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Managing Schedules

Learn how to create, configure, and manage project schedules in Readybuild.

Overview​

A project can have multiple schedules, each serving different purposes:

  • Production schedules for construction work
  • Design schedules for design phase tasks
  • Custom schedules for any other tracking needs

Creating a New Schedule​

From the Schedule Tab​

  1. Navigate to your project
  2. Click Schedule in the project navigation
  3. Click New Schedule
  4. Complete the schedule form
  5. Click Save

Schedule Form Fields​

FieldDescription
NameInternal reference name for the schedule
TypeProduction, Design, or Other
Start DateWhen the schedule begins
DescriptionOptional notes about the schedule
TemplateOptional schedule template to apply
Client ViewableAllow customers to see this schedule in the portal
Show Macro ScheduleInclude in macro schedule view

Schedule Types​

TypePurpose
ProductionMain construction/production schedule with tasks and milestones
DesignDesign phase tasks, reviews, and approvals
OtherCustom schedules for permits, inspections, or other tracking

Using Schedule Templates​

Schedule templates pre-populate tasks with standard durations and dependencies.

Applying a Template​

  1. When creating a new schedule, select a Template
  2. Set your project Start Date
  3. Save the schedule

What Templates Include​

  • Pre-defined tasks with names and descriptions
  • Task durations (in business days)
  • Dependencies between tasks
  • Default colors and settings
  • Role-based owner assignments

How Dates Calculate​

When applying a template:

  1. The template defines task offsets (e.g., "Task A starts on Day 1, Task B starts 5 days after Task A")
  2. Your start date becomes Day 1
  3. All task dates calculate automatically using business day offsets
  4. Weekends and holidays are skipped in calculations

Adjusting After Template Application​

After applying a template:

  • Modify individual task dates as needed
  • Add or remove tasks
  • Adjust dependencies
  • Assign specific team members

See Schedule Templates for creating templates.

Editing Schedules​

Accessing Schedule Settings​

  1. From the Schedule tab, select the schedule from the dropdown
  2. Click the Settings or Edit button
  3. Modify schedule properties
  4. Save changes

Editable Properties​

  • Schedule name
  • Description
  • Client viewable setting
  • Macro schedule visibility
note

The schedule type cannot be changed after creation.

Multiple Schedules​

Why Use Multiple Schedules​

  • Separate design and production phases
  • Track different workstreams independently
  • Assign different visibility settings
  • Organize complex projects

Viewing Multiple Schedules​

Use the schedule dropdown to:

  • Full-schedule: View all schedules combined (read-only)
  • Select individual schedules to view and edit

Combined View Limitations​

The "Full-schedule" view:

  • Shows all tasks from all schedules
  • Is read-only (no editing)
  • Useful for overall project overview
  • Tasks display with schedule identification

Client Portal Visibility​

Making a Schedule Client-Viewable​

  1. Edit the schedule settings
  2. Enable Client Viewable
  3. Save changes

What Customers See​

  • Read-only Gantt chart view
  • Task names, dates, and progress
  • Dependencies between tasks
  • Milestones and phases

What Customers Don't See​

  • Internal notes
  • Resource assignments (unless configured)
  • Schedules not marked as client viewable
  • Edit capabilities

Best Practices for Client Visibility​

Show:

  • Major project phases and milestones
  • Key dates customers need to know
  • Inspection and approval points
  • Project completion targets

Hide:

  • Detailed internal sub-tasks
  • Resource-specific assignments
  • Internal deadlines
  • Sensitive planning information

Deleting Schedules​

How to Delete​

  1. Select the schedule from the dropdown
  2. Click the Delete or trash icon
  3. Confirm deletion

What Gets Deleted​

  • The schedule itself
  • All tasks within the schedule
  • All dependencies within the schedule
  • Change history for the schedule
warning

Deleting a schedule cannot be undone. All tasks and history are permanently removed.

Permissions​

Deleting schedules requires the appropriate permission level. Contact your administrator if you cannot delete schedules.

Team Assignments​

Assigning Task Owners​

Each task can have:

  • Owner: Primary team member responsible
  • Subcontractor Role: External contractor assignment

How Assignments Work​

  1. Edit a task in the Gantt chart
  2. Select an Owner from the team member dropdown
  3. Optionally assign a Subcontractor Role
  4. Save the task

Template-Based Assignments​

When using templates with role-based assignments:

  • Templates define roles (e.g., "Project Manager", "Lead Carpenter")
  • When applying the template, roles map to actual team members
  • Based on project team assignments or defaults

Business Day Calculations​

How Business Days Work​

The schedule system uses business days:

  • Monday-Friday are working days
  • Saturday-Sunday are non-working days
  • Holidays are non-working days

Impact on Scheduling​

ScenarioResult
Task ends Friday, 3-day durationEnds Wednesday (next week)
Dependency with 2-day lag over weekendLag counts only business days
Task spans a holidayDuration extends automatically

Configuring Holidays​

Holidays are managed in Admin > Calendar > Holidays:

  • Add company holidays
  • Set recurring annual holidays
  • Regional holiday support

Macro Schedule​

What is the Macro Schedule?​

The macro schedule provides a high-level view across multiple projects:

  • Shows production schedules marked for inclusion
  • Displays key milestones and phases
  • Useful for company-wide planning

Including a Schedule​

  1. Edit the schedule settings
  2. Enable Show Macro Schedule
  3. Save changes

Accessing Macro Schedule​

The macro schedule is accessible from the main Calendar area, separate from individual project schedules.

Troubleshooting​

Schedule Not Saving​

  • Check required fields are completed
  • Verify you have edit permissions
  • Ensure valid date selections

Template Not Applying Correctly​

  • Verify the template is active
  • Check the start date is valid
  • Review template configuration in Admin settings

Tasks Not Calculating Dates​

  • Verify the schedule has a start date
  • Check for circular dependencies
  • Review holiday settings

Can't See Schedule in Portal​

  • Confirm Client Viewable is enabled
  • Verify customer has portal access
  • Check portal configuration settings