: : My Schedule

Through the custom schedule, you can link a project to your tasks, and automatically update your timetable and time spent. Note that you can add a task to any type or project like an Absence project for example.

Adding a Task in the Graphic Schedule

  1. Go to Bookmarks > My schedule > .
  2. Under the Assignment tab, enter the customer, project and structure (e.g. DEV).
  3. Enter the task name (e.g. Development version X) and its action code (e.g. Functional specification).
  4. Enter the location where the task will be performed and a comment.
  5. Enter the task's start and end dates and its duration in days. Otherwise, select the type of working day (full day, part of the day, etc).
  6. Select the task's period: all day, morning or afternoon.
  7. Indicate if you want to create the task starting from the end date and the authorized numbers of days.
  8. Click on to add the task in the graphic schedule.
  9. Double click on it to see the detail of the project linked to the assignment.

 

Once added, you can change or perform new actions from this assignment.

Note: a schedule must be published on the Customer Portal Website. See Customer Portal Website guide - section Publishing a Schedule.