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Scheduling Calendar

Learn how to set up and manage your Scheduling Calendar in Golive.

Scheduling Calendars display all activities taking place on your Environments, including Bookings, Changes , and Blackouts. This article will guide you through setting up and managing them.


Requirements

Before setting up the Scheduling Calendar, ensure that:


Creating a Scheduling Calendar

Requirements

You must be a Golive Administrator or Timeline Owner.

Steps

  1. Access the Timeline where you wish to create a Scheduling Calendar.

  2. Click Edit at the top right corner of the page.

  3. Click + Add a Calendar in the Calendars section on the right of the screen.

  4. Click + Create a new calendar at the bottom of the list.

  5. Choose Scheduling.

  6. Enter a Name for your new Calendar.

  7. Select the Event Type you want your Calendar to display.

  8. Click Done.

Info

Event Type options depend on your Scheduling Configuration.

Use the Filters section to define additional filters. For example, to display events with specific statuses only, add an Issue Statuses filter and select desired statuses.


Customizing Displayed Event Information

To customize the layout of your Calendar Events and display the information that matters most to you, follow these steps:

  1. Access the Timeline you want to customize.

  2. In the Calendars section on the right of the screen, hover over the desired Calendar.

  3. Click the Actions button (three horizontal dots) to open the Calendar Details dialog.

  4. In the Calendar Details dialog, select the Displayed Information section at the upper-right corner:

    image-20240916-223800.png

  5. Choose which fields to display in each of the three areas: Title, Tags, and Details. You can also rearrange the fields by dragging and dropping them.

  6. Click Done to apply your changes.

The selected fields will appear when clicking an Event on the Timeline, as shown below:

Info

Only fields with non-empty values will be shown in the Title and Tags areas.

image-20240916-223238.png


Creating an Event

To create a new Event, you can use one of the following methods:

  • Dragging and Dropping

  • Using the Calendars Menu

Requirements

Triggering the creation of an event opens the Create Issue screen. Ensure you have the necessary Jira permissions to create new issues.

Dragging and Dropping

  1. Access the Timeline where you want to add an event.

  2. In the Calendars section on the right side of the screen, drag the desired Calendar and drop it onto the timeline at preferred time and date.

The Create Issue dialog will open automatically with the Start and End times pre-filled based on where you dropped the event on the Timeline.

Info

If swimlanes are set up per Environment, the Environment field will also be automatically filled.

Using the Calendars Menu

  1. Access the Timeline where you want to add an event.

  2. In the Calendars section, click on the desired Calendar to create an event.

Info

Alternatively, click the Calendar Actions button (three horizontal dots) and select Create Event.

  1. The Create Issue dialog will appear, and you'll need to manually enter the fields available on the creation screen, as per your Jira configuration: Start time, End time, Environment, etc.


Rescheduling an Event

To reschedule an event, you can either resize or move it on the timeline. Here's how:

Requirements

You need one of the following permissions to reschedule events:

  • PLAN Calendar permission.

  • PLAN OWN Calendar permission (for rescheduling your own events).

  • ADMIN Calendar permission.

  • Golive Administrator or Manage Calendars global permissions.

Resize

  1. Access the Timeline where you want to reschedule an event.

  2. Locate the Event on the timeline.

  3. Drag the Start or End of the event to adjust it.

Move

  1. Access the Timeline where you want to reschedule an event.

  2. Locate the Event on the timeline.

  3. Click and hold the middle of the event:

    1. Drag to New Date and Time: Drag the event horizontally to the new desired date and time on the timeline.

    2. Change the Booked Environment: To change the booked environment, drag the event vertically to the desired swimlane.

When you use either method, the Reschedule screen will appear. Confirm the following fields:

  • Environment(s): Specifies the Environment for the event.

  • Start time: Indicates the exact start date and time.

  • End time: Indicates the exact ending date and time.

  • Exclusive: This checkbox determines whether the rescheduled event should be marked as exclusive. The availability of this option depends on the Scheduling Configuration. Please note that this is not available for Blackout events.


Editing a Calendar

Requirements

You need one of the following permissions:

  • EDIT or ADMIN Calendar permissions.

  • Global permissions: Golive Administrator or Manage Calendars.

Steps

  1. Access the Timeline where you want to edit a Calendar.

  2. Look for the Calendars section on the right side of the screen.

  3. Click the corresponding Actions button (three horizontal dots).

  4. Click View/Edit.

  5. Make any necessary changes.

  6. Click Done.


Removing a Calendar

Info
This action will only remove the Scheduling Calendar from the Calendars section and will not delete it permanently.

Requirements

You need one of the following permissions:

  • EDIT or ADMIN Calendar permissions.

  • Global permissions: Golive Administrator or Manage Calendars.

Steps

  1. Access the Timeline where you want to remove a Calendar.

  2. Look for the Calendars section on the right side of the screen.

  3. Click the corresponding Actions (three horizontal dots) button.

  4. Click Remove.


Deleting a Calendar

Requirements

You need one of the following permissions:

  • EDIT or ADMIN Calendar permissions.

  • Golive Administrator or Manage Calendars global permissions.

Steps

  1. Access the Timeline where you want to delete a Calendar.

  2. Look for the Calendars section on the right side of the screen.

  3. Click the corresponding Actions button (three horizontal dots).

  4. Click Delete.

  5. Click Delete once again to confirm.

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