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Creating a PM Schedule: Just the Basics

       Bright Idea:

Although there are 18 steps on the schedule creation form, you only need to fill out a few to start creating beneficial schedules in your account. Here, we'll cover the basic required and recommended steps for entering your PM schedules quickly. You can always come back to add more information to your schedules as needed. Please call the Client Service Center if you have any questions.


  • Once you are logged into PMDirect, click on the New Schedule tab at the top of your screen.


PM Schedule Steps