Each schedule requires a start date which is the earliest possible date for any automatically scheduled phase/ticket. Setting the start date is therefore the first step when creating a new schedule. If you change the start date later, PlanRadar can reschedule all auto-planned phases and tickets and ask you to shift manually planned ones as well.
Read the general introduction to Schedules to get a basic understanding about this feature.
Access & permissions
Schedules is available to Pro and Enterprise accounts. Read more in Pricing and Subscription.
To create or edit schedules (modifications are only available in the Webapp) you need an in-house user with a role permission to manage schedules. Read more in Permissions.
How to access Schedules
- Click Tickets
- Select Schedule in the View drop down
Set the Schedule Start Date
Before you can create the first phase, you need to set the schedule start date:
- Click Set schedule start date
- OR click Choose Date
- Select a date in the date picker
Next, you can either start creating phases directly in PlanRadar or import an existing schedule.
Change the Schedule Start Date
To change the schedule start date of an existing schedule:
- Click on the current date
- Select a new date in the date picker
All automatically scheduled phases and tickets will be rescheduled according to the new start date. In case there are manually scheduled phases/tickets you will be asked if you want to shift them by the same amount of days the start date got changed.
Working days will be taken into account when rescheduling. Read more in Configure Working Days.