Scheduling

Creating Schedules

• Create a Blank Schedule
• Create a Schedule From a Template
• Create a Schedule from an Estimate
• 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
• Import a Schedule from MS Project

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Working with Schedule Templates

• Create a Template from a Schedule
• Favorite a Schedule Template

Schedule Navigation

• Show/Hide Schedule Toolbar
• Change the Schedule View
• Show/Hide Critical Path in a Schedule
• Show/Hide Scheduling Dashboard
• Enable WebGL and Hardware Acceleration
• Show a One Week Schedule View
• Show a Two Week Schedule View
• Show a Four Week Schedule View

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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 a Project Schedule to Google Calendar or Outlook Calendar
• Export Schedule as .XML for MS Project
• Delete a Schedule
• Guide to ConstructionOnline’s Auto-Shift™ Mode

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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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