Creating a Schedule

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Last updated 4 months ago

CREATE THE PROJECT SCHEDULE

See `SET UP DEFAULT SCHEDULES IN ADMINISTRATION` to learn about other editing features such as creating task hierarchies, sorting/ordering tasks, adding milestones, creating dependencies, etc.

The Schedule can be accessed in all phases of the project.

  1. Tasks > Schedule – all functionality in administration is also available in project scheduling.

    1. Step 2e: Apply Durations by hovering the right edge of the box to reveal the horizontal arrow, and dragging the right edge to the desired duration. You can also double click the task box or click the task number to the left to access the task dialogue box and make your adjustments there.

    2. Add Lags in the task dialogue box. Double click the task bar or single click the task number to reveal the task dialogue box. Lags are created by adding a colon and then a number to the right of the dependency.

    3. Set Work Days

      1. The default work week is M-F. To establish a different work week for your project, select Update Workdaysfrom the action dropdown.

      2. Exceptions to the workdays set under actions can be achieved by clicking the date number to toggle work day on and off.

      3. To aid in this, National holidays can be displayed by switching Display Holiday on.

  2. POST/FILE/PRINT A SCHEDULE - Actions > Print/File

    1. Schedule Name - Type schedule name (Project name will be the top line of the header, Schedule name will be the second line, Print date will be the third line) Schedule name example: 'Baseline Schedule'

    2. Orientation

    3. Paper Type - Select your paper size. For large schedules you may wish to plot to 24 X 36.

    4. Style Options - selections include traditional Gantt, 1,2,3, or 4 week look ahead in calendar view.

    5. Increments - Select the increments you wish to display in the header.

    6. Display Information - Select custom information to display next to task bars on the Gantt chart.

    7. Placement - Select the desired placement of the information.

    8. Show Summary Bars Only - Compress the tasks inside of the summary bars for an overview style schedule

    9. Scale to Paper Size

      1. None - Print multiple pages horizontally and vertically & piece the schedule together manually

      2. Width - Print entire duration of the schedule on the width of 1 page with multiple pages for long lists of tasks

      3. Width & Height - Print all to 1 page

    10. Margins - Set print margins optimized for your printer

    11. Save in Filing Cabinet - Create a pdf for printing and save it in your filing cabinet to be shared with your project team.

    12. Print - Create a pdf for printing

    13. TIPS ON PRINTING VERY LARGE SCHEDULES

      1. Increments - Set to quarters

      2. Scale to Paper Size - Set to width

        1. Adjust margins if desired.

        2. Print or Save in Filing Cabinet – Any schedules saved in the filing cabinet will be accessible by all project team members.

  3. MAINTAIN THE SCHEDULE IN INTERACTIVE MODE - Now that the work of building your schedule is complete, it is time to let Paskr facilitate it's maintenance by communicating your schedule to the field and field predictions to you for a decision.

  4. KEEP AN EYE ON THE SUBSTANTIAL COMPLETION DATE

    1. From the project dashboard the schedule status circle will always let you know if the substantial completion date on the interactive Gantt chart exceeds the committed substantial completion date.

    2. Hover the circle to reveal more details of the schedule.

    3. Click Critical Tasks to reveal them and take action.

  5. MAKE MANUAL ADJUSTMENTS TO THE SCHEDULE

    Because Paskr is a living schedule, and the Project Manager makes daily decisions about updating it via the daily log approval process, the assumption is made that every task in the past reflects the actual start and end date. It becomes the record of what has actually taken place to date as long as your Superintendent is current in his daily logs and the Project Manager is diligent in responding to schedule variances submitted by the Superintendent. Should this get out of sync and a manual adjustment must be made in the past, you will need to ‘trick’ Paskr into thinking that today is actually another day in the past. There are 2 ways to do this:

  6. Turn on Edit mode on the Manage Tasks screen, this will allow you to edit tasks on dates in the past.

  7. Or, go to Actions > Go To Date and select a date prior to the correction you wish to make. This setting will revert to the ‘Living Schedule’ mode when you leave the page.

Video Tutorial for Creating Schedule