There are many items you can edit on the Schedule
The four most common items to edit are:
The Schedule Template
The Schedule's Planned Start and Finish Dates, or the Activities Planned Start and End dates
Change or Add Role Assignments
Activity Tags
Editing Schedule Template
On the Schedule Tab you can change Schedule Templates from the list of Templates in your system.
To do this when in Edit Mode simply click the drop-down arrow next to the Template's name, then select the Template's name
Note: It is best to clear the workflow and schedule before applying a new template.
Editing Planned Start and End dates
You can set the Planned Start and End dates for the entire Job by using Set Plan under the Schedule Template.
Here you can learn more on how these dates work in the system.
While in Edit mode click the Planned Start or Finish text box and select a date.
Note: Only set a Planned Start or Finish Date, not both.
Click Set Plan after choosing a date.
Once Set Plan has been hit, it will populate the schedule with the dates.
You can also set dates for individual activities by:
Select Activity on the Schedule
Adjust Planned Start or Planned Finish
Recalculate dates as needed
Recalculating is needed if you wish the other dates on the schedule to be updated when this activity is changed
Successors = activities after
Predecessors = activities before
Changing or Adding Role Assignments
You can add people to Roles or Assignments on the Schedule.
This can be done in the Role Assignments area or when on a specific Activity
In Role Assignments
While in Edit mode click Details
Click to Assign for the Roles you wish to Add people to a Role
Can also remove them by clicking the 'X' button
Once added it will also show their current weeks work load
Once added to a Role in Role Assignments they will populate on that role in the Schedule
On Activity
In Edit mode you can assign people to an Activity after selecting the Activity on the Schedule.
Select Activity
Click on Person's Name or the Role Name
Can also be done under Assignments under Schedule by clicking Details...
Adding, Changing or Removing Tags
Tags can be used to set Status, allow for uploading Proof files, and adjusting the color of activities.
(insert link to Tag Overview/deeper explanation)
They can be added to activities by:
In Edit Mode select activity that needs a Tag
Below Schedule click the drop-down arrow next to Tags
Choose Tag(s) that should be added
After Adding Tags
Save Schedule
If you're following the training plan, please proceed to: Assigning Roles and Resources.