Creating a Schedule Manually

  1. Click the 'Projects' icon on the left menu.
  2. Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
  3. 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'.
  4. Navigate to the 'Schedules (Gantt Chart)' section.
  5. Click the blue 'Actions' button on the far right.
  6. Click 'Add Schedule' option from the drop-down menu.
  7. The Project # should be selected already but it can be changed.
  8. 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.
  9. Enter the Schedule # (eg. 001) and Title.
  10. 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.
  11. Optional: Enter any Comments.
  12. Click the blue 'Save and View' button at the bottom.

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