Project schedule

FlexiProject allows you to customize the schedule to meet your unique needs and advanced requirements, giving you complete control over the project’s progress. You can quickly build a schedule for a project of any scale. The level of the recess of the task structure is unlimited. You can divide the project into phases, stages, tasks, and milestones.

Schedule history

The history of schedule changes is essential for tracking progress, analyzing changes, and making decisions. With the project schedule history, you can access the full path of changes, which will help you manage the project effectively. Every action affecting the schedule and its tasks is recorded in the history.

View schedule history

1. Navigate to the project whose history you want to view.
2. Under the schedule tab, click the History button in the project.
   A schedule history panel appears, with changes listed in order of most recent.
   Each history element has a section presenting a list of schedule elements impacted by the change.  Clicking it will bring up a window with a list of related changes.

Restore the schedule changes

Sometimes, even the most experienced users need support in undoing changes to avoid errors or unwanted effects. FlexiProject provides an intuitive way to restore previous states or cancel modifications made. Undoing changes are available in the task history and schedule panel.

To undo a change, you must restore the schedule and tasks to their state before the change occurs. It is possible to restore the state before the last five actions. The project administrator can undo any change. Other users can only withdraw their changes.

The complexity of the schedule and the strong links between projects and other components prevent you from undoing some actions, such as:

• The last change is to undo the change
• Change of working days in the project
• Adding and editing days off in the project
• Add and edit schedule fields in system settings and schedule settings
• Other global changes affecting the project schedule
• Linking and disconnecting a Jira project

Restore the schedule to the state before the change.

1. Navigate to the project whose history you want to view.
2. In the project, under the schedule tab, click the History button.
   
   A schedule history panel appears, with changes listed in order of most recent. An “Undo changes” button is next to the changes You can restore.
3. Click on ‘Undo Changes’.
   
   It will restore the schedule status to the previous version. If another user performs an action that prevents undoing simultaneously, a message will appear to inform you. After you confirm, the history panel refreshes to show its current state.

Restore the task to the state before the change.

1. Navigate to the project whose history you want to view.
   
2. click on the desired task under the schedule tab in the project.
   The task panel containing the task history tab will appear. In the History tab, a list of task changes listed in order from the most recent is available. An “Undo changes” button is visible next to the changes You can restore.
3. Click on Undo Changes.
   
   You have restored the task (and schedule) status to the previous version. A message will inform you if another user performs an action that prevents this undoing simultaneously. Once you confirm the message, the task panel refreshes to its current state.

Working days and holidays in the schedule

The project administrator can define a range of working days and days off for a project, regardless of the global calendar of days off.

Schedule settings management

1. Go to the Schedule tab and click the Settings button in the project.
2. In the expanded menu, select Working Days. This will cause the “Working Days” window to appear.
3. Adjust the range of working days by activating or deactivating the buttons corresponding to each day of the week.
4. Click “Add Day Off” in the list below.
5. In the new line, enter the name and date of the day off.
6. Confirm the changes by clicking Save.
   The date ranges of all tasks and milestones will be automatically recalculated according to the new settings. The range of working days can also be managed in the project settings.

Import a schedule into an existing project

1. Go to the schedule settings.
2. Select the import option “From Template”.
3. A modal will appear with a template selection. The list shows all templates available in the organization. Select one.
4. Specify the start/end date relative to which the schedule from the template should be calculated. Task dates will be calculated based on the information saved in the template (number of working days, duration, and dependencies) relative to the selected date.
5. Click “Next” to see a preview of the new schedule with the imported elements from the template in the WBS structure.
6. Click “Add” to update the schedule. Clicking “Back” allows you to correct the date and change the template.
7. During the import, all schedule fields and their values from the template are imported. Therefore, some inactive schedule fields may be enabled after the import.

1. Go to the schedule settings.
2. Select the import option “From Microsoft Excel”.
3. A modal will appear allowing you to select or drag and drop a .xlsx file.
4. Select the appropriate file in the selection field.
5. After loading the file, click “Next”. A data mapping screen will appear.
6. In the table, indicate which columns from the file correspond to the schedule item attributes.
7. Click “Add” to import the mapped data as schedule items. The new items will appear at the end of the schedule.

1. Go to the schedule settings.
2. Select the import option “From Microsoft Project”.
3. A modal will appear allowing you to select or drag and drop a .mpp file.
4. Select the appropriate file in the selection field.
5. After loading the file, click “Add”. The import mechanism will be triggered.
6. The imported schedule items will be added at the end of the schedule. During the import, non-working days and holidays saved in the mpp file are ignored. The start and end dates of the elements are imported. In case of differences in working and non-working days, the imported data will be adjusted to the project settings, and a window with a list of all changes will appear.

Defining the order of schedule attributes

You can decide in which order schedule attributes appear in the details window of a schedule item. The mechanism works the same way as ordering attributes on budget items.

1. Expand the Administration group and open System Settings.
2. Open the Schedule tab.
3. Find the list of schedule attributes.
4. Use drag & drop to set the order of the fields.
5. The change applies immediately — attributes are displayed in the chosen order in the details of every schedule item.

For details on creating custom schedule attributes, see Custom schedule attributes.