Scheduling User Guide

• Table column settings: Adjust which columns are visible and their order in the activity grid.

• Show or Hide Columns: You can turn various additional data columns on or off depending on what you want to see. You can also choose which data columns appear in your activity table.

• Change Column Order: You have the ability to change the arrangement of columns, such as moving the duration column to appear before the start and finish columns. They can also adjust the size of the columns. Drag and drop column headers to change their sequence in the table.

• Personal View: Changes made to the column order or which columns are showing and hiding are specific to the individual user; they only modify 'my view'. This is distinct from changing the data itself, which is seen by everyone in the collaborative environment.

• Sticky Views: The customized column view is 'sticky,' meaning the system (your specific device and project) will remember the last view settings a user had when they return.

  • Personalize your 'sticky' view by choosing which data columns to show or hide, adjusting their size and order, and filtering the visible data based on criteria such as the assigned company or by filtering on any column.

1. Revert all display settings (columns, sort, zoom) to their default configuration.

2. Re-size, & re-order columns directly in the table: Adjust column widths and positions by dragging their headers in the activity grid.

You can sort activities by column(s) in ascending or descending order by organizing the activities based on the values in one or more columns, either highest to lowest or lowest to highest. By default, your schedule activities are always sorted by their Work Breakdown Structure (WBS) in ascending order (from top to bottom), organizing them by their hierarchy.

1. In the activity grid, click the sorting icon on the header of the column you wish to sort by (e.g., 'Start,' 'Duration,' 'Status').

2. Click the header once to sort in ascending order (e.g., A-Z, earliest to latest date, smallest to largest number).

3. Click the sorting icon a second time to sort in descending order (e.g., Z-A, latest to earliest date, largest to smallest number).

Note: You can often sort by multiple columns by holding Shift and clicking additional column headers, setting a primary and secondary sort.

This section explains how to control the detail level of your activity hierarchy and how to efficiently navigate your Gantt chart. These options are found in the toolbar above the activity grid.

1. Click Expand All to show all sub-tasks in your entire schedule hierarchy.

2. Click Collapse All to hide all sub-tasks, showing only the top-level activities.

3. Click Fetch Latest Procore Details to get the updated schedule with the most current information available from other integrated Procore tools.

4. Toggle Critical Paths to see the highlights or the critical path of your schedule on the Gantt chart.

   • Click once (to show): The sequence of tasks that determines the shortest possible duration of the project (the critical path) will be highlighted, often in a distinct color like red. This immediately shows you the tasks that, if delayed, will delay the entire project.

   • Click it again (to hide): The critical path highlighting will be removed, returning all task bars to their default coloring.

5. Use the Toggle Dependencies icon toto switch the visibility of the connection lines between activities on the Gantt chart on or off. It helps you either focus on the task bars themselves (when hidden) or see the critical relationships (when visible).

   • Click it once: All the arrows/lines showing which tasks rely on others (dependencies) will disappear.

   • Click it again: All thee dependency lines will reappear.

6. Click Indicator and Header events to set the custom header events.

7. Click Add Source Event and Add Custom Events to add the further details required..

   • Indicators are usually tied to the status or properties of individual activities.

   • Header Events are typically project-level, date-specific markers that provide broader context on the timeline.

8. Next to any parent activity (an activity with sub-tasks), click the arrow icon to expand (show) its sub-tasks.

9. Click the icon again to collapse (hide) its sub-tasks.