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Create a Schedule Summary

OBJECTIVE

To create a Schedule Summary in ConstructionOnline

BACKGROUND

Create a report showing tasks and statuses within a specific date range with optional filtering by resource by generating a Schedule Summary.

STEPS TO CREATE A SCHEDULE SUMMARY

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Calendars & Schedules tab
  3. Choose the Schedule Reports category
  4. Hover over the Schedule Summary & click Create

    1. This will open the Schedule Summary window
  5. Choose a Resource to filter the report by (optional)
  6. Select the Date Range and what items to include
  7. Click Create
    1. The Summary will open in a new tab
  8. You can Share, Save, Download, Edit, or Print the Summary from this tab

    HAVE MORE QUESTIONS?

    • Frequently asked questions (FAQ) regarding OnPlan Scheduling can be found in the FAQ: Scheduling article. 
    • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.