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Calendar Browser for Outlook V9

Date post: 03-Jul-2015
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Description:
Book corporate resources by making appointments in the Outlook Calendar . Each resource has its own calendar, and users book the time they want by making an appointment. Tie booking to project or other parameter, selected from dropdown. Add supplies to the booking. Overview of bookings. Excel statistics reports on resource usage. Mature application, developed since the year 2000 by kalmstrom.com Business Solutions.
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Calendar Browser is a groupware used for booking all kinds of resources within an organization. Calendar Browser is installed on a file server and in a new public folder or shared mailbox, and only a minimal client installation is needed. Welcome to the show! Peter Kalmström CEO kalmstrom.com Business Solutions Introduktion www.kalmstrom.com Calendar Browser works with Microsoft Outlook 2007 and above
Transcript
Page 1: Calendar Browser for Outlook V9

Calendar Browser is a groupware used for booking all kinds of resources within an organization.

Calendar Browser is installed on a file server and in a new public folder or shared mailbox, and only a minimal client installation is needed.

Welcome to the show!Peter KalmströmCEO kalmstrom.com Business Solutions

Introduktion

www.kalmstrom.com Calendar Browser works with Microsoft Outlook 2007 and above

Page 2: Calendar Browser for Outlook V9

Let’s start with the part that the users will see. If they are familiar with Microsoft Outlook they will quickly learn to use Calendar Browser.

In this slide show I will talk about booking rooms, but anything that is booked within an organization –cars, equipment, personnel – can be booked through Calendar Browser. The application can also be used for viewing people’s calendars.

User Interface

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 3: Calendar Browser for Outlook V9

Show several resource calendars

Calendar Browser is Integrated in Outlook

www.kalmstrom.com Calendar Browser works with Microsoft Outlook 2007 and above

The Calendar Browser buttons in the

Calendar ribbon

Page 4: Calendar Browser for Outlook V9

Enter date, time and number of seats if applicable

Click to open a dialog where you can search free resources

Find Resource

Calendar Browser works with Microsoft Outlook 2007 and above

Click to see a description

www.kalmstrom.com

Click New to open an appointment in the selected calendar at the selected time

Page 5: Calendar Browser for Outlook V9

Each resource can be described with text and images

Click the Description button to open a dialog with a description

of the selected resource

See resource

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

See Resource

Page 6: Calendar Browser for Outlook V9

The resource calendar

Select a project or use this dropdown for

something else

The Booking Appointment

The booking appointment is a normal Outlook appointment,

but with some ”extras”

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 7: Calendar Browser for Outlook V9

Book Supplies

Comment your order here.

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Name and date are filled out

automatically

Select among the admin defined

supplies

Page 8: Calendar Browser for Outlook V9

Group calendars by making several installations.

Each user selects what groups should be shown in her/his Outlook. That way the users only see the groups they really need.

Settings

Calendar Browser works with Microsoft Outlook 2007 and above

Calendar Grouping

www.kalmstrom.com

Page 9: Calendar Browser for Outlook V9

Now I will show you what happens ”behind the scene” –i.e. in the Administrator settings. They are reached by the Manage button or by running the file CBAdmin.exe in the root file folder.

I show the possibilities. You can best judge what features you should take advantage of and how they can be used for booking resources within your organization.

Let’s continue!

Settings

Calendar Browser works with Microsoft Outlook 2007 and above

The Admin Settings

www.kalmstrom.com

Page 10: Calendar Browser for Outlook V9

View options for the

Overview.

Double-bookings – never again!

Uncheck to hide these

buttons from the users

Customize Calendar Browserfor your organization.

Calendar Browser works with Microsoft Outlook 2007 and above

Configuration

www.kalmstrom.com

Page 11: Calendar Browser for Outlook V9

The Booking summaries show all bookings with their “host” and “attendees” for a

selected day.

Calendar Browser works with Microsoft Outlook 2007 and above

Extra Booking Information

www.kalmstrom.com

If you check the Extra booking info box, two new tabs

and a new Overview option will be shown.

Page 12: Calendar Browser for Outlook V9

When booking a resource, users can select the name of the “host” and “attendees”. Additional info

about company, department or e-mail entered in the settings will

be displayed automatically.

Fill out or paste “Hosts” and “Attendees”. These default

captions may be changed into anything that suits your

organization.

