CM-007-V4-EN

The Calendar is a major Optibus feature that lets you organize your services into a familiar monthly view and plan your operations. You can take the services set up in the Planning and Scheduling products and assign them to calendar dates.

Note: use of the Calendar does not modify your services in any way. It only lets you indicate which services will be used on which dates.

Navigation

You can access the Calendar from anywhere in the platform if you open the side panel by clicking on the Menu icon in the top-left corner:

Navigate between months using the < > arrow buttons in the top-left corner, or select the year and month manually by clicking on the current month. To return to the current date, click Today in the top-left corner.

Assigning services to a date

To see all the services assigned to a date, click on it in the calendar. The services will be listed in the panel on the right.

To add a service to that date, click + Add Service in the panel. You can also click the small + icon in the bottom-left corner of a date in the calendar:

Note:

If you have multiple calendars set up, you will be prompted to select the calendar to add the service to. Unless a calendar is selected, the Save button will be inactive.
You can add as many services to a date as needed.

The easiest way to add a service to the calendar is copypasting the URL of your schedule. To do so, follow these steps:

While in your schedule, make sure you’ve selected the right service, and copy the URL from your browser.
Paste it in the input field in the Calendar and click Apply:
If the URL is valid, you will see a green status update that says “URL pasted successfully”, and the service parameters below will be populated automatically.
Click Save.

Alternatively, you can find and add a service manually by choosing values in these fields:

Project;
Dataset;
Schedule;
The Service you wish to assign.

Assigning to multiple dates

You can add a service to multiple dates at once:

To select multiple dates (for example August 12 and 26), hold the CTRL key while clicking on the dates.
To select a range of dates (for example February 1 to 17), click on the first date in the range, hold the SHIFT key and click on the last date.

Once done, you will see that the right side panel says “Multiple dates selected”. If you hover over that header, you will see the list of the selected dates.

Click Add service to proceed - the steps are the same as in the previous paragraph.

Note: you can navigate between months while selecting multiple dates. For example, you can select a few dates in September, then move to October and choose some dates there while holding CTRL. The same applies to date ranges when holding SHIFT.

Opening the source schedule from the calendar

You can open the schedule with the selected service if you hover over it in the calendar cell and click the Sc icon:

Recurring assignments

To make a service assignment repeat weekly, toggle that option in the panel when adding a service to a date. Make sure to set an end date if you don't want the assignment to repeat infinitely:

Find the needed service and click Add.

Note: you can set recurring assignments for multiple days within a week at once: select the days using CTRL or SHIFT, add services, and set them to repeat weekly. For example, you can use that to set different recurring services for Mon-Fri and Sat-Sun.

Editing assignments

To edit an assignment, just click on it in the calendar date - you will be able to choose another project, dataset, etc. just like you did the first time. Once done, click Save in the bottom-right corner.

Deleting assignments

To delete a service from a date, select it in the calendar or the list of services for the selected date and click the bin icon at the bottom of the panel:

Click Delete in the pop-up window that follows to confirm the deletion.

If you try to delete a recurring service, you will see 3 options:

This service - the service will only be deleted from the selected date;
This and future services - the service will be deleted for the selected date and all the following weeks;
All services - deletes the service from the selected date, as well as all prior and following weeks.

Confirm your choice by clicking Delete.