The schedule detail page is where the real planning happens. It is the interactive Gantt chart for a single schedule — the place where you break work down into activities, add the resources each activity needs, and set up dependencies between them.
Opening a schedule
Click a schedule's name in the Project Schedules grid. See Creating and Managing Project Schedules for how to get to the grid.
What you will see
At the top of the page:
A Back to Project Schedules link
The title, shown as Project Name — Schedule Name
Avatars for the assigned Project Manager, Superintendent, and Foreman
Below the header is the Gantt chart itself:
Task list on the left — a hierarchical tree of the schedule's rows
Timeline on the right — colour-coded bars placed by date
Toolbar — all the actions, described below
Rows in the task list follow this hierarchy:
Schedule (root)
Activity
Sub Activity
Resource Requirement
Activity
Resource Requirement
Working with activities
Create an activity
Click the + button on the toolbar, or
Right-click any row in the task list and choose Create New Activity (at the root) or Create New Sub Activity (under the selected activity)
An activity form opens. Fill in:
Name
Started On and Ended On
Description (optional)
Color (optional — the bar colour)
Cost Codes (optional)
Save with Save Schedule Activity.
Edit an activity
Double-click its bar or row to open the form again. You can also drag the bar on the timeline to change its dates directly.
Delete an activity
Use the trash icon in the toolbar (with the activity selected), or the Delete Activity item in the right-click menu.
Rule: An activity that has Resource Requirements under it cannot also have sub-activities. If you need sub-activities, move the resource requirements down into a child activity first.
Working with resource requirements
Resource Requirements are the rows that describe what resources this activity needs. They live under activities and each one shows on the Gantt as a bar labelled with an allocated vs. total count — for example, (3/5) means three assets allocated out of five needed.
Create a resource requirement
Right-click an activity and choose Create New Resource Requirement.
Fill in:
Requirement Definition — pick one of your Resource Definitions. See Creating Resource Definitions to set these up.
Quantity — how many assets are needed
Started On and Ended On — must fit inside the parent activity's dates
Description (optional)
Rules — optional; add extra rules on top of the ones inherited from the definition with New Rule
Edit a resource requirement
Double-click its bar, or use Resource Requirement Details from the right-click menu.
Allocate assets to a resource requirement
Click the title bar for the resource requirement (or the allocation badge to the right of the gantt bar) to open the Asset Allocations modal. That is covered in detail in Allocating Assets to Resource Requirements.
Warning icon
A red exclamation icon on a resource requirement bar means at least one allocated asset has a scheduling conflict with another allocation.
Dependencies between activities
Draw dependency lines between activities to show that one must finish (or start) before another. Click and drag on the white circle drag handles.
Create — drag from one activity to another in the Gantt area
Delete — select the line and use the delete key, or right-click and choose Delete Dependency
Toggle visibility — use the Show Dependencies button on the toolbar
Comments
Schedules, activities, and resource requirements each have their own comment thread. A blue comment badge appears on any row that already has comments. Click it to read the thread, add a comment, or delete your own.
Toolbar summary
Expand All / Collapse All — for the task list
+ Insert Activity — new activity at the root or as a sub-activity
Edit Schedule — change the schedule's dates or assigned roles
Trash — delete the selected activity
Clone Schedule — duplicate the whole schedule (handy for seasonal reruns)
Zoom In / Zoom Out — from minutes up to years
Column Configuration — hide or show task-list columns
Show Dependencies — toggle on and off
Export to PDF
Full Screen
Analyze — pick a From and To date range, then click Analyze to open a Resource Requirements chart showing resource usage across the window
Visual cues on the Gantt
A red Current Time strip line marks today
Weekends are shaded when you zoom to day level or finer
A strip line marks the schedule's start date
Group colours rotate through a 24-colour palette when you group by a field; parent rows are rendered in a darker shade
Next steps
To assign actual assets to the resource requirements you just created, see Allocating Assets to Resource Requirements.
To see this schedule next to every other schedule in your organization, see The Enterprise Schedule.