Calendar Browser works with Microsoft Outlook 2007 and above

Extra Booking Information

www.kalmstrom.com

Page 13: Calendar Browser for Outlook V9

Add or remove calendars

The WYSIWYG .html editor makes it easy to create nice

resource descriptions.

Add an image to be shown in the

overview.

Calendar Browser works with Microsoft Outlook 2007 and above

Resource Calendars

www.kalmstrom.com

Page 14: Calendar Browser for Outlook V9

The different project colors are applied in the overview.

The word “Project” can be changed to anything that suits your organization.

”Projects”

By default the projects are saved in Outlook. If you already have

projects in a database, use that option and they will be loaded

automatically.

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 15: Calendar Browser for Outlook V9

Specify supplies that might be needed with the resources, and define the

cost for each item.

Extras with Auto-Notifications

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Check this box and add e-mail addresses, and notifications

about supply bookings will be sent automatically to the

responsible persons

The HTML editor makes it easy to change the default

notifications template.

Page 16: Calendar Browser for Outlook V9

Specify place settings for the users to select from

Place Settings

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

The users can choose among the admin

specified place settings when they book supplies

Page 17: Calendar Browser for Outlook V9

Specify text to be filled into all new appointments

The template comes up in the new appointments

New Appointment Template

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 18: Calendar Browser for Outlook V9

Select resource that should be booked automatically together with the resource in the left hand column

Auto-Booking

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 19: Calendar Browser for Outlook V9

The Calendar Browser Overviewgives a summary of resources and of the scheduling of team members. The size of the Overview window adapts to the screen, so it is possible to show it on a wide screen and not only in the computer.

Open the Overview via the ribbon Overview button or by running the file CBOverview.exe in the root file folder.

Hope you are still with me!

The Overview

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 20: Calendar Browser for Outlook V9

Timeline View

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Select time period

Click on a booking to see more details

Current time

Page 21: Calendar Browser for Outlook V9

Click on a free time to add a booking

Day View

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Move the cursor over a booked time to see booking details

Page 22: Calendar Browser for Outlook V9

Week III gives very detailed reports

Workweek III

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 23: Calendar Browser for Outlook V9

Filter the bookings

Month View

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 24: Calendar Browser for Outlook V9

The Day list view shows occupancy and activities of the separate resources on the

selected date

Day List

Click the + signs to see

supplies

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 25: Calendar Browser for Outlook V9

The Appointments Report gives a list over occupancy

and activities of the separate resources

Appointments Report

Choose the Orders Report if you only want

to see bookings that has supplies ordered

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Select one day within the date

range if you don’t want to see the whole range

Page 26: Calendar Browser for Outlook V9

Bookings and orders can be studied with the integrated Excel reports. There are many different, pre-defined reports, and as all the standard Excel features may be used in the reports they will give you a lot of useful information about passed resource usage.

Also custom reports can be created and just like the default ones they are updated each time you run the Archive tool.

Let’s go to the last part!

Excel Reports for Statistics

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 27: Calendar Browser for Outlook V9

Use the file CBArchive.exe in the Calendar Browser server folder to copy old appointments to a database. Then you can study them closely and in many different ways in the Excel reports.

Select period and resources to study.

Archive

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

The selected appointments are copied to an Access or

SQL Server database.

Two reports files are placed in the Calendar Browser

server folder.

Page 28: Calendar Browser for Outlook V9

All the Excel features can be used

The reports are reached by the links or by the tabs below.

Excel Reports

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 29: Calendar Browser for Outlook V9

Use the Pivot Table Field List to get more options

Excel Reports ‒ Pivot

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

All the fields can be dragged and droppedto show data in different ways.

Page 30: Calendar Browser for Outlook V9

Use all the Excel features to get nicegraphs. We have made sure the statistics behind them is correct.

Excel Reports ‒ Chart

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Changes in the pivot table are reflectedinto the chart and vice versa.

Page 31: Calendar Browser for Outlook V9

Thank you for watching this slide show!

At www.kalmstrom.com you may download the full version of the Calendar Browser and evaluate it for 30 days before you decide if you want to use it.

On the website you will also find the User and Administrator Manuals, the Calendar Browservideo demonstrations and information on how to subscribe to Calendar Browser.

More Info

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com


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