In this article

Editing the schedule

Sort the schedule

Set Minimum Lag (time between items)

Manual Scheduling

Pro Tips

If you're new to using a Gantt chart we suggest starting with our Gantt Charts 101 article.

The project Schedule in BuildBook is created by adding Phases and Tasks, but can also include Selections, Change Orders, and Payments if you've set due dates for these items in your project. Due dates are only required for Phases, so if an item is not showing up on your calendar, be sure that you've set a due date or date range.

If you haven't created a Phase yet, here's a quick overview.

Editing items in the Schedule

The Schedule can be edited in a few different places within the Gantt chart depending on your preference and what information you'd like to adjust.

How items can be edited will also depend on whether or not you're using dependencies and/or parent-child relationships. We dive into working with dependencies in BuildBook in this article.

➡️ Drag and Drop

The Gantt chart is interactive so you can easily adjust your timeline and create dependencies by dragging and dropping the bars in the Gantt chart.

Individual items

  • Items without dependencies or parent-child relationships don't have relationships with other items so adjustments made won't affect any other items in the Schedule.

Predecessors and Successors

  • When a predecessor's dates are pushed out in the timeline (ie: they are delayed), its successors will automatically move with it.

  • Moving a predecessor's dates back in the timeline (ie: the item finished/started early) doesn't mean that the successor also starts sooner, so the successor stays in place.

Pro Tip: When you move an item to an earlier date in the schedule that has successors and would like the successors to also move back in the timeline, you can automatically move all of them back by right-clicking and choosing “Auto-Schedule” from the dropdown menu.

➡️ Sidebar

In the left sidebar, you can edit the Start date and Duration by clicking the date or duration and typing or selecting the option you'd like.

➡️ Opening the item

You can also make all of the same adjustments available on the Schedule by clicking the item and opening up all of its details. Simply click the item name in the Item column in the left sidebar or click the bar for the item in the Gantt chart.

➡️ Right-click to edit

Right-click on any item, either on the Gantt chart or in the sidebar, to access a menu of options including:

  1. Add a new Task or Phase

  2. Delete the item

    1. Deleting a parent (Phase) with children will not delete the children. The child will be removed from the Phase and remain as a standalone item in the Schedule

    2. Edit the item

    3. Auto-schedule

Manual Scheduling

Manual Scheduling is an optional setting that can be selected if you want to override the default settings of the Gantt chart in the following situations:

  1. If you want to disable a successor from shifting dates automatically when its predecessor shifts

  2. If you want a Phase to have a different start and/or end date than its children

When Phases are manually scheduled, you can adjust the date and duration of them to anything you’d like. Keep in mind that Manually Scheduled Phases that have predecessors and successors (ie: they are linked to other Phases) won’t adjust automatically.

There are two ways to enable manual scheduling for an item:

  1. Click the checkbox in the "Manual" column next to the item on the Schedule

  2. Click the "Manually Scheduled" box when you're editing the item

Sort the Schedule

Click the column header in the sidebar (Item, Start, Duration) to reverse the sort order.

Using the Start sort is a quick and easy way to see updates to the Schedule in real-time as you adjust the timeline.

Using Minimum Lag

Lag is the amount of time you’d like to specify between dependent items.

For instance, if you know that you need to wait 3 days after one item completes before you can begin the next, enter “3” into the Minimum Lag field when you click the item and there will be at least a 3-day buffer between them.

This lag feature allows you to create successors and predecessors that overlap and/or start on the same date.

Next up

Setting up dependencies

Add key Tasks to your project

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