Project Planning

• Task scheduling in a project is initiated in the schedule 
• Automatic or Manual Scheduling?
• Manual Scheduling
  • Selected Tasks
  • Entire Project
  • Phase
• Fixing Task Start Dates
• Useful to Know for Project Planning
• Where to Next

Tasks in the project can be scheduled automatically for the entire project or for a selected part.

Task scheduling in a project is initiated in the schedule 

On the project dashboard, in the tasks section, click the button schedule to open the project schedule.

Automatic or Manual Scheduling?

At the bottom toolbar, set whether the project will be automatically rescheduled when any task is updated.

If automatic scheduling is enabled, the entire project is rescheduled when a task is modified (duration, start date).

If manual scheduling is enabled, changes in a task will not affect other tasks. Other tasks can be rescheduled by manually starting the scheduling process.

Manual Scheduling

Selected Tasks

Select the tasks you want to schedule, then choose Schedule Tasks from the Planning menu in the top toolbar.

Entire Project

From the Planning menu in the top toolbar, choose Reschedule.

Phase

When you hover over the Planned From column for a phase, a button will appear to schedule that phase.

Fixing Task Start Dates

If the start date of a task is set manually, the date is fixed and marked with the button. You can remove the fix by clicking this button .

Useful to Know for Project Planning

• Different versions of the project schedule can be saved using baselines.

• Tasks can be edited directly in the schedule by enabling the option in the upper-right menu "Editable / Edits Allowed".
  

Where to Next

• Learn more about the schedule here
• Project work information in general is here
• How to revert to an earier version of the plan is explained in the documentation.