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Step 3 - Select Process, Copy Job Tasks from… action

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Step 4 - Select Job template record for copy the job tasks line (i.e. Project Tasks)

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  • Click on Start Date field to open the job planning lines card

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  • To easy to fill up job planning line for all tasks, clear the Job Task No. filer (1) , then click Edit List action (2), and then open the page to new window

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  • Separate line for start date and end date.
    • If the tasks are planned to complete in 1 day, you need to create 2 line for the tasks.
    • 1st line enters the plan start date and 2nd line enter the plan complete date.

Step 7 - Close the page after completing the schedule.

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Step 8 - Print Project Schedule Excel File from Jobs

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    1. Open the excel file, then click Run
    2. Enter the filter criteria (e.g. Job No, and the project start / end date)
    3. Save the excel file after the report is retrieved.


For more details, please see Basic Operation - Job (i.e. Project)