Overview
Quickly create a custom schedule, add milestones and activities, and connect tasks with ease. Track progress, assign responsibilities, and collaborate efficiently with comments and attachments, keeping your team aligned and projects on track.
Prerequisites
When creating a project the system with generate a Project Schedule. You can use this schedule to act as your New Schedule rather than creating one using the step below.
Process
Create New Schedule From Scratch
You can create a schedule from scratch by clicking "Create New Schedule," and Selecting from Scratch. This opens a blank schedule with various views like day, week, month, and quarter. A red line marks today's date.
Adding Milestones or Activities
Milestones
Milestone are identified in the Table view by a Flag Icon and the Gantt view by a Diamond.
Use the Add a Milestone function at the top left of the schedule to add a Milestone.
Activities
Activities are identified in the Table view by a Lighting bolt Icon and the Gantt view by a Bar.
Use the Add an Activity function at the top left of the schedule to add an Activity.
Tip: Use Analytic Milestones to track Milestones across multiple projects.
Connecting Activities:
Drag and drop a dot next to an activity to establish a relationship.
Be sure to use the dot on the left of a Milestone or activity as the Start Connection and the dot to the right as the End Connection.
Progress Bar: The Red lines above indicate that those activities are overdue.
Additional Details
Click into any Activity or Milestone to add additional information such as:
Start & End date (Baseline & Actual)
Progress
Responsible party
Category
Type
Edit Connected Activities
Add Comments & Attachments (Schedule must be Published first)
Schedule Sharing
Once a Schedule is published no one will be able to view or edit it until explicetely shared.
You can share this by clicking the +Share or + icon button and Inviting the necessary internal and external project members.
They will default to View Only access and you can grant them edit access by change the dropdown shown below
Now that you understand the basic functions of the Schedule module you are ready to publish you schedule and share it with internal project members as well as collaborating vendors.
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