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Schedules provide a mechanism for tracking project tasks, durationsduration, milestones and resources.
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| Who | Event |
|---|---|
| e-B admin | When 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 levels across all projects in the e-Builder. This is necessary for reporting across the project portfolio. |
| Schedule Mangers | In e-Builder the The schedule manager has responsibility for changes to maintaining the project schedule. MIT Facilities projects normally assign the Project Manager as the Schedule Manger. If a different arrangement is desired please contact the e-Builder administratorThe project manager is assigned as the schedule manager, unless a different project member has been designated as the schedule manager. |
| Project Resources (participants) | Update the schedule for tasks to which they are assigned. |
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Open the schedule from 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.
The Schedule Details page appears.
Schedule
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Page
Project Details
The Schedule Details page is the most prominent page of the Schedule module. A number of actions can be taken from it and it is accessible to anyone with access to the project schedule. There are two main areas on this page, the Schedule Summary and the task list. The Schedule Summary provides an overview of the schedule details and project calendar. This section can be collapsed to increase screen real estate, which can be very convenient, as tasks list can be extremely long.
Project Details
The Details page allow the schedule manager to changeClick the Update Schedule button to change:
- Start Date
- Hours per Day
- Hours per Week
- Days per MonthManager Role
- Manager User
- Auto Calculate the percentage complete
- Work Day Start Time
- Work Day End Time
- Work Week Days
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The MIT-specific schedule template establishes tasks for Design, Procurement Services, Construction, Commissioning and Turnover and Occupancy under which the project manager may add sub-tasks. Note that Design has established subtasks for Scoping, SD, DD and CD.
. These tasks should be left intact. Schedule managers may establish sub-tasks where needed to maintain the schedule.
Click on the Pencil icon to update schedule rows. The icon changes to a disc and an "X" to allow users to save or cancel a change.
Updating Tasks
Click on the task in the Task Name column to edit a task.
After you click on the task name the following page appears.
Update tasks by clicking the right mouse button on the task you wish to edit.
Select the action from the menu and complete the subsequent menu to change the task. Be sure to click the OK buttonClick the Update button to edit the task details.
Adding Subtasks
Project managers should not alter the schedule template by adding new high level tasks or changing the names of the tasks in the template. Project managers may add subtasks may add sub-tasks to any of the template items.
Click the Add Task button to add a (sub)task. The Add Task page appears.
To ensure you add a subtask ensure that the Add as a subtask of radio button is selected and that you choose the task under which you wish to create the sub-task..
Other options include Master Task, Task Name, Type, Description, Draft, Milestone, Resource, Manager, Constraint Type, Constraint Date, Duration, Approval Required for Date Changes and Approval Required for % Complete Changes.
You will also be able to set Predecessors, Lag and Link Type
Note that Draft status means that the item(s) will not be visible to others. For the schedule to be visible to others it must be activated.
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Right button click on the task and choose Add to add a sub-task.
Activate the Schedule
By design, when a PM begins to work in a schedule it is viewable only to the Schedule Manager (the Project Manager) and the e-Builder administrator. This allows the Project Manager to develop the schedule and choose when to make it available to the rest of the project team.
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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
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.
Export and Import from MS Project
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For example, you may wish to export in order to print a GANT chart, which is only possible in e-Builder if you use the Reports module.
You can Import or Export using the appropriate choice on the Actions menu below the Project DropdownExport and Import are available options on the Schedule Ribbon bar.
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