Project planning & scheduling
Build milestones, dependencies and assignments, then compare planned progress with delivery evidence.
Before you begin
You need access to the project and a role permitted to manage its schedule. Project Planning is available on eligible plans; ask your workspace administrator if Plan & Schedule is unavailable. A schedule does not replace recorded test results or acceptance decisions.
Build the timeline
- Open the project and select Plan & Schedule.
- Add the milestones needed for the project, such as equipment readiness, FAT, installation, SAT and handover.
- Set planned start and finish dates, then add dependencies where one activity relies on another.
- Assign the relevant work and target dates to the responsible team members.
Keep dates and delivery evidence aligned
Update ownership and planned dates when site access, materials or other conditions change.
Compare the forward-looking schedule with actual testing, issues, acceptance and handover status. A milestone's planned finish date is not proof that its technical work is complete.
If you cannot find the controls
Confirm the active workspace, your project access and your role. Plan availability also matters; a missing schedule control is not necessarily a sign-in failure.