Create a Calendar Event

OBJECTIVE

To create a Calendar Event in ConstructionOnline

BACKGROUND

Creating Calendar Events allows you to keep critical items, such as meeting with clients, front and center whenever you view your Calendar.

THINGS TO CONSIDER

• Some fields are customizable, allowing you to add, edit, or remove items. These fields will be indicated by the gear icon

STEPS TO CREATE A CALENDAR EVENT

1. Navigate to the Company Calendar or the desired Project via the Left Sidebar
   1. Select the Calendars & Schedules tab if you're in a Project
2. Click the green +Add Calendar Event button
   1. This will open the Event Details window
3. Enter the Event Details:
   1. Details:
      1. Enter the Event Subject, select the Project/Calendar to add the Event to and Event Type
      2. Start & End Date/Time, choose if the Event is Private and will be Repeated
      3. Assign a Cost Code, Cost Impact, Trade, and enter a Description/Notes (optional) 
   2. Resources: Designate Assigned & Related Resources
   3. Attachments: Attach Files/Photos that pertain to the Event
   4. Reminders: Create Event Reminders for contacts related to the Event
4. Click Create

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Calendars can be found in the article FAQ: Calendars. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.