How schedules work
Introduction
Watch the video below to understand how project, program, and portfolio schedules work in the system:
Toolbar
See the actions available on the toolbar of the schedules, divided by resource tab:
Task/Program/Portfolio
| Gantt Chart | Among the Gantt chart, Control Gantt, and Detailed Gantt visions, this is a vision parameterized in the view profile for projects and configured by default in the system. If a customized view profile is associated in the type or on the project data screen, the vision and the columns displayed in the main panel will vary according to the configuration set in the view profile. To switch between visions, click on the arrow located below the current vision and select the desired one. |
| Analysis | This is the vision parameterized by default in the view profile for programs. The main panel will display the columns parameterized in the Customize tab of the vision data screen. The displayed vision and columns may vary if, in the program type or at the time of adding the program, a customized view profile has been associated. To switch between visions, click on the arrow located below the current vision and select the desired one. |
| Compare | It allows for viewing, in the graphical panel, a comparison between the duration of an object and its planned, rescheduled, and actual intervals. |
| Summary | It allows for viewing summary information of projects and programs in the structure, without the need to access their data screen. To do so, after selecting the project/program, expand the arrow below this option and select the option corresponding to the information you wish to view. Use the arrows found in the upper part of the screen that will be displayed to navigate to the previous or next summary field and to view the information of another program/project in the structure. |
| Add | It allows for adding tasks, recurring tasks, projects, recurring projects, and programs. |
| Edit | This button will be displayed if the program has a recurring project in its structure. In this case, select a recurring project and use this button to edit the responsible party, the recurrence pattern, and the range of recurrence. In the lower part of the displayed screen, it is also possible to delete the recurring project (it will be removed from the program structure, and the record will be deleted from the system) or to disassociate it from the program (it will be removed from the program structure, but its record will keep existing in the system). |
| Summary task | It adds a task that may have child tasks. |
| Milestone | It allows for adding a new milestone. |
| Delete | It allows for discarding the object selected in the list on the main panel. |
| Data | It allows for viewing the data screen of the project or program selected in the Program panel. |
| Gantt | It provides actions for information display: SE GanttChart (this option is enabled when a project is selected in the main panel) and Schedule (it shows the project schedule or program schedule, according to the element selected in the main panel). |
| Task data | It allows for editing/viewing the data of the task selected in the project structure. |
| Task details | It allows for configuring the details of the task selected in the project structure. |
| Cancel/Reactivate | It allows for cancelling or reactivating the execution of the task selected in the project structure. |
| Replace | It allows for replacing the data of the task selected in the project structure. |
| Schedule (section) | It provides buttons for moving, executing, and verifying tasks. |
| File form | It allows for associating a file form with the project task selected in the structure. |
| Requirement | It allows for associating a requirement with the project task selected in the structure. |
| Expand | It allows for expanding the structure of the object selected in the main panel, if it is collapsed. |
| Collapse | It allows for collapsing the structure of the object selected in the main panel, if it is expanded. |
| Enlarge | It allows for increasing the timescale in the graphical panel, making it possible to view the duration period of the tasks and subprojects in a more detailed manner. This operation can also be performed through zoom control. |
| Reduce | It allows for decreasing the timescale in the graphical panel, making it possible to view the duration period of the tasks and subprojects in a broader manner. This operation can also be performed through zoom control. |
| Fit to window | It allows for adjusting the timescale of the chart to the size of the panel. |
A milestone is an important reference point in a project, program, or portfolio that indicates the completion of a phase, the achievement of an objective, or the occurrence of a major event. They are meant as progress indicators and help monitor the development of a project, facilitating tracking and time management.
Resource
| Add | It allows for allocating a resource to the task selected in the main panel. This resource may be a human resource (labor) or an asset from the Asset component. |
| Calendar | It allows for accessing the calendar of the resource allocated to the task selected in the main panel. |
| Replace | It allows for replacing a resource allocated to the task selected in the main panel with another resource. |
Project
| Subproject | It allows for adding a subproject to the structure. |
| Project data | It allows for viewing the data of the project linked to the schedule. |
View
| Filter | It filters the type of information displayed in the vision. For example: if the Milestone option is selected, only milestone tasks will be displayed in the main panel and in the graphical panel. |
| Highlight | It filters the type of information that will be highlighted in yellow in the table area. For example: if the Milestone option is selected, all milestone tasks will be displayed highlighted in yellow. |
| Use filter in timeline | The configured filter is also applied to the timeline of the schedule. |
| Tables | It allows for editing a set of columns preconfigured with information about the objects of the structure, with the possibility of defining what will be displayed in the main panel. For a set not to be displayed, keep the corresponding option unchecked. |
| Critical path | It highlights the sequence of tasks considered critical for the project. A critical path consists of a sequence of linked tasks that directly affect the end date of a project, that is, if one of these tasks is delayed, the project will be as well. |
Format
| Configurations | It contains the Display field to allow for defining the information that will be displayed on the left and right side of the bar that represents each object in the graphical panel. |
| Save vision | It saves the customizations applied to the vision that is being used in the schedule. Customizations will only be applied to the logged user, that is, they will not be replicated to the visions of the view profile associated with the project. |
| Restore | It restores the vision displayed in the schedule to the original configurations and parameterizations set in the record. |
Timeline
| Timeline | It displays the timeline of the object in the upper part of the main panel and of the graphical panel. The timeline feature allows for highlighting the tasks, projects, and programs considered important, such as meetings, milestones, etc. Click again on this button to hide the timeline. |
| Configured tasks | It displays on the timeline only the tasks that have the "Display on timeline" option checked on the data screen. |
| All tasks | It displays on the timeline all the tasks that compose the project structure, regardless of whether the "Display on timeline" option is checked or not on the data screen. |
| Task | It displays project tasks on the timeline. If this option is not checked, the project tasks will not be displayed. |
| Summary task | It displays summary project tasks on the timeline. If this option is not checked, the summary tasks will not be displayed. |
| Milestone | It displays project milestones on the timeline. If this option is not checked, the project milestones will not be displayed. |
| Consider start and end date | It represents the tasks as a straight line on the timeline, considering the rescheduled start and end dates. |
| Consider start date | It represents the tasks as a point on the timeline, considering the rescheduled start date only. |
| Consider end date | It represents the tasks as a point on the timeline, considering the rescheduled end date only. |
| Add actual and estimated date vision | It adds a comparative vision between the actual and estimated dates of the tasks on the timeline; available for configurations that consider rescheduled dates. |
| Enlarge | It increases the timescale on the timeline, highlighting the duration period of the tasks and subprojects in a more detailed manner. |
| Reduce | It decreases the timescale on the timeline, highlighting the duration period of the tasks and subprojects in a broader manner. |