--- title: "View & Template Options" slug: "schedule-calendar-view-template-options" description: "Schedule calendar view settings and template management — save, apply, and switch between scheduler templates and display preferences." updated: 2025-10-29T01:10:58Z published: 2025-10-29T01:10:58Z canonical: "docs.restaurant365.com/schedule-calendar-view-template-options" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # View & Template Options This article reviews the View & Template Options within the [Scheduling Calendar](/doc/docs/scheduling-schedule-calendar). --- ## Overview The View/Templates Options sidesheet has a collection of functions that apply to the Scheduling Calendar as a whole. Here, Users can: - Show or hide the following on the Schedule Calendar: - Weather - Events - Advanced Metrics - Home Store Only - Scheduled Employees Only - Change the sort order of the Schedule Calendar - Create, update, load, and delete saved Views - Create, update, and delete [Scheduler Templates](/doc/docs/scheduling-scheduler-templates-and-shift-templates) - Populate Shifts via Scheduler Template or Prior Week - Delete Shifts for the current view or the entire Schedule - Navigate to the [Print Options](/doc/docs/schedule-calendar-print-options) page ### Navigation **The View/Template Options sidesheet is opened by clicking on the Options icon in the Schedule Calendar header.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5DKZB6C2.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) --- ## View Settings The **Saved Views**, **View**, and **Sort sections** of the View/Template Options sidesheet are used to adjust, save, and load Views for the Schedule Calendar. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JGDU58ID.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Saved Views Selector | All saved Views made for the Schedule Calendar. Selecting a saved View will set View and Sort settings for the Schedule Calendar. | | **2** | Saved Views Action Buttons | - Default - When clicked, the selected View is set as the User's default View - Save ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2d427789-a019-4977-9116-4e265cc0ce29.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) - Click to save any changes made to the View and Sort settings for the selected View - Plus ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2f024252-b639-4007-9f35-8eed447b3b34.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) - Click to create a new View with the current View and Sort settings selected - Transhcan ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/fe459e3d-0139-4e85-858e-459e3212c898.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) - Click to delete the selected View - X - Click to set the View and Sort settings to the saved default View. If no default View is saved, the system default View is used | | **3** | Weather | When checked, the weather for the Location (based on the zip code on the Location Address on the [Location Record](/doc/docs/legal-entities-location-record)) will be displayed in the date header. Weather is only displayed when viewing the Schedule Calendar by week. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/98485a7c-619a-4494-8bc1-bd014df6b50c.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) | | **4** | Events | When checked, any posted [Events](/doc/docs/manager-tools-events) will be displayed in the header. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/c04393eb-5b5b-464f-a93b-e7bd3fabeeca.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) | | **5** | Advanced Metrics | When checked, the Advanced Labor Metrics will be displayed on the Schedule Calendar. Options include the following: **Labor** - **Burdened** – Labor Estimates are calculated using (Employee Hours * Pay Rate) + Employee Benefit percentages (per the Location Record). Management Estimates (including Management Benefits) are included. - **Unburdened** – Labor Estimates are a straight calculation of Hours * Pay Rate for all Employees. No Management Estimates or Benefits are included. **Sales** - **Gross Sales** - Gross sales, including discounts, is displayed for actual sales and forecasted sales. - **Net Sales** - Net sales, excluding discounts, is displayed for actual sales and forecasted sales. | | **6** | Home Store Only | When checked, only Employees who have the selected Location set as their default Location will be displayed, regardless of if they have an assigned Shift during the selected week or day. | | **7** | Scheduled Employees | When checked, only Employees that are currently scheduled with at least one Shift during the selected week or day will be displayed. | | **8** | Sort Selector | The sort order of rows on the Schedule. Options include: - Start Time (Earliest - Latest) > This option will only appear when viewing the Schedule by 'Day'. If two or more Employees start at the same time, those Employees will be listed alphabetically by first name. - Start Time (Latest - Earliest) > This option will only appear when viewing the Schedule by 'Day'. If two or more Employees start at the same time, those Employees will be organized alphabetically by first name. - Name (A-Z) - Name (Z-A) - Most Scheduled Hours - Least Scheduled Hours | --- ## Start With Section The **Start With** section is used to populate the selected Schedule with Shifts from a saved Scheduler Template or Prior Week, or to save the selected Schedule as a Scheduler Template. Learn more about saving, updating, and using [Scheduler Templates here](/doc/docs/scheduling-scheduler-templates-and-shift-templates). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-85EXBUUG.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Scheduler Template Selector | The Schedule Template to be updated, copied, deleted, or used. > Each time a Scheduler Template is used, the system will compare any availability changes and Employee requests to listed Shifts. If a Shift is in conflict, it will be moved to the 'Unassigned' section of the Schedule. | | **2** | Template Action Buttons | Use - Populates the selected Schedule with the shifts from the selected Scheduler Template Save ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2b548788-3d80-4808-97f9-2d50e686f21e.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) - Updates the selected Scheduler Template with the Shifts from the selected Schedule Copy ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/211c5592-1616-4f6d-be79-aa687548236a.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) - Copies the selected Scheduler Template Plus ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/64c45597-75c1-44fd-8987-1cbd6c38ae95.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) - Creates a new Scheduler Template with the Shifts from the selected Schedule Trashcan ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/a7c1aa07-d056-4c4f-9777-4f44beca0864.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) - Deletes the selected Scheduler Template | | **3** | Prior Week | Populates the schedule with shifts from a selected prior week. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-S6A8KHNY.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) Selecting a date will open the 'Prior Week Use' settings window. | ### Prior Week Use Settings ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5LZJBJIE.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Departments/Jobs Selector | By default, all shifts are populated to the schedule. When departments or jobs are selected, only shifts associated with those departments/jobs will be populated to the schedule. | | **2** | Exclude Unpublished Shifts | When checked, unpublished shifts from the selected week will not be published to the schedule. | | **3** | Include Shift Notes | When checked, all notes on shifts from the selected week will be copied to the corresponding shifts on the new schedule. | | **4** | Add To Button | Adds shifts associated with the selected departments or jobs to the selected schedule. | | **5** | Overwrite Button | Overwrites all shifts on the selected schedule with shifts associated with the selected departments or jobs. | --- ## Action Buttons The 'Delete' and 'Print' action buttons are located at the bottom of the sidesheet ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6e993ff3-1069-4e0e-877b-3a093916e6f7.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) ### Delete The 'Delete' button will open the 'Delete Schedule' confirmation window, which contains the following options: - **Current View** - When clicked, all Shifts displayed in the current view will be deleted. This includes assigned and unassigned Shifts. - **Entire Schedule** - When clicked, all Shifts for the entire Schedule will be deleted. This includes assigned and unassigned shifts, even if they are not currently displayed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/f70ee945-5978-4706-8567-8188acd14a94.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) ### Print The 'Print' button will open the '[Print Schedule' page](/doc/docs/schedule-calendar-print-options) in a new tab. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/d5ca6c68-bf2a-4cc1-97eb-0c4d6220b29b.png?sv=2026-02-06&spr=https&st=2026-11-13T01%3A04%3A44Z&se=2026-11-13T02%3A04%3A44Z&sr=c&sp=r&sig=%2BjGXwVvuJVZV3zqLckSPs7lxz%2B59gnIg4n0OOOVINJg%3D) ---