Running time 4:14FOUR WAYS INPick the one that sounds like you. Each is a short walk that names the how-to videos it meets.
Running time 4:14
Running time 4:01
Running time 4:16
Running time 4:09IN ORDERPoint at a video to preview it, click to watch. Each video has its own page and link.
- 1The Scheduler in five minutesRunning time 2:50
- 2New to schedulingRunning time 4:14
- 3You know Microsoft ProjectRunning time 4:01
- 4New to scheduling on a P6 projectRunning time 4:16
- 5You know P6Running time 4:09
- 6Adding the Scheduler to a Basic accountRunning time 1:07
- 7Viewer or editor: which one you haveRunning time 1:41
- 8Open a scheduleRunning time 1:48
- 9New schedule and your defaultsRunning time 1:49
- 10Adding and deleting activitiesRunning time 0:56
- 11Indent, outdent and the WBSRunning time 0:44
- 12Durations and the sheetRunning time 1:19
- 13Drag a bar; undo and redoRunning time 0:50
- 14Milestones and activity typesRunning time 0:35
- 15The Details panelRunning time 0:47
- 16Editing activitiesRunning time 2:16
- 17Schedule options and settingsRunning time 2:16
- 18CalendarsRunning time 1:51
- 19Links: relationships, lags and leadsRunning time 2:01
- 20Constraints and datesRunning time 1:56
- 21Scenario 1 · a Microsoft Project file, Simple modeRunning time 1:58
- 22Scenario 2 · a Microsoft Project file, Full modeRunning time 2:29
- 23Scenario 3 · a P6 file, Simple modeRunning time 1:49
- 24Scenario 4 · a P6 file, Full modeRunning time 3:02
- 25How scheduling worksRunning time 1:48
- 26Switch engine: Standard and AdvancedRunning time 1:40
- 27Links: the four types, lag and leadRunning time 1:02
- 28Links by shorthandRunning time 0:47
- 29Links by nameRunning time 0:36
- 30Logic lines and off-screen partnersRunning time 0:33
- 31Columns, views, sort, filter and searchRunning time 2:13
- 32Columns and presetsRunning time 0:46
- 33Views, sort, filter and findRunning time 1:18
- 34The GanttRunning time 1:53
- 35Updating progress yourselfRunning time 1:54
- 36Resources, costs and the live cashflowRunning time 2:12
- 37Resources and assignmentsRunning time 1:01
- 38Costs and the live cashflowRunning time 1:19
- 39Curves and periodsRunning time 1:09
- 40Earned value against the baselineRunning time 1:20
- 41Usage and over-allocationRunning time 1:06
- 42Working with others: one editor at a timeRunning time 1:51
- 43Sharing and live linksRunning time 1:58
- 44Saving, Save as and recoveryRunning time 1:49
- 45Analysis copies and revertRunning time 1:13
- 46The update processRunning time 2:16
- 47Exports, print and Excel in and outRunning time 2:03
- 48Run analysis, compare and baselinesRunning time 2:20
- 49Exports and printRunning time 1:06
- 50Excel in and outRunning time 1:06
- 51Scheduling that survives the siteRunning time 1:47
- 52Logic, lags and leads: the practiceRunning time 1:50
- 53You were sent a schedule linkRunning time 1:18
- 54The viewer with a Basic planRunning time 1:28
- 55You were asked for an updateRunning time 1:13
Four ways inGetting inBuildSchedule itLook at itCostsShare and updateFiles and exportArticlesYou were sent something
Minutes, end to end: 96 min 39 s
THE HOW-TO LIBRARYOne topic each, by group, with what each one covers.
Getting inFour videos, 7 min 26 s
Running time 2:50The Scheduler in five minutes
New in PC.o. Four paths in, one for each way you arrive, a library of short videos under them, and the built-in update process: owners answer a personal link, you review and apply. Watch this one first.
Running time 1:07Adding the Scheduler to a Basic account
Where the add-on lives on your Plan page, what it includes, how to add it, and what the card and the subscriptions table show once it is active.
Running time 1:41Viewer or editor: which one you have
The same schedule, five seats: a link, a plan’s viewer, the editor, a member who can only look, and an updater.
Running time 1:48Open a schedule
The Files row's Edit door, the pop-out window with its Beta label and headline strip, the upload's try-it-out banner, Save as, and the lineage line that says where the saved schedule came from.
