Powered by Temper

The Calendar View

The Calendar View is a way of visualizing important dates for Items in KaiNexus. This view uses filters to generate a custom calendar showing the Items that are relevant in a day, week, or month-like view. 

Calendar_2.jpg

What does the Calendar View show?

The Calendar View displays the Items that meet your filter criteria by referencing the important dates on those Items. The dates on those Items is where the Items will appear within the Calendar View. If an Item has a specified Start and Due Date, the Item will span across the days of the Calendar for that duration by default.



Where can I visualize an Item List In Calendar View?

The Calendar View can be utilized in several different places within KaiNexus, including:

 

  • The Lists section Lists_section.png

  • An Item List Card on a Board

  • A nested Item List Panel within an Item



Accessing the Calendar View

 

First, click “Lists” Lists_section.png  in the left navigation bar. 

 

The list will be displayed in the layout you last viewed it in. If the list is not already in the Calendar View:

 

  • Click Ellipses.png in the top right corner of the page.

  • In the resulting drop-down menu, click Calendar_View.png.



Filtering the Calendar View

 

The List drop-down

The List drop-down is the blue bar at the top of the list that reads something like “Entire Organization” - depending on the custom list you are currently viewing.

CalendarView2.jpg

By default, you will view the custom list you were last viewing within the Lists section. Clicking on the blue bar will open a drop-down menu where you can select from other custom lists you have saved or create a new custom list.




The Quick Filters

Along with some of the other view types, Calendar View has several quick filter options so that you can easily and quickly apply specific filters to your list. These filters are:

  • My Role on Team - This refers to the Team Role(s) of an Item

ex: Selecting Responsible will pull up all of the Items that you are marked as the Responsible Person for within the system.

  • Status - This refers to the KaiNexus statuses of an Item

ex: Selecting Active will pull up all of the Items that are in the Active status within the system. 

 

  • Location - This refers to the Network Location of an Item

ex: Selecting Manufacturing will pull up all of the Items that are within the “Manufacturing” Network Location within the system.

  • Workflow - This refers to the KaiNexus Workflow type of an Item

ex: Selecting Improvement will pull up all of the Items that are of the Improvement Workflow Type (Lightbulb icon) within the system.

 

  • Template Type - This refers to the Template Type of an Item
    NOTE: These will be unique for your organization

ex: Selecting A3 will pull up all of the Items that are of the A3 Template Type within the system. 


CalendarView3.jpg

 

The Advanced Filters

If you want to add more types of filters and combinations of filters, you can use the advanced filters. To do so:

CalendarView11.jpg


Calendar View Options

The Calendar View has several different view options that can vary how the Items are displayed on your List. 

CalendarView13.jpg

To edit these View Options:

  • Open up your list in the Calendar View

  • Click Advanced_Item_Filter.png near the top right of the list.

  • Within the Filter window and below the Rules section, there is a section for View Options

  • For the Calendar View:

    • There’s an option for “Calendar Dates” with the following:

      • Span Dates - Selecting this will have the Items span across days from start to end on the Calendar (Default selection)

      • Start and Due Only - Selecting this will only show the Items appearing on their respective Start and Due Dates on the Calendar

      • Start Only - Selecting this will only show the Items appearing on their respective Start Dates on the Calendar

      • Due Only - Selecting this will only show the Items appearing on their respective Due Dates on the Calendar

    • There’s an option for “Show Archived” with the following:

      • Exclude Archived - Selecting this will not include any Items that have been archived that also match your filters set within your list (Default selection)

      • Only Archived - Selecting this will only include any Items that have been archived that also match your filters set within your list

      • Both - Selecting this will include both archived and un-archived Items that match your filters set within your list



Switch to another View Type. 

You can switch to any of the other View Types if you want to get different information at a glance.

 

To switch to the Detail View:

  • Click at the top right corner of the Calendar View under your profile image.

  • In the resulting drop-down menu, click DetailView.png.

CalendarView4.jpg

To switch to the List View:

  • Click at the top right corner of the Calendar View under your profile image.

  • In the resulting drop-down menu, click ListView.png.

CalendarView5.jpg

To switch to the Tree View:

  • Click at the top right corner of the Calendar View under your profile image.

  • In the resulting drop-down menu, click TreeView.png.

CalendarView6.jpg

To switch to the Kanban View:

  • Click at the top right corner of the Calendar View under your profile image.

  • In the resulting drop-down menu, click KanbanView.png.

CalendarView7.jpg

To switch to the Gantt View:

  • Click at the top right corner of the Calendar View under your profile image.

  • In the resulting drop-down menu, click GanttView.png.

CalendarView8.jpg



View the total impact of all Items in the list

If you want to know the total impact of every Item within the list, you don’t have to open each one and add it up. Just open the Impact window and the system will automatically do it for you! To do so:

  • Click Ellipses.pngat the top right corner of the Calendar View under your profile image.

  •  In the resulting drop-down menu, click ViewImpactonListButton.png.

CalendarView9.jpg

The Impact Summary pulls impact data from every Item within the list. If an Item within the list has Items nested underneath them that are not included within the list, the Impact Summary will include that data from each of those nested Items.

ListImpactSummary.jpg

The Impact Summary gives you the total breakdown of the list’s impact, including:

  • The total cost savings, cost avoidance, revenue generation, and time savings are displayed at the top of the page. Hover over the underlined values or click Expand_Report.pngto see a further breakdown for each category.

NOTE: If your organization is taking advantage of the Cycle Time, Lead Time, or Takt Time Impact categories as a part of the Advanced ROI Module, then they will appear at the top of the page as well.

  • The donut chart tells you how many Items have resulted in each of the change, no change, or your organization’s customized third option (if your organization has created any).
    • Clicking the green section of the donut will display all the “change” outcomes in the bar chart to the right.

    • Clicking the gray section of the donut will display all the “no change” reasons in the bar chart to the right.

    • Clicking the dark gray section of the donut will display all the “third option” reasons in the bar chart to the right.

  • Hovering over each section of the donut chart will display the percentage of Items that have resulted in that outcome.

  • Beneath the donut chart, the total number of completed Items within the list is displayed. Click that number to open up a list of all relevant completed Items.

  • The right side of the page is taken up by a bar chart which tells you many Items resulted in each of the change, no change, or third option outcomes.

  • Clicking any of those bars to open a list of all relevant Items which have resulted in that impact outcome.

NOTE: If the bar says that 14 Items have resulted in that impact outcome but only 11 Items are shown when you click into the bar, this is most likely because you do not have permission to see the other 3 Items. If you don’t have permission to view any of them, none will be shown.

  • Beneath the bar chart, the total number of Items that have resulted in a change or in no change (depending on the donut chart’s setting) will be displayed. Click that number to open up a list of all relevant Items that resulted in either change or no change.



Export the list of Items

You can quickly export the entire list of Items. For more information, check out this support page.

 

To export the list as an XLSX file:

  • Click Ellipses.png at the top right corner of the Calendar View under your profile image.

  • In the resulting drop-down menu, hover over ExportButton.png.

  • In the resulting sub-menu, click SaveXLSXButton.png.

CalendarView10.jpg

In the resulting window:

  • Decide what format you wish to export the names of the Team Members in.

  • When you’re ready, click Save.png.

 

Have more questions? Submit a request