• There are four different permission levels to choose from when adding members:
  • View – Can view and comment on schedule activities
  • Contribute – Can view, comment, add references and suggest edits to schedule activities
  • Update – Allows for view and contribute access as well as the ability to update the schedule file
  • Manage – Highest permission level; includes the ability to respond to suggestions, deleting, and managing access to the schedule

PRO TIP: Members with Update permission or higher can update a schedule using Desktop Connector.

• Attribute settings help control who has access to sensitive information by choosing which schedule attributes are available to all members viewing the schedule and which are available only for members with adequate permissions.
• To configure attributes, click Schedule from the left navigation bar to open the schedule tool.
• Once in the Schedule tool, click the More menu on the schedule to configure and choose Settings > Attributes.
• Turn on or off the attributes that are available to project members. Available attributes include:
  • Free float
  • Total float
  • Dependencies
  • Imported activity codes/outline codes

Note: Attributes are populated from the imported schedule file.

• Once in the Schedule tool, click “Add Roles” by going to settings in the upper right corner.
• Select individual members, roles, or companies to add as schedule managers. By default, Project Administrators are automatically added to this list.
• This is a great opportunity to add schedulers or project managers who will interact closely with project schedules.
• Schedule Managers can import, update, and manage access to project schedules within this project.

• Once in the Schedule tool, click the More menu on the schedule to configure and choose Settings > Permissions.
• Locate the member from the list and select a new permission level. If the member is a project administrator, you can’t change their Schedule tool permissions.

PRO TIP: When already viewing a schedule, click the Schedule settings menu in the upper right corner and choose Permissions or Attributes to quickly configure the settings without the need to exit the schedule.

PRO TIP: When already viewing a schedule, you can also manage schedule access level by clicking on the icon at the top and then opening a quick dialog box to change access level.

The Schedule tool in Autodesk Build allows teams to customize their workweeks to better align with the operations of their business and job sites when working with work plans. Go to Settings in the upper right corner when in the Schedule tool and select Work days from the dropdown to:

• Set the start of the workweek by choosing the first day of the week from the dropdown.
• Select your active days for the week
• Add non-working days
• Note: These settings apply to work plans only

PRO TIP: When adding non-working days, you can add single days or date ranges by checking the Range selection checkbox.

Work breakdown structure (WBS) helps organize the tasks to break down work into smaller, more manageable components efficiently. To set your WBS for work plans:

• When in settings, click on the Work Breakdown Structure tab and click on Add to add the first level of classification.
• Repeat the previous step to finish entering all first-level classifications.
• To add sub-classification, click the Additional options menu on the far right and click Add sub-classifications. Repeat until all sub-classification levels are created.

PRO TIP: Users can import a Work Breakdown Structure (WBS) using the provided downloadable template. Any information imported from this template will overwrite existing data within the Schedule tool.

Locations are managed at the project level and are consistent across all the tools within Autodesk Build.

• Tasks within work plans can be assigned to locations in a project in Autodesk Build.
• Locations provide a way to organize a project hierarchically.
• A project administrator must set up locations for the project in the Project Admin module.

Users can be designated as either Managers or Creators. While the Manager role retains its traditional functionalities, the Creator role introduces enhanced capabilities. Specifically, a Creator can import schedules and establish a standalone plan. To set up tool-level permissions:

• Click Settings.
• Inside the Settings menu, click Add Roles.
• In Add Roles, input a Member, Company, or Role, then assign the relevant permission to each.

• Click any activity to open the details panel and see all the data relating to that activity, such as dependencies, labor resources, start/finish dates, and additional information pulled from the original schedule authoring tool. This panel also includes comments and any references added to the activity through Autodesk Build.

Learn More

Schedule tool in Autodesk Build offers robust search and filtering options to quickly surface the schedule info needed.

• Click Schedule from the left navigation bar to open the schedule tool, and then click the desired schedule.
• Enter a term in the search box. Results will show as you type. Searching works on the activity names and IDs.
• To filter a schedule, click on the Filter icon and filter results by the following:
  • Milestones
  • Critical activities
  • Date range
  • Labor resources
  • Status
  • References
  • Imported activity codes / outline codes
• Use the quick look filter to easily see a few weeks back or forward to visualize your weekly lookahead schedule . All activities within this range are displayed and a visual indication of this time span is shown on the schedule.
• Group activities by any attribute to better visualize the schedule based on different parameters.

PRO TIP: Once schedule is configured to reflect the information needed, you can share this view by clicking on the share button in the top right corner. From here, either copy the link to share or select email recipients and add a message. The recipients receive an email with the link directly to the filtered view.

• View comments or attached references added to the schedule activity to gain further insight.
• Leverage the filter option to view the activities by milestones, critical status, or activity codes.
• Sort the Schedule by Start Date using the filter option in ascending or descending order.
• You can also add references to schedule activities such as photos, files, sheets, issues and more to provide necessary context for what can impact the schedule.
• Additionally, you can see schedule suggestions made on an activity on the web for improved communication and transparency around elements that can impact a schedule. Schedule managers can see all suggestions made and others can only see suggestions submitted by them.

Mobile

• Comments added on the web are also accessible to the field team in the mobile iOS and Android app, helping close the communication loop between the office and the field team.
• Field teams can also add comments to schedule activities in the mobile app. However, you can’t mention members using the mobile app yet.
• To add or view a comment, simply click on the schedule activity in the mobile app and choose the comment option in the upper right corner.

PRO TIP: Comments are preserved if the schedule is updated. 

Learn More

• • Use the Impact column to inform the reviewer of Delay and Cost impact this update can have.
  • Use the add detail button to add Root Cause and update suggestion details. This button is visible only with a mouse pointer over the individual activity.
  • Once suggestions are made, submit them for review to the schedule managers. Click on the number next to the Suggesting mode drop-down. This will prompt a modal that will show all unsubmitted suggestions for review.
  • Click on “Submit to Manager”. Reviewers will not see suggestions until they are submitted.
  • Submitted suggestions can be tracked within the Suggestions log.

PRO TIP: The Root Cause drop-down list is based on a project’s root cause list from the Issues tool. If it needs to be updated, simply click on “Manage list” In the bottom right corner to be routed to the Issues settings to add to that list.

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• Once the suggestion has been reviewed, the status can be updated to one of the following:
  • In review – for suggestions that are still being reviewed
  • Mitigated – for suggestions that are not necessary
  • Allowed – for suggestions that passed review and will be applied to the schedule
• Managers can leave a response note that will be displayed in the Response Note column.
• Once a suggested update review is complete and the status is set to Mitigated or Allowed, click Save response. This will move the suggested update from the Open list to the Resolved list. This will also notify the team member who suggested the individual update. Marking the updated checkbox is a great way to keep track of suggestions that have been updated in the authoring tool.
• Note: Checking the “Mark as updated” box will not automatically update the schedule. The Schedule file must be updated in the authoring tool, such as Microsoft® Project, Asta® Powerproject, or Oracle Primavera® P6, and then published to the schedule tool.
• To reopen a Resolved update suggestion, click on the More menu next to the suggestion and click Reopen. Add a note, if necessary, followed by clicking Reopen Suggestion.

PRO TIP: Remember, Activity updated checkbox in the Status column does not update the schedule. It is used to track updates that are already introduced to the schedule in an external tool. For updates to be visible in the schedule, it’s necessary to update a schedule after introducing accepted updates to the file in the schedule authoring tool.

Schedule suggestions are also available in the mobile experience to improve communications around elements that can impact a schedule.

• Mobile users can see schedule suggestions made on an activity on the web.
• Schedule managers can see all suggestions made, and others can only see suggestions submitted by them.
• Mobile users with the right permissions can submit change suggestions on a schedule activity, helping improve communication between stakeholders. Note: The schedule managers must review, approve, or reject the suggestions through the web. The master schedule must be updated in the schedule authoring tool to ensure the latest schedule is imported into Autodesk Build.

• With this capability set, teams can add key schedule milestones and associate budget items to them to visually plan their budgets in a Gantt view. There are two ways to add schedule milestones:
  • Automatically, by pulling in tasks from the schedule within the Schedule tool in Autodesk Build.
  • Manually

Automatically from the Schedule tool in Autodesk Build

• Select the arrow next to the Create schedule task button, then select ‘Add reference from Autodesk Build’.
• An Add schedule reference dialogue box will appear. Use the drop-down menu to choose the appropriate schedule. 
• Use the check box to select the tasks you want to pull over. 
• Select ‘Add schedule activity’ to automatically bring the tasks into Cost & Time tab in Cost Management. 
• If needed the start/end date can then be updated and color changed.
• To automatically update tasks pulled in from the schedule later on, select the arrow next to the Create schedule task button, then select ‘Update all reference tasks’.

Manually

• Select the “Create schedule task” button to manually create schedule tasks.
• Add the task name (e.g Foundation), start date, and end date. The duration will auto populate.
• Choose a color from the drop-down to identify it in the Gantt view.

Managing Created Tasks

• To delete a task, change the order, add subitems, or link to a budget item, select the three-dot menu.
• Use the control icon to edit the visibility and order of the columns in the table.

• All budget items automatically pull into the budget section underneath the schedule tasks .
• To link a schedule task and budget item, select the three-dot menu next to the schedule task, then “Link to budgets”.

• Check the box next to the budget item(s) to link.
• Once linked, the bar color of the task and budget item(s) will be the same.

• To rename a budget item select the pencil icon next to the budget name.
• To add subitems, calculate annual increases, or create a recast distribution, select the three-dot menu.

Standalone plans are ideal for managing one-off projects, events, or processes without disturbing the regular schedule. They provide a framework for emergency or contingency plans, ready to be activated when necessary. Furthermore, standalone plans offer much-needed flexibility for work that doesn’t follow a predictable pattern. To create a standalone plan:

• Go to the Schedule tool homepage
• Click Create New Plan

Connected plans are a great way to connect your short-term and long-term schedules. To create a connected plan, simply choose the milestones and activities you want from the schedule and add them to a new or existing plan.

There are several ways to create connected plans. Here are a couple of the most common ways:

• Open the desired schedule, and click New empty plan
• To select activities on the timeline, check the boxes next to them, then click New Plan or add them to the existing plan.
• To finalize creation:
  • Enter a name for the plan.
  • Modify plan settings, such as access and permissions.
  • Click Create plan.

Learn more

PRO TIP: Any modifications to the linked schedule activities will be updated in the plan tasks.

To connect a standalone plan to a schedule:

• Open standalone plan.
• Click Connect to Schedule.
• Select the schedule you want to connect the plan to.
• Click Connect.
• Note: Only plan managers can connect standalone plans to schedule.

• Auto-forward – When enabled, moving a task causes other tasks to be rescheduled automatically to avoid overlaps. Auto-forward is only available for users with Create or Manage permissions to the Plan.
• Manual – Task dates never shift automatically, even if they overlap.

PRO TIP: Plan configurations are specific to each user and each plan.

• Show Summary Tasks – When enabled, all summary tasks are visible. When disabled, all summary tasks are filtered out, and all subtasks are spread out in the relevant swimlane.
• Compare to Schedule – When enabled, tasks connected to schedules are monitored for misalignment.

• Density settings allow users to change the row size. You can set the row height for the swimlane and list views.
• In the Swimlane Appearance section, you can choose which swimlane elements to display:
  • Empty Lanes
  • Handoffs
  • Non-working Days
  • Today Line
  • Milestone Lines
• In the Task Appearance section, you can choose which task card elements to display:
  • Status
  • Assignee
  • Progress
  • Crew Size
  • Work Type

• The swimlane view displays tasks visually across a timeline.
• The swimlane has rows representing tasks grouped by attributes like company or location and columns representing the timeline.
• The swimlane view also has a scrollable and zoomable canvas to focus on different date ranges.
• Tasks can be grouped in rows by attributes, including company, location, assignee, WBS, or role.
• Tasks are represented as cards with shapes, colors, and details based on attributes like status, role, alerts, etc.
  • Milestones are represented as diamond shapes.
  • Colors on the left side of the task card represent status
  • The progress bar at the top of the task card represents the % compete of the task
  • The color matches the company’s randomly assigned color

PRO TIP:  Once a task has been completed, the task card will change to full color, serving as a straightforward and intuitive way to monitor the progress of your activities at a glance.

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• The list view displays tasks in a tabular format, each representing a row.
• The columns can show task attributes like name, dates, assignee, status, etc.
• The list view allows you to see tasks in a simple table layout, as opposed to the visual timeline layout of the swimlane view.
• Parent-child relationships are represented using hierarchy and indentation in the list view.
• Users can interact with tasks directly in the list view by editing cell values inline.

• The extensive data generated in construction projects can be efficiently navigated using robust search, filtering, and grouping capabilities.
• Users can quickly locate specific information by keywords or phrases, eliminating tedious manual browsing.
• Precise filtering results in greater control over refining extensive lists to the most relevant items based on status, dates, assignments, priorities, and custom attributes.
• Users can use grouping to consume the most relevant information needed for analysis quickly.

• To create tasks, access your work plan and follow the steps below:
  • Swimlane view – Double-click on the swimlane or use the quick create button to create your tasks.
  • List View – Use the Create Task button at the top of the list view.
• To create subtasks
  • Swimlane – Right-click on the parent task and select Add Subtask.
  • List View – Click the quick action menu on the right of the parent task and select Add Subtask

Learn more

To view or edit a task, double-click the task in the Swimlane view or click the task title or ID in the List view. Here is a list of fields that can viewed or edited:

• Start/End Dates—Edit the date range. The dates will be adjusted based on task handoffs and restrictions. The red color indicates overdue dates.
• Duration – View and edit the task duration.
• % Complete – Indicate what percentage of the task is complete.
• Type – Choose Task or Milestone
• Work Type – Such as work, delivery, inspection, roadblock, safety, or downtime
• Title – Edit the task title
• Description—Add text to summarize or provide information about the task. It supports rich text formatting, such as bold, italics, checklists, etc.
• Status – Select the task status. Each status has an associated color indicator. Status options include In progress, Work done, Complete, Incomplete, Backlog, and Blocked.
• Assignment:
  • Company – Assign the task to a company.
  • Assignee – Assign the task to a person.
  • Role – Assign the task to a role.
  • WBS – Assign the task to a Work Breakdown Structure category.
  • Location – Assign the task to a location.
• Priority – Set the priority – Low, Normal, High.
• Crew Size – Specify the number of people needed for the task.
• Previous Handoffs – Tasks that preceded the current task.
• Future Handoffs – Tasks that depend on current tasks.

PROTIP: For additional time savings, select multiple tasks and batch edit their attributes simultaneously, such as changing the status or assignee for various tasks together.

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• Link tasks to show handoffs and enable cascading date changes.
• Users can add both Previous and future handoffs.
• Users can also remove handoffs if needed.

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A task created by connecting to a schedule activity will receive:

• The activity name, which cannot be modified.
• The activity dates are based on active workdays

Tasks connected to scheduled activities can have multiple subtasks. All standard actions can be performed on these subtasks such as creating, moving, adding handoffs, etc. Subtasks under a twinned summary task appear as:

• In List view – indented under their parent twinned summary task.
• In Swimlane view – grouped under their twinned parent summary task

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Dates in the plan can become misaligned with the schedule. This misalignment is usually a result of:

• A change in the task date within the plan.
• A change in the activity date when the schedule is updated with a newer version.
• A difference in non-working days in the imported schedule and the plan.

Date misalignments are indicated when a connected task has dates that differ from the linked schedule activity and fall outside the parent task’s boundary. The mismatch alert appears in both the plan and the schedule. You can easily spot the misalignment alert in the swimlane view and click on it for additional details to quickly identify and address issues before they become problematic.

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The main view displays a list of all plans you have permission to view in the system. For each plan, you can see key details such as the plan name, creation date, last updated date, and the user who created or last updated the plan. The Plans page also indicates whether a plan is connected to the project schedule.

• Search Tasks – Filter the list of tasks using free text search to show only tasks with full or partial name matches.
• Filter Tasks – Tasks can also be filtered and sorted by multiple attributes using AND/OR logic.
• Timeframes Picker – The timeframes picker allows for filtering down tasks within a particular day, week, or month. Only tasks starting, ending, or in progress during that timeframe will be shown.

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Editing task details in the mobile app empowers field teams to update tasks seamlessly without delays. From the detailed view, you can edit the following attributes:

• Status
• Percent Complete
• Quick Complete (marks task as complete)

NOTE: The task editing functionality on mobile is currently only available for Android users.

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