When to use the Calendar grid
The month grid is the heart of the Calendar — it's where you actually read what's going on. Spend a few minutes getting comfortable with the navigation and you'll be able to answer most "what's happening when?" questions in seconds.
Open it when you want to:
- See what's scheduled this week before your site walk
- Check whether a delivery and a pour are on the same day
- Flick back a couple of months to see when a Work Package was signed off
- Look ahead to next month to spot any obvious clashes
What you'll see
The grid shows one month at a time, with the days laid out in a familiar calendar shape:
- Rows are weeks, starting on Monday
- Columns are the days of the week, labelled Mon, Tue, Wed and so on
- Today is highlighted so you can always find where you are
- Days from the previous and next month appear faded at the start and end of the grid so each row always has seven days
Inside each day cell you'll see any events pinned to that date. Span events like Work Packages and hired Assets appear as bars stretching across the top of the grid; single-day events like Invoices and Actions sit inside their own day.
The grid fills the height of your browser window, so on a big monitor each cell has plenty of room for events. On a smaller screen you'll see fewer events per cell before they collapse into a +N more indicator.
Moving around the months
Four controls in the header let you move through time.
The previous and next arrows
The left and right arrows on either side of the month picker move you backwards or forwards one month at a time. If you cross January or December, the year bumps along with you automatically.
This is the quickest way to flick between adjacent months when you're scanning ahead a few weeks.
The month picker
Click the Month button (it shows the current month name, e.g. April) to open a popover listing all 12 months. Type to filter, or click the month you want. The grid jumps there immediately, keeping the same year.
Handy when you need to jump several months ahead without hammering the next arrow.
The year picker
Next to the month picker, a Year button lists the years you can jump to. Click a year and the grid jumps straight there, keeping the same month.
Useful when you're looking back at last year's records, or planning into next year for longer jobs.
The Today button
The Today button is the fastest way to get back to the current month after you've been browsing. One click and you're back to wherever today sits on the grid.
If you're already showing the current month, the button is greyed out — clicking it wouldn't do anything, so the Calendar tells you it's already where it needs to be.
How events appear
There are two ways events can turn up on the grid, depending on the kind of record.
Single-day events
Single-day records — Invoices, Variations, Actions, Deliveries and so on — appear as compact items inside the day cell they're pinned to. Each one shows:
- A small coloured dot matching the module it belongs to
- The name, trimmed to fit the cell width
A day cell shows up to 3 events by default. If there are more, a +N more link appears at the bottom of the cell, where N is how many more there are. Click it to see the full list for that day.
Span events (bars across multiple days)
Work Packages, Sub-Packages, hired Assets, and Calendar Events appear as bars stretching across the top of the calendar from their start date to their end date. Each bar is labelled with the name of the record, trimmed to fit.
When two bars would overlap on the same days, the Calendar stacks them in separate lanes so you can still see both at once. This is what makes it easy to spot things like two hires running at the same time, or a sub-package that overlaps its parent Work Package's deadline.
Faded days at the start and end
The days from the previous and next month that fill out the first and last rows are faded so they don't distract you from the month you're looking at. You can still click them to interact — for example, to create an event on the first of next month without having to flick forwards first.
While the Calendar is loading
When you first open the Calendar or jump to a new month, you'll see a Loading calendar message briefly while the grid fetches events from across all the enabled record types. On most setups this is near-instant. On larger companies with lots of records, narrowing the filter sidebar or picking a specific project makes things snappier.
Dates and weeks in UK format
The Calendar uses UK conventions throughout:
- Weeks start on Monday
- Dates are shown as DD/MM/YYYY
- Day labels are Mon, Tue, Wed...
- Month names are spelled out in full — April, not Apr
If you share a screenshot with a UK client, it'll read the way they expect.
Real-world examples
- Monday morning catch-up — hit Today, scan the current week for anything due, then click through to the records that need action
- Planning a site visit — jump forward a couple of months, pick the day of the visit, and see what else is happening that day before you commit
- Month-end review — flick back through the past three months looking for Invoices and Variations to talk through with the QS
Next steps
- Filtering what's shown — to hide the record types you don't want cluttering the grid.
- Previewing an event — for what happens when you click an event on the grid.
- Rescheduling with drag and drop — to move an event to a new day without leaving the Calendar.