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Project Schedule Settings allows for the setup of Project Schedule functionality.
Select Maintenance from the Main Menu. Click on the Project Schedule and select Settings to open the Project Schedule Settings application.
Changes made to Schedule Settings or Assignments are automatically saved.
Calculate schedule by start date (leave unchecked for due date) * - This options controls how the dates are calculated when using the Automatic Calculation of Due Dates feature on Project Schedules. This option is not applicable when using 'Predecessor'.
Checked - will be calculated based on the 'Start Date'. Due Dates will be calculated 'forward' starting with this date. Selection may be overridden on the schedule if the 'Lock' option is not activated.
Unchecked - will be calculated based on the 'Due Date'. Due Dates will be calculated 'backwards' starting with this date. Selection may be overridden on the schedule if the 'Lock' option is not activated.
Lock the schedule calculation options at the header level - Select this option to lock the 'header' Start Date or Due Dates on the schedule and the calculation method default. When the automatic calculation of due dates feature is used on the schedule, the header Start Date or Due Date will not be recalculated along with the detail changes.
Use date completed for automatic calculation of due dates when available - In the schedule detail, the completed date will be used to determine the next task's start and due dates when the automatic calculation of due dates feature is used. Due dates will not be re-calculated on completed tasks. In the case of concurrent tasks, all tasks in the concurrent group must have a date complete in order for the next task to be re-calculated. The latest date in the concurrent group is used to calculate the next task's start and due dates. Otherwise, the group of tasks is considered unfinished and the calculation of due dates will revert to the standard method by 'due date'. Note that this setting is also used when calculating a job that follows another job (see Related Jobs View).
Note: This option is only available when the schedule is calculated by Start Date. If this option is unselected, it only recalculates open tasks from the Start Date, skipping the completed task's duration.
Use phase in schedule calculation * - Select this option to use the 'Phase' order in calculating the Start / Due Date. The order is set up in the Phase Maintenance application.
Update Status - Select this option to automatically update the Project Schedule Status based on the next task due task default status. The statuses are setup in the Status Maintenance application.
Calculate Concurrent Tasks - Set Due Date * (Defaults as unchecked) - If selected, concurrent tasks will all START on the same day and the due dates will be set individually for each task in the concurrent group based on the duration (days). If not checked, concurrent tasks will all END on the same day and the start date will be set individually for each task in the concurrent group based on the duration (days). Concurrent tasks are ones that have the same 'order' (happen at the same time). This option is not applicable when using 'Predecessor'.
Set Task Due Date and Next Task Start Date on Same Day * This option is not applicable when using 'Predecessor'.
If this option is checked, each day represented (based on the duration) starts on one day and ends on the next day (current day plus 1). If this option is not checked, each day represented (based on the duration) starts and ends within the same day.
For non-concurrent tasks, if this option is checked, the Task Start Date will be on the same day as the preceding Task's Due Date. If this option is not checked, each day represented (based on the duration) starts and ends within the same day therefore, the next consecutive task starts on the next day.
Alert Manager on Temp Complete - Select this option to send the project manager an alert when a task is marked temp complete (by employee/assignee) from the Task List (My) Dashboard, Task Detail, Alert (dismiss alert) or Alert Assignment (mark Complete) and any other area where a task can be marked temp complete. If there is not a designated manager for the project, this option will be skipped.
This option does not apply to marking Assignments as complete, nor is this option applicable for the Temp Complete button within the Project Schedule application.
When a task is completed, make the next task active - Select this option to automatically mark the Status of the next task as Active. Based on the Default Schedule Type, following is how the Next Task is defined:
ORDER
Start Date
Revised Date
Due Date
Order Number
Sequence Number
PREDECESSOR
Dependent task of the task marked complete
If no dependent tasks, uses the next task based on Start Date
When a task is made active, alert the task employee(s) - Select this option to automatically send an alert to the schedule employee(s) that the task is now active.
