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How do I use the Estimate Schedules in Buildxact?

Written by Dan C

Use Buildxact's Schedule to plan your project timeline from estimating through to job completion.

There are two schedules available:

  • Estimate Schedule: Draft your project timeline while preparing an estimate.

  • Job Schedule: Manage, update and track your schedule once the estimate has been converted into a job. Click here to go to that article.

Watch this video to get an overview of all things scheduling, otherwise see instructions on specific tasks below the video.

Create tasks

You can add tasks to your schedule in several ways.

Add tasks from Estimate Costings

Select the T (Schedule) icon beside a cost item to add it to the schedule.

The task is automatically added to the corresponding category.

Note: Only costed line items can be added to the schedule from Estimate Costings.

Add tasks from the Schedule

Select the + button beside a category to create a new task.

The new task is added to the bottom of that category.

Insert a task between existing tasks

Select the menu beside a task and choose:

  • Add task above

  • Add task below

The task is inserted into the selected position.

Create a new category

Select Add Category, enter a category name, then begin adding tasks.

Organise your schedule

Buildxact makes it easy to adjust your schedule as your project changes.

You can:

  • Drag tasks to reorder them.

  • Move tasks between categories.

  • Drag tasks left or right to change their start date.

  • Drag the edge of a task to adjust its duration.

  • Edit a task to manually change its start date, end date or duration.

  • Apply colours to tasks and categories to make your schedule easier to read.

Save and reuse schedules

If you regularly build similar projects, you can save your schedule as a preset.

Save a preset

  1. Select Presets.

  2. Select Save as preset.

  3. Enter a name.

  4. Save the preset.

Apply a preset

  1. Open Presets.

  2. Select the preset you want to use.

  3. Choose whether to replace existing tasks or add the preset after them.

  4. Select a start date.

  5. Apply the preset.

All saved categories and tasks are added to the schedule.

Share your schedule

Use Share to download or email your schedule.

Export a Gantt Chart

Export the visual schedule exactly as it appears on screen.

You can export:

  • The current visible timeframe

  • The entire schedule

Export a Task List

The Task List provides a simplified report showing:

  • Task name

  • Category

  • Progress

  • Start and end dates

  • Assigned contacts

Email your schedule

Select Email from the Share menu, enter the recipient's email address, and send the schedule directly from Buildxact.

Tips

  • Use the Estimate Schedule to plan your project before work begins.

  • Continue scheduling in the Job Schedule after creating the job.

  • Save commonly used schedules as presets.

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