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  4. Manage the project schedule
  5. Manage schedule tasks
  6. Add schedule tasks

Add schedule tasks

Modified: 18 Nov 2024 Tekla PowerFab 2025i Tekla PowerFab GO 2025i

Add schedule tasks

To add a task, do the following:

  1. In Project Management, open a project.

    The Project dialog opens.

  2. Click Project Schedule.

    The Project Schedule dialog opens.

  3. Go to the Schedule Tasks tab.
  4. Click New.

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

    You can also apply a template. See Apply a schedule template.

  5. Type a description for the new task.
  6. Modify the schedule task properties.

    Option

    Description

    Parent Task

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

    Select a task in the list. If you are creating a top-level task, select None.

    Note: You cannot modify the task type, duration, or original estimate time of a main task if you add a subtask.
    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. Appears as a blue bar on the Gantt chart.

      Start/End tasks can be directly resized an moved on the Gantt Chart tab.

    • Summary: Reflects the duration of all its associated sub-tasks and appears as an orange bar on the Gantt chart.

      The start date of a summary task is automatically set to the earliest date of the subtasks. The end date is set to the latest subtask end date, and the percent completed is aggregated based on the status summary method.

      Summary tasks cannot be resized on the Gantt Chart tab directly. However, the subtasks can be resized and moved, and the summary main task will resized 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. Appears as a blue diamond on the Gantt chart.
    Sequence, Lot #, and other breakdown category checkboxes

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

    Note: The project breakdown checkboxes cannot be selected or cleared after the task has been added.
    Apply Breakdown Links

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

    When cleared, the links set between subtasks 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 subtask. The hours will automatically be distributed among the subtasks on the Gantt chart.

    Type the time in hours in the 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

    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 subtasks. Each option specifies the weight that is given to each subtask in the calculation. The available options are:

    • No Factor: No weight is given to the individual subtasks. The percentage completed of the main task is an average of the subtasks.
    • By Quantity: The percentage completed is weighed by the quantity of each subtask
    • By Weight: The percentage completed is weighed by the weight of each subtask

    • By Duration: The percentage completed is weighed by the duration of each subtask

    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.

    Select a resource in the list.
    Assigned To

    The Tekla PowerFab user to whom a task is assigned
  7. Click Add.

The schedule task is added and is visible in the navigation tree.

To modify the task, click Properties.

To move a task earlier or later, click Move Up or Move Down.

To delete the task, click Delete.

You can now create links between tasks and add notes. See the following:

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