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Manage the schedule register

Review, filter and manage schedule items in the register, including viewing details, updating statuses and removing items.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the schedule register​

Navigate to the schedule register screen to see a table of all schedule items currently tracked for your project.

Open the schedule register

Step 2: Filter items by status and request state​

Use the drop-down filters above the table to narrow the list by schedule status or whether items have been requested or not.

Filter items by status and request state

Step 3: Review schedule item details​

Select a row in the table to open the detail panel, where you can review the full information, history and current status of the chosen item.

Review schedule item details

Step 4: Update a schedule item​

From the detail panel or dialog, adjust fields such as responsible party, title or status and save the changes so they are reflected in the register.

Update a schedule item

Step 5: Decide, issue or request a schedule item​

Use the available decision or issue actions (for example to mark an item as requested, issued or approved) so that its effective status and chips are updated in the table.

Decide, issue or request a schedule item

Step 6: Delete a schedule item from the register​

Use the delete action on the selected item to remove it from the register when it is no longer needed, confirming the removal if prompted.

Delete a schedule item from the register

Step 7: Refresh the schedule register​

Use the reload or refresh option to pull the latest data from the server so that the register reflects any recent changes made by your team.

Refresh the schedule register

Last updated: 2026-08-21