Skip to main content
All guides

Getting started

What is Submittal Kit Your First Project Search Everything The Dashboard Help and What's New Abbreviations We Understand

Projects & Schedule

Project Settings Schedule and Milestones

Equipment Register

Equipment Register Basics Import a BOM Equipment Documents

Parts & Library

The Parts Library Part Documents Find Datasheets The Document Library Search Inside Documents

Submittals

Create a Submittal Configure Sections Choose Equipment Scope Compile a Submittal Checks Before You Submit O&M Manuals Submittal Numbering Cover Pages Package Layouts

Submissions & Review

Issue a Submission Submittal Log Returned Reviews Comment Response Log Record an External Submittal Share with an outside reviewer

RFIs

RFI Basics RFI Log RFI Layouts

Field & QA

Punch Lists As-Built Redlines

Specifications & Scope

Upload Specifications Spec Check

Procurement & Change Orders

Quotes and Purchase Orders Coverage and Lead Times Change Orders Budget and SOV

Directory & Team

Firms & Contacts Team & Access Personnel & Certifications

Settings & Billing

Company Identity Library Vocabulary Billing and Plans

Integrations

Connect an Agent

Help Projects & Schedule

Schedule and Milestones

A working-day schedule with chained milestones, a draggable timeline, and dates that cascade.

The dates that drive a job (order-by, ship, FAT) usually live in a spreadsheet on someone's desktop, and when FAT slips, someone retypes every date after it. Here the schedule is on the project, and a slip moves the chain by itself.

Build the chain

Open Schedule under Build in the project rail.

  1. Add a milestone with a name, an optional section for grouping, and a duration.
  2. Pick its predecessor in the After field, with an optional lag.
  3. Dates work themselves out from there. Slip one milestone and everything chained after it moves with it.

Walkthrough 6 steps · 0:40 video

  1. Schedule and Milestones, step 1: the screen with the control outlined
    Step 1 of 6 On the project's Schedule, add a milestone. Pick its name from the Milestone list.
  2. Schedule and Milestones, step 2: the screen with the control outlined
    Step 2 of 6 A Label tells this one apart, such as which panels it tests.
  3. Schedule and Milestones, step 3: the screen with the control outlined
    Step 3 of 6 Give it a Duration. Durations and lags count working days.
  4. Schedule and Milestones, step 4: the screen with the control outlined
    Step 4 of 6 Pick its predecessor in After. FAT follows the release for purchase.
  5. Schedule and Milestones, step 5: the screen with the control outlined
    Step 5 of 6 Click Add milestone. Its dates work themselves out from the chain.
  6. Schedule and Milestones, step 6: the screen with the control outlined
    Step 6 of 6 The new bar lands on the timeline. Slip its predecessor and it moves with it.

Durations and lags count working days, so weekends stop hiding inside "10 days of fabrication". On an empty schedule, Start from the standard sequence takes one kickoff date and lays down Kickoff through Substantial Completion, already chained with typical spacing; drag it into your contract's shape from there.

The timeline

Above the table, a Gantt timeline draws the plan as bars you can drag and resize, with week, month, and quarter views and a today line. The chain that decides the finish date gets a heavier outline, milestones that drive purchasing say so on their row, and dragging a bar shows the date it will land on. Dragging a dependent bar adjusts its lag behind its predecessor, so the chain stays honest.

Actuals, undo, and history

When a milestone actually happens, record its actual date. That pins it where it really landed and the rest of the plan flows from reality instead of the estimate. Every edit that ripples shows an Undo, and a history keeps who moved what, when.

What reads from it

The schedule is one plan, not three. Procurement need-by dates and the Submittal Log's proposal hint read from it, the dashboard's schedule rail shows its dated items with PAST and SLIP chips, and project followers get an email when one edit moves the finish date a week or more (see Project settings).

In and out

Export offers Spreadsheet (XLSX) and Schedule (PDF), a spreadsheet and a Gantt for anyone who wants familiar paper. Import schedule from XLSX accepts the export's own columns back; note that importing replaces the whole schedule.

Seed the standard sequence on day one even if half the dates are guesses. A rough chain that cascades beats precise dates that go stale.

← Previous Project Settings Next → Equipment Register Basics

Updated Oct 17, 2026

Can't find it? [email protected]