Maintain: Project (Schedule)
[Project: Projects, Project schedules, Maintenance]
Project
Choose a project for which you want to view/create a schedule and click 'Save'. The created project schedule (if any) will be displayed on the schedule lines. To create a new project schedule, right-click on 'Start' and now you can choose if you want to insert an activity, a phase, an employee resource or a machinery resource.
Insert an activity
You can choose to insert a new activity in the project by selecting 'New: Activity'.
Matrix for data entry
Entity Code
A suggestion is done for the sequence number of the activity, if you have entered an increment factor in [Project: File, Company settings, Project settings]. However, you can change this entity code.
Description
Give a description of the activity.
Start date/Start time
Enter the start date/time on which the activity is scheduled to start.
End date/End time
Enter the end date/time on which the activity will be completed.
Budget quantity
Enter the budget quantity that allocated for each activity in the project.
Hour category
Choose the hour category you want to link to this activity.
Unit
Choose the unit you want to link to this activity.
Location
Enter the location you want to link to this activity.
Block
You can 'block' the activity by enabling this setting.
Critical
You can make this activity 'critical' by enabling this setting.
Priority
Enter the priority of the activity.
Date ready
Enter the date on which the activity is done.
After you have inserted an activity, you can link something to this activity. You can choose from three options: to insert another activity, an employee resource or a machinery resource.
Insert a phase
You can choose to insert a new phase in the project by selecting 'New: Phase list definition'.
Matrix for data entry
Entity code
A suggestion is done for the sequence number of the phase, if you have entered an increment factor in [Project: File, Company settings, Project settings]. However, you can change this entity code.
Phase code
Enter the phase you want to add to the project.
Start date
Enter the start date for this phase.
End date
Enter the end date for this phase.
After you have inserted a phase, you can link something to this phase as well. You can choose from three options: to insert an activity, an employee resource or a machinery resource.
Insert an employee resource
You can choose to link an employee to the project by selecting 'New: Employee (Resource)'. This works the same way as inserting an activity. Only you enter a resource code (entity code) and select an employee instead of an activity's entity code and a unit. Please take note that you are unable to link anything to an employee.
Insert a machinery resource
You can choose to insert a machinery in the project by selecting 'New: Machinery (Resource)'. This works the same way as inserting an activity. Only you enter a machinery code (entity code) and select a machinery instead of an activity's entity code and a hour category. Please take note that you are unable to link anything to a machinery.
Project Manual >
Contents >
Creating and reviewing projects and project budgets > Creating a project schedule >
[Project: Projects, Project schedules, Maintenance]
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
17.991.597 |
| Assortment: |
Exact Financials
|
Date: |
11-11-2008 |
| Release: |
|
Attachment: |
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| Disclaimer |