Saving a copy of a project schedule
Saving a copy consists in memorizing schedules at a given time to be able to compare them to timesheets and updated schedules.
You can save a schedule from a project and/or from a project's search result.
However, there is a difference between:
- the initial schedule that was saved, i.e. the schedule that was saved right from the beginning;
- and the schedule that was saved at a specific date (a photo) with an optional comment.
Prerequisites
To use these features linked to schedule history, the following user rights must be granted in the corresponding user profiles:
060225 PROJECTS SCHEDULES SEARCH SCHEDULE HISTORY
060226 PROJECTS SCHEDULES VIEW SCHEDULE HISTORY
060227 PROJECTS SCHEDULES DELETE SCHEDULE HISTORY
060228 PROJECTS SCHEDULES VALIDATE SCHEDULE HISTORY
060229 PROJECTS SCHEDULES GENERATE RESOURCE IN SCHEDULE HISTORY
060230 PROJECTS SCHEDULES GENERATE PROJECT IN SCHEDULE HISTORY
060231 PROJECTS SCHEDULES TIME AND SCHEDULE DASHBOARD
060232 PROJECTS SCHEDULES IMPORT
060233 PROJECTS SCHEDULES SCHEDULE HISTORY-ACCOUNT CLOSURE MANAGEMENT

To save a copy of a schedule from a projects' search:
Right-click on one or multiple projects, then select Save the selected project schedules.
In the Save a copy of the schedule window, enter the following information and validate:
- a code and a name (20 characters maximum, each);
- a type: Initial or Photo. In projects, you can differentiate between a schedule "photo" (intermediate schedule) and the "initial schedule" (reference schedule);
- a period, if you do not want to log the entire schedule (if there is no indicated period, Akuiteo logs 100% of the schedule);
- a closing date.
To save a schedule from a Project record sheet:
1 | Go to Edit > Schedule > Save a copy of the schedule > Make a copy of the schedule. |
2 | Follow the steps mentioned above. |

To access a saved schedule:
1 | From a project record sheet, go to Edit > Schedule > Save a copy of the schedule > Copy of schedules. |
2 | Right-click on a selection and choose the action to perform: Validate / Unvalidate / Delete the selected logs. Once a log is validated, it cannot be deleted. |
3 | Double-click on a log line to access the details of the lines from the saved schedule. When the log is not yet validated, you can delete some schedule lines, using the context menu. |
4 | From a projects search results, right-click on one or multiple projects, then click on Copy of schedules. |
The saved schedules display.

From a project record sheet
Click on Edit > Schedule > Schedule compliance.
On a project, the 'schedule compliance' feature enables you to track differences between the timesheets and schedules currently in the software and a schedule's photo.
A project manager can easily use this feature. The analysis is displayed in a sub-tab.
Various criteria are suggested:
- Type saved in the header, between Initial and Photo.
- View type: Project structure (phase, sub-phase and task) and Resource structure (one line per employee).
Compared data are displayed over 3 months and there are arrows to help you navigate between the months. Comparisons are based on days only.
The Difference column is displayed in a different color, depending on the threshold set up in Preferences > General > Schedule > Schedule: assignments.
From a project's budget control screen
Setting up the budget control enables you to select in a column:
- The timesheets
- The initial schedule
- The schedule logged at a closing date
- The current schedule (completed or not)