A Schedule is a planned timeline that belongs to a single Project. The Project Schedules grid is where you create, find, edit, and delete schedules.
Opening the grid
There are two ways to reach the grid:
From the Projects menu, click Project Schedules to see every schedule in your organization.
From a specific project, click View Schedules to see only that project's schedules. On the same project, New Project Schedule takes you straight into creating a schedule for it.
If you do not see these options, the feature may be off or your account may not have the Project Schedules permission. See Enabling Project Schedules.
What is in the grid
Each row is one schedule. Columns include:
Name
Project
Started Date
End Date
Description
Project Manager
Superintendent
Foreman
Row actions (edit, delete, open)
The grid supports the controls you are used to elsewhere in Nektar:
A filter row and per-column header filters
A column chooser to hide columns you do not need
A grouping panel for stacking rows under a common value
Pagination with page sizes from 25 up to 500
A Reload Data button
A View Enterprise Schedule button that opens the enterprise portfolio showing all schedules for the company. See The Enterprise Schedule.
Creating a schedule
Click New Schedule.
Fill in the form:
Name — a short label for the schedule
Project — required; determines which project the schedule belongs to
Started On and Ended On — the outer date range of the schedule
Description — optional
Project Manager, Superintendent, Foreman — pick users for each role (Note: The choice of users that are available here are designated in the Projects page for that specific project)
Click Save Schedule.
The new schedule appears in the grid. Click its name to open it and start building out activities and resource requirements. See Building Your Schedule: Activities and Resource Requirements.
Editing a schedule
Use the row action to reopen the form. You can also change a schedule's dates and assigned roles from the Edit Schedule button inside the schedule detail page.
Deleting a schedule
Use the row action for Delete. Deleting a schedule is permanent and removes every activity, resource requirement, and allocation on it.
Next steps
To build out a schedule you just created, see Building Your Schedule: Activities and Resource Requirements.
To review many schedules at once, see The Enterprise Schedule.