Schedule User Guide - Release 25.5 - Last Updated 24 June 2025

Sep 12, 2026

Schedule User Guide for InEight Schedule Release 25.5 explains core functionality and workflow from overview and risk processing through user access, navigation, and interface components. It covers schedule views, roles and user setup, knowledge library resources, project creation and configuration, import/export, and advanced work packaging. The guide further details activity creation, productivity rate calculation, and resource management features including assignments, histogram tools, and S-curve, plus scheduling progress, snapshots, baselines, and key scheduling settings.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages291

Reading Time1 h 42 min

AccessFree to download

Lesson 1 — Schedule Overview

Overview of the Schedule And Risk Process

Plan View

Markup View

Schedule Review View

Cost Risk View

Short Interval Planning View

Risk Register View

Lesson 2 — User Access

Schedule Navigation

Main Menu

Open Schedule from Main Menu

User Setup and Roles

User Creation

Schedule Contributor Setup

Lesson 3 — User Interface

Project List View

Schedule folders

Schedule type

Locked Columns

Show/Hide Logic, WBS

Annotations

Schedule Critique Overview

Builder Menus

Lesson 3 — Knowledge Library

Knowledge Base

Resources in the Knowledge Base

Knowledge Tags

Calendars

Lesson 4 — Project Creation

Import a Schedule

Export a Schedule

Create a Schedule from Scratch

Schedule Configuration Settings

Lesson 5 — Packages and Activities

Productivity Rates

Set the productivity factor

Create Activities

Assign Knowledge Tags

Assigning Logic

Planning Mode

Lesson 6 — Resource Management

Project Resources

Resource Assignments

Resource Histogram

Filtering by Resource

Export Assignments

Project-specific Resources

Lesson 7 — Scheduling

Scheduling Overview

Setting Schedule Progress Attributes

Snapshot And Schedule Settings

Baseline/Snapshot

SCHEDULE USER GUIDE Release 25.5 Last Updated: 24 June 2025 Information in this document is subject to change without notice. Companies, names and data used in examples are fictitious. Copyright ©2025 by InEight. All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express permission of InEight. Microsoft Windows, Internet Explorer and Microsoft Excel are registered trademarks of Microsoft Corporation. Although InEight Schedule has undergone extensive testing, InEight makes no warranty or representation, either express or implied, with respect to this software or documentation, its quality, performance, merchantability, or fitness for purpose. As a result, this software and documentation are licensed “as is”, and you, the licensee are assuming the entire risk as to its quality and performance. In no event will InEight be liable for direct, indirect, special, incidental or consequential damages arising out of the use or inability to use the software or documentation. Release 25.5 Last Updated: 24 June 2025 This page intentionally left blank. CONTENTS LESSON 1 — SCHEDULE OVERVIEW 13 Overview of the Schedule And Risk Process 13 Plan View 14 Markup View 16 Schedule Review View 17 Cost Risk View 18 Short Interval Planning View 19 Risk Register View 19 LESSON 2 — USER ACCESS 23 Schedule Navigation 23 2.0.0.1 Main Menu 23 Open Schedule from Main Menu 23 User Setup and Roles 25 Schedule Roles 25 Schedule Creator 25 Project Member 26 Administrator 26 Knowledge Base Administrator 27 User Creation 27 Create a New User 27 Schedule Contributor Setup 30 Schedule Contributors 30 Contributor Role Types 30 Markup 31 Short Interval Planner 31 Scheduler 31 Selecting Project Contributors 31 LESSON 3 — USER INTERFACE 35 Project List View 35 3.0.0.1 Schedule folders 37 3.0.0.2 Schedule type 39 Locked Columns 41 3.0.1 Show/Hide Logic, WBS 44 Annotations 44 3.0.2 Schedule Critique Overview 47 Toggle Schedule Critique Annotations On / Off: 47 3.0.2.3 Missing Predecessor or Successor 49 Builder Menus 49 3.0.2.4 Column set builder menu 50 3.0.2.5 Query builder menu 51 3.0.2.6 Sort builder menu 52 3.0.2.7 Group by builder menu 53 3.0.2.8 View builder menu 55 Hide No Results 56 LESSON 3 — KNOWLEDGE LIBRARY 57 Knowledge Base 57 Resources in the Knowledge Base 57 CPM Schedule 58 Activity Productivity Rates 59 Knowledge Tags 60 Calendars 61 Register 62 Categories 65 Machine learning 68 Set Up Resources 69 Import/Export 72 Site Administration 74 General Settings 75 Users 75 LESSON 4 — PROJECT CREATION 77 Import a Schedule 77 Importing a schedule 77 Export a Schedule 79 Exporting a schedule 79 Create a Schedule from Scratch 80 Details 80 Context 82 Outline 82 Schedule Configuration Settings 85 Schedule Configuration 86 General 87 Contributors 88 Knowledge Tags 88 Calendars 88 Resources 89 SIP Resources 91 Project Suite 92 Print View 92 Page Setup 92 Gantt Setup 94 4.0.0.1 Print Templates 95 Save to PDF 95 LESSON 5 — PACKAGES AND ACTIVITIES 97 Activity Productivity Rates 97 Set the productivity factor 97 Using the Productivity Rate Calculator 99 Using the Knowledge Base Suggested Rates 102 Calculate Productivity Rates 104 Create Activities 106 Knowledge subnets 106 Building a schedule 107 Activities from Scratch 108 Build Activities from Scratch 109 5.0.0.1 WBS summary activity type 110 5.0.0.2 Change Activity Type 112 Change Activity Type 112 Bulk Activities from Scratch 113 Create Activities in Bulk 114 Assign Knowledge Tags 115 Assigning Knowledge Tags in the Iris 115 Assigning Logic 117 Using the Gantt Chart to Assign Logic 117 P

FAQs

What does Lesson 1 cover in the Schedule User Guide?

It introduces the schedule overview and risk process, and explains key views such as Plan, Markup, Schedule Review, Cost Risk, Short Interval Planning, and the Risk Register.

How are users and roles managed in Lesson 2?

Lesson 2 describes schedule navigation, the main menu flow for opening schedules, user setup and roles, and steps for creating users and configuring contributor roles.

What topics are included in resource management and scheduling?

Resource management covers project resources, resource assignments, histogram tools (including comparison, S-curve, and over-allocation views), and histogram export/import. Scheduling covers scheduling progress attributes, percent complete handling, snapshot/scheduling settings, and baseline/snapshot workflows.

Sep 12, 2026

Upload by William