Switching which date drives the Calendar

When to use this

Some records have more than one date that matters. A Work Package has a planned start date and a planned finish date. A hired Asset has a hire start and a hire end. Both are meaningful, but the Calendar needs to pick one to decide where the record sits on the grid.

By default, the Calendar uses the most common date for each record type — usually the start date. But you can switch any time. Reach for this when:

• You want to see Work Packages by deadline rather than by kick-off — great for spotting deadlines drifting into the same week
• You want to see hired Assets by their off-hire date to spot hires that need extending or sending back
• You're reviewing Sub-Packages by when they're due to finish, not when they're due to start
• You want to see Calendar Events by their wrap-up date instead of the start

Which records support this

Four record types on the Calendar have more than one date, so they let you switch:

All the other records on the Calendar only have one date, so there's nothing to switch — they always sit on that single date.

How to switch

The switch lives on the row for each record type in the filter sidebar.

1. 1

   Open the Calendar and look at the filter sidebar on the left.

2. 2

   Find the record type you want to change — for example, Work Packages under Site Commander.

3. 3

   Click the small menu icon at the right end of the row. It only appears on rows that have more than one date to choose from.

4. 4

   The menu lists the available dates for that record, with a tick next to the one currently in use.

5. 5

   Click the date you want to switch to. The Calendar updates immediately to show those records on the new date.

Real-world examples

A few common ways people use this:

• See Work Packages by deadline — switch Work Packages to the planned finish date and the grid suddenly shows you which weeks are crunch weeks, not which weeks the work started.
• Off-hire awareness — switch hired Assets to the hire end date to see exactly when each hire is due to go back. Scan ahead a couple of weeks and you'll spot the ones you need to chase before they start costing you extra.
• Sub-package sign-off tracking — switch Sub-Packages to the planned end date when you're working through sign-offs to see what's due to finish this week.
• Event wrap-ups — for a long-running Calendar Event like a training week, switch to the end date to focus on the wrap-up.

Your choice is remembered

Your switch is saved in your browser, so the next time you open the Calendar, Work Packages are still showing by finish date (or whichever setting you picked). You don't need to set it up every time.

Each record type has its own setting — you can have Work Packages showing by finish date and hired Assets showing by hire end date at the same time. The Calendar keeps track of both.

Different browsers have their own settings, so if you switch from your laptop to a tablet you'll need to set it up once on the new browser.

How dragging interacts with the switch

If you've switched a record to use a different date, dragging it to reschedule works on the active date — the one the Calendar is currently showing.

For example, if you've switched Work Packages to finish date and you drag a Work Package bar, you'll move its finish date. The start date stays where it was, which means the bar will get longer or shorter.

Next steps

• Filtering what's shown — for the sidebar where the switch lives.
• What shows up on the Calendar — to see which records have more than one date.
• Rescheduling with drag and drop — for how drag behaves when you've switched dates.