Create a schedule and add tasks manually

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. On the Project Home page, select Schedules in the Scheduling section.
  3. In the Schedules (Gantt Chart) section, select Actions > Add Schedule.
  4. Optionally, update the Project number as needed.
  5. 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.

  6. Optionally, update the Schedule #, such as 001.
  7. Enter the Schedule Title.
  8. Select the work Calendar which will determine the work days and holidays.
    Admins can specify the calendars in Settings () > Feature Settings > Scheduling.
  9. Optionally, enter any Comments.
  10. In the Task Creation field, select Manually.
  11. Select Save & View.