Adding a Stage to a Schedule

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    Overview

    Stage is a series of related tasks grouped around the skill requirements and level of authority of the person or area assigned to complete them.

    Add a Stage to a Schedule

    1. Find the Assignment.
      The Assignment Details page appears.

    2. Click the Schedule tab.

    3. Select the assignment you want to add stages to in the drop-down assignments list.

      Assignment list

    4. Type the next sequential number into the Step field.

    5. Type a description into the Stage Description.

      A stage description might be entered like this:

      Commence Job and if it is typed as Step 1 the Predecessor is None

      Preparation and the Predecessor is Commence Job (1)

      Review and the Predecessor is Preparation (2)

      Finalisation and the Predecessor is Review (3)

    6. Choose a predecessor from the Predecessor drop-down list. (This is the previous stage you entered.)

    7. Press [Enter].
      The Status column displays Not started. The remaining columns remain blank.

    8. Repeat steps 4 to 7 for each stage you are creating.

    9. Click OK on the Assignment Details page to save the stages.