EASE Project Management System

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Menu Items - Edit Schedule

Current Project Choices -  

 Select one of the three calendar types for the current project -  and enter a holiday file if to be used. The holiday file is placed in the folder with EASE PMS.exe.

The holiday file is a text file with a column of dates (MM/DD/YY) to be set as non-work holidays. It is best maintained in MS NotePad. A description can follow each date (examples): 11/11/14 Veterans Day 2014
11/20/14 Thanksgiving 14
12/25/04 Christmas 14
01/01/15 New Years 15

Each holiday is on a separate line. The descriptor is optional.

See the Holidays.txt file provided as an example.

The Labor and Material Resource files are maintained by EASE PMS.  The file selection for these will not show if your license does not include resources.

Task Data Dialog - The Task Data Entry Dialog is the primary means of data entry.  It operates with the Detail Gantt chart displayed (The software takes you to that display if you aren't there already.) 

The task shown may be selected by clicking on the task on the current Gantt display, or clicking any of the Previous Task, Next Task, or Find Task buttons.  This current task will be shown in red on the Gantt display.

For a new task, the SWBS, Description, Organization Code, Person are entered.

Schedule and Interface Entries advisories pertaining to the type of activity (Summary, detail Task, Milestone or Rubber task) are presented for the displayed activity.  When a different type of activity is selected in preparation for defining a new activity, the advisories change appropriately.    

If it is a Summary Level WBS that task type is selected and the Save as New Task button is clicked - entry complete. 

If it is a Task, that selection is made and schedule entries are made prior to clicking the Save as New Task button.  Note the Options: advisory for required schedule entry.  The "Dates may be entered without slashes" applies to all date entries in the software.  Interfaces are added after the new task is saved.

If it is a Milestone only the Start Date is entered.  Other schedule entries are not saved. Click the Save as New Task button after entering the Start Date

A Rubber Task spans from a start date and point on a task, from a point on task and an end date, or from a point on one task to a point on another task.  Note that Summary Level WBSs are not used.  Click the Save as New Task button after entering any date involved.  Enter Interfaces after saving the task.

Changes to an existing task are made and followed by clicking on the Save Task Changes button.  A change in task WBS can be made.

The Clear Task Fields button clears all Schedule Entry fields.

The Cancel Changes button restores the data from the original task as last saved.

Interfaces to Displayed Task list all Predecessors and Successors to the current Task or Rubber Task.   The Delete buttons delete the interface displayed.

The Add button on the Predecessors list brings up the Predecessor Interface Entry dialog. Entries are made for the % of the Predecessor required and any delay from that point.  the predecessor task may be selected from the dropdown list or a WBS entered.  Only Tasks (not Summary, Milestone, or Rubber Tasks) are accepted.  The corresponding Save or Save/Close button must be clicked to save the data.

The Add button on the Successors list brings up the Successor Interface Entry dialog which operates similarly.

The Edit buttons will bring up the Edit Interface Record dialog.  Only the Percent of Predecessor and Delay can be changed here.  If the interfaced task is to be changed, use Delete and Add buttons.

The Previous Task and Next Task buttons move the current task on the