Manage Schedule

Creating a Phase

Step 1: Navigate to the Schedule tab

Open a project and click Schedule in the section navigation.

Step 2: Click Add Phase

Enter the phase name and select a date range.

Step 3: Click Create

The phase appears on the project calendar as a block spanning the selected dates.

Adding a User Task

Step 1: Open a phase

Click a phase on the calendar or use the phase action menu.

Step 2: Click Add Task

Select the consultant and define the task date range within the phase.

Step 3: Set working hours

Choose the default daily working hours for the task. The default is 9:00 AM to 5:00 PM (8 hours).

Step 4: Click Create

The consultant appears on the calendar for the assigned dates.

Booking Types

You can partially book a consultant (fewer than 8 hours per day) or overbook them (more than 8 hours). Partial bookings show in yellow; overbookings show in red on the calendar.

Updating a Task

Step 1: Click the task on the calendar

Click the consultant's assignment block to open the task dialog.

Step 2: Modify dates or hours

Add or remove days, adjust working hours, or change the assigned consultant.

Step 3: Click Save

Changes are applied to the calendar.

Overriding Daily Hours

For individual days within a task, you can override the default hours:

1. Click the specific day on the calendar.
2. Adjust the hours for that day.
3. Save the override.

Deleting a Task

1. Open the task dialog.
2. Click Delete.
3. Confirm in the dialog.

Deleting a Phase

Deleting a phase also deletes all user tasks assigned to it.

1. Open the phase settings.
2. Click Delete.
3. Confirm in the dialog.

warning

Deleting a phase removes all consultant assignments within it. Logged time against those tasks may be affected.

Logging Time Against Tasks

Consultants log hours against their assigned tasks from My Time Logs in the sidebar. See Time Logs for details.