How do I add and modify the tasks in the Schedule?

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  Once you have your Project Schedule created in the Schedule Module it will automatically show up in the Schedule Tab in the Project Module

• How to add an item on the Schedule of Values?

  Adding an item to SOV can be done in multiple ways. The best & quickest way is to Import. You can Import from an Estimate, Change Order or Work Order. You can also add an item Manually if the item is not in your database. To add items to SOV go to: ...

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  To add and modify custom entries for the pull down features, go to Settings and choose Custom. Here on the top left you will see Add Custom Entry. Here you can add those entries and then modify them also.

• Is it required to add or import the Schedule of Value from the Approved Estimate?

  It is not required to add or import items from the estimate into the Schedule of Values but it is the recommended way.

• How do I add a Crew for use with the Crew Schedule or Timecards?

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