How to schedule projects

Scheduling starts with entering milestone dates on the Project and/or Work Order level

Item: Creating Project and Phase Milestone Date

Create dates that will drive your tasks

Desired Delivery Date (Manually Entered)

Production Start Date (Formula: Budget Hours, Formula: Standard Time Window)

Item: Creating Work Order/Phase Quantities

Quantities are a metric that can be used to determine how large a Work Order is.

Boxes (Cabinet Side)

Custom Hours (Custom Side)

Standard threshold for what quantities you want to release to production (Day, Week, Month)

Used for a visual cue in the calendar view (Quantity will turn red when threshold is exceeded)

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