Project Schedules
Each project has a Schedule tab where you plan the work in phases and tasks. You can share it with your team and your clients.
Build a schedule
Open the Schedule tab
Open the project and click the Schedule tab. Use the arrow at the right end of the project tabs if you don't see it.
Add phases and tasks
Click Add to add to the schedule. Phases, like Superstructure, group the tasks under them. Click the arrow next to a phase, or use Expand all and Collapse all, to show or hide its tasks. Drag the handle at the left of a row to move it.
Change the view
Use Zoom in, Zoom out and Zoom to fit to change how much of the timeline you see.
Change a task's color
Double-click a task bar on the chart to open the Task Information window. On the General tab, click Color.
Pick Blue, Dark Blue, Orange, Teal, Purple, Green, Red or Gray, then click Save.
Link tasks with dependencies
A dependency ties a task to another task, so it starts or finishes based on that task. As an example, framing depends on foundation. The arrow on the chart shows the link.
Open the task
Double-click the task bar on the chart to open the Task Information window.
Add the dependency
Click the Dependency tab, then click Add. A new row opens.
Pick the task it depends on
In Name, pick the other task.
Pick the type
In Type, pick how the two tasks connect. See the chart below.
Set the offset
In Offset, enter a number of days to add a gap between the tasks. Enter a negative number to let them overlap. As an example, -2 days lets framing start before foundation is done.
Save
Click Save. The dependency shows on the Dependency tab with its type and offset.
| Type | What it means |
|---|---|
| Finish-Start | This task starts when the other task finishes. |
| Start-Start | This task starts when the other task starts. |
| Finish-Finish | This task finishes when the other task finishes. |
| Start-Finish | This task finishes when the other task starts. |
To remove a dependency, click its row on the Dependency tab, click Delete, then click Save.
Set how phase bars look
Click Settings in the left sidebar. Under Preferences, use Schedule Phase Bars to pick how phase bars look on your project schedules: Filled, Light Gray or Outline. Click Save at the bottom of the page.
Start from a template
Have a schedule on another project you want to reuse? Click Copy From Template, pick the Project to copy from, and click Copy.
Gantt and Calendar views
Click GANTT to see the schedule as bars on a timeline, or CALENDAR to see it on a calendar. In the Calendar view, pick Day, Week, Work Week, Month or Agenda.
Share the schedule
Use Copy Url, Share By Email, Download or Client Preview at the top of the Schedule tab to share it or see what your client sees.
Watch the tutorial
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