Schedule Configuration

Events are added to a deal in Project Schedule. Those events come from the Schedule page in Organization Settings.

?? Need a good description here on the concept / best practices for Order IDs

?? Is a parent event the milestone's phase, or is it an event that must precede another event?

Schedule Configuration

To create a new event:

  • Click on + New Event
  • Select Milestone or Phase
  • Enter the event name
  • Enter a description
  • Enter an order
  • Select a parent event
  • Click Create Event

Schedule Event

To edit an event:

  • Click on an event
  • Make changes to event details
  • Click Update Details

To disable an event:

  • Click on an event
  • Click on the arrow next to the event name
  • Select Disable Event
  • Click Yes, disable

To delete an event:

  • Click on an event
  • Click on the arrow next to the event name
  • Select Delete event
  • Click Yes