Creating schedules
To create a schedule:
- Open 10-3 Schedules.
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In the data control text box, enter the job number for the job you want to schedule.
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In the Phase list, click the phase.
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Do one of the following:
- Import a file.
- Import a list of tasks.
- For each phase:
- In the Fixed Date cell of the first task, enter the starting date of the project.
- For each task, do the following:
- In the Duration cell, enter the duration of the task.
- In the Task Type list, click the task type.
- Enter the constraints, if any, in the Not Before, Not After, or Fixed Date cells.
- Assign the dependencies.
- Click > .
- Print the schedule.
- Review and refine the schedule.
- Print the schedule, and then submit it as part of the proposal package.
- When you receive a signed contract, do the following for each task:
- Assign employee resources.
- Assign equipment resources.
- Assign subcontractor resources.
- Set the original schedule.
- Click > .
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.