Creating schedules

To create a schedule:

  1. Open 10-3 Schedules.
  2. In the data control text box, enter the job number for the job you want to schedule.

  3. In the Phase list, click the phase.

  4. Do one of the following:

    • Import a file.
    • Import a list of tasks.
  5. For each phase:
    1. In the Fixed Date cell of the first task, enter the starting date of the project.
    2. For each task, do the following:
      1. In the Duration cell, enter the duration of the task.
      2. In the Task Type list, click the task type.
      3. Enter the constraints, if any, in the Not Before, Not After, or Fixed Date cells.
      4. Assign the dependencies.
  6. Click File > Save.
  7. Print the schedule.
  8. Review and refine the schedule.
  9. Print the schedule, and then submit it as part of the proposal package.
  10. When you receive a signed contract, do the following for each task:
    1. Assign employee resources.
    2. Assign equipment resources.
    3. Assign subcontractor resources.
    4. Set the original schedule.
  11. Click File > Save.

Display-only text boxes

Important! Four display-only text boxes provide scheduling information after you have created a schedule and are automatically updated as you change the schedule:

  • First Date.Reflects the Fixed Date in the schedule.
  • Last Date.Reflects the Finish Date, which is the last date of the last phase in the schedule.
  • Calendar Days.The number of calendar days between the FirstDate and the Last Date.
  • Work Days.The number of Work Days between the First Date and the Last Date.

Tip: You can turn on an option to open a job’s schedule when the purchase order scheduled date changes.