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Scheduling

Managing OnPlan™ Schedules

Scheduling

Creating Schedules

Create a Blank Schedule

Create a Schedule From a Template

Create a Schedule from an Estimate

Import from MS Project

Insert a Schedule Group

Insert a Schedule Task

Understanding Predecessors

Set Predecessors in a Schedule

Mark Schedule Tasks as ASAP

Add a Milestone to a Schedule

Add a Resource to a Schedule Task

Set a Reminder for a Schedule Task

Enter Schedule Task Notes

Add a Traffic Light to a Task

Add Cost Codes to Schedule Tasks

Set Workdays in a Schedule

Set Observed Holidays in a Schedule

Create a Custom Holiday in a Schedule

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Working with Schedule Templates

Create a Template from a Schedule

Favorite a Schedule Template

Managing OnPlan™ Schedules

Overview: What is a Schedule Baseline?

Create a Baseline in a Schedule

Copy and Paste Schedule Tasks or Groups within a Schedule

Copy and Paste Schedule Tasks or Groups Between Schedules

Edit a Schedule Task

Convert a Schedule Task to a Group

Convert a Schedule Group to a Task

Move a Schedule Task

Shift a Schedule Start Date

Edit a Schedule Task Duration

Convert a Schedule Task to a Milestone

Compress a Schedule

Remove a Predecessor from a Schedule Task

Remove a Traffic Light from a Task

Edit Schedule Baseline Label

Delete a Schedule Task

Print a Schedule

Export Project Schedule to Google or Outlook Calendar

Export Schedule as .XML for MS Project

Delete a Schedule

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Scheduling Reports

Create a Schedule Summary

Create a Schedule Completion Report

Create a Scheduling Conflict Report

Create a Schedule Milestone Report

Create a Schedule Notes Report

Create a Baseline Report

Create a Work Order

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FAQ: Scheduling

What are predecessors?

How do I set predecessors in a schedule?

How do I link tasks together?

How do I add lag time to a predecessor?

How do I make my predecessor start X days before/after another task ends?

What does marking a task as ASAP do?

My task with a predecessor didn't automatically move up when its predecessor was completed early. Why?

What does compressing the schedule do?

Is there a way my ClientLink™ and TeamLink™ Users can see the Schedule Gantt Chart?

Can I automatically sync my Project Schedule to Google /Outlook Calendars?

How do I change the Start/End date on my Schedule?

How do I change the Start/End date on a Schedule Group?

What is the difference between a Schedule Viewer and Editor?

What are milestones?

What does the traffic light do?

My task groups are all sub-grouped. How do I indent/outdent them so they are their own groups?

How can I set which days are workdays?

How can I make a day that isn't normally a workday into a workday?

Can I set reminders for schedule tasks?

How do I link a Schedule Task to a To Do?

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