Creating a Schedule#

For the schedule, you add dependencies and dates to the structure plan.

You must have permissions to be able to change items in the intended project or workspace. You must have the license for using the Gantt chart enabled (see Managing Regular Users). Make sure you are displaying the plan and not the base plan (Settings > Deselect show base plan). You can choose between two options for entering the project structure plan:

  • In the task management perspective (go to Task Management Perspective > Item Overview. Choose the “Hierarchical Representation” view)

  • In the project management perspective (go to Project Management Perspective > Gantt Chart)

  • Go to Project Management Perspective > Gantt Chart)

  • In the navigation area in the top left, click on the workspace or the project for which you want to create the schedule. This activates the corresponding filter, so that the items of the affected workspace or project are also displayed.

  • First create the dependencies. For an end-to-start relationship, click on the small circle at the end of the bar of the predecessor item in the Gantt chart and drag the mouse pointer to the small circle on the left of the bar of the successor item. For the type of link, choose “is endpoint for an MS Project Task link” and for the type of dependency “end to start”. You can enforce a time gap (the units are t=day, ft= ??, W=week, M=month). This gap is not removed even when normalizing the plan (removing all unnecessary delays).

  • Set dates by dragging the bars completely so that the start date is correct. Then drag the right end of the bar to the desired end date. You can change the start date, the start and end date or only the end date of a task by clicking and dragging either at the left end, in the middle or at the right end of the items. Free days are taken into account. When changing dates of the parent tasks, all subordinate tasks are also moved. Filters can be used to fix the dates of the corresponding items. For example, all items with dates in the past or completed items can be secured against moving (see Prerequisites for project planning). You can explicitly fix dates by placing and selecting the item attributes FixedDate or FixedTDDate on the input mask.

You have now entered all item dependencies and provided the items with dates.