This article guides you through updating the schedule in a few simple steps
Create a new version
Change the Data Date
Apply a Date Filter to view only the activities that need to be updated (Optional)
Update the status of the activities
Schedule the project
1. Create a new version of the schedule
Navigate to the Version screen and create a new version of the schedule. Make sure to give it an appropriate name and description
Note: The new created version will be automatically be set as ‘Current’
For further help on creating new version please visit the help article here
2. Change the Data Date
Once inside the new version, change the Data Date to reflect the latest data date of the project
Navigate to the top center of the screen and open the project information dialogue box
Change data date by clicking on the edit icon
3. See list of activities that need to be updated
Option 1: Update Panel
Navigate to ‘Progress Updates’ in the ‘More’ menu
Select dates to view activities within that range.
Click an activity to navigate to it and open the progress status dialog box in the bottom-left
Option 2: Apply a date filter
Navigate to the Filter button on top right and create new filter
Select ‘is on or before’ option and data date as the date in the first condition. Then add a second condition ‘Status’ with ‘Not started’ and ‘In progress’ switches toggled.
Note: Filter will only show activities that are on or before the data date and are not started or in progress.
For information on Filters visit the help article here:
4. Update the Activity Status
Update Activity Status in all three schedule views: Canvas, Table, and Gantt.
Canvas or Gantt:
Right-click the activity you wish to update and select 'Activity Status' or select and activity and click the 'Progress status' icon in the bottom left toolbar
Update activity status with actual dates and/or remaining durations in the dialogue box which appears in the bottom left
Note: Percent complete will be automatically calculated based on the remaining duration
Table:
Navigate to the Updates section
Click on the drop down in the Status column of the activity you wish to update and update the progress from the dialogue box
5. Schedule the job
To finalize the schedule update, click the 'Schedule' button (top right) or press F9
For more information on Updates read the help article here