Company Schedule

Torrey Rawlings Updated by Torrey Rawlings

Keep all of your project schedules in one place, allowing you to track ongoing work, allocate resources where needed, and plan projects more effectively.

The ability to schedule projects in XactRemodel is available to users on the XactRemodel PRO subscription. To upgrade your subscription to XactRemodel PRO, contact our sales team at 1-833-352-9228.

Company Schedule Overview

The Company Schedule is accessible from the XactRemodel home page and offers a Gantt view of all scheduled projects at a glance. View the full schedule or zoom in to see individual tasks. Here’s how to navigate and adjust tasks:

  1. Go to the Schedule page from the XactRemodel home.
  2. Select a project to see its individual tasks.
  3. Click and drag tasks to adjust timing.
  4. Click on a task to edit, delete, or download a task report.

Color Key for Scheduling

The Company Schedule color coding is organized by project and task statuses to help you quickly assess progress.

Project Color Key

Colors represent the status of each project:

  • Gray: Draft
  • Blue: Pending
  • Orange: Modify
  • Black: Declined
  • Green: Accepted
Task Color Key

Colors represent the status of each task:

  • Gray: Full project schedule
  • Black: Not started
  • Blue: In progress
  • Green: Complete

Additional Notes

  • Any project with at least one scheduled task will appear on the Company Schedule.
  • Changes made in a project’s schedule are mirrored on the Company Schedule, and vice versa.

FAQ

Can I add tasks directly from the Company Schedule page?
No, tasks can only be added within the individual project.
Can I hide a project from the Company Schedule page?
Not yet, but a project filter is in development.
Can I move tasks from the Company Schedule page?
Yes, you can adjust individual tasks by dragging them, but entire project schedules will shift according to task start and end dates.

How did we do?

Adding Tasks to your Project Schedule

Task Report in Scheduling

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