Collaborate on "Live" Schedule

The following technique uses the TeamLink Portal to collaborate on a "live" schedule. This may be more beneficial than sharing schedules via PDF.

Implementation Steps

1. Prepare schedule.
2. Optional: Assign tasks to subcontractors.
3. Save scheduling changes.
4. Return to Scheduling Module landing page where it lists To Dos and Schedules.
5. Click the record count to the right of the Project Directory label at top.
6. Assign the following TeamLink Roles to the firms listed in the Project Directory.
   • Client: Owner TeamLink Role
   • Architect: Architect TeamLink Role
   • Subcontractors: Vendor TeamLink Role
7. Click Actions above the Project Directory | Send TeamLink Invitation
8. Filter by TeamLink Role: Owner, Architect or Vendor
9. Select Contacts
10. Click 'Send Email' button at bottom.

Note: Owner and Architect will have access to the Gantt Chart but read only, Subs will see tasks only assigned to them.