Creating a Project Schedule - Depreciated

Darren Knight Updated by Darren Knight

XactRemodel line items come with a lot more data than pricing. Line items also contain data for the time it takes to do the work. This data can be used for building a project schedule based on the line items in a project.

Tasks

Tasks are work to be completed and are created by clicking the "Create" button in the upper left of the calendar.

Creating tasks

Tasks can be given a title, status, start date, end date, and description.

Attaching line items to a task

Line items can be attached to tasks by navigating to the "Available Items" tab in the task details dialog.

Attach a line item to a task by clicking the "+" next to the item.

The list of available line items is based on what is in the project estimate. Line items with "remove and replace" as their activity are split into "remove" and "supply and install" activities. This allows the "remove" portion of a line item to be attached separately from the "replace" portion. If a line item is attached to a task, it is not available to be attached to other tasks.
Remove line items from a task

Line items attached to a task are listed under the "Attached Items" tab of the task details.

Line items can be removed from a task by clicking the "-" next to the line item.

Editing tasks

Task details can be viewed and edited by clicking on the task in the calendar.

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