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Estimates

How to Schedule Estimate Work

Learn how to turn estimate work into scheduled project work.

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Scheduling A Project Task On The Calendar

Learn how to efficiently manage your workflow by assigning specific tasks to project timelines. This guide shows you how to navigate the calendar interface to confirm and schedule individual project requirements.

1. Open a project

Open Calendar

2. Click "Calendar"

Create Schedule

3. Click a time to set it as the start time of the schedule

4. Click "Schedule For Selected Project"

Select Assignment

5. Select the estimate that you want to schedule work for

6. Select an assignment

7. Set the hours of the schedule under Time

8. Select which users to include in the schedule

9. Click Save to complete

Confirm Schedule

10. Caliche will prompt you to update the project status now that a schedule has been created

11. The created schedule will now show on the calendar

Verify Schedule

12. Schedules can also be viewed in chart view

13. Clicking on a schedule allows you to edit the schedule

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