BuildTen videos, 13 min 23 s
Running time 1:49New schedule and your defaults
Files ▸ New schedule: the form, More settings and Opens in, the quick list and a first link, then Save as my defaults, so the next New schedule opens your way, and Back to the built-in defaults.
Running time 0:56Adding and deleting activities
Edit ▸ Add activity under the selected row, the row menu's add above or below, Add many… for a list, and Delete with Relink predecessors to successors, one row or several picked on their row numbers.
Running time 0:44Indent, outdent and the WBS
Tab under the row above and it becomes a summary that takes the dates; Shift+Tab brings a row back out; summaries indented for three levels; View ▸ Collapse all and Expand all, the row numbers keeping their places.
Running time 1:19Durations and the sheet
The grid as a sheet: the cell cursor and the row numbers, the blank rows, Tab across and Enter down, durations typed as you say them (3w, 10d, 4h), F2, the card of keys, fill down and the Type list.
Running time 0:50Drag a bar; undo and redo
Drag a bar's end and the ghost shows the new finish, the successors follow on release; drag the whole bar later and it is pinned with a Start on or after constraint; Edit ▸ Undo one edit at a time, and Redo.
Running time 0:35Milestones and activity types
Add milestone below, the Type cell as a typed list (Task, Start milestone, Finish milestone, Level of effort), and Add many with a 0d milestone.
Running time 0:47The Details panel
The Details panel: eight tabs, Pop out and Dock, the Progress tab, Show only what is set, and Collapse all.
Running time 2:16Editing activities
Add, indent, delete, cell edits, free-text durations, undo, and the Details panel.
Running time 2:16Schedule options and settings
Auto and Fixed, the engine's option block, the data date, and what each setting moves.
Running time 1:51Calendars
The schedule's calendars, the graphical editor, an activity's own calendar, and the library.
Schedule itTwelve videos, 19 min 41 s
Running time 2:01Links: relationships, lags and leads
Finish-to-start and the other three, lags and leads, typed by name or drawn on the chart.
Running time 1:56Constraints and dates
What each constraint does to a date, Must finish by, and how negative float tells you the schedule has run past it.
Running time 1:58Scenario 1 · a Microsoft Project file, Simple mode
The quickest status update on an MPP: six columns, three percentages, Save as.
Running time 2:29Scenario 2 · a Microsoft Project file, Full mode
The Standard engine's options, task types and the MPP export, where it behaves similarly to Microsoft Project.
Running time 1:49Scenario 3 · a P6 file, Simple mode
Two thousand activities, Simple mode, and a three-week look-ahead for the site.
Running time 3:02Scenario 4 · a P6 file, Full mode
Retained logic or progress override, the longest path, four activity types, and the XER export.
Running time 1:48How scheduling works
The forward and backward passes drawn on four bars, float spent and overspent, and the data date as the line between record and plan; then the same working in the Scheduling columns and the chart, Fixed mode waiting for Schedule now or F9, the note of what moved, Schedule options' Fixed and Auto, and a data date moved a week on.
Running time 1:40Switch engine: Standard and Advanced
The dry run that says what changes, the conversion log, and the way back.
Running time 1:02Links: the four types, lag and lead
The four kinds of link drawn on two bars: finish-to-start, start-to-start, finish-to-finish and the rare start-to-finish; a lag that opens a gap and a lead that overlaps; then Details, Predecessors with each link's type and lag, the Driving tick, and the lag units on a Standard schedule.
Running time 0:47Links by shorthand
Add the Predecessors column with View, Columns, type A1020FS+2d into a cell and watch the bar move; or use Details, Predecessors, Add… to search for the activity and set the type and the lag. Both land in the same table.
Running time 0:36Links by name
Simple mode links without IDs: the After column shows each activity's predecessor by name, the After box in Details picks one from a list as you type, and Link selected joins two selected rows.
Running time 0:33Logic lines and off-screen partners
View, Logic lines draws or hides the links; a line to the edge means a partner is off screen, and Go to successor and Go to predecessor list them.
Look at itFive videos, 8 min 4 s
Running time 2:13Columns, views, sort, filter and search
Presets, your own views, sorting, the filters and find-as-you-type.
Running time 0:46Columns and presets
The two chips, the Columns dialog with its presets, the Costs preset, a custom set built with the arrows, and Late-date bars.
Running time 1:18Views, sort, filter and find
Save as view, the view chip and the Views popover, sorting a header, a flat list, File order, the Filter menu, Critical only, Find, Clear filters and deleting a view.
