Copy Schedule
- Click the 'Projects' icon on the left menu.
- Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
- On the 'Quick Links' tab, click the 'Scheduling' link under the 'Project Management and Field Staff' section. This will refresh the page and show the 'Scheduling Landing Page'.
- Navigate to the 'Schedules (Gantt Chart)' section.
- Click the blue 'Actions' button on the far right.
- Click 'Copy Schedule' option from the drop-down menu.
- Select the SOURCE Project, Prime Contract (Optional), and Schedule.
- Click the blue 'Next' button at the bottom.
- Select the TARGET Project.
- Optional: Specify the Prime Contract #. For design-build firms, developers, and homebuilders, this is recommended if there are going to be multiple lots or contracts.
- Enter the Schedule # (eg. 001) and Title.
- Select the Work Calendar which will determine Work Days (ex. Mon, Tue, Wed, etc.) and Holidays. Admins can add Calendars in Settings | Feature Settings | Scheduling.
- Click the blue 'Finsih' button at the bottom.
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