Applies to

Resource Management

Capabilities

Who can use this capability

Resourcing admins can enable calendar subscriptions for the account. 

Enable calendar subscriptions

Calendar subscriptions enable your team to see all their Resource Management assignments on their calendar without a custom API integration.

PLANS

  • Resource Management

Permissions

Resourcing admins can enable calendar subscriptions for the account. 

Calendar subscriptions sync one direction, from Resource Management to your calendar. Any changes you make on your calendar will not be reflected in Resource Management.

The subscription URL automatically populates the calendar with your assignments from seven days in the past through thirty days in the future.

Assignments will populate to your calendar as private, all-day events that don’t block any time on your calendar. Calendar events include the following information from Resource Management:

  • Project name
  • Phase name
  • Assignment (work item) name
  • Assignment dates
  • Client name
  • Allocation
  • Assignment description
  • Count of assignment subtasks (completed, remaining, and total)

Enable calendar subscriptions

  1. Select the Settings button in the top right corner

  2. Select Account Settings from the drop-down list

  3. Scroll to the bottom of the Account Settings page to find the option to enable or disable calendar subscriptions. 

Once a Resourcing Administrator has enabled calendar subscriptions for the account, team members can enable calendar subscriptions individually.

  1. Select the Settings button in the top right corner

  2. Select My Preferences in the drop-down list. 

  3. Click the Enable button generates a calendar subscription URL.

Team members can use this URL to automatically sync their Resource Management assignments with their calendar clients, such as Google Calendar, Outlook.com, or Apple iCloud. The URL is public. If you share this link with someone else, they can view your Resource Management assignments. If you think you may have accidentally shared this link with someone who should not have access, you can easily generate a new link by clicking the Reset URL button. If you reset your URL, you must reconnect your preferred client with the new URL.

Adding your calendar subscription to your preferred calendar

To add your Resource Management calendar subscription to your personal calendar, copy your subscription URL and use the steps outlined below for your calendar client.

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