Setting Schedule Properties

The Properties tab enables you to set the name, description, start and end dates, and owners for schedules. The schedule owner must be a Close Administrator or Power User. The default owner is the current user. The start and end dates specify the initial date range for the schedule, however, after the schedule is created, you can add tasks with dates earlier or later and the properties are updated to reflect the earliest and latest dates.

  To set schedule properties:

  1. Create a new schedule and select the Properties tab.

  2. For Name, enter a schedule name.

  3. For Description, enter a schedule description.

  4. For Start Date, enter the starting date for the schedule.

  5. For End Date, enter the end date for the schedule.

  6. From the Year list, select a year.

  7. From the Period list, select a period.

  8. For the Day Zero Date, enter the date to assign as day zero.

  9. For Owner, enter a schedule owner name, or click the Select Owner button to see a list of users with Close Administrator or Power User roles, select an owner, and click OK.

    Note:

    You can select only one owner for a schedule. The owner must be an individual user, not a group. If you do not select a user, the owner defaults to the current user.

  10. From the Status list, select a schedule status:

    Note:

    The schedule status is initially set to Pending and is display only.