Schedule Templates
Schedule Templates
The Solution Admin has access to the System Menu. Click the Schedule Templates button on the System Menu.
Projecto displays the Schedule Templates screen.
Note that the Schedule Template module displays a list of Phases grouped into Schedule Templates. In this way project stakeholders can capitalize on building repeatable processes for managing project schedules.
The Schedule Templates list view displays columns for Template Name, Phase Number, Name, Parent, Tier, Follows, PDC Phase Type, and there are two fields for Duration: Duration Number and Duration Units. The number of Phases in a Schedule Template is user-definable. Phases are grouped together by Template Name by default.
Click any column heading in list view. Projecto sorts the list by that column heading. When sorting by Template Name, Projecto includes a subheading above each schedule phase.
Actions Bar
The left-hand side of the Actions bar in the Schedule Template module displays the number of records in the found set of Phases.
Find Phase Filter
Click the Find Phases Filter on the Actions Bar. Projecto displays the Schedule Templates value list. Projecto gathers unique values from the Template Name field.
Choose one. Projecto displays that Schedule Template. As noted, the number of Phases in a Schedule Template is user-definable.
Add a Phase to the Schedule Templates List View
Hover the mouse pointer over the ADD A PHASE button.
Projecto turns the ADD A PHASE button from grey to blue. Click the ADD A PHASE button. Projecto adds a blank link to the Schedule Templates list view and automatically displays the Template Name value list.
Options include each unique Template Name. Choose one or chose Other…
Choose the OTHER… option. Projecto displays the Other… data entry window. Any text may be entered. There are no restrictions. The Other… data entry window is a text field. Best practice is to enter a single word in this use-case scenario. It is neither necessary nor advisable to place a carriage return after the new Schedule Phase Template Name entered into the Other… data entry window. An extra carriage return after the Schedule Phase Template Name may create unexpected results in how Projecto finds and displays the record.
Click the OK button. Projecto displays the record in its place on the Schedule Template list view.
Click the PHASE NUMBER field. Projecto puts the cursor in the Phase Number field. Enter a whole number.
Click the PHASE NAME field. The PHASE NAME field is a user-definable text field. Any text may be entered.
The Parent Child Relationship
Click the PARENT field. Projecto puts the cursor in the PARENT field.
Placing a value in the Parent field means the Phase is now a Child of that Phase Number. In the example below, Phase #2, Approval, is a Child of Phase #1, Inception.
The value in the PARENT field of a Child Phase designates that Phase as the Child of the Phase Number entered in the PARENT field.
- The Parent Phase usually appears somewhere above the Child Phase in the Schedule Template.
- It is unlikely that the first Phase entered in a new Schedule Template will require a value for the PARENT field.
- The Parent Phase should not have a value in the PARENT PHASE field. Parent Phases cannot be a Child of any other Phase.
Phase Follows
Click the PHASE FOLLOWS field. Projecto puts the cursor in the PHASE FOLLOWS field. Enter the Phase Number that the Phase will follow. In other words, the Phase Start Date will coincide with the End Date of the Phase entered in the PHASE FOLLOWS field.
The Start Date and the End Date are entered on the Schedule tab of the Project Detail view. The Schedule tab of the Project Detail view is covered in a separate section of this user guide.
PDC
Click the PDC field. Projecto displays the PDC value list. Options include C – Construction, D – Design, and P – Planning. Choose one. Projecto displays the value in the field.
Phase Duration
Phase Duration defines the length of time the Phase will last. There are two fields for Duration. The DURATION UNIT, and the DURATION LENGTH. The DURATION UNIT can be any whole number. The DURATION LENGTH can be days, weekdays, weeks, or months.
Click the DURATION UNIT field. Projecto puts the cursor in the field. Enter any whole number.
Click the DURATION LENGTH field. Projecto displays the Duration Length value list. Use the mouse or pointing device to choose a value. Options include days, weekdays, weeks, or months. Choose one. Projecto displays the value in the field.
Delete a Phase
The white X in the red circle is the DELETE button.
Click the DELETE button. Projecto displays the Delete Phase message, “Delete this phase from the template?”.
Click the DELETE button. Projecto removes the Phase from the Schedule Template permanently. Click the ADD NEW PHASE BUTTON to recreate it.
Adding, Removing or Editing Schedule Phases
Note that adding, removing, or editing Phases in the Schedule Template does not affect existing Schedules previously created in the Projects module.