On-the-Fly Multi-View Groups

Help Guide for NextGen® Enterprise PM 8

Create an On-the-Fly Multi-View Group

You can create an on-the fly multi-view group and view it in the Multi-view tab of the Appointment Book window. Open the Appointment Book window. Select the Multi-View tab at the bottom of the window. Right-click anywhere on the current view and select Multi-View Group. The On-the-fly Multi-View Group window opens. It displays all the resources that are included in the current view. Select the resources to be added to the view. Select the up or down arrow buttons to arrange the selected resources in the desired order. Select OK to save changes and close the window. Parent topic: On-the-Fly Multi-View Groups

Help Guide for NextGen® Enterprise PM 8

Multi-View

The Multi-View displays the appointment schedule for multiple resources for a single day. This view displays the appointments that are already scheduled and time slots that are not yet scheduled on the selected day for resources in the selected multi-view group. You can select the Default multi-view group setting option in the Multi-View tab of the Appointment Scheduling Preferences window to determine the group of resources that displays when you open the Multi-View for the first time. You can use the Next Day and Previous Day buttons on the toolbar to move the calendar from one day to another. You can select the Change Multi-View Group button on the toolbar to change the multi-view group. The appointment schedules appear for all resources in the selected multi-view group. You can select the Change Multi-View Group Location button on the toolbar to change the location for a multi-view group. The appointment schedules appear for all resources, in the current multi-view group, that are

Help Guide for NextGen® Enterprise PM 8

On-the-Fly Multi-View Groups

You can use an on-the-fly multi-view group to quickly display a selected set of resources on the Multi-View tab in the Appointment Book window. The resources selected remain in the view until: Another on-the-fly multi-view group is created. A different multi-view group is selected using the Change Multi-View Group button, the Change Multi-View Group Location button, or the Change Multi-View Location button. The Appointment Book window is closed. Create an On-the-FlyMulti-View Group You can add the resources to the existing multi-view group from the multi-view tab. Parent topic: Multi-View

Help Guide for NextGen® Enterprise PM 8

Create an On-the-FlyMulti-View Group

You can create an on-the fly multi-view group and view it in the Multi-view tab of the Appointment Book window. Open the Appointment Book window. Select the Multi-View tab at the bottom of the window. Right-click anywhere on the current view and select Multi-View Group. The On-the-fly Multi-View Group window opens. It displays all the resources that are included in the current view. Select the resources to be added to the view. Select the up or down arrow buttons to arrange the selected resources in the desired order. Select OK to save changes and close the window. Parent topic: On-the-Fly Multi-View Groups

File Maintenance Help for NextGen® Enterprise 8

Set Up New Multi-View Group

Under Multi-View Groups, select Open Menu , and then select New. The New Multi-View Group window opens. Enter a new name for the multi-view group, and then select OK. The group name displays in the Multi-View Groups field. On the Multi View tab, select the resources to be a part of this multi-view group. The selected resources appear in your resource list. They also display in your Multi-View appointment window. To change the list order of the resources, highlight a resource, and then select or to move it up or down. To create another multi-view group, repeat steps 1 thru 4. After you set up the multi-view groups, select the group in the Default multi-view group field that you want to use as the default when users initially open the appointment book. Select the maximum number of resources to display on windows. If you want event colors to display in the scheduled slots of the Weekly Schedule and Multi-View tabs of the Appointment Book, select the Display event color in scheduled slots

File Maintenance Help for NextGen® Enterprise

Set Up New Multi-View Group

Under Multi-View Groups, select Open Menu , and then select New. The New Multi-View Group window opens. Enter a new name for the multi-view group, and then select OK. The group name displays in the Multi-View Groups field. On the Multi View tab, select the resources to be a part of this multi-view group. The selected resources appear in your resource list. They also display in your Multi-View appointment window. To change the list order of the resources, highlight a resource, and then select or to move it up or down. To create another multi-view group, repeat steps 1 thru 4. After you set up the multi-view groups, select the group in the Default multi-view group field that you want to use as the default when users initially open the appointment book. Select the maximum number of resources to display on windows. If you want event colors to display in the scheduled slots of the Weekly Schedule and Multi-View tabs of the Appointment Book, select the Display event color in scheduled slots

On-the-Fly Multi-View Groups

Recommendations

Create an On-the-Fly Multi-View Group

Multi-View

On-the-Fly Multi-View Groups

Create an On-the-FlyMulti-View Group

Set Up New Multi-View Group

Set Up New Multi-View Group

On-the-Fly Multi-View Groups

Create an On-the-Fly Multi-View Group

Multi-View

On-the-Fly Multi-View Groups

Create an On-the-FlyMulti-View Group

Set Up New Multi-View Group

Set Up New Multi-View Group