Setting up a project schedule

Contents: 

• Before you begin
• Creating a project schedule
• Maintaining a project schedule
• Bulk editing of timecodes on the project schedule
• Creating a Finish-to-Start dependency
• FAQ/Troubleshooting
  

Before you begin:

• In System Settings, “Enable the project schedule” must be set to TRUE. If you don’t have access to check or adjust this in System Settings, consult your System Administrator.

• To create and maintain a project’s schedule, you will need the appropriate access.

Creating a project schedule:

1. Create a project that has at least 1 time-based budget with at least 1 timecode.

2. Configure the timecode settings

   • Toggle ON “Timecode is available on schedule”

   • Input Start Date and End Date

   • Select a Status (Defaults to “To Do”)

   • Input a Progress % (Optional)

   • Click Update Timecode

3. Click on the Schedule tab within your Project

4. Adjust the timeline view to Daily, Weekly, Monthly, Half-year or Yearly as needed.

Maintaining a project schedule

• The Status of the Timecode is color-coded on the schedule.
  Green = Done
  Blue = In Progress
  Grey = To-Do

• The % progress value is represented in a bolder-colored segment of timecode’s time bar.

• The timecode dates can be adjusted by clicking and dragging the timecodes bar

Creating a Finish-to-Start dependency:

Link two timecodes via a Finish-to-Start dependency to mandate that Timecode B cannot start until Timecode A has been completed.

1. Enable “Auto-Schedule” for the timecodes by clicking the Magic Wand icon next to the timecode.

2. Hover over a timecode’s progress bar until you see the white circles on each end.

3. Click on the white circle at the end of a timecode, and drag the dotted to the beginning of another timecode.

4. This will create an arrow that shows the dependency between the 2 timecodes.

5. Because you have the Auto-Schedule enabled, if you shift timecode A earlier or later, it will automatically adjust the start and end date of Timecode B accordingly.

6. To delete the dependency, click on the arrow and press the delete button on your keyboard

FAQ/Troubleshooting

Why can’t I see my timecodes on the schedule?
For a timecode to appear on the schedule, you must

• Toggle ON “Timecode is available on schedule”

• Input Start Date and End Date

• Select a Status (defaults to “To Do”)

• Input a Progress % (Optional)

Can I customize the Status drop-down options?
No. You can create custom fields against timecodes with your own drop-down options, but these will not pull through to the Schedule view.

Can I see the schedule for multiple projects at once?
No, the schedule is only available at a single project level.