This section displays the details regarding a building or structure such as the construction type, number of stories, and rentable area available. Click the Add action in this section. The system displays the Building Information window, wherein you can perform the following steps:
Provide the information such as building designation in the General section and construction type in the Details section.
Click the Create action.
A new line item will be added to the Building Information section. Use the Remove action to delete the selected line item(s).
Schedule Tab
Use the Schedule tab to schedule a specific task regarding the Capital Project record. This tab displays four sections – Summary, Project Tasks Gantt, Project Tasks, and Schedule Assumptions. These sections enable you to schedule a specific activity and record all the scheduled dates regarding the task.
For users who enabled the accessibility feature, the Schedule Assumptions section is not displayed.
Instead, a Schedule Assumptions tab is displayed, as described in Schedule Assumptions tab.
Prior to scheduling tasks, you may need to establish availability calendars based on your business calendar. For a discussion on establishing availability calendars on the Calendar Details tab, see the Calendar Details tab section.
Note – To import and/or export an MS Project file, refer to the Schedule Tab – Import and Export section below.
Note – For more information on the Gantt-view scheduling engine, refer to the Gantt Scheduler section of this document.
Note – For more information on reviewing Gantt-view Projects and Project tasks within a Program record, refer to the Schedule tab of a Program record.Summary Section
On the Summary section bar, you can choose to import or export a Microsoft Project file by clicking the Import From MS Project or Export To MS Project action.
Note – Refer to the Schedule Tab – Import and Export MS Project section below.Below the Summary section bar, provide the planned and actual dates corresponding to the Capital Project record. Use the Calendar icon to select the date for the respective fields.
Plan Start The planned start date of the project.
Plan End The planned end date of the project.
Actual Start The actual start date of the project.
Actual End The actual end date of the project.
Calculated Start Calculated by the Gantt Scheduler.
Note – This field is set when the Gantt is saved. For example, if the user changes the start date to a month in the future, this does not cause the Calculated Start date and Calculated End date to change. Calculated Start date and Calculated End date are set to their new values only when the Gantt is saved.
Summary Section
Calculated End Calculated by the Gantt Scheduler.
Note – This field is set when the Gantt is saved. For example, if the user changes the start date to a month in the future, this does not cause the Calculated Start date and Calculated End date to change. Calculated Start date and Calculated End date are set to their new values only when the Gantt is saved.
Time Zone Click the Search icon to select the time zone for the Gantt chart display in the Project Tasks Gantt.
Calculate Project From Click the List icon and select Start, End, or Both.
Project Tasks Gantt Section
A Gantt chart is a type of bar chart that shows the duration of tasks/activities as they occur over time. Using a Gantt chart, you also can identify the timing and interdependencies between tasks.
Note – The Project Tasks Gantt section is not accessible by users with disabilities.All users can access the Gantt chart section information in text format in the Project Tasks section tabs.
Choose which type of Gantt section display you would like to see as follows:
Click the Expand Section icon on the section bar to display the Gantt chart within the tab to which the section belongs. Conversely, you can collapse the section by clicking the Collapse Section icon on the section bar.
Click Open Gantt In New Window on the section bar to display the Gantt chart in a separate window. The Gantt displayed is the same. This action is intended for larger projects.
NOTE –BY DEFAULT, THE PROJECT TASKS GANTT SECTION IS COLLAPSED FOR OPTIMUM PERFORMANCE.
Tip – To enable caching to run the Open Gantt In New Window type of Gantt, go to your Windows Control Panel > Java > Temporary Internet Files > Settings, select the Keep temporary internet files on my computer check box, and then click OK.Project Tasks Gantt Section
In a Gantt chart, each task occupies one row. Dates run along the top in increments of days, weeks, or months, depending on the total length of the project. The expected time for each task is
represented by a horizontal bar. The left end of the bar marks the expected beginning of the task and the right end marks the expected completion date. Tasks may run sequentially, in parallel, or may overlap each other. The Gantt chart consists of an action bar, a toolbar, and two panels.
The left panel displays the ID, task name, planned start, planned end, planned duration, total planned working, task type, and status of the tasks in the Project Tasks section. The right panel displays a Calendar view that shows the start and end dates of the tasks that are in the Project Tasks section.
Clicking the Save action on the Gantt action bar only saves the Gantt data (the tasks). To save the project record, click Save & Close or Save on the project record action bar.
To add a task from the Gantt chart, select a task type from the drop-down list next to Create Task Type, right-click in the Gantt chart, enter the information for the task in the left side of the Gantt, and click Save on the Gantt action bar.
When using the Gantt chart that displays in the tab (from the Expand Section icon ), the new task displays in the Project Tasks section. When using the Gantt chart that displays in a separate window (from the Open Gantt In New Window action), the new task displays in the Project Tasks section after you click Refresh on the Project Tasks section bar.
The Gantt toolbar controls the visibility of the Gantt. For more information on the Gantt toolbar, refer to the Using the Gantt Scheduler Toolbar section.
Project Tasks Section
This section displays the tasks that are associated with the project, the critical path tasks, the task hierarchy, and the task dependencies. The information records in this section are reflected in the Project Tasks Gantt section.
Project Tasks tab
In the Project Tasks tab, you can view the tasks that are associated with the selected capital project. You can edit the ID and Task Name fields for the task records that are displayed in this tab, and view the changes in the Project Tasks Gantt section.
To edit the ID and Task Name fields in a task record, in the Related Reports field, select a task type and enter the edits. This feature works on task types other than All Tasks.
Select the Add action to include a new task record.
Project Tasks Section
Select the Find action to associate existing task records. On clicking the Find action, the system displays the available task records in a query window. Select the required task record and click OK.
To see the new task in the Project Tasks Gantt section, click the expand section icon or select the Open Gantt In New Window action. Either action saves the new task record and displays it on the Gantt chart.
Select the Assign Task by Role action to assign one or more selected line items to the person in the appropriate role in the Contacts tab.
Select the Baseline action to set the baseline for one or more selected line items.
Select the Remove action to delete one or more selected line items.
Critical Path Tasks tab
In the Critical Path Tasks tab, you can view the critical tasks that are associated with the selected capital project. The information that is displayed in this tab is reflected in the Project Tasks Gantt section.