Adding an Appointment

You can add appointments to your Calendar and, if appropriate, invite other attendees. You may also be invited to attend an appointment by another team member, in which case, the appointment is automatically added to your calendar.

Note: The global Calendar and the Workspace Calendar share data. Any appointment added in one calendar displays in both. For information about the two calendars, see Calendar Overview.

To add an Appointment on the calendar:

1. Open the global Calendar or the workspace Calendar.
   
2. In the global Calendar, click Create Appointment on the Toolbar,
   or
   If you are using the workspace Calendar, click Calendar on the Workspace Menu, then click Create Appointment.
   Note: You can also click Add on the toolbar of the Month, Day or Appointment List views.
   
   The Create New Appointment screen displays in a new window.
   Note: Required fields are marked with an asterisk (*).
3. If you have the option to choose the workspace in which to create the appointment, select the workspace from the Workspace list.
   Note: Only those workspaces you are a member of are listed.
4. In the Name box, type a name for the appointment.
5. Type a brief description of the appointment in the Description box.
6. Type the location for the appointment in the Location box.
7. Choose a Start date and time for the appointment:

1. In the Start box, type the date on which the appointment starts, or click the pop-up calendar and select the date.
2. Select the starting time for the appointment from the list beside the Start box.

8. Choose an End date and time for the appointment:

1. In the End box, type the date on which the appointment ends, or click the pop-up calendar and select the date.
2. Select the ending time for the appointment from the list beside the End box.

9. If the appointment is an all-day appointment, select All Day Event.
10. If the appointment is a recurring event (a weekly team meeting for example), select Recurrence.
    Additional fields display so you can specify the frequency of the recurrence:

1. Select the frequency that the appointment recurs. Options are Daily, Weekly, Monthly, Yearly, Every <n> day(s), or Every Weekday.
2. If the recurring appointment has an end, specify that from the options: End after <n> occurrences, End by, or No End Date.

11. To include an agenda, type the agenda in the Agenda box.
12. To send a notification to all appointment attendees, select Notify Attendees.
13. To request that attendees notify you of whether or not they will attend the appointment, select Request Acceptance. Attendees can accept or decline the appointment request in the Appointment Details screen.
14. In the Access Permissions section, specify which team members can view details of the appointment, and which team members are appointment attendees.
    
    To add members to the list, click Browse Member Directory to get a list of PPM users. For details about using the directory to select team members, see Using the User Selector.
15. If you want to add a custom notification message, select Type Custom Notification Message and type the message in the Notification Message box.
16. Click Save & Close to save the appointment and close the window.

Related Topics:

• Accepting an Appointment Request—How to accept an Appointment request.
• Customizing the Calendar View—How to customize the calendar view.
• Declining an Appointment Request—How to decline an Appointment request.
• Deleting an Appointment—How to delete an Appointment.
• Editing an Appointment—How to edit an Appointment.

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