Create a schedule and add tasks manually
- Go to Projects and select the appropriate project in the Quick Select section.
- On the Project Home page, select Schedules in the Scheduling section.
- In the Schedules (Gantt Chart) section, select Actions > Add Schedule.
- Optionally, update the Project number as needed.
- Optionally, select the Prime Contract.
For design-build firms, developers, and homebuilders, this field is recommended if there are going to be multiple lots or contracts.
- Optionally, update the Schedule #, such as 001.
- Enter the Schedule Title.
- Select the work Calendar which will determine the work days and holidays.Admins can specify the calendars in Settings (
) > Feature Settings > Scheduling. - Optionally, enter any Comments.
- In the Task Creation field, select Manually.
- Select Save & View.