Organization-wide scheduling

See every project's schedule on one timeline, then group by project or by assignee to spot conflicts and balance your crew's workload.

Every project has its own Schedule tab, but the sidebar Schedule rolls all of them onto a single timeline — the fastest way to see what your whole company is doing at once.

Open the company-wide schedule

  1. In the sidebar, click Schedule.
  2. You'll land on the Schedule page, showing items across the projects you can access.

Group the timeline

Use the Group by dropdown to switch how the rows are organized:

  1. Choose Projects to see one row per project, each with a span bar covering its work — a quick portfolio-level overview. Click a project row to open its own schedule.
  2. Choose Assignees to see one row per team member.

Note

Per-phase grouping lives on each project's own Schedule tab (Group by → Phases). The company-wide view focuses on the project and assignee rollups.

Read the workload heatmap (group by Assignees)

When you group by Assignees, each person's row isn't individual bars — it's a workload heatmap showing how many items they're on each day:

  • Green — one item that day.
  • Amber — two or three items.
  • Red — four or more (an overloaded day worth rebalancing).

Click a colored segment to open a popover listing the items active in that window, then click any item to open its details.

Add an item from here

Click Add Task at the bottom of the left pane and pick which project it belongs to in the dialog. (Phases are a per-project concept, so the company-wide view creates items, not phases.)

Use Add To-Do beside it for a checklist item instead. To-do creation requires separate to-do access.

Chart edits stay pending until Save schedule at the top right. A task dialog's Save saves only that task, not other pending chart edits.

Switch views and go fullscreen

  • The View dropdown switches between Gantt, Week, and Month. Week is not offered on phones.
  • In Gantt, the magnifying-glass Zoom out / Zoom in buttons beside the view dropdown change the time scale. The flame button shows or hides critical-path highlighting without changing schedule data.
  • On desktop, Export downloads the schedule as Primavera P6 (XER or XML), Microsoft Project XML, or CSV — pick the format in the dialog that opens. Save pending edits first; export is unavailable while saving or when there are no tasks.
  • The Fullscreen toolbar button expands the chart; press Escape to exit.

Don’t see this?

The schedule needs schedule read access and the organization's scheduling feature enabled. Editing requires schedule edit access. If it is unavailable, ask your organization owner. See "Schedule permissions & sharing".