How to Manage Project Schedule

The Schedule Module helps you visualize and manage project timelines using multiple view options. Use these features to track progress, customize displays for different stakeholders, and create focused reports for clients and project teams.

Before you start:

• Your project schedule must be created and populated with activities

Steps

Choose Your Visualization

1. Go to your project and navigate to the Schedule Module
2. Visualization options:
   • Activities: List view of all scheduled tasks
   • Gantt: Traditional Gantt chart display
   • Worm: Visualize timelines
   • Phases: High-level phase overview

Customize Your Schedule Display

Configure Activities, Gantt, and Phases

1. Click the gear icon in the top right corner of your chosen visualization
2. Hide specific activities or phases by unticking them in the settings panel
3. Switch the current marker date and completion date lines on or off as required.

Configure Worm Chart Settings

1. Adjust the width of the Worm bars using the width slider, whether the Worm is wrapped to multiple lines.
2. Divide into phases to show one row per phase if preferred
3. Toggle the legend display on or off
4. Set date format to show months only or full date/month/year display

Use Icons for Visual Organization

Apply key milestone icons to mark critical project activities

1. Select an existing activity to edit
2. Choose your desired icon from the options at the bottom of the edit pane
3. Click Save to apply the icon (each activity can only have one icon)

• Key - recommended for marking key milestones
• Dollar - for financial milestones or cost-related activities
• Exclamation Mark - for critical or high-priority items
• Time - for time-sensitive activities
• Trophy - for major project achievements
• Rocket - for project launches or major deployments
• Star - for highlighting important activities
• Person - for person-dependent activities
• Diverging Path - for decision points or diverging activities
• Link - for connected or dependent activities

Organize Your Schedule Data

1. Click the Sort button in the upper right corner of the schedule page
2. Choose your sorting preference:
   • Start date
   • Baseline completion date
   • Planned completion date
   • Baseline status

Create Schedule Reports

1. Click Create Report in the left corner of the schedule page. The Schedule Report will be generated automatically within the Dashboard.
2. Customize the report  to match your requirements

Customize Dashboard

1. Click the three dots in the upper right corner of any schedule tile
2. Select from these customization options:
   • Settings: Configure tile display preferences (e.g., show or hide Activities, Phases, Delays, and more).
   • Edit: Modify tile content and layout. This action will redirect you to the Schedule Module to edit the data.
   • Adjust Columns: Show or hide specific data columns
   • Filter: Apply filters to focus on specific activities
   • Reset: Return tile to default settings
   • Duplicate: Create a copy of the tile
   • Download: Export tile as image
   • Remove: Delete the tile from the dashboard

Troubleshooting & FAQ

Q: What if icons aren't appearing in my schedule filters?

Ensure you've saved the icon assignment and refresh the dashboard view. Icons may take a moment to update across all visualizations.

Q: Why isn't my schedule report generating automatically?

Verify your project schedule contains saved activities before creating the report. Empty schedules won't generate meaningful reports.

Q: What if dashboard tiles show "No data available"?

Check that your schedule contains activities and review filter settings to ensure they're not excluding all data. Reset filters if necessary.