Configure Schedule Baseline Picker to Utilize in Form Submission

Before you Begin

In-order to set up a dynamic relationship between schedules and baselines, first create a custom module and set up the Module type as "Schedule". 

Here's how to setup the "Module Type"! 

Step 1: At the Tenant level, select Module designer under settings

Step 2: Click the Add new module button from the Module designer list view 

Step 3: Provide the Name, Display Name, and Record Number Pattern

Step 4: Expand the "Type" drop-down list and select Schedule

Note: The new module type — Schedule is introduced in addition to Commissioning, Workflow, Transaction, Reference Module, and Cost Sheet. 

Step 5: Save the module

Configure Schedule Baseline Picker Form Control

By configuring a schedule baseline picker form control in a custom module for project management, the system displays all schedules associated with a project that users utilize during form submission and baseline creation. 

Here's how to configure! 

Step 1: Open a custom module

Step 2: Navigate to the Forms menu within the custom module

Step 3: Drag and drop the fields to the place on the page where you’d like to add your new form. 

Step 4: Save the form

See Also

Link WBS Activities and Project Records

Handle Form Submission by Capturing the Schedule and Baseline