Overview
The Schedule section is a dedicated space within a project that allows users to upload, view, and manage project schedules. This ensures accurate progress deviation tracking, predictions, alerts, and trend calculations.
Permission Types
The following permissions are available under the General category:
View Schedule – Allows users to view uploaded schedules and their details
Manage Schedule – Allows users to upload, download, and manage schedules. Admins have both permissions by default.
Visibility Rules
Users with View Schedule or Manage Schedule permission can see the Schedule section
Only users with Manage Schedule permission can upload, download, and manage schedules
If a user loses schedule permission, the Schedule section will no longer be visible—even if they uploaded schedules earlier
Schedule section is not shown for Visual Documentation and TechOps projects
File Size & Supported Formats
Maximum file size: 750 MB
CSV
XLS
XLSX
PDF
XER
MPP
How to Upload a Schedule
Log in to the platform. Select the required project .Navigate to Schedule from the side panel
Click Upload Schedule.Select a single schedule file from your device.Confirm upload
Note:
Only one file at a time can be uploaded per user
Multiple users can upload schedules simultaneously
You can upload a new schedule even if a previous one is still processing
You can cancel an upload before it reaches 100%
Each uploaded schedule displays the following information:
Uploaded by – Name of the user who uploaded the file
Upload date – Date the schedule was uploaded
Status – Current state of the schedule
Changes from previous schedule (optional)
Current tag – Indicates the schedule currently in use
Schedule Upload Statuses Explained
Uploading – File upload is still in progress
Processing – Upload completed and file is under review
Success – Schedule is activated
Hover text: Activated on mmm‑dd‑yyyy, hh:mm
Failed – Schedule could not be processed
Hover shows failure reason added by support user
Downloading a Schedule
Users with Manage Schedule permission can download any previously uploaded schedule
Files can be downloaded in their original format, regardless of status
The system validates schedule data based on the following rules:
Schedule dates cannot be earlier than the project start date.Start date cannot be later than the end date. If validation fails, the schedule may be marked as Failed.
Common Failure Reasons
Schedule dates in some rows are before project start date.Start date is greater than end date for some rows.Invalid file format.Unable to process file
When a schedule is marked as Success:
Alerts are recalculated
Predictions are refreshed
Schedule trend lines are updated automatically
Frequent schedule uploads may increase backend load. The system is designed to handle this, but users are advised to upload schedules only when required.
We hope this article has been helpful. If you have any questions please reach out to [email protected]