Articles on: Scheduling & Timeline

Manage Gantt Timeline / Schedule

Overview: manage Gantt timeline / schedule


The Schedule module lets you manage and track project activities in one place, with detailed task information for progress monitoring and collaboration, which is used for planning, tracking, and sharing project activities.


For multiple Gantt instances, see Add additional Gantt charts to a project. For baselines, see Save and Use Schedule Baselines.


  • Your role must be Manager or higher to edit the schedule.
  • You can find the menu at Schedule module.
  • This changes project planning, progress tracking, and PDF exports.


Only users with the project role Manager or higher can perform schedule edits.


Screenshot: Schedule module Gantt timeline


How to manage the schedule


Create new tasks

  1. Open the Schedule module.
  2. Use New task to create a main task, or right-click an existing task and select Create sub-task.


Organise with folders and directories

  1. Drag and drop a task onto another to build a folder structure.


Update task progress

  1. Drag the arrow on the task bar, or open the task and set the percentage manually.


Use the quick menu

  1. Right-click any task to open the quick menu with available options.


Export the schedule

  1. Click Export in the toolbar.
  2. Choose the full schedule or a date range.
  3. Optionally add a watermark such as DRAFT.


Access advanced features

  1. Click Tools.
  2. Use filters, sorting, critical path, progress scaling, resource overview, and full-screen mode as needed.


Results: task content and permissions


Each schedule task can store images, files, comments, an assigned person, and a floor plan location.


Project role

Can view schedule

Can edit tasks

Can export schedule

Admin

Yes

Yes

Yes

Manager

Yes

Yes

Yes

Consultant

Yes

No

No

Designer

Yes

No

No

Contractor

Yes

No

No

Viewer

Yes

No

No


Troubleshooting: manage Gantt timeline / schedule


Problem

Cause

Solution

Cannot create or edit tasks

Project role is below Manager

Ask a project Admin or Manager to raise your role or to make the edit

Cannot see sub-tasks

Filters are hiding them

Clear filters from the Tools menu

Export missing some tasks

Wrong date range selected

Adjust the export date range, then export again

Watermark not appearing in PDF

Watermark option not selected

Enable the watermark in the export settings before exporting

Updated on: 07/26/2026

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