Plan calendar

As a planned work administrator or planner, you can manage schedule occurrences and work orders for planned work directly from the calendar. You can review event occurrences, cancel any duplicate work orders, generate new work orders, or make modifications to the schedule occurrences as needed.

The CSM/FSM Configurable Workspace contains the Planning calendar. The calendar accommodates the schedule occurrences and work orders of a work plan. To access the calendar, navigate to All > Field Service Management > Planned Work Management > Workspace

The planning calendar facilitates the following tasks:

• Viewing schedule occurrence
• Canceling schedule occurrence
• Generating work orders
• Viewing work order details
• Canceling work orders

Viewing the planning calendar

The planning calendar displays work order or schedule occurrence events that are created for planned work entities, such as assets, configuration items (CIs), or locations, for a single day, week, or two-week period. The schedule reflects the user's time zone.

You can navigate forward or backward in time or switch between views using buttons in the calendar header.

The Settings pane, accessed through the gear icon (

The Filter pane, accessed through the filter icon(