View a Schedule

The default view for the schedule is List & Gantt. To view a schedule:

  1. Select Schedule from the left navigation to open the Schedule tool.
  2. In the Schedule tool home page, go to the Schedule section, which lists all the schedules. You can use filters to display only the schedules you need.
  3. Select a schedule to open it.
  4. Select the List & Gantt menu to switch to a single Gantt or List view.
Note: The Schedule tool dashboard supports sorting, and grid or list view of available schedules.

To view a schedule on mobile, select the More menu, then select Schedule.

The Forma app lets you view, open, and add a schedule's item references.

The Forma app lets you filter the schedule by resource, view and add suggestions, and add comments.

 
Important: Members with Manager permission can share a schedule with non-members. Sharing adds them as viewers.

To share a schedule from the Schedule tool home:

  1. Click the More menu More menu on the schedule thumbnail.
  2. Select Share.
  3. Copy the link, or select email recipients and add an optional message.

Share from the Gantt view

  1. Select a schedule to open it.
  2. Click Share in the top, right corner of the schedule view.
  3. Copy the link, or select email recipients and add an optional message.
  4. Turn on Include active filters to share the current view.

Gantt view

The Gantt and List & Gantt views show a classic Gantt chart of the schedule. Different colors and shapes represent specific activities or milestones:

Gantt chart shapes and colors for activities and milestones

Adjust the period of the schedule by zooming in or out, or by selecting a preset time range.

  1. Click Zoom in or out to zoom in or out.

  2. Select a preset time range: Today, Day, Week, Month, Quarter, or Year.

  3. Click Expand to expand the schedule to fill the screen.

Configure the Gantt chart by turning schedule data on or off. To select which data appears:

  1. Click Configure.
  2. Turn data on or off.

Example Gantt chart configuration

Forma Build saves your settings for the next time you open the schedule.

Note: Planned dates appear instead of baseline information when the imported schedule doesn't include baseline information.

Hover over an activity bar to see a preview of the activity. The preview includes the start date, finish date, % complete, and labor resources.

See Activity details, comments, and references to learn more about the detailed data associated with an activity.

 

List view

The List and List & Gantt views show the schedule as rows of activities, without a graphical visualization.

List view showing activities as rows

  1. Click Columns to select which columns of data appear in the list.

  2. Click Expand to expand all grouped activities.

  3. Click Collapse to collapse all grouped activities.

  4. Click Levels and select a level. Activities expand down to that level.

    List expanded to level 2

    Tip: You can expand Expand or collapse Collapse individual grouped activities.

  5. Click Dense rows or Wide rows to adjust the density of the rows.

  6. Sort activities by name, dates, % complete, duration, remaining duration, labor resources, or critical status.

Forma Build saves your settings for the next time you open the schedule.

Activity details, comments, and references

Activity details show the data for a scheduled activity. You can add plans to the activity or add activities to existing plans.

Activity details for a schedule activity

To add a plan to an activity:

  1. Click New plan.
  2. Enter a name for the plan.
  3. Modify plan settings, such as access and permissions.
  4. Click Create plan.

Open an activity to see its details, including comments and any references added to the activity. To add comments:

  1. Open the activity's details, then scroll to the bottom of the Details panel.

  2. Enter your comment in the text area.

    • Comments can be up to 10,000 characters.
    • A validation message appears when you reach the limit.
    • Press Enter to start a new line within your comment.

  3. Click the submit button to post the comment. The Schedule tool doesn't support a keyboard shortcut.

  4. Type @ and a name to mention a project member. The mentioned member receives an email notification.

Note: You can't edit or delete a comment after you post it. Comments stay in place when you update the schedule.

You can add and view comments for activities using the Forma app.

Add references to link an activity to related project records:

  1. With the activity details open, open References.

  2. Click Add references and select a reference type: Files, Photos, Issues, Sheets, Assets, Forms, Submittals, Spec Sections, RFIs, Cost, or Schedule.

  3. Select the specific references to add, then click Add.

References associated with each activity appear in References. Select any reference to open it.

Note: You can open a reference only if you have permission to its item.

If necessary, delete the references. Forma Build preserves references as you update the schedule.

 

Date misalignment

Dates in the schedule can differ from the dates in the connected plans. This usually happens because of:

The Schedule tool flags a difference when a connected task has dates that don't match the linked schedule activity. An alert appears in both the plan and the schedule, as well as in the swimlane view, where the misalignment of the range is visible.

Dates differ across timelines alert on an activity

Hover over or select the "Dates differ across timelines" alert icon Dates differ across timelines alert to see:

You can change how alerts appear in the plan configurations.

Parent page: Working with Schedule