Free version available
Magnifying Glass

PocketSmith Help - Editing an Event

Editing an Event

1.

Click on the event title within the calendar that you would like to edit

edit-event-link
2.

The event title and the original date for the event are show at the top of the window

edit-event-window
3.

Event Details – this can be edited in line with the descriptions of these fields in Introduction to the event window

4.

You can click on the ‘+’ or ‘-’ to expand or collapse any of the edit event areas

5.

Event repetition – this contains:

  1. The standard options as per 8. and 9. in Introduction to the Event Window

  2. Any ‘Event Exceptions’ or ‘Repeat end dates’ that are set up for this event – more on this below

  3. You can select exceptions for deletion or remove a repeat end date using these controls

6.

‘Apply settings to’ options – this allows you to perform specific edits that suits your needs when editing your event.

  1. All occurrences – this will edit all of the events in the series – from start to finish.

  2. Just this occurrence – this will edit just this one occurrence. This will create an ‘Event exception’ for this date, meaning the original event will not repeat on this date – and a new event (with no repetition) is created on this date.

  3. This point forward – this will edit this event from here forward. This will stop the original event from repeating from this date, and will create a new event with the options within the form.

Note: You can see more detail on these options on the Apply settings to help page

7.

Click save to save the options and re-generate your forecast

Note that when the edited event is a Transfer event, the transfer event will also be updated at the same time. For more on transfer events, see Setting up Transfer Events.