Configure Profit Calendar

Profit has its own calendar that you can synchronise with Microsoft Exchange or Microsoft Outlook. You can record appointments in Profit Calendar manually, but there are various options for automatically recording appointments, based on project actual costing lines for example.

Every user (who is added in the Authorisation tool) has their own Profit Calendar.

Content

Procedure

  • Set the e-mail server and sender

    Profit can generate and sent email messages. The email application (installed on your own PC) is not used within this context. In Profit you record various settings, including the email server to be used.

  • Add an appointment type

    Add an appointment type for each category of appointment that you want to distinguish in the calendar. You can use a different colour for each appointment type, making the appointments concerned easier to distinguish from each other in Profit Calendar.

  • Add locations

    You add the locations that you want to use as meeting rooms in Profit Calendar or as a class room in Profit Course Management.

  • E-mail notification for an appointment in Profit Calendar

    Profit can automatically send an e-mail message to users who are invited to an appointment.

  • Authorise calendars and locations for Profit Calendar

    You can authorise on other users' calendars and on locations. In addition, you can specify that a user is allowed to change appointments which they, themselves, do not own.

  • Set up synchronisation

    Determine how Profit Calendar data is exchanged with Microsoft Outlook and/or Microsoft Exchange so that both calendars display the same appointments. You can synchronise with Microsoft Exchange, with Microsoft Outlook only or with Microsoft Outlook in combination with Microsoft Exchange.

  • Integration of Profit Calendar and other Profit components

    Because Profit Calendar integrates with various Profit components additional information is available and you have a complete picture of the user's availability. You can only integrate with Profit components that you hold a licence for.

Also see