Everything dated in one place
The Calendar brings records in from three modules across Project Commander — Contract Management, Procurement, and Site Commander — plus a native Calendar Event type for things that don't fit anywhere else. All in, there are 17 record types that can appear on the grid, plus two kinds of certification expiry.
This article is a friendly reference to all of them. For each one you'll see which date drives where it appears on the Calendar, and whether you can drag it to reschedule or it's display-only.
Contract management records
These come in from Contract Management and are typically useful for commercial managers and QSs tracking paperwork through the job.
| Record | Pinned to | Can you drag to reschedule? |
|---|---|---|
| Variations | The revised date (or when it was raised if no revision) | No — display only |
| Dayworks | The date it was raised | No — display only |
| Applications | The claim date | Yes |
| Payment Notices | The date payment came in | No — display only |
| Invoices | The invoice date | Yes |
| Sales Credit Notes | The credit note date | Yes |
These are the single-day events you'll see sitting inside day cells on the grid.
Procurement records
These come in from Procurement and are useful for buyers and anyone managing deliveries and supplier paperwork.
| Record | Pinned to | Can you drag to reschedule? |
|---|---|---|
| Purchase Orders | The planned delivery date | Yes |
| Delivery Notes | The date the goods were delivered | No — display only |
| Goods Return Notes | The date the goods were returned | No — display only |
| Credit Notes | The credit note date | Yes |
| Direct Costs | The cost date | Yes |
Delivery Notes and Goods Return Notes are read-only because they represent something that actually happened on a specific date — you can't reschedule the past.
Site Commander records
These come in from Site Commander and are the bread and butter for site managers and project managers planning work.
| Record | Pinned to | Can you drag to reschedule? |
|---|---|---|
| Work Packages | The planned start to the planned finish | Yes — shown as a bar |
| Sub-Packages | The planned start to the planned end | Yes — shown as a bar |
| Actions | The due date | Yes |
| Hired Assets | The hire start to the hire end | Yes — shown as a bar |
| Calendar Events | The start date to the end date | Yes — shown as a bar |
Work Packages, Sub-Packages, hired Assets, and Calendar Events are span events — they take up a bar stretching across multiple days. Actions sit on a single day.
Only hired Assets turn up on the Calendar. Owned kit sitting in your stores doesn't clutter the view — it only shows up when it's out on hire with a start and end date.
Certifications
Two kinds of certification expiry show up on the Calendar, which is handy for compliance tracking.
| Record | Pinned to | Can you drag to reschedule? |
|---|---|---|
| Operative Certifications | The expiry date | No — display only |
| Asset Certifications | The expiry date | No — display only |
Certification expiries are always read-only — you can't just drag an expiry date later to make it last longer. Click one to jump to the certification record and deal with it properly.
Span events vs single-day events
The Calendar shows two kinds of event:
- Single-day events appear as compact items inside a day cell. Most Contract Management and Procurement records work this way — an Invoice, a Variation, an Action.
- Span events appear as bars stretching across multiple days. Work Packages, Sub-Packages, hired Assets, and Calendar Events are the four span types.
When two span bars overlap, the Calendar stacks them in separate lanes so you can still see both — no need to click to untangle them.
What you can drag vs what you can't
Roughly two-thirds of the record types can be dragged to reschedule:
- Applications, Invoices, Sales Credit Notes
- Purchase Orders, Credit Notes, Direct Costs
- Work Packages, Sub-Packages, Actions
- Hired Assets, Calendar Events
The rest are display only — they show up on the grid so you can see them in context, but you can't drag them to change the date. This includes Variations, Dayworks, Payment Notices, Delivery Notes, Goods Return Notes, and both kinds of certification.
Read-only records can still be clicked to open a preview — you just can't drag them to a new day.
Records with more than one date
Some records have more than one date that matters. A Work Package has both a planned start and a planned finish. A hired Asset has a hire start and a hire end. By default the Calendar picks the most useful one, but you can switch.
See Switching which date drives the Calendar for the walkthrough.
Next steps
- Browsing what's coming up on the Calendar — to learn the month grid.
- Filtering what's shown — to hide the record types you're not interested in.
- Switching which date drives the Calendar — to pick start vs finish for Work Packages and similar records.
- Rescheduling with drag and drop — for the records you can drag.