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Project management

How to Create a Project Schedule Step by Step

A project schedule tells you when each task starts and ends. In five steps we show how to turn a task list into a realistic schedule that survives the first change.

Project scheduling is the step where you put a project’s tasks in time order. It shows when each task can start, when it has to be finished, and what can happen at the same time. A good schedule needs five things. A complete task list, realistic estimates, an order based on dependencies, the team’s real capacity, and deliberate buffer. If one of these is missing, the schedule drifts away from reality in the first week.

What is the difference between a project plan and a project schedule

A project plan records what you want to achieve and through which tasks. The schedule builds on it and says when. Planning asks what is needed to reach the goal. Scheduling asks in what order and how long it will take.

That is why scheduling cannot start until the task list exists. Our article on how to plan a project covers the full planning process.

The five steps of scheduling

1. Build the complete task list

A schedule rests on a task list where every item is small enough to estimate. A task like “build the new website” cannot be scheduled. Split it into design, copywriting, development and testing, and each part can get a time estimate.

A useful rule is that no task should be longer than a few days. Anything bigger is worth breaking down further, because estimates for large tasks are the least accurate.

2. Estimate the time each task needs

Every task needs an estimate of how much work it takes. Two things are worth separating here. Effort is how many hours of actual work it needs. Duration is how many days it really takes, including meetings, waiting and other tasks.

The two rarely match. An eight hour task can easily take a week if the owner is working on three others at the same time. Our article on estimating project duration covers estimation methods in detail.

3. Set the order based on dependencies

This is the core. For each task, look at what it needs before it can start. Those dependencies set the order. Anything that waits on nothing can start on day one. Anything that waits on something comes after it.

Sequential and parallel tasks

Sequential tasks follow each other because the output of one is the input of the next. Parallel tasks can run at the same time because there is no link between them. One of the main benefits of scheduling is showing where work can run in parallel. If copywriting and graphic design do not depend on each other, they do not need to wait for each other.

The longest chain decides the project’s length

Among the chains of dependent tasks, the longest one determines the earliest date the project can finish. This chain is called the critical path. If a task on it slips, the whole project slips. If a task on another chain is a few days late, there may still be room.

4. Fit the schedule to the team’s real capacity

An order is not yet a schedule. In theory five tasks might run in parallel, but if they all go to the same person, in reality they will be done one after another.

So check who gets what and how much time they have for project work in that period. Leave, day to day operations and other projects all take part of the capacity. If one person gets too much in a week, either hand part of the work to someone else or spread it out over time.

5. Add buffer and set the deadlines

No schedule is exact. Tasks appear that nobody thought of, some estimates come in low, and urgent issues get in the way. If the schedule fills every day, the first surprise knocks it over.

It is better to place buffer at the end of the critical path or before important handoff points rather than adding a bit to every task. That way you can see how much room there is in total, and it does not melt away unnoticed.

Then set the deadlines. Internal deadlines should come before the external commitment so there is time to correct course.

How to display the schedule

The most common format is the Gantt chart, which shows each task as a bar on a timeline. It makes order, overlap and end dates easy to see. Our article on what a Gantt chart is explains when it is worth using.

In MyPro Sync the length of a Gantt bar is drawn from the task’s estimated hours, while the expected completion date and the deadline are separate fields. Dependencies are visible in the dependency graph view, and if a prerequisite is not finished, the task waiting on it automatically gets a blocked flag. The same set of tasks is also available as a list and a Kanban board, so the schedule never drifts away from daily work.

What to do when the schedule changes

A schedule is not a contract. It is your best current knowledge. It will change, and that is fine. What matters is that changes are deliberate. When a task slips, check whether it is on the critical path, who it affects, and whether a new deadline needs to be communicated.

The first step

If you are about to schedule a project, start with dependencies. Write down the tasks, and next to each one what it waits for. In twenty minutes the backbone of the project appears, and you will see where it needs the most attention.

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Project management