Create, Add or Remove Tickets from a Schedule

Overview

Tickets of any form can be added to a schedule. Tickets can be scheduled on the timeline like phases with optional start date, end date and duration.

Read the general introduction to Schedules, Create a Schedule and Create, Edit or Delete a Phase to get a basic understanding about this feature.

Within a schedule, tickets must have a parent phase and cannot have further sub-elements. Sub-tickets are not visualised in Schedules.

How to access Schedule

1. Click Schedule

Create a Ticket

To create a new ticket directly in a schedule:

1. Open the more menu next to the parent phase.
2. Click + Create ticket

All further steps of creating a ticket are describe in Create a Ticket.

Add Existing Tickets

1. Open the more menu next to the parent phase.
2. Click + Add existing tickets
   
   
3. Search for tickets and select the checkboxes of one or multiple tickets
4. Click Save
   
   

After adding existing tickets to a schedule no duration is set. If you added the ticket to an automatically scheduled parent phase, it will always inherit a start date.

Edit scheduling details of a Ticket

To edit the parent phase, duration, scheduling mode, or start/end date:

1. Click on the ticket in the WBS (or open it from anywhere as described in View & Edit a Ticket)
   
2. Click Edit ticket schedule
   
3. Make your changes, e.g. enter a Duration
4. Click Save
   

Users without the role permission to view or manage schedules will not see this information in the ticket:

Restructure Tickets in the WBS

Moving a ticket to a different parent phase works the same as for sub-phases. Read more in Create, Edit or Delete a Phase > Restructure Phases in the WBS.

Reschedule Tickets in the Gantt Chart

Rescheduling tickets in the Gantt Chart works the same as for phases. Read more in Create, Edit or Delete a Phase > Reschedule Phases in the Gantt Chart.

Remove a Ticket from a Schedule

Removing a ticket from a schedule will not delete the ticket:

1. Open the more menu next to the ticket in the WBS.
2. Click Remove from Schedule
   
   
3. Click Delete to confirm
   

The Remove from Schedule button is also available in the ticket: