Setting up Types of Schedules

Schedule types are used to group and filter schedules on lists and reports. For example, your site might use regular schedules, shutdown schedules, capital work schedules, and opportunity schedules.

To Set up Types of Schedules

1.
From the Site window, select the Administration menu and then Work Management Settings. The Work Management Settings dialog appears. Select the Schedules tab.
Tip: You can also select the Work Management view on the site window. Select the Settings tab and then the Scheduling tab. Click the Scheduling settings node in the tree.
2.
Select the Schedule Types tab. This tab shows a list of the existing types of schedules.
3.
Click New. The Schedule Type dialog appears.
4.
Enter the Schedule Type Name, Sorting sequence, and select an icon.
5.
Click OK to save the type and close the dialog.
6.
Repeat steps 3 to 5 to enter all of your schedule types.