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 for Outlook
1. 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
2. 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
3. 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
4. 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
5. 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
6. 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
7. 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
8. 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
9. 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
10. View options
for the
Overview.
Double-bookings
– never again!
Uncheck to
hide these
buttons from
the users
Customize Calendar Browser
for your organization.
Calendar Browser works with Microsoft Outlook 2007 and above
Configuration
www.kalmstrom.com
11. 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.
12. 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
13. 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
14. 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
15. 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.
16. 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
17. 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
18. 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
19. The Calendar Browser Overview
gives 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
20. 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
21. 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
22. Week III gives very
detailed reports
Workweek III
Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com
24. 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
25. 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
26. 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
27. 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.
28. 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
29. 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 dropped
to show data in different ways.
30. Use all the Excel features to get nice
graphs. 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 reflected
into the chart and vice versa.
31. 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 Browser
video demonstrations and
information on how to subscribe to
Calendar Browser.
More Info
Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com