A "Project" item in your schedule represents the "parent" for a group of "child" items (i.e projects, tasks or milestones).
A Project's start date, end date and progress percentage is calculated automatically based on dependencies from all "child" items.
To create a Project in your schedule, follow the steps below.
Step 1: Go to your project's Schedule
Navigate to your Management module and click on the Scheduling tool to access your project's Schedule.
Step 2: Create a new item
To create a new Project, click the blue "+" button, located just beneath the baseline menu.
Step 3: Select the item type
Click the "Task Type" menu and select "Project".
If your project is the child of another item, select the related parent item from the "Parent" menu, otherwise leave this field as "(New Parent)".
Step 4: Add the item's title, assignee & followers
Type the name of the item in the "Title" field, then search for the related assignee and followers (if any).
You can assign Schedule items to anyone in your address book and include any other interested parties as "followers" to keep them in the loop with any comments or related email notifications.
If the contact you are searching for isn't in your address book, click the "ADD NEW CONTACT" button to add them.
Note: you can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a Webuild account to view or respond to your Schedule item.
Step 5: Add attachments (optional)
Add an attachment from your device by clicking the "ATTACH FILE" button.
Step 6: Click "SAVE"
Click the "SAVE" button to save your item and send notifications to the related contacts.
If you'd prefer not to send email notifications, uncheck the "Send notifications" box, located on the bottom-left hand side of the item dialog.
Step 7: Notifications (if sent)
After creating a Project in your schedule, each assignee and follower receives an email notification like the one in the example below, displaying the item's details.
Any related attachments will also be included with the email notification.
Recipients can also click the "View Task" button to view the schedule item and related files via the interface.
Note: if you assign a task to yourself, you will not receive an email notification.
Example: Schedule email notification - assigning a Project
Step 8: Responses or questions
All recipients can send a response to the schedule item or ask any questions by replying directly to the email notification. The item creator and all other related contacts will receive the related updates via email.
Schedule item creators, assignees and followers can also send messages via the item's "MESSAGES" tab when viewing the item online.
All replies to schedule item emails and messages will also be logged in the item's "MESSAGES" tab, which can be accessed by clicking on the related item from the interface.
Note: recipients that are not a part of your organisation will only be able to view and access the schedule items that relate to them.
Example: Project - Task information tab
Example: Project - Messages tab
If you have any questions about Scheduling, shoot us an email at firstname.lastname@example.org and our customer success team will be in touch.
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