🛠️ Step 1: Create a Work Package
Head over to the Scope module.
Use filters to focus on the exact group of tasks you want to schedule. You can filter by:
🎯 Milestones
📂 Task folders
👥 Teams
- Examples:
Filter by a specific discipline scope, such as Architectural, Structural, or MEP Coordination.
Or create a package for non-element task groups, like Project Tasks or your MIDP Scope.
Once you’ve applied the right filters, save them as a Work Package 🗂️. This gives you a reusable “bundle” of tasks you can manage and schedule together.
📊 Step 2: Switch to the Timeline
Select the Work Package you just created.
Switch over to the Timeline view 🗓️.
The timeline will now only show the scopes, tasks, or milestones included in that Work Package.
⏳ Step 3: Schedule and Adjust
Drag the start and end dates directly on the timeline ⬅️➡️.
Set dependencies by grabbing one node and connecting it to another 🔗.
This makes it easy to control task order and keep your project on track.
📤 Export Options
When you’re finished scheduling, you can share or take your data into other tools:
🖨️ Export to PDF — Share a clean snapshot of your schedule with your team or stakeholders.
📊 Export to Excel — Take your data into other platforms if you want to continue scheduling or reporting there.
💡 Why This Method Rocks
By using Work Packages, you can schedule scopes like Arch Coordination or MIDP separately. This keeps your timeline clean 🧹, organized 📋, and focused 🔍 on what matters most.