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Schedule
Schedule
Schedules

Schedules give program/project managers and project participants a single system to coordinate resources, project tasks and milestonesprovide a mechanism for tracking project tasks, durations, milestones and resources.

Actors and Responsibilities

WhoEvent
e-B adminWhen a new project is created in e-Builder the e-Builder admin applies an MIT-specific template to the project schedule. The template helps ensure consistency at the highest task level across all projects in the e-Builder portfolio.
Schedule /Project ManagersMangers

In e-Builder the schedule manager has responsibility for changes to the schedule. MIT Facilities projects normally assign the Project Manager as the Schedule Manger. If a different arrangement is desired please contact the e-Builder administrator.

  • Update tasks for the new schedule by adjusting dates or adding tasks below the high level template tasks.
  • Change the status of the schedule from Draft to Active
  • Save a Baseline
  • Save a Snapshot of the baseline
  • Approve changes made to the schedule
Project Resources (participants)Update the schedule for their individual taskstasks to which they are assigned.

Opening a Project Schedule

Open the schedule from an open project within a  project by clicking the Schedule link in the left-side Project menu or click on the Schedule tab to open the module and select a project using the Project drop down menu.

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The MIT-specific schedule template establishes higher level tasks for Design, Procurement Services, Construction, Commissioning and Turnover and Occupancy under which the project manager may add sub-taskssub-tasks. Note that Design has subtasks for Scoping, SD, DD and CD.

Click on the Pencil icon to update schedule rows. The icon changes to a disc and an "X"  to allow users to save the change or to cancel the actiona change.

Adding Subtasks

Project managers should not alter the schedule template by adding new higher high level tasks or changing the names of the tasks in the template. Tasks should be added only as sub-tasksProject managers may add subtasks to any of the template items.

Click the Add Task button to add a (sub)task. The Add Task page appears.

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When you wish to make the schedule available to others you must activate it.

To make the entire schedule viewable, select Select all tasks with check box located in the grey table header.  Choose Activate from the Actions dropdown menu that is next to the Add Task button.

 You may also make parts of the schedule active by selecting only that item. For example, you may wish to have the design schedule be active, but not Procurement or Construction.

Save the Baseline

Save the Baseline

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You can Import or Export using the appropriate choice on the Actions menu below the Project Dropdown.

 

 

Bidding (this section is under development)

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Attach Remove Processes

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Time Sheets

Placeholder for documentation about time sheets Need expressed in core team meeting

Needs report for missing timesheets - report in e-Builder only reports on existing timesheets ... not missing ones. Can run a report and look for 0, may work. Can get a workaround that will work but we checking recent new hires is manual.

Can a time sheet be changed retroactively? Time sheets can be voided according to Elisa you cannot change or void a line

Term code 3 to close a cost object - need a way to lock something up in e-Builder - sounds like there needs to be some clarity on how the product handles closeout and charges to items that have 0 dollars left - DISCUSSION LED TO CONCLUSION THAT THIS IS NOT AN ISSUE

No IO in EB? This is the discussion about adding billable hours once the project is initiated - previous billable time -  in the cost module a journal entry will need to be made and then a report is run - CONSENSUS is that this is OK

Reconciling between SAP and eB needs to be looked at for much more than time

Time sheets submitted in advance should be dealt with at the approval step

use of the activity field - sick, holiday, work - should probably match up to CATS. Answer question as to what you did on the project that week?

In house design changes???

Exclusion of PM costs?

 

 

 

 

 

 

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