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Schedules give program/project managers and project participants a single system to coordinate resources and their project tasks and milestones.
Actors and Responsibilities
| Who | Event |
|---|---|
| e-B admin | When the project is added to e-Builder, applies an MIT-specific template to the project to establish consistent high level tasks across all e-Builder projects. The use of a template at the highest task level also promotes ease of use. |
| Schedule/Project Managers |
|
| Project Resources (participants) | Update the schedule for their individual tasks |
Opening a Project Schedule
Open the Schedule the schedule from an open project by clicking the Schedule link in the left-side Project menu or click on the Schedule tab to open the module and then select a project using the Project drop down menu.
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Click the Save Button to save any changes.
Updating a Schedule
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The MIT-specific schedule template establishes the following high level
Take these steps when you start using the schedule.
Adjust durations and dates to fit your project.
Activate the schedule.
Save a baseline of the scheduled tasks.
Update and maintain the schedule.
The template accounts for the follow high level schedule tasks:
- Design
- Scoping
- Procurement Services
- SD
- DD
- CD
- Construction
- Commissioning and Turnover
- Occupancy
Working with Schedules will require requires that you add tasks below those that appear in the template and that you adjust the timing of all tasks.
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Click on the Pencil icon to update the schedule. The icon changes to a disc and an "X" to allow users to save the change or to cancel the action.
It is good project management practice to save schedule Snapshots. Save a Snapshot by picking Save Snapshot from the Actions dropdown menu that is located next to the Update Schedule button. Use Snapshots throughout the life of your projects to compare the current schedule to prior Snapshots and/or to the Schedule Baseline.
Tasks
Tasks appear in the bottom half of the Schedule Details page. The MIT Project Schedule Template displays 9 tasks.
- Design
- Scoping
- Procurement Services
- SD
- DD
- CD
- Construction
- Commissioning and Turnover
- Occupancy
Do not remove any of these tasks. You may update the schedule by adding tasks.
Adding a Task
Adding Tasks
Click the Add Task Click the Add Task button to add a task. The Add Task page appears.
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You will also be able to set Predecessors, Lag and Link Type
Note that Draft status means that an item identified as Draft the item(s) will not be visible to others. For the schedule to be visible to others it must be activated.
Activate and Save a Baseline
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Once you have activated the schedule, select all the tasks again, click the Action button and select Save Baseline. You may also save snapshots as necessary.
After a schedule has been activated any date adjustments to the schedule are treated as actual dates and can be compared to the baseline.
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There are a number of reasons you may want to import or export from or to MS Project.
For example, you may wish to export to MS Project in order to print a GANT chart, which is only possible in e-Builder if you use the Reports module.
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