Example: Create a project schedule

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Example: Create a project schedule

The following steps provide an example workflow for creating a project schedule in the Project Schedule dialog box.

1. Apply a schedule template

Schedule templates can contain all of the schedule items and attributes required for a typical setup. Existing schedules can be saved as templates, and then applied to a new job using the Apply Template button. The schedule can always be modified to fit the project requirements.

To create a schedule template, see Create, modify, and delete schedule templates.

  1. Open the Schedule Tasks dialog box.
  2. In the lower-right corner, click Apply Template.
  3. In the Enter Value dialog box, click the arrow on the right side of the field, and select the schedule template that you want to use.
  4. Click OK.

    The schedule template is now applied to the project schedule.

  5. Click the Close button (X) to close the Schedule Tasks dialog box.

2. Modify the schedule dates

  1. Open the Gantt Chart tab.

  2. Click Enter Edit Mode.

    Any information that is highlighted with yellow can be modified.

  3. To modify what is shown in the chart, click the arrows on the left side of Gantt Chart Display Settings and select the check boxes for items that you want to show.

    For more information on the display settings, see Modify the Gantt chart.

  4. Click Save to update the view.

    You can also modify if the chart displays time as days, weeks, or months. To do so, right-click anywhere in the chart, and select the suitable Scale chart to option.

  5. To modify the dates of tasks in the chart, do one of the following:
    • Click the Start or End cell of the task, and select a date in the calendar.
    • Click a task, hold down the left mouse button, drag the task to the right location, and release the left mouse button.

    Repeat this process for all tasks to move them in the correct locations.

  6. Click Save.

3. Set the baseline

When tasks have been moved to the desired dates, you need to set the project baseline. You can later compare the baseline duration to the actual duration during the project. The baseline also sends information to the production schedule.

If you have modified the dates on the Gantt Chart tab, you can set the baseline easily. Do the following:

  1. Click the Baseline Plan tab to open it.
  2. Click Set Baseline.
  3. In the confirmation dialog box, click Yes to set the baseline values.

The baseline is saved, and the baseline dates update in the blank columns.

4. Add project breakdown information

Use the Project Breakdown to divide a project into sub-tasks in order to schedule and track the completion of the task. For example, if your project has sequences and lot numbers, they should be added as breakdown items. You can also apply the breakdown items to the desired schedule tasks and link the breakdown items to each other.

For more information, see Add, modify, and delete breakdown items.

  1. Open the Project Breakdown tab.
  2. Click New.
  3. In the Schedule Breakdown Item dialog box, enter the exact sequence number in the Sequence field.
  4. If necessary, add a description or other information about the breakdown item.
  5. Click Add.

    Repeat steps 2 to 5 for all sequences.

  6. To add a lot, do the following:
    1. Click New.
    2. Click the arrow on the right side of the Parent Breakdown Item field, and select a sequence in the list.
    3. In the the Lot # field, type the exact lot number.
    4. Add a description or other information about the lot.
    5. Click Add.

    Repeat steps a to e for all necessary lots.

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