Running time 1:53The Gantt
Read the bars, zoom and Fit, pick a timescale, drag a bar or its end, see what Activity calendars shades, open the pop-out, print to PDF, set the row height and find the data-date line.
Running time 1:54Updating progress yourself
When you are the one with the facts: move the data date, mark what is done, type actual dates, suspend and resume an activity.
CostsSix videos, 8 min 7 s
Running time 2:12Resources, costs and the live cashflow
The dictionary, assignments, rates, and the cashflow that moves as the dates do.
Running time 1:01Resources and assignments
Open Resources, add the dictionary's resources, assign them to an activity with units, see that the bars do not move, and edit the same assignments in the Details Resources tab.
Running time 1:19Costs and the live cashflow
Choose the Costs columns, read the Cost summary, open View, Cashflow, flip it to Quantity, filter it, and watch it move when the schedule does; actual units fill actual cost, and the headline strip shows EAC and CPI.
Running time 1:09Curves and periods
The Cashflow panel's Period by month, week or quarter; an assignment's Curve with its ten standard shapes and the chart redrawn as the money moves; Spread to fix one week's cost by hand; and a curve of your own drawn in twenty five-percent blocks, saved to your library for other schedules.
Running time 1:20Earned value against the baseline
Three lines drawn on one picture: planned value from the baseline, earned value and actual cost at the data date, and what SPI and CPI below one mean; then the Cost summary with and without a baseline, the header's CPI and SPI, an activity's Earned value block in Details, Progress, and the Cashflow panel's EARLY BASE beside earned and actual.
Running time 1:06Usage and over-allocation
Give a resource its Max units / day, see the months and activities that go over it, read the Resource usage tab of the live Cashflow panel by week, and know where the marking is switched on. No levelling: you decide what moves.
Share and updateFive videos, 9 min 7 s
Running time 1:51Working with others: one editor at a time
Two people, one schedule: the second one reads while the first edits, can take over, and sees what changed.
Running time 1:58Sharing and live links
Send a read-only link to the last analysis, or a live link that follows your edits for thirty days; passwords, costs in or out, and revoking.
Running time 1:49Saving, Save as and recovery
Try things out on an upload, keep them with Save as, let autosave carry on, get unsaved changes back after a crash, Duplicate… for a snapshot, and Download a PC.o Schedule as one .pcosched file.
Running time 1:13Analysis copies and revert
When your edits leave the analysis behind, the pill says so. Back to the last analysis puts the schedule as the analysis saw it, and Undo brings your edits back; Run analysis brings it up to date in place; Duplicate keeps a state for good.
Running time 2:16The update process
Give each part of the schedule an owner on site, email them a personal link, get their actual and estimated dates back, review and apply them, and keep every cycle's history. Ten updaters come with the add-on.
Files and exportFour videos, 6 min 35 s
Running time 2:03Exports, print and Excel in and out
XER, P6 XML, Excel and PDF out; look-aheads and Excel schedules back in.
Running time 2:20Run analysis, compare and baselines
Run analysis on a copy, compare two versions, and keep baselines.
Running time 1:06Exports and print
File, Export: XER and P6 XML written from the Advanced engine, the engine switch's conversion log, Print to PDF and its dialog, and why a Standard schedule must be switched first.
Running time 1:06Excel in and out
Export the Gantt as a workbook, download a three-week look-ahead from the viewer, and open an Excel schedule with Edit: the upload banner, the Excel banner and the Constraint column explain how it becomes a schedule.
ArticlesTwo videos, 3 min 37 s
Running time 1:47Scheduling that survives the site
Four ideas from the article, each drawn: far dates as ranges, detail by horizon, spare days as a budget and risk days kept apart; shown on a 200-pour chain that ends in 2030, a rolling-wave wedge, a weather allowance that absorbs a storm or turns into float, and owner and contractor risk days.
Running time 1:50Logic, lags and leads: the practice
Four habits from the best-practice article, each drawn and then shown on a schedule with the fault in it: an open end joined to the finish, finish-to-start as the rule and start-to-finish the rare one, a curing lag turned into an activity, and a lead that hid a risk split into order and delivery.
YOU WERE SENT SOMETHINGNo account needed: a link, a viewer, an update request.
Running time 1:18You were sent a schedule link
No account: open the link, the password if there is one, and what you can and cannot do.
Running time 1:28The viewer with a Basic plan
Every schedule in your Files as a chart, filters, columns, a look-ahead and a PDF, with no add-on.
Running time 1:13You were asked for an update
One link, a minute of your time: actual or estimated dates, a note, submit.