Calendars

NIM calendars are designed to share company wide and per job events with users. Calendars are best used for marking meeting dates, event planning, and significant job dates such as client postings and creative reviews. Multiple calendars can be created at the studio and per job level for organizational purposes. All calendars have the option to be exported to iCal or PDF as needed for sharing with collaborators outside of NIM.

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Two types of calendars are available:
  • Studio Calendars - Global calendars accessed from the Main Menu

  • Job Calendars - Calendars associated with individual jobs accessed from the Job Menu

The calendar panel contains two main sections:
  • Calendar List - The list of all calendars for the given section

  • Calendar View - Displays the selected calendar with all corresponding events

Calendar Creation

Create New Calendar

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To create a new calendar click the nim_add_button_blue button at the top right of the Calendar List. A new calendar will appear in the calendar list.

Click the nim_edit_button to the right of the new calendar to edit the calendar name.

To delete the calendar, click the nim_delete_button to the right of the calendar name.

To Load a calendar, click on the calendar name in the Calendar List.

Copy A Calendar

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Calendars can be copied to a new calendar in the calendar list by clicking the Copy Calendar button. This will copy all existing events from the currently selected calendar to a new calendar within the current context.

Calendar Export

Export to iCal

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Calendars can be exported to an iCal file by clicking the Export iCal button. The currently selected calendar will be exported to an iCal file that will be automatically downloaded by the browser. Once downloaded, this file can be directly imported into any calendar application that supports the iCal format.

Export to PDF

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Calendars can be exported to PDF by clicking the Export PDF button. All events in the currently selected calendar will be exported to an PDF file that will be automatically downloaded by the browser.

Calendar Navigation

Navigation in the calendar view is done through the tools at the top left of the calendar.

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Click the Today button to immediately jump to today’s date.

The left and right arrows move forward and back in time for the given view.

Mini Calendar

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Clicking the Date at the right of the toolbar opens a mini calendar to quickly navigate to any day.

Inside the mini calendar, click the title bar to adjust the zoom level of the date range to select.
  • Clicking on March 2015 will zoom out the mini calendar to show a list of months.

  • Clicking on 2015 when viewing months will zoom out to show a list of years.

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Event Drag and Drop

Events on a calendar can be moved or expanded by clicking on an area of the event to modify and dragging to the new position.

Click and hold on the center of an event to drag the entire event to a new date.

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Click and hold on the left or right edge of the event to extend the start or end of the event.

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In the week or day view, click and hold on the top or bottom of the event to extend non-“All Day Event” start or end times.

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Calendar Views

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The calendar can be viewed by Day, Week, Month, or an Agenda style view.

To change the calendar view click on the corresponding view type at the top right of the calendar.

Month View

The month view displays events one month at a time with events spanning a full day. Double clicking on an event will open a dialog to edit the event details. For more information on adding, editing, and deleting events please refer to the Calendar Events section of the documentation.

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Week View

The week view displays all events for the selected week vertically over time. Events on the same day with overlapping time will be positioned side by side on the day. “All Day” events will span the full width of the week in the “All Day” row at the top of the view.

_images/nim5_calendar_studio_week.png

Double clicking on an event will open a dialog to edit the event details. For more information on adding, editing, and deleting events please refer to the Calendar Events section of the documentation.

Day View

The day view displays all events for the selected day vertically over time. Events on the same day with overlapping time will be positioned side by side on the day. “All Day” events will span the full width of the day in the “All Day” row at the top of the view.

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Double clicking on an event will open a dialog to edit the event details. For more information on adding, editing, and deleting events please refer to the Calendar Events section of the documentation.

Agenda View

The agenda view displays all events in a grid view, starting on the selected day and extending a week. The duration of each event including start and end times are displayed in the Time column, with the event information displayed in the Event column.

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Note

The agenda view does not allow for editing of events, but does allow for the deletion of events.

