The Schedule page
Plan, sequence, and track every task in your project. The work breakdown structure and Gantt timeline now live side by side, so what you edit and what you see stay in sync.
The Schedule page is where your project schedule lives. It is a key component of every project and drives delivery from kickoff to closeout. Completix gives you a powerful, yet simplified, scheduler with enough functionality to satisfy the majority of Project Managers, without the overhead of a heavyweight desktop tool.
The schedule combines a familiar work breakdown structure (WBS) spreadsheet with a Gantt timeline sitting side by side. You edit task data in the columns on the left and watch the bars, dependency arrows, and milestones update on the timeline to the right, all on one synced surface.
Completix can track effort when you want it to. When the project's Forecast mode (set in project settings) is Task-based or Hybrid, a Forecast and an Actuals column appear on the schedule so you can plan and track effort per task. In Hybrid mode, any task without effort entered falls back to Allocation for its forecast; in Allocation-based mode, Allocation is always used. The Timesheet verifies actuals throughout.
The latest Finish date in the schedule is used across the platform as the project's Scheduled end date, and is compared against the Planned end date to surface any schedule variance. Every task you enter here is reconciled across the rest of Completix, appearing automatically in dashboards, calendars, status reports, and timelines.
The toolbar
The toolbar above the schedule gives you quick access to the most common scheduling actions:
- New task adds a task to the schedule.
- Filter narrows the visible tasks by criteria such as resource, list, or status.
- Indent / Outdent promote or demote a task to build your work breakdown structure hierarchy.
- Zoom in / Zoom out change the scale of the Gantt timeline, from days all the way up to years.
- Fullscreen expands the schedule to fill the screen.
- View switcher toggles between the Schedule, Kanban, and Calendar views, covered in Views below.
- Baseline captures a snapshot of the current schedule, covered in Baseline.
Duration
Completix supports task durations expressed in days (d, the default unit), hours (h), and minutes (m). You can combine units freely, for example 5d, 6d 1h, or 4d 4h 3m.
For increased control, you can choose to show or hide the task start and end times in addition to the dates.
Resources
You can assign each task to any resource you like. Choose from the drop-down list of users on your project, or simply type a name if the resource is not assigned yet. For example, you may want a task assigned to a "Designer" before you have one on the team, just type "Designer" in the Resources column and swap in the real person later.
Completix supports multiple resources per task. Assignees appear as stacked avatars in both the Resources column and on the Gantt bar.
Dependencies (Predecessor)
For each task you can set a dependency in the Predecessor column. The dependency feeds directly into the calculation of the scheduled dates and is drawn as a connector arrow between bars on the Gantt timeline.
Completix supports all four dependency types, FS (Finish to Start), SS (Start to Start), SF (Start to Finish), and FF (Finish to Finish), as well as lag and lead time. The format is taskID DependencyType lag, for example 45FS -5, 32SS +7, or simply 4FS.
Forecast mode: tracking effort
The project's Forecast mode, set in project settings, determines whether the schedule tracks effort. There are three modes:
- Allocation-based tracks resource time through project Allocation only. No effort columns appear on the schedule.
- Task-based tracks effort at the task level. A Forecast and an Actuals column appear on the schedule.
- Hybrid decides per task: if task effort has been entered, that is used for the forecast; if not, it falls back to Allocation.
When Task-based or Hybrid is active, you assign each resource how much time they have been allocated to complete a task in the Forecast column, and track delivery against it in the Actuals column. Resource actuals flow in automatically from approved Timesheets, and triggers can be configured to raise alerts whenever actuals vary from forecasts.
With effort tracking enabled, the Timesheet component is also enhanced at the task level.
Milestones and Timelines
Custom timelines can be built straight from your schedule. Simply mark a task as a timeline item, and whenever you build a timeline only those tasks will be included.
You can also mark any task as a milestone. The end date of that task is then treated as the milestone date and shown as a diamond marker on the Gantt timeline. Designating a task as a milestone unlocks two behaviors:
1. Automatically added to a timeline
When you build a timeline with the Build Timeline button, milestones are picked up automatically.
2. Automatically added to the status report's timeline
In the Status report you can add a milestone manually or pull it directly from the schedule. When you pick a task that is marked as a milestone in the schedule, the status report's timeline displays it and keeps it up to date automatically as the schedule changes.
Views
The schedule can be viewed in different ways to best suit how you work. You can switch between view modes at any time using the view switcher on the toolbar, and each view offers its own benefit.
Schedule
The default view. The WBS spreadsheet and the Gantt chart sit side by side and stay in sync.
Kanban
A list and card board you can organize at your discretion. Drag cards between columns to update status.
Calendar
Each task is placed on its own execution dates for a time-bound view of what is happening and when.
Schedule (WBS + Gantt)
The WBS spreadsheet and Gantt timeline share a single scrolling surface. Edit task data in the columns on the left (ID, Task Name, Start, Finish, Duration, Progress, Resources, Predecessor, List) and the corresponding bars, dependency arrows, and milestones update on the timeline to the right. Indent and outdent tasks to build your hierarchy, expand or collapse summary tasks, and drag bars directly on the timeline to reschedule.
Kanban
The Kanban view turns your schedule tasks into cards grouped into columns. It is ideal for quickly triaging work and updating status without opening each task.
Calendar
The Calendar view drops each task onto its execution dates, giving you a familiar month-at-a-glance perspective of the schedule.
Baseline
A baseline can be captured at any time using the + Baseline button on the toolbar. Once captured, the saved baseline appears on the toolbar with an eye button beside it. Click the eye and the baseline schedule pops up in its own window, a read-only snapshot of the schedule exactly as it stood when you captured it, so you can compare it against the live plan and see how things have shifted over time.
