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Create the Project Schedule

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The next stage for a newly created Project is to Create the Project Schedule for the work to be done by various personnel involved, including the Designer, Project Manager, Installer, etc.

You can use the Schedule Tab on the Work Order to enter multiple Schedule Slots.

At the bottom of the Schedule Tab there is a button for Create Recurrence, which allows Daily, Weekly, Monthly, Yearly and Custom Recurrence Periods.

You can also Schedule a Work Order directly on the Schedule Board.

Some of the scheduling steps are optional. For more explanation of each step, see below:

Create Schedule Slots
Complete the Schedule Slot
Post the Schedule Slot

 


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