Familiarise yourself with the user interface of Schedules and how to navigate and customise the view.
Access & permissions
Schedules is available to Pro and Enterprise accounts. Read more in Pricing and Subscription.
To view schedules (in Webapp or mobile app) you need a watcher user or an in-house user with a role permission to view schedules.
Subcontractors don't have access to schedules. Read more in User Types and in Permissions.
How to access Schedules
- Click Tickets
- Select Schedule in the View drop-down
In the toolbar you find:
- Project selection menu - read more in View Tickets of a Project, Layer or Form.
- Create phase - read more in Create, Edit or Delete a Phase.
- Schedule start - read more in Set or Change the Schedule Start Date.
- The more menu contains:
- View options - read more below.
- Import/Export - read more in Import & Export a Schedule from/to MS Project and Other Software.
In the more menu, there are the following view options:
- Hide closed tickets: This setting applies also to plan view and list view as described in Hide Closed Tickets.
- Show dependencies: Enable to show dependencies as dashed arrows in the Gantt chart. Read more in Create, Edit or Delete Dependencies.
- Show critical path: Enable to show the critical path in red colour.
- Expand all: Click to view all sub-phases and tickets under their parent phases in the WBS and Gantt chart.
- Collapse all: Click to hide all sub-phases and tickets in the WBS and Gantt chart.
Work Breakdown Structure (WBS)
The table on the left hand side of Schedules is called the Work Breakdown Structure or WBS in short.
This is where you build the phase hierarchy for your project and where you can add tickets to phases.
You can scroll both vertically and horizontally.
The table options available via the gear icon on the top left of the table are described in Sort & Customise Tables.
Columns of the WBS table
- WBS shows automatically generated numbers to reflect the structure and hierarchy of your phases, sub-phases and tickets.
- Title of phases and tickets
- Start date, end date, and duration of a phase or ticket.
- ID and Status of tickets (empty in case of phases). Read more in Status Colours & Ticket Pins.
- Progress of a phase or ticket. Read more in Schedules > Progress.
- Scheduling mode as described in Schedules > Manual vs. Automatic Scheduling.
- Predecessors shows number of phases/tickets on which this one depends on.
- Successors shows number of phases/tickets which depend on this one.
Click the number of predecessors or successors to show all of them. Click on a dependency to open and edit.
Collapse/Expand Sub-Elements of a Phase
Collapse and expand the sub-elements (phases or tickets) of a phase with the arrow icons.
- Click the blue arrow icon to collapse and hide the sub-elements.
- Click the black arrow icon to expand and view the sub-elements.
- See the grey arrow icon of phases that don't have sub-elements.
Hide/Show the WBS
To expand the Gantt Chart and hide the WBS:
- Click the arrow icon to hide the WBS.
- Click the arrow icon again to show the WBS.
In the Gantt Chart you can manage dependencies and schedule your phases and tickets on the timeline.
The phases and tickets that you view in your WBS are simultaneously viewed in the Gantt Chart on the right hand side (including vertical scrolling and collapsed/expanded sub-elements).
Zoom to View Days, Weeks, or Months
You can zoom in and out of the Gantt Chart by viewing the timeline per day, week, or month.
- Move the slider to View Day, View Weeks, or View Months.
- The table header will adjust to show days, weeks, or months.
Navigate the timeline
- Use the scrollbar at the bottom to scroll back and forth in your timeline.
- Click Today to jump back to today's date.
Jump to the start date of a phase in the timeline:
- Hover over a phase or ticket in the WBS to show the arrow button.
- Click the arrow button.
- The Gantt Chart will scroll to the start date of the phase or ticket in the timeline.
- Open the more menu of the relevant phase or ticket
- Click Show in chart
Indication of Schedule Start/End and Today
- The blue line indicates today.
- The time before (and after) your schedule start date is greyed out in the header.
Colour and Style of Phases and Tickets
In the Gantt Chart you see:
- Spike bars for phases with sub-elements
- Solid bars for phases without sub-elements
- No bars (only label) for phases and tickets without a duration
- Badges with ID and Status colour for tickets – read more in Status Colours & Ticket Pins
- Blue bars for automatically scheduled phases and tickets
- Grey bars for manually scheduled phases and tickets
The progress in % is also visualised in the bars by a darker blue or grey.
Show Critical Path
As described above in View Options you can show or hide the critical path in the Gantt Chart.
The critical path shows the longest sequence of dependent phases or tickets which influences the end date of your schedule. Always keep an eye on those phases and tickets as they determine the timely completion of your project.