Use Colors to Visually Organize the Schedule
Each person/resource, project, client, and activity type can be assigned a color. The Color By setting allows you to view bookings based on the color assigned to the project, client, booker, or activity type. Additionally, you can color-code your Schedule by billable time.
For example, selecting Color By Booker lets you quickly scan the calendar and pick out bookings made by specific people. This can be especially useful if you have a bunch of project managers and want to see who hasn’t added their bookings for next week.
You can also color bookings by eligible Custom Fields. If a single-select custom field has colors assigned to its values, and Allow coloring bookings on the Schedule by this field is enabled, it will appear in the Schedule's Color by dropdown.
Custom fields are grouped in the dropdown by where they apply: Client fields, Project fields, or Booking fields. If a field applies to more than one of these, it will appear under each relevant group.
When you select a custom field, bookings will use the colour assigned to the relevant custom field value. If a booking doesn’t have a value for the selected field, it will use the default booking colour.
Want to find out how to add colors to people, resources, projects, clients, custom fields and activity types? Check out these help articles:
Adding People and Other Resources
Creating Projects and Clients
Adding Activity Types to your Projects
Creating, Editing and Deleting Custom Fields