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 Scheduling Overview or 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, specify the Prime Contract number.

    For design-build firms, developers, and homebuilders, this field is recommended if there are going to be multiple lots or contracts.

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