13 articles
Schedules Help
Upload, publish, view, replace, archive, and troubleshoot project schedules.
Quick reference
4The 60-second schedule model
Upload one schedule file → Review Unpublished → Publish → Replace or add update → Unpublish or Archive
Read articleStatus, visibility, and file behavior
Publishing and archiving are independent from the Upload Date. Replacing a file keeps the same Schedule record and changes its source attachment. Add a separate Schedule when the project needs both versions retained as distinct active history.
Read articlePermissions, package, and platform availability
Schedules require the Field package.
Read articleTroubleshooting schedules
You need Create, update, archive, and publish schedules.
Read articlePublish and maintain
5Understanding the schedule model
Schedules provides a controlled place to publish project schedule files and preserve active and archived records.
Read articleAdding a schedule
Only one file belongs to a Schedule record. The Title defaults from the selected file name when creating a new record and the title is still blank.
Read articlePublishing and unpublishing a schedule
To issue a schedule:
Read articleEditing and replacing a schedule
Replacing the file removes the old attachment from normal use. Do not replace an issued historical schedule when the project needs both versions as separate records; add a new Schedule instead.
Read articleArchiving and restoring schedules
Select Archive Schedule to remove a record from the active list. Archiving also unpublishes it. The record appears under Archived.
Read articleView and share
4Finding and viewing schedules
Open Schedules. Active schedules are listed with file type, Title, Published or Unpublished badge, and Uploaded date. Select View Schedule on web or View on native.
Read articlePreviewing PDF and Gantt schedules
The preview is derived from the uploaded file. Use the downloaded source in the scheduling application for authoritative editing and detailed validation.
Read articleDownloading a schedule
Open a schedule, open its actions menu, and select Download. When no preview is available, the page also offers a prominent Download action.
Read articleUsing Schedules on mobile and native devices
Mobile and native layouts support the schedule list, Published and Unpublished badges, viewing supported previews, downloading the source, and permitted management actions. On compact layouts, the actions menu can appear after View.
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