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LEARNING HOME
Learning Updates
GETTING STARTED
How to Use This Site
Working with Split Windows
Using the Custom Toolbar Ribbon
The Value of Scheduling
The Scheduling Mindset
Pre-Construction Scheduling
SCHEDULING PRIMERS
Folders, Templates, & Project Files
Configure Your Save Settings
Insert, Replace, & Hide Columns
Understanding Tables & Views
Using Custom Views
Summary View
Cascading View
Tracking View
Schedule of Values View
Using the Power of Filters
Understanding Task Relationships
Understanding Constraints
Schedule Reporting System
SCHEDULING CHECKLIST
PHASE 1: ORGANIZATION
Choose the Right Template
Open a Project Template
Enter the Project Start Date
Enter Header Information
Saving Your Project File
Customize Your Task List
Define the Master Entry Table
PHASE 2: PLANNING
Set Milestones
Estimate Task Durations
Create & Modify Task Links
Enter Task Constraints
Use Lag & Lead Time
Evaluate the Schedule
Adjust the Project Duration
Finalize the Schedule
Set the Project Baseline
PHASE 3: CONTROL
Enter Responsibilities
Update the Schedule
Formatting Schedule Updates
Communicating Schedule Updates
PHASE 4: MULTIPLE PROJECTS
Consolidated Projects
Create a Consolidated Project
Inserting Projects
Opening a Consolidated Project
Working on the Consolidated Project
Saving a Consolidated Project
MANAGE RESPONSIBLITITES
Using Resources
Change the Assignment Units
Entering Resources
Sharing Resources
Assigning Resources
SELLING COSTS FOR BILLING
Entering Costs
Using a Schedule of Values
Preparing a Schedule of Values
Updating a Schedule of Values
Using Cash Flow
Viewing Monthly Cash Flow
SCHEDULING REFERENCE
Printing the Schedule
Format & Print a Schedule Update
Format & Print a Look Ahead Schedule
Format & Print for Responsibilities
Show & Hide Summary Tasks
Adding Overtime to the Schedule
Setting Tasks for Overtime
Change Timescale to Months & Weeks
Change Timescale to Weeks & Days
Using the Auto Filter
Using Date Range Filters
Working with the Critical Path
Using Notes
Copy Tasks from One File Into Another
Using the Organizer
TEMPLATE SETTINGS REFERENCE
Customized Fields
(Date 1) Updated Field
(Flag 1) Pre-Construction Requ.
(Flag 2) Summary Tasks
(Text 11) Priority #
(Text 12) CSI Division #
(Text 13) CSI Code #
Custom Filters
Custom Tables
Tracking Table
Master Entry Table
Schedule of Values Table
Resource Sheet
Construction Calendar
Overtime Calendar
Layout, Bar Styles & Gridlines
Option Settings
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