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Adding & Editing Schedules

Tags: schedule, schedules, edit, add

Jared Elliott avatar
Written by Jared Elliott
Updated over a year ago

Adding Schedules

To create a new Schedule, select Add

Name the new Schedule and enter any additional details, such as:

  • Company

  • Description

Editing Schedules

To edit a Schedule, double click the Schedule or select the Schedule and select Edit to open the Schedule Details Screen.

Adding Schedule Activity

You’ll be directed to the Schedule Details grid view. Here you can see a listing of all the Schedule Activities.

To add Schedule Activity, select Add

A dialogue box will appear, prompting you to enter the name the new Schedule Activity ID. You can also enter any additional details, such as:

  • Level

  • Description

  • Mark as “Critical Path”

  • Baseline Start Date

  • Baseline Finish Date

  • Planned Start Date

  • Planned Finished Date

  • Forecast Start Date

  • Forecast Finish Date

  • Actual Start Date

  • Actual Finish Date

To mark a Schedule Activity as a milestone, click Mark as Milestone in the Actions Menu icon

Editing Schedule Activity

To edit Schedule Activities, double click the Schedule Activity or select the Schedule Activity and choose Edit.

A dialogue box will appear, allowing you to edit the name the new Schedule Activity ID. You can also edit the desired details, such as:

  • Level

  • Description

  • Mark as “Critical Path”

  • Baseline Start Date

  • Baseline Finish Date

  • Planned Start Date

  • Planned Finished Date

  • Forecast Start Date

  • Forecast Finish Date

  • Actual Start Date

  • Actual Finish Date

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