Hours Displayed

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By default, the week and day views display the range of hours determined as the “Work Day Start” and “Work Day End” in Admin > Schedule - Options. To expand the daily hours to the full day, click the Show Full Day button at the lower left of the calendar view. To return to the business day hours, click the Show Business Hours at the lower left of the calendar view.

Hourly Interval

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The division of time for the week and day view is determined by the “Day View Interval” value in Admin > Schedule - Options. This value affects the number of subdivisions available in the view and the time selector, but does not limit the value at which the start or end time for an event can be manually set.

Calendar Events

Studio calendar events contain unique title and description information, as well as links to resources, tasks, or locations, while job calendar events can additionally be linked to crew members. Events can be set to start and end over a specific time period or flagged as “All Day” events spanning between start and end dates. The option to enable repeat events lets users create an event that is recurring over a defined period of time.

Add Event

To add a calendar event, double click on the desired day/time in the Month, Week, or Day view.

A dialog box will appear to enter event information.

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Fields include:

Title

optional

  • The title of the event

  • Displayed on the event in conjunction with Resource, Task, & Location

Start

  • The start date of the event

  • If “All Day Event” is NOT checked, time selection is enabled

End

  • The end date of the event

  • If “All Day Event” is NOT checked, time selection is enabled

All Day Event

  • Denotes if the event is an “All Day” event

  • Selected by default

  • When deselected start and end times are enabled

  • When deselected Timezone options are enabled

Repeat

  • Options to repeat Daily, Weekly, Monthly, Yearly

  • Selecting one of these options will open additional settings to define the event repeat rules

Description

optional

  • A brief description of the event

Resource

optional

  • The assigned resource to the event

  • Displayed as part of the title

Task

optional

  • The assigned task to the event

  • Displayed as part of the title

Location

optional

  • The assigned location to the event

  • Displayed as part of the title

Assignment

optional

  • Available in job calendar events

  • Displayed as part of the title

Edit Events

Double clicking on an event in the Month, Week, or Day view will open a dialog box to edit the event details. After making the necessary changes, click the Save button to commit your changes. Click the Cancel button to return to the view without saving.

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Repeating Events

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If the event is part of a repeating series of events, there will be an icon at the left of the event indicating that this is a repeating event.

Prior to editing a repeating event, a popup will appear asking if you wish to edit the current occurrence or the entire series of events.

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Selecting the current occurrence will edit only the selected event and make it unique from other recurring instances. Choosing to edit the series will edit all events in the series of repeating events.

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If the event was previously part of a repeating series, but modified independently, a canceled repeat icon at the left of the event indicates that this is a unique event in a repeating series.

Repeat Rules

When a Repeat option is selected, additional fields are available to define the repeat rules. Depending on the selection, increasingly complex rules can be defined as the Repeat value gets larger. All options include a Repeat Every and an End value to determine the frequency and end of the recurrence, while Weekly, Monthly, and Yearly options additionally include a Repeat On value to further refine how the event is propagated to future recurrences.

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The example at the right displays the options available for a Daily repeat cycle.

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The example at the right displays the options available for a Weekly repeat cycle.

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The example at the right displays the options available for a Monthly repeat cycle.

_images/nim_calendar_repeat_yearly.png

The example at the right displays the options available for a Yearly repeat cycle.

Timezone Options

When the All Day Event checkbox is unselected the Timezone button is enabled.

Clicking the Timezone button opens the Timezones options dialog.

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By default, Use separate start and end timezones is enabled. De-selecting this option will remove the End Timezone dropdown and only the Start Timezone dropdown selection will be used.

Below the Start and End timezone dropdowns is an additional field to select a city within the selected timezone.

Delete Events

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To delete an event from any of the main views, hover over the event and click the X at the right of the event.

Events may also be deleted from within the edit dialog box by clicking Delete button at the lower left.

Event Colors

The color of the event will be determined by the color associated with selected values for Resources, Tasks, or Locations in that order. If two or more of these fields have selected values, the color is determined by the highest item in the event edit panel.

For example:

If a Resource and a Task are selected, the event will be colored by the Resource color. If a Task and a Location are selected, the event will be colored by the Task color.