FAQ: Opportunities

Can I add a Schedule to an Opportunity?

No—Scheduling is not available for Opportunities. However, you can create a freestanding schedule that is not tied to a specific Project. This allows you to create a Schedule for the Opportunity, but please note that the Schedule will not be tied to the Opportunity in any way. If the Opportunity is later won and converted to a Project, you can send a copy of the freestanding Schedule to the Project for continued use. 

To create a freestanding Schedule in ConstructionOnline, navigate to the Company Overview page and select the "Calendars & Schedules" tab. Then, select the "TrueVision™ Scheduling" option. Click the green (+) New Schedule button, then the "Create a Blank Schedule" option. Enter the necessary information for your schedule, but make sure the "Related Project" field is left blank. This will ensure the Schedule is not tied to any Project in your account. 

Step-by-step instructions for creating a blank schedule can be found here

truevision scheduling

Click here for more frequently asked questions (FAQs) regarding Opportunities.