Schedule Management

How to – Export to a CSV file

You can export the entire schedule, or just a portion of it to a csv file.  From the dropdown menu, select ‘Export to CSV’.  You can select all tasks or, if you have a task selected, you can select that task to get the subtree below that task.  You can filter tasks by type, owner,…

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How to – Create a project from the schedule

You can create a project from the entire schedule or just a portion of it. To make a copy of the entire schedule as a project, open the dropdown menu on the schedule page.  Select ‘Save as Project’. To save a subtree as a schedule, select the parent task.  From the flyout menu, select ‘Edit…

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How to – Submit a schedule change

When you have made a change to the schedule, you will be able to submit those changes.  At the bottom of the schedule, you will see a n option to submit.  Selecting this option will overwrite the current schedule with the schedule you are working on.

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How to – Import a project to my schedule

You can add projects from your project directory to your schedule or into another project.  Select the task you would like to be the parent of your project.  Open the flyout menu and select ‘Edit Subtree’ then import.  You will be asked to select what you would like to import.  When you select the project,…

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How to – paste a subtree

Select the task you would like to be the parent of the subtree you are pasting. Open the flyout menu and select ‘Edit Subtree’, then select ‘Paste’. You will be asked to decide when you would like the subtree to happen. Align With Parent Start – This option will set the start date of the…

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How to – copy a subtree

From the flyout menu, select ‘Edit Subtree’, then select ‘Copy’. This will put a copy of the task and all its descendants on the clipboard for use elsewhere in the schedule or in another project. When copying a subtree, all dependencies on tasks within the subtree will be included in the copy. Any dependencies that…

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What is a subtree

ForeSource arranges tasks in a family structure. Just like a family tree, a parent task can have many generations of descendants. A subtree is the parent task and all of its descendant tasks.

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Schedule Management

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