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Calendar colour coding

Jo Grant -

Issue/Requirement: 

Users would like to mark certain bookings with specific colours to make visual separations with the calendar.

Solution: 

Synergist allows you to set certain colours for use within the diary bookings system; This could either be a manually selected colour from withitn the diary itself, a colour that is related to a Job or phase current stage, a colour related to a particular phase handler or a colour that is assigned to a particular staff reource. 

The list below shows the order of presedence or logic the calendar will follow when colours in any of these are set.

 

1.    Calendar booking manually set colour
2.    Job or Phase current stage colour
3.    Phase handler colour (or Job handler if phase doesn’t have a handler allocated to it)
4.    Staff resource colour of calendar booking


Calendar booking: Manually set colour

This allows you to set a colour manually on a booking.

Calendar Bookings->Right click the entry->Edit

Colour Palete->Select desired colour





Calendar booking:
Job or Phase current stage


This allows you to set a colour relevant to a stage.  Should this stage be in play on the job or phase at the time it is booked into the calendar, the colour assigned to it will be the one used on the booking.

To assign colours to stages you will need to goto....

Tools & Settings->File Maintenance->Stages->Colour->Pick a colour from the pallet


This example is showing a job phase using the above stage, so once it is booked into the Calendar the colour set is used (see example below).



Calendar booking:
Phase handler (or Job handler if phase doesn’t have a handler allocated to it)


To assign colours to handlers in affect you will need to edit the User Record.

Tools & Settings->File Maintenance->Users->Double Click User Record->Details Tab-> Colour Pallete


When the booking is made within the calendar for a job where a handler is set at either Job or Phase level, the handlers colour will be used on the booking.

 


 


Calendar booking:
Staff resource of calendar booking


To assign colours to Staff you will need to edit the Staff resource record.

Tools & Settings->File Maintenance->Staff->Double Click Staff Record->Details Tab-> Colour Pallete



This example Job has no colour presedences set else where so the calandar should only show a colour relating to a staff resouce.

 

This item has been booked into the calendar to the resource Joe Bloggs, taking on the colour set in the staff resource.

 

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