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Project Schedule Modal Overview

Help you to manage the schedule for your projects and ensure that it stays on track and is completed on time

The Project Schedule Modal is a tool that allows you to view, manage, and edit the schedule for your project.

To access the modal, click on the phase icon on any page.

On Planner page

On Project page

On the modal, the project information displayed includes (from top to bottom):

  • Integration Link Icon: Displays either a solid chain link icon or a broken chain link icon to indicate whether the Project is linked to an integration.

    • Hover over the icon to view the integration the Project is linked to. Click the icon to navigate to the Org Settings > Integration page.

  • Project Number: 2025.03.20

  • Portfolio of the Project: Office

  • Project Name: Riverstone Place

  • Project Description: Resident Project

  • Project Color: Orange

  • Project Status: Active

When a Phase is connected to an integration, a link icon is displayed next to the status above the Phase name.

Here's an overview of the functionalities available:

  1. Project Color Dot: Click the dot to change the Project Color.

    Learn more about Project Color

  2. Project Information and Notifications: Click the icons to edit Project details or adjust notification settings.

    Learn more about Project Info Modal

    Learn more about Project notifications

  3. Learn About Schedules: Opens a Mosaic help document on the Project Schedule tab.

  4. Add Button: Click to add Phases and Milestones to the Project.

    Learn more about Adding Phases and Milestones

  5. Column Headers: Click to sort Phases and Milestones by different criteria.

    Learn more about sorting Phases and Milestones

  6. Expand Phases: Click to view all Subphases, Work Categories, and Milestones within a Phase.

  7. Rearrange Items: Click and hold the three horizontal lines to re-arrange Phases, Subphases, and Milestones. This is not possible for Work Categories at the moment.

  8. Activity Log: Showing the latest Member activity in grey text. Click on it to view the activity log for a Phase, Subphase, Milestone, or Work Category.

    Learn more about Activity Log

  9. Status of the Phase, Subphase, Milestone, or Work Category: Displays the current status of a Phase, Subphase, Milestone, or Work Category.

    Learn more about Phase/Work Category/Milestone Status

  10. Date range of the Phase, Subphase, Work Category or date of a Milestone: Shows the scheduled date of a Phase, Subphase, Milestone, or Work Category.

    Learn more about Phase/Work Category/Milestone Dates

  11. Workdays Overview: Displays total, elapsed, and baseline workdays.

    • Example: 15/38d indicates that 15 days out of a total of 38 workdays have elapsed, and the current date is 12 days more than baseline workdays.

    Learn more about baseline workdays

  12. Three-Dot Menu: Provides options to add, remove, or edit Phases, Subphases, Milestones, and Work Categories.

    Learn more about editing Phase information

    Learn more about editing Work Category information

    Learn more about editing Milestone information

    Learn more about deleting Phases

Export Data

  1. On the Project Schedule modal, click the three-dot icon in the modal header Click Download.

  2. Choose Unformatted CSV, Unformatted XLSX, or Formatted XLSX.

  3. A Notification in Mosaic will be sent to you when the export is complete.

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