User Setup – Calendar Color Preferences

Resource Planner allows calendar cells to be displayed using different color classifications.

To configure the calendar colors:

1. Open Resource Planner from the left-hand navigation menu.

2. Select the Config tab.

3. Configure the required calendar color settings.

Calendar cells can be classified using one of the following options:

• Resource

• Communication Action

• Communication Status

After selecting the RP Cell Colour By classification, individual colors can be assigned to each value within that category.

For example, when Communication Status is selected, different colors can be assigned to statuses such as:

• Cancelled

• Complete

• In Progress

• Pending

These color preferences help users quickly identify the status of activities within the Resource Planner calendar.

Show Color Legend

The RP Show Colours Legend option displays a legend that identifies the meaning of each color used in the Resource Planner grid.

When this option is enabled, users can quickly identify communications based on the selected RP Cell Colour By configuration, making it easier to interpret the calendar view.

Lighten Color Condition and RP Lighten Factor

The Lighten Colour Condition and RP Lighten Factor settings allow users to define conditions under which a communication is displayed using a lighter shade of its assigned color.

By default, the Lighten Colour Condition is set to:

comm.comm_companyid == null

Using this condition, communications that do not have an associated company are displayed using a lighter shade of the assigned color.

The condition can be modified to use any communication field. For example:

comm.comm_status != 'Cancelled'

This flexibility allows organizations to define custom conditions for displaying lighter colors based on their business requirements.

The RP Lighten Factor setting controls the degree to which the selected color is lightened when the specified condition is met. Together, these settings provide additional visual differentiation within the Resource Planner calendar.

Business Hours – Calendar Settings

Resource Planner uses a Business Calendar that is created during installation. This calendar defines the organization's business hours and is used by Resource Planner when scheduling and displaying activities.

To configure the Business Calendar:

1. Navigate to Administration → System → Timings.

2. Select Business Calendar.

3. Open Resource Planner.

4. Update the required business hours and save the changes.