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| 1. Upload a Schedule File Directly to the Online Planroom |
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Within RedTeam, it is possible to upload a Schedule from a third-party scheduling program (i.e. Microsoft Project, Suretrack, etc.) directly to the Online Planroom.
To make a Project Schedule available in the Online Planroom so that it can be viewed and downloaded by field employees, superintendents, and subcontractors, you will upload a schedule file (such as .PDF or .MPP) directly to the Schedule Updates page of the project. Be aware that only the most recent schedule update will appear in the online planroom, but older schedule updates will be maintained within RedTeam.
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Path:
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Project | Home menu | Schedule Updates OR Project | Schedule Tab | Manage Icon | Schedule Updates
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Steps:
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From the Project's Home menu, click "Schedule Updates" See Figure 1.
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Click the New (+) icon See Figure 2.
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Fill in the required fields about the Schedule: Schedule Name, Schedule Author, and Anticipated Completion Date See Figure 3.
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Click "Add File" to upload a Schedule file from your computer (MS Project, PDF, etc.)
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Click "Save"
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To make the Schedule available in the Online Planroom, click the tools icon and click "Commit" See Figure 4.
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Figure 1,
Select Schedule Updates to upload a new Schedule
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Figure 2,
Click the New icon to upload a Schedule
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Figure 3,
Required fields designated by an asterisk
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Figure 3,
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Figure 3,
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Figure 4,
Once Committed, the Schedule must be Uncommitted in order to make any changes to the information
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| 2. Publish Gantt Schedule to the Online Planroom |
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You can make a Project’s Gantt Schedule available in the RedTeam Online Planroom so that it can be viewed and downloaded by field employees, superintendents, and subcontractors. To do this, you will publish the Gantt Schedule, then commit the Schedule Update that it creates.
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Path:
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Project | Home menu | Gantt Schedule OR Project | Schedule Tab
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Steps:
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Click "Manage"
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From the Project's Home menu, select "Gantt Schedule" See Figure 1.
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Click "Edit" in the top right See Figure 2.
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Click "Publish" See Figure 3.
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Review the Schedule information, including the Schedule and Rows Range and the Pagination (single or multiple pages) before exporting See Figure 4.
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Click "OK"
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To make the Schedule available in the Online Planroom, click the tools icon and click "Commit" See Figure 5.
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The Project Preferences must also be set to include schedules in the planroom for them to appear in the Online Planroom See Figure 6.
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Figure 0,
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Figure 1,
Click Gantt Schedule under the Performance Management heading
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Figure 2,
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Figure 3,
Click to Publish Schedule to the Planroom
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Figure 4,
Be sure to select "All Rows" and "Single Page" to export the entire Schedule as a single page
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Figure 4,
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Figure 5,
Once Committed, the Schedule will be available in the Online Planroom
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Figure 6,
Confirm the schedule is active in the planroom in project preferences
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| 3. Add a Milestone to the Gantt Schedule |
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When you have the Gantt Scheduling component active in RedTeam, Milestones are handled as part of it. Good scheduling helps to control production constraints, facilitate the timely procurement of materials, and otherwise ensure the completion of a project as soon as possible. Milestones are used as "checkpoints" in a project to evaluate how a project is progressing and validate states of completion. The Performance Overview report can include Milestones to share detail about the state of completion on the project. To create new Milestones in the Gantt Schedule, you will convert a task into a milestone with the instructions below.
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Path:
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Project | Home Menu | Gantt Schedule OR Project | Schedule Tab
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Steps:
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Within the project, click the Schedule tab
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Click the Edit button to edit the schedule See Figure 1.
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Right click on the task you want to turn into a Milestone
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Click “Convert to Milestone” from the dropdown menu See Figure 2.
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Figure 0,
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Figure 1,
Click Edit
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Figure 1,
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Figure 2,
Click Convert To Milestone
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| 4. Add a Phase to the Gantt Schedule |
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Good scheduling helps to control production constraints, facilitate the timely procurement of materials, and otherwise ensure the completion of a project as soon as possible. Tasks within the schedule can be converted to Phases. Phases allow you to organize your tasks and use phase categories for your progress reports. To tag tasks as phases in the Gantt Schedule, follow the instructions below.
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Path:
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Project | Home Menu | Gantt Schedule OR Project | Schedule Tab
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Steps:
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Within the project, click the Schedule tab
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Click the Edit button to edit the schedule See Figure 1.
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Right click on the task you want to turn into a Phase
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Click “Convert to Phase” from the dropdown menu See Figure 2.
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Figure 0,
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Figure 1,
Edit the schedule
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Figure 1,
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Figure 2,
Click "Convert to Phase"
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| 5. Using Predecessors and Dependent Tasks |
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Within the Gantt Schedule, tasks can be set as predecessors to other tasks to indicate a chain of dependencies. These predecessors and successors demonstrate visually the sequences in which the tasks must be completed in order to complete the project. When editing the Task Information of a dependent task, you can add one or more predecessors and the chart will visually indicate their links with arrowed lines.
The predecessor connection can be set to link the tasks in several ways: Finish-To-Start, Start-To-Finish, Start-To-Start, or Finish-To-Finish. The connection can also be given a lag time, leaving a set number of days between the first task and the second. The predecessor details can be quickly edited by double-clicking the task line when the schedule is in Edit mode.
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Path:
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Project | Home Menu | Gantt Schedule OR Project | Schedule Tab
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Steps:
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Within the project, click the Schedule tab
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Click the Edit button to edit the schedule See Figure 1.
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To add a predecessor/successor from scratch right click on the existing task and select "Add" See Figure 2.
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To use an existing task as a predecessor, right click the task that you wish to be the successor
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Click Task Information See Figure 3.
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Click the Predecessors tab See Figure 4.
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Click “+Add New”, select the existing predecessor from the dropdown, then set the type and lag time between tasks, if necessary See Figure 5.
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Figure 0,
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Figure 1,
Click Edit
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Figure 2,
To add a new predecessor/successor, right click the task and use Add
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Figure 2,
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Figure 3,
Edit the Task Information
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Figure 4,
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Figure 5,
Add the predecessor
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