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View and explore the schedule register

Review schedule items in a register, filter by status, and open detailed information for individual schedule entries.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the schedule register

Navigate to the page that displays the schedule register for your selected project, and confirm the schedule heading appears at the top of the dashboard.

Open the schedule register

Step 2: Review schedule summary and handover date

At the top of the register, review any high-level completion or status roll-up and check the handover date shown alongside to understand overall schedule progress.

Review schedule summary and handover date

Step 3: Filter items by status

Use the status filter control above the table to switch between "All" and specific status values so you can focus on items that need attention.

Filter items by status

Step 4: Scan the schedule table

Scroll through the table to review each schedule entry, noting the reference, title, responsible party, current status badge, and any key dates such as due or effective due dates.

Scan the schedule table

Step 5: Refresh the register data

Select the reload or refresh control to update the register with the latest information from the schedule service if you suspect anything is out of date.

Refresh the register data

Step 6: Open item details

Activate a table row by clicking or selecting it to open the detailed side panel for that schedule item, where merged header and detailed fields are shown consistently.

Open item details

Step 7: Review merged item information

In the detail panel, review the combined information for the selected item, including reference, title, responsible party, status, and milestone or due dates, as taken from both the register row and the underlying item detail.

Review merged item information

Step 8: Switch between items in the panel

Close the detail panel or select a different row in the table to load that item"s details, allowing you to quickly compare and investigate multiple schedule entries.

Switch between items in the panel


Last updated: 2026-07-13