Mark Tasks Complete Automatically on Temp Complete - This option will automatically mark the task as Complete, and can generate a prompt for the user to informing that the Task will be completed if they were the last employee to temp complete.
Following are Rules on marking task 'Final' Complete and 'Temp Complete' when option is Yes or Prompt:
Alerts - Upon Dismissing the Alert:
All employees assigned to the Task must mark the task as 'Temp Complete'. When the last employee marks the Task 'Temp Complete' by Dismissing the Alert, the Task will be marked 'Final Complete'.
If no employees are assigned to the Task, the first employee to Dismissing the Alert will automatically be marking the Task as 'Final Complete'.
This will NOT mark the Task as 'Temp Complete' as there are no employees assigned to the Task.
Assignments - Upon Completing the Assignment:
Once the Assignment is marked as 'Completed', the Task will automatically be marking the Task as 'Final Complete'.
If multiple employees are assigned to the Task, only the actual Assigned Employee to mark the Assignment as 'Completed' in order for the Task to be marked 'Temp Complete' and 'Final Complete'.
If no employees are assigned to the Task, once the Assigned Employee marks the Assignment as 'Completed, the Task will only be marked as 'Final Complete'.
Once the Task is marked as Temp Complete and/or Final Complete, any additional Alerts or Assignments for the Task will not alter the Temp Complete or the Final Complete dates.
Mark schedule complete when the last task (and all others) is marked completed - This option will automatically mark the Project Schedule as complete when the last task is marked completed, using the current system date.
This option will also remove the Project Schedule complete date if a task is marked as uncompleted.
* Not Applicable when using Predecessor
To restore the default settings, click on the Load Default Project Schedule Settings icon located in the top right corner. A message confirming that the defaults are to be loaded will display. Click Yes to accept the load of defaults, or click No to cancel loading of the defaults.
When applying the default settings, All Assignment tab entries will be deleted.
The Assignments tab allows the Manager to be designated in the Project Schedule for reporting purposes.
Project Schedule Assignment Descriptions - Up to five user-defined assignments containing twenty characters each may be entered. The assignments are general responsibilities for each job, and are separate from Project Schedule functions (tasks). The descriptions display on the Assignments tab of the Production Schedule screen, where responsibilities are assigned.
Manager Stored in Column - Select the Project Schedule Assignment Title number to indicate the Manager of the project.
Separate security is available in Advantage Security so that certain users may be given access to only the Project Schedule Assignments. By selecting this option for a user, only the Project Schedule Assignment will be available.
When first accessing the Project Schedule Settings application, default settings are established as follows. These defaults are also applied when the 'Load Default Project Schedule Settings' icon is selected:
Standard Workday Hours: 8.000
Calculate schedule by start date (leave unchecked for due date): Checked
Lock the schedule calculations options at the header level: Unchecked
Use date completed for automatic calculation of due dates when available: Checked
Use phase in schedule calculation*: Unchecked
Update Status: Checked
Calculate Concurrent Tasks - Set Due Date*: Unchecked
Set Task Due Date and Next Task Start Date on Same Day: Unchecked
Update alert and assignment due dates when task due date changes: Unchecked
Alert on Temp Complete: Unchecked
When a task is completed, make the next task active: Unchecked
When a task is made active, alert the task employee(s): Unchecked
Delete task alerts and assignments when deleting task: Unchecked
Mark Tasks Complete Automatically on Alert Completion: No
Mark Tasks TEMP Complete Automatically on Alert Completion: Yes
* Not applicable when using Predecessor
Project Schedule Assignment 1, 2, 3, 4 and 5 Title: Blank
Manager Stored in Column: [Please select]
To restore the default settings, click on the Load Default Project Schedule Settings icon located in the top right corner. A message confirming that the defaults are to be loaded will display. Click Yes to accept the load of defaults, or click No to cancel loading of the defaults.
When loading the default settings, All Assignment tab entries will be deleted.
Click on the x on Settings Maintenance to exit the maintenance application.
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