Scheduling Resource Center

Getting Started

• Getting Started Guide

Scheduling Settings

• Default Numbering
• Scheduling Feature Settings

General and Project To Dos

• To Dos Overview

Schedules And Tasks

• Schedules and Tasks Overview
• Options to Create Schedules:
  • Creating a Schedule Manually
  • Copy a Schedule
  • Importing a Schedule using Microsoft Excel format
  • Importing a Schedule using Microsoft Project XML format
• Adding and Indenting Tasks:
  • Adding Tasks and Child Tasks
  • Indenting and Outdenting Tasks To Create Parent or Child Hierarchy
• Task Global Changes:
  • Assigning Company Contacts or Equipment to Tasks
  • Clear Assigned Task Resources
  • Update Percent Complete
  • Reset Baseline Date for ALL Tasks
  • Reset Task IDs based on current Sort Order
• Notifications, Printing and Exporting Tasks:
  • Email Task Notifications To Subs and Suppliers
  • Print Schedule to PDF Format
  • Print or Export Look Ahead Schedule (ex. 4 Week Schedule)
  • Export Scheduling Tasks to Microsoft Excel Format

Viewing Multi-Projects

• Project Schedules - Gantt Style
• General and Project To Dos - Calendar Style

Other

• Scheduling Module Calendars and Alerts
• Emailing Open Items to External Team Members (ex. Assigned Scheduling Tasks)

Related Training Videos

• Scheduling Videos