Planning calendar#

The planning calendar is the foreman’s main tool — it shows all installers and their tasks side by side at a glance.

Open: Field Service → Planning Calendar.

Core view elements#

Days on the horizontal axis, installers on the vertical.
Each task is a coloured bar whose width = estimated duration.
Task colour = state or priority (office configures).
Green border = task complete. Can be filtered if desired.

Time-range zoom#

Top-bar buttons / quick selectors:

Day — one day per column, finest view
Week — 7 days visible
3 weeks (default) — broadest overview, good for week planning
Month — only task counts per day

**3 weeks is the new default** (200.x). It used to default to one day, but in practice the week view is more useful for planning.

The chosen zoom is per-user remembered — when you return, your preference is preserved.

“Today” button#

Tap Today → the calendar returns to the 3-week default and centres on the current week. A safety net when you’ve gotten lost in scrolling.

Assigning / moving tasks (drag & drop)#

Drag a task onto an installer’s row → assigns to them.
Longer drag within a time range → moves the task to another day (same installer).
Edge drag → adjusts task duration.

Assistant installer rows#

When a primary installer is on a task, assistant installers appear on their own row below as an underline (“rose-orange”) at the task’s position. Visual distinction (197.5) ensures you see who’s assisting:

Primary: strong bar
Assistant: thin orange line on the same task

Task search and centering#

The top search field: type part of the task name or number (e.g. “FO023”). Pick from results, and the calendar centers on that task (zoom closer if needed). Good when someone calls and mentions a number.

Completed tasks#

By default, completed tasks are shown in the calendar — useful for history and comparison. You can hide them with a filter (e.g. “In progress only”).

Weekend handling#

By default, weekends are hidden (show_weekends=off). But if a weekend day has a task, it still appears — we don’t want to hide existing work. (200.x)

Basic installer view#

A regular installer (no foreman rights) sees only their own row in the planning calendar. Others’ tasks are not visible. (200.x)

Intentional — privacy + performance. Foreman gets the full view.

Troubleshooting#

Calendar doesn’t render / error for basic installer

Earlier there was a bug that crashed the calendar for basic installers (predecessor of 200.10). Fixed — if you still see the error, tell the office. Possible cause: the user-specific `elt_user_id` link is missing from the `fsm.person` row. Checkable in *Field Service → Workers*.

Task missing from calendar even though it’s created

Common reasons: - **Filtered out** — check top-bar filters (in progress / done). - **Task has no scheduled date** — calendar can't place it without one. Set *Scheduled date* in the task form. - **Task isn't assigned to anyone** — shows on "Unassigned" row (if allowed) or not at all (if hidden).

Drag & drop not working

- Check you have **foreman rights** (`fieldservice.group_fsm_manager`). Regular users can't move tasks. - Drag restrictions: you can't move an **invoiced** task or one in another team (if multi-team).