How to Create a New Schedule

Overview

The Schedule module lets you build a project schedule with milestones and activities, connect them to establish dependencies, and share the schedule with internal and external project members.

Prerequisites

• When a project is created, the system automatically generates a Project Schedule. You can use this existing schedule as your working schedule, or create a new one using the steps below.

Process

Create a New Schedule from Scratch

1. Click Create New Schedule, then select From Scratch.

2. A blank schedule opens with view options for day, week, month, and quarter. A red line marks today's date.

Add milestones and activities

Milestones are identified by a flag icon in the Table view and a diamond in the Gantt view.

• Click Add a Milestone at the top left of the schedule to add one.

Activities are identified by a lightning bolt icon in the Table view and a bar in the Gantt view.

• Click Add an Activity at the top left of the schedule to add one.

Connect activities

Drag and drop the dot next to an activity or milestone to establish a relationship:

• Use the dot on the left as the Start Connection.

• Use the dot on the right as the End Connection.

Red lines above an activity indicate that the activity is overdue.

Add additional details

Click into any milestone or activity to add:

• Start and End Date (Baseline and Actual)

• Progress

• Responsible party

• Category

• Type

• Edit connected activities

• Comments and attachments (available only after the schedule is published)

Share the schedule

Once a schedule is published, no one can view or edit it until it is explicitly shared.

1. Click the + Share or + icon.

2. Invite the internal and external project members who need access.

3. Members default to View Only access. Change the dropdown next to a member's name to grant Edit access.
   
   

Next Steps

• Updating the Schedule

• Import a Schedule