How It Works

Follow each step in Cards.

  • Canvas and Schedule represent the same connected Project at different stages.
  • Changing a dependency may affect readiness and downstream dates.
  1. 01

    Open a Project in Plan.

    Cards screen demonstrating step 1: Open a Project in Plan.Select a Project in Plan
    Step 1 screen focusOpen a Project in Plan.
  2. 02

    Use Canvas while drafting to arrange Cards and connect their dependencies and review gates.

    Cards screen demonstrating step 2: Use Canvas while drafting to arrange Cards and connect their dependencies and review gates.Use Canvas to build and connect Cards
    Step 2 screen focusUse Canvas while drafting to arrange Cards and connect their dependencies and review gates.
  3. 03

    Open the Schedule tab on a live Project to inspect dates, duration, and dependency order.

    Cards screen demonstrating step 3: Open the Schedule tab on a live Project to inspect dates, duration, and dependency order.Use Schedule to inspect timing and dependencies
    Step 3 screen focusOpen the Schedule tab on a live Project to inspect dates, duration, and dependency order.
  4. 04

    Return to Edit Project when the workflow or timing needs to change. Schedule is read-only and reflects the current Plan.

    Cards screen demonstrating step 4: Return to Edit Project when the workflow or timing needs to change. Schedule is read-only and reflects the current Plan.Return to Edit Project when the Plan needs to change
    Step 4 screen focusReturn to Edit Project when the workflow or timing needs to change. Schedule is read-only and reflects the current Plan.
  5. 05

    Recheck assignments in the Project and capacity in Load before approving the update.

    Cards screen demonstrating step 5: Recheck assignments in the Project and capacity in Load before approving the update.Check Load before committing the updated Plan
    Step 5 screen focusRecheck assignments in the Project and capacity in Load before approving the update.
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