Add, modify, and delete schedule tasks

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add, modify, and delete schedule tasks

Schedule tasks are events that occur or actions that are taken during a project. In the Schedule Tasks dialog box, you can add, modify, and delete schedule tasks. Tasks can be organized into a hierarchy that contains main tasks and sub-tasks. In this case, the statuses of the main tasks are aggregated from the sub-tasks.

Add a task to the project schedule

  1. In the Project Schedule dialog box, open the Schedule Tasks tab.
  2. Click New.

    The Schedule Tasks dialog box opens. The tasks already in the schedule are displayed in the navigation tree on the left-hand pane.

  3. Type a description for the new task.
  4. Modify the task properties according to your needs:
    The available properties are:

    Option

    Description

    Parent Task

    If the task you are creating is a sub-task, for an existing task, you need to select the main task.

    Click the arrow on the right side of Parent Task field, and select a task in the list. If you are creating a top-level task, select None.

    Note that you cannot modify the task type, duration, or original estimate time of a main task if you add a sub-task.

    Task Type

    Specifies the behavior of the task on the Gantt Chart tab. The available task types are:
    • Start/End: an action to be performed over a period of time. Properties include the start date, end date, and duration.

      Start/end tasks can be directly re-sized an moved on the Gantt Chart tab.

    • Summary: takes the aggregate values from its sub-tasks. The start date of a summary task is automatically set to the earliest date of the sub-tasks. The end date is set to the latest sub-task end date, and the percent completed is aggregated based on the status summary method.

      Summary tasks cannot be re-sized on the Gantt Chart tab directly. However, the sub-tasks can be re-sized and moved, and the summary main task will re-sized and moved accordingly.

    • Milestone: an event in the schedule. For example, a project kickoff meeting can be a milestone task. The end date and the start date are always the same, and the duration is set to one day.

    Sequence, Lot #, and other breakdown category check boxes

    When selected, the task is divided into sub-tasks by the breakdown category. This means that you have to add the breakdown category for all items when adding them.

    Note that the project breakdown check boxes cannot be selected or cleared when the task has been added.

    Apply Breakdown Links

    When selected, the links set in the project schedule are added between sub-tasks. For example, any links set between sequences 1, 2, and 3 would be added.

    When cleared, the links set between sub-tasks are not added, even if they have been set in the project schedule.

    Duration

    The expected number of working days to complete a task.

    The duration can only be adjusted if the task type is set to Start/End.

    Type the number of days in the Duration field.

    Original Estimate

    The time originally estimated for the entire main task or a sub-task. The hours will automatically be distributed among the sub-tasks on the Gantt chart.

    Type the time in man hours in the Original Estimate field.

    Status Link

    The information that affects the status of the task when the project schedule is updated. The available options are:
    • Drawings Approved: the number of drawings with the Approved status.
    • Material Purchased: the production material that is linked to material that is either in stock or on order.

    • Material Received: the production material that is linked to material that is in stock.

    • TFS: the production material that has been cut.

    • Production Completed: the production material that has been assigned a route and has completed all stations in that route.

    • Production Progress: the production material that has been assigned a route and has completed some stations in that route.

    • Station Progress: the production material that has been assigned a route that includes the selected station and has completed that station.

    • Shipping Destination Progress: the production material that has been assigned a shipping route that includes the selected destination and has completed that destination.

    • Shipping Completed: the production material that has completed all assigned shipping destinations.

    Click the arrow on the right side of Status Link field, and select an option in the list.

    Status Summary Method

    The method that determines how the percentage completed of a main task will be calculated from the sub-tasks. Each option specifies the weight that is given to each sub-task in the calculation. The available options are:
    • No Factor: no weight is given to the individual sub-tasks. The percentage completed of the main task is an average of the sub-tasks.

    • By Quantity: the percentage completed is weighed by the quantity of each sub-task.

    • By Weight: the percentage completed is weighed by the weight of each sub-task.

    • By Duration: the percentage completed is weighed by the duration of each sub-task.

    Click the arrow on the right side of Status Summary Method field, and select a calculation method in the list.

    Resource

    An object with a time-based capacity to be added on a production schedule, and the resource by which station work will be executed.

    Linking a task from the project schedule to a resource connects the project and production schedules.

    Click the arrow on the right side of Resource list, and select a resource in the list.

    Assigned To

    The Tekla EPM user that who task is assigned to.

  5. Click Add.
  6. Select the new task in the navigation tree.
  7. In the Link Tasks section of the dialog box, define dependencies between two tasks.

    By creating links, you can make the schedule cascade from one task to another.

    Note that:
    • A task cannot link to itself.

    • A link cannot be created between a task and one of its sub-tasks.

    • Duplicate links are not allowed. There can be only one link between a pair of tasks.

    • Link cycles are not allowed. For example, if a link is created from task 1 to task 2, a link cannot be created from task 2 to task 1.

    • When you use links, and the duration of an item changes, the positions of all linked items also changes. Do not link items that need to remain static, or are independent from other items in the schedule.

    Do any of the following:

    To

    Do this

    Add a link that ends with the current given task

    Note that if a previous snapshot is displayed instead of the current project schedule information, you cannot add a predecessor link.

    1. Click New Predecessor Link.

    2. Click the arrow on the right side of Link From list, and in the list, select the starting task of the link.

    3. Click the arrow on the right side of upper Position field, and in the list, select if the link originates from the start or end of the starting task.

    4. Click the arrow on the right side of lower Position field, and in the list, select if the link ends at the start or finish of the second task.

    5. In the Minimum Interval field, type the minimum number of working days between the two tasks.

      The minimum interval is enforced in the Gantt chart. The later task cannot be moved earlier in the Gantt chart than the value in the Minimum Interval field determines.

    6. Click Add.

    7. In the confirmation dialog box, click Yes.

    For example, to define that shipping must start when the fabrication is finished, select Shipping and set the link a follows:
    • Link From: Fabrication

    • Upper Position: Finish

    • Lower Position: Start

    • Minimum Interval: 0 days

    Add a link that begins with the current task

    Note that if a previous snapshot is displayed instead of the current project schedule information, you cannot add a successor link.

    1. Click New Successor Link.

    2. Click the arrow on the right side of the upper Position field, and in the list, select if the link originates from the start or end of the starting task.

    3. Click the arrow on the right side of the Link To field, and in the list, select the task that is the ending point of the link.

    4. Click the arrow on the right side of the lower Position field, and in the list, select if the link ends at the start or finish of the second task.

    5. In the Minimum Interval field, type the minimum number of working days between the two tasks.

      The minimum interval is enforced in the Gantt chart. The later task cannot be moved earlier in the Gantt chart than the value in the Minimum Interval field determines.

    6. Click Add.

    7. In the confirmation dialog box, click Yes.

    For example, to define that shipping must start when the fabrication is finished, select Fabrication and set the link a follows:
    • Upper Position: Finish

    • Link To: Shipping

    • Lower Position: Start

    • Minimum Interval: 0 days

    View and modify link properties
    1. Click Link Properties.

    2. Modify the starting task, ending task, the task positions, and interval according to your needs.

    3. Click Save to update the link properties.

    Delete a link
    1. Click a link in the list to select it.

    2. Click Delete Link.

    3. In the confirmation dialog box, click Yes to permanently delete the links.

  8. To save the links, click Save.
  9. If necessary, add notes about the task:
    1. In the navigation tree on the left-hand pane, click the task to which you want to add notes.
    2. At the bottom of the dialog box, click Notes.
    3. In the Notes dialog box, click New.
    4. Type any notes about the task.
    5. Click Add.
    6. In the confirmation dialog box, click Yes.
    7. Click the Close button (X) to close the Notes dialog box.

Repeat the process for each task that you want to add.

Move a task earlier or later in the schedule

  1. Select the task that you want to move.
  2. Click the Move Up and Move Down buttons to move the task earlier or later.

Modify a task

  1. In the navigation tree on the left-hand pane, click the task that you want to modify.
  2. Modify the task properties and links according to your needs.

    For more information on the properties and links, see Add a link to the project schedule.

  3. Click Save to save the changes.

Delete a task

  1. In the navigation tree on the left-hand pane, click the task that you want to delete from the schedule.
  2. Click Delete Task.
  3. In the confirmation dialog box, click Yes to permanently delete the task.
Was this helpful?
Previous
Next