Manage breakdown items

Tekla PowerFab
Zmodyfikowany: 25 mar 2024
2024i
Tekla PowerFab Tekla PowerFab GO

Manage breakdown items

Schedule breakdown items allow you to divide a project into subtasks to schedule and track the completion of tasks. You can add new breakdown items, modify existing ones, change the priorities of breakdown items, and delete any unnecessary breakdown items.

Large jobs can be split into sequences or phases, which can be broken down further into lots. Sequences and lots are often used as breakdown items, so that tasks can be performed for each sequence and lot separately. Tasks on the schedule can be linked to specific breakdown items.

You can manage breakdown items in the Schedule Breakdown Item dialog box.

Add a new breakdown item

Note: You cannot add new breakdown items if you are currently viewing a snapshot. For more information, see Project schedule snapshots and savepoints.
  1. On the Project Breakdown tab of the Project Schedule dialog, click New.

    The Schedule Breakdown Item dialog opens.

  2. Define properties for the new breakdown item.

    Option

    Description

    Priority The breakdown item priority as determined by the order and hierarchy. The priority is automatically numbered 1, 2, 3, etc. when you add breakdown items.

    Moving a breakdown item up or down changes its priority.

    Parent Breakdown Item

    If the breakdown item you are creating is a subitem for another existing breakdown item, you need to select the main breakdown item.

    In Parent Breakdown Item, select a breakdown item in the list. To create a top-level breakdown item, select None.

    Note: The main breakdown item cannot be changed after the breakdown item is added.

    Sequence, Lot #, Category, Sub-Category, Pay Category

    The breakdown value that associates the breakdown item with the relevant project data.

    Note: The breakdown value must match the project data exactly. For example, the sequence number in the Sequence field must be exactly the same as in the production control job. Otherwise, the project data cannot be updated properly.

    Type the breakdown value in the field.

    Description

    The description of the breakdown item. For example, First floor beams and columns.

    Type a description in the field.

    Include in Task Description

    When selected, the breakdown item description is included in the task description in addition to the breakdown value.

    For example, if the description of sequence 6 is Third Floor Beams, and the Include in Task Description checkbox is selected, the description of the resulting task in the Gantt chart will be Sequence: 6 - Third Floor Beams. Instead, if the Include in Task Description checkbox is cleared, then the description of the task in the Gantt chart will be Sequence: 6.

    Assembly Quantity

    The total number of assemblies associated with the breakdown item. This value is automatically updated when you update the project schedule status.

    Type the total number of assemblies in the field.

    Part Quantity

    The total number of parts associated with the breakdown item. This value is automatically updated when you update the project schedule status.

    Type the total number of parts in the field.

    Weight

    The total material weight associated with the breakdown item. This value is automatically updated when you update the project schedule status.

    Type the total weight in the field.

  3. Click the Apply to Tasks tab to open it.
  4. To select the schedule tasks to which the breakdown item is applied, do one of the following:
    • To apply the breakdown item to all schedule tasks, select the All checkbox.
    • To only apply the breakdown item to specific schedule task, click Select, use the arrow buttons to move the desired tasks to the Included list, and click OK.

    When you apply the breakdown item to a task, the task becomes a summary task with subtasks automatically created under it for each subitem.

  5. On the Link Details tab, do either of the following to determine which links are applied between the subtasks:
    1. Do one of the following:
      • To create a link from the previous breakdown item to the current one, select the Link from Previous Breakdown Item checkbox.

        The Link from Previous Breakdown Item cannot be selected if the current breakdown item is the first breakdown item or the first sub-item under a main breakdown item.

      • To create a link from any previous breakdown item with the same main breakdown item to the current one, in the Link from Specific Breakdown Item field, select a breakdown item in the list.

        Links are created from the subtask associated with that breakdown item.

    2. In Link Type, select a link type in the list.

      The options are:

      • Start-Start
      • Finish-Start
      • Start-Finish
      • Finish-Finish
    3. In the Minimum Interval field, type the minimum number of working days between the two subtasks.

    For example, to create a link from the start of a sequence to the start of a second sequence, the second sequence starting 5 working days after the previous one, you should set the link details as follows:

    • Link Type: Start-Start
    • Minimum Interval: 5 days
  6. Click Add.

The breakdown item and its link details are added to the project schedule. You can see the breakdown item in the navigation tree on the left side of the dialog box.

Modify a breakdown item

Note: You cannot modify breakdown items if you are currently viewing a snapshot. For more information, see Project schedule snapshots and savepoints.
  1. On the Project Breakdown tab of the Project Schedule dialog, click the breakdown item that you want to modify.
  2. Click Properties.
  3. Modify the properties of the breakdown item.
  4. Click the Apply to Tasks tab to open it.
  5. To modify the schedule tasks to which the breakdown item is applied, do one of the following:
    • To apply the breakdown item to all schedule tasks, select the All checkbox.
    • To only apply the breakdown item to specific schedule task, click Select, use the arrow buttons to move the desired tasks to the Included list, and click OK.
  6. Do the following to modify which links will be applied between the subtasks:
    1. Do one of the following:
      • To create a link from the previous breakdown item to the current one, select the Link from Previous Breakdown Item checkbox.

        The Link from Previous Breakdown Item cannot be selected if the current breakdown item is the first breakdown item or the first sub-item under a main breakdown item.

      • To create a link from any previous breakdown item with the same main breakdown item to the current one, in the Link from Specific Breakdown Item field, select a breakdown item in the list.

        Links are created from the subtask associated with that breakdown item.

    2. In Link Type, select a link type in the list.

      The options are:

      • Start-Start
      • Finish-Start
      • Start-Finish
      • Finish-Finish
    3. In the Minimum Interval field, type the minimum number of working days between the two subtasks.
  7. Click Save to update the breakdown item properties.

Change the priority of a breakdown item

Moving breakdown items up or down in the list changes their priority.

If you move a breakdown item up, its priority is swapped with the previous breakdown item, whereas if you move a breakdown item down, its priority is swapped with the following breakdown item. For example, moving an item with the priority 1.3 up would change its priority to 1.2.

Note: You cannot move breakdown items up or down if you are currently viewing a snapshot. For more information, see Project schedule snapshots and savepoints.
  1. On the Project Breakdown tab of the Project Schedule dialog, click the breakdown item that you want to move.
  2. To change the priority of an item, click Move Up or Move Down.

    You are prompted to confirm moving the breakdown item.

  3. Click Yes.

Delete a breakdown item

Deleting a breakdown item is permanent and cannot be undone. All subitems of the selected breakdown item are deleted as well.

You cannot delete a breakdown item if you are currently viewing a snapshot. For more information, see Project schedule snapshots and savepoints.

  1. On the Project Breakdown tab of the Project Schedule dialog, click the breakdown item that you want to delete.
  2. Click Delete.

    You are prompted to confirm the deletion.

  3. Click Yes.
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