calendar items you want the portlet to display: All Calendar Items. The Calendar displays all Collaboration events, tasks, and milestones. If you want the Calendar to also display Outlook or Lotus Notes events, click View \| Outlook or Lotus Notes Events. Events. The Calendar displays only Collaboration events. Tasks. The Calendar displays only tasks. Milestones. The Calendar displays only milestones. Outlook/Lotus Notes Events. The Calendar displays only events from Outlook or Lotus Notes.
View \| My Tasks Only	Applies to tasks only. To view only tasks assigned to you, select Tasks from the All Calendar Items drop-down list and click View \| My Tasks Only.
View \| Tasks Across Multiple Days	Applies to tasks only. To view tasks that traverse multiple days, select Tasks from the All Calendar Items drop-down list and click View \| Tasks Across Multiple Days. The Calendar highlights the entire span of the task (from the start date to the end date) with a bar.
View \| Outlook Events	Outlook only. The Calendar displays Outlook events in addition to the calendar item you selected in the All Calendar Items drop-down list. For example, if you selected Tasks from the drop-down list and clicked View \| Outlook Events, the Calendar displays Collaboration tasks and Outlook events.
View \| Lotus Notes Events	Lotus Notes only. The Calendar displays Lotus Notes events in addition to the calendar item you selected in the All Calendar Items drop-down list. For example, if you selected Tasks from the drop-down list and clicked View \| Lotus Notes Events, the Calendar displays Collaboration tasks and Lotus Notes events.
View \| Action Bar Layout	View the menu in a single or dual action bar. The portlet simply splits the buttons into two action bars or converges the buttons into a single action bar. Note: Only Community Managers can change the action bar layout in community portlets.
	View the Calendar in the daily view.
	View the Calendar in the weekly view.
	View the Calendar in the monthly view.

Action Bar

Click	To
New	Create a new event. To create a Microsoft Project event, click \| Project Event. To create an appointment in your Outlook or IBM Lotus Notes calendar, click \| Outlook Appointment or Lotus Notes Appointment. If you create an Outlook or Lotus Notes appointment, you can attach files to the event; however, the file should be no larger than 2 megabytes. Note: Administrators create holidays by using the Holidays page of Collaboration Administration Utility.
Synchronize	My Calendar portlet integrated with Groupware only. To synchronize between your Calendar and Outlook or Lotus Notes, your system administrator must have installed the Groupware component of Collaboration and you must have defined your account settings in My Accounts. For step-by-step instructions on how to synchronize with Outlook or Lotus Notes, see Synchronizing with Outlook or Synchronizing with Lotus Notes.
	Refresh the Calendar.
	Launch the Project Explorer.
	My Projects only. Launch your personal project, which is a private project for your own use. If you do not see this button, your system administrator has not enabled the personal projects feature.

Related Topics:

Filter	Description
	Select whether you want the portlet to display only calendar items of a particular project or calendar items from all projects (that are listed in your My Projects portlet or the Community Projects portlet).
	Select what calendar items you want the portlet to display: All Calendar Items. The Calendar displays all Collaboration events, tasks, and milestones. If you want the Calendar to also display Outlook or Lotus Notes events, click View \| Outlook or Lotus Notes Events. Events. The Calendar displays only Collaboration events. Tasks. The Calendar displays only tasks. Milestones. The Calendar displays only milestones. Outlook/Lotus Notes Events. The Calendar displays only events from Outlook or Lotus Notes.
View \| My Tasks Only	Applies to tasks only. To view only tasks assigned to you, select Tasks from the All Calendar Items drop-down list and click View \| My Tasks Only.
View \| Tasks Across Multiple Days	Applies to tasks only. To view tasks that traverse multiple days, select Tasks from the All Calendar Items drop-down list and click View \| Tasks Across Multiple Days. The Calendar highlights the entire span of the task (from the start date to the end date) with a bar.
View \| Outlook Events	Outlook only. The Calendar displays Outlook events in addition to the calendar item you selected in the All Calendar Items drop-down list. For example, if you selected Tasks from the drop-down list and clicked View \| Outlook Events, the Calendar displays Collaboration tasks and Outlook events.
View \| Lotus Notes Events	Lotus Notes only. The Calendar displays Lotus Notes events in addition to the calendar item you selected in the All Calendar Items drop-down list. For example, if you selected Tasks from the drop-down list and clicked View \| Lotus Notes Events, the Calendar displays Collaboration tasks and Lotus Notes events.
View \| Action Bar Layout	View the menu in a single or dual action bar. The portlet simply splits the buttons into two action bars or converges the buttons into a single action bar. Note: Only Community Managers can change the action bar layout in community portlets.
	View the Calendar in the daily view.
	View the Calendar in the weekly view.
	View the Calendar in the monthly view.

Calendar Portlet

Filter

Description

Click

To