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Create a New Field Schedule

How to create a new Field Schedule in Planera

Updated over 2 weeks ago

Field Schedule provides a focused view of your project, enabling you to break activities into tasks with durations and logical connections within each activity. You can create detailed short duration plans for your team. You can either: 


  • Create a slice from an Existing Master Schedule (recommended)

  • Create a Field Schedule from scratch for independent planning


How to Create a Slice from an Existing Master Schedule

Pull a slice from a selected master schedule by choosing the from date and the number of weeks.

  1. Click “New Project” on the “All Projects” page


  2. On the Create a New Project page, select “Field Schedule”


  3. After selecting Filed Schedule, you’ll be taken to the next section. Choose “From Existing Planera Project


  4. Select a Master Schedule from the dropdown then a version


  5. Set the Field Schedule start date and lookahead duration, then click “Next”


  6. Enter a name, set a default calendar and Create Project

How to Create a New Field Schedule from scratch

Create a field schedule from scratch

  1. Click “New Project” on the “All Projects” page


  2. On the Create a New Project page, select “Field Schedule”


  3. After selecting Filed Schedule, you’ll be taken to the next section. Choose “Create from Scratch


  4. Enter a name, set a default calendar and Create Project

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