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.
2. Modify the schedule dates
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:
- Click the Baseline Plan tab to open it.
- Click Set Baseline.
- 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.