ForemanFOREMAN

Build a schedule

Lay out your project's work on a drag-and-drop Gantt — add phases, drop in dated items, and organize them the way the job runs.

The Schedule is a drag-and-drop Gantt chart. The hierarchy is simple: a Schedule holds Phases, and each Phase holds Items — the dated bars you see on the timeline.

Open a project's schedule

  1. Open a project from Projects.
  2. Click the Schedule tab.
  3. The chart opens in Gantt view by default — a list of phases and items on the left, a timeline on the right.

Note

You can also open Schedule from the sidebar to see every project's schedule on one timeline. See "Organization-wide scheduling".

Add a phase

Phases are the containers that group related work (for example, Sitework, Framing, Finishes).

  1. At the bottom of the left pane, click Add Phase.
  2. A new phase is created and named for you — New Phase, then New Phase 2, and so on.
  3. Click the phase name to rename it inline.

Add an item

  1. Click Add Item at the bottom of the left pane.
  2. In the dialog, give the item a Title.
  3. Pick a Type to color-code the bar (Framing, Concrete, Electrical, and so on — these come from your shared type library).
  4. Choose the Phase it belongs to.
  5. Set the Start Date and End Date. Leave All Day on for whole-day work, or turn it off to add specific times.
  6. Optionally add Assignees and a Description.
  7. Click Create Item.

Note

An item with no dates still appears in the left pane so you can fill them in later — it just won't draw a bar on the timeline yet.

Group the timeline your way

Use the Group by dropdown at the top of the chart to change how rows are organized:

  • On a project schedule: Phases (the default — phase headers with their items) or Assignees.
  • On the org-wide schedule: Projects or Assignees.

Switch views or go fullscreen

  • Use the View dropdown to switch between Gantt, Week, and Month (calendar) views.
  • Click the Fullscreen button in the toolbar to expand the chart; press Escape to exit.

Don’t see this?

If the Add Phase, Add Item, and editing controls don't appear, your role has view-only access to the schedule. Ask your organization owner for edit access.
NextTask dependencies & critical path