How to Create a Slice from an Existing Master Schedule

Click “New Project” on the homepage.
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Select “Working Schedule” and click “Next”.
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Click on “Existing Planera Project”
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​Note: If you don't have an existing Master Schedule, select "New Working Schedule". Learn more here
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Find the Master Schedule in "Shared Workspaces", “Recent Projects” or by using the search bar
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Select a Master Schedule to pull data from by clicking on a Project card of choice
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If there are multiple versions of the projects, a versions canvas will popup. Click on a card to select a version.
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Enter the Project Name, select the default calendar and Project thumbnail color, then click "Next."
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​Note: Learn more about default calendar here
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Enter “From Date” and “No. of weeks”, then click “Create”.
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Note: Once information is entered, a visual representation shows the slice being taken from the Master Schedule.
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Once a new Working Schedule is created, a popup will appear showing how many activities have been pulled in from the Master Schedule.
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​Note: In a working schedule, the left navigation bar is brown. Activities can be expanded to add tasks to which durations can be set and logical connections can be established.
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Learn more here
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