Calendar

The calendar allows users to track events, project deadlines & milestones, and view other users’ calendars. Calendars are created populated based on a user creating new events and project deadlines & milestones. Most likely you will want to create a calendar based on submission and reporting deadlines or necessary meetings. Calendars can be shared when they are relevant to more than one person or tailored to support your individual needs.

Note: At the moment, only Cycles calendar events can populate the calendar in Cycles. We are working on an integration with Outlook to enable the import of Cycles calendar events into Outlook calendars.

Links to sections below:

Create a new calendar
Create list views
View your calendar
View shared calendars

Create a new calendar

Go to "Calendar" tab, select the gear icon to the right of “My Calendars” column and select “New Calendar”.

Calendars are created based on records. Most likely you will want to create a calendar based on deadlines or projects. Select the desired record, and click "Next".

Note: Multiple calendars can be built on the same object.

Enter a name for your calendar and fill in necessary fields.

To see a deadline on a single day, select “End Date (Date)” in BOTH the start and end date fields. To see a Gantt view of deadlines, select “Start Date (Date)” in start date field, and “End Date (Date)” in end date field.

Filters can be applied to a calendar using list views. For more information on list views go here.

To change the color of the calendar you have created, select the dropdown to the right of your calendar and choose a new color.

Create list views

List views allows users to filter grant deadlines based on specific criteria (e.g. date, project name) so that you can create a calendar that reflects a particular filtered set of grant deadlines.

To create a new list view, select a navigation bar tab at the top of the page, and navigate to the >grants< type for which you would like to create a list view.

Select the gear icon at the top right of the page and select “New”.

Enter a name for the list view and select who can see the list view. Click "Save".

Next, enter the appropriate filters.

“My deadlines” shows only deadlines created by you. To see all deadlines, click “Show me” and select “All Deadlines”.

Once you have added your filters, click "Save". You can now use this list view as a filter for a deadline calendar.

View your calendar

The calendar can be found under "Calendar" on the navigation bar.

To change the view of the calendar to day, week, or month, select the calendar icon at the top right of the page and choose your view.

By default, your personal calendar is the “My Events” calendar. You can add other calendars based on specific record types, such as deadlines. Here you can find out how to create a new calendar.

View shared calendars

To view another user’s calendar, go to the "Calendar" tab, select the gear icon to the right of the “Other Calendars” heading. Select “Add Shared Calendar”.

Select the user whose calendar you would like to see, and click “Add”.