Default a Time Frame in Graphical Scheduler

Default a Time Frame in Graphical Scheduler

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This article describes how to configure a default time frame for any given Graphical Scheduler View when the view first opens. You can create multiple different views, and each view can have a different default time frame.

A relative time frame acts as a moving time frame based on the current date. In production scenarios, this is the most common configuration as it allows you to create views that show what is happening in the short term and the long-term (from the perspective of the current date).

You can choose a specific timeframe that reflects non-automatically adjusting dates and times. This mode can be useful for scenarios such as: a specific quarter, a specific problem area, when giving demonstrations, or when testing. This allows you to pre-configure a specific set of data and have a corresponding view that displays that sample data.

These settings only change the default starting time and default starting scale when the view first opens. If you already have the Graphical Scheduler open, the view retains the active date and zoom settings currently configured. To change the date and zoom settings only while you are looking at the scheduler, select Dates and Zoom in the main screen.

Configure the default time scales

  1. Navigate to Graphical Scheduler in Business Central.
  2. Select View.
  3. Complete one of the following:
    • Select a pre-existing view and select the icon / Edit.
    • Select New to create a new view.
  1. Locate the Startup Date Mode field in the Dates and Zoom section and select Relative (what you want the view to start relative to today’s date).
  2. Locate the Default Time Scale field and select the required time scale:
    • Month and Year: Displays a timeline/Gantt style with two date groupings (Month and Year).
    • Week and Month: Displays a timeline/Gantt style with two date groupings (Week and Month).
    • Day and Week: Displays a timeline/Gantt style with two date groupings (Day and Week).
    • Hour and Day: Displays a timeline/Gantt style with two date groupings (Hour and Day).
    • Calendar Day: Displays an Outlook-calendar style day view for one day.
    • Calendar Week: Displays a weekly agenda view for one week.
    • Calendar Month: Displays a calendar style day view for one week.
  1. Locate the Default Start Date Formula field (see Default Start Date Formula table below).
  1. Close and re-open the Graphical Scheduler View configuration card and Graphical Scheduler.

Graphical Scheduler now starts with your default time frame.

Default Start Date Formula

The following table contains default Start Date Formulas.

Default Start Date Formula What This Does
-1D This tells the scheduler to start looking at yesterday as the start date.

This can help understand tasks that didn’t complete in the previous day in addition to today going forward.

-7D This tells the scheduler to start looking 7 calendar days ago as the start date.

This can help understand tasks that didn’t complete in the previous 7 calendar in addition to today going forward.

-CD The start of the current work day.

This is commonly used with the Calendar Day option.

-CW The start of the current work week starting on Monday.

This is commonly used with the Calendar Week option.

-CM Start of the current month.

This is commonly used with the Calendar Month option.

WD1 The next Weekday starting on Monday.

For additional Date Formula examples, see Microsoft’s Use Date Formulas section on the Work with Calendar Dates and Times page.

Relative dates

The following table contains common scenarios for relative dates (set Startup Date Mode to Relative):

Goal Default Time Scale Default Start Date Formula
Visualize what is remaining this week in a timeline/Gantt style, including the previous day to help with tasks that might be incomplete. Day and Week -1D
Visualize the entire current week in a timeline/Gantt style. Day and Week -CW
Visualize next week, starting on Monday Day and Week WD1
Visualize the details for today specifically, showing hourly details. Hour and Day CD
See today’s complete agenda Calendar Day -CD
See this week’s complete agenda Calendar Week -CW
See this month’s complete agenda. Calendar Month -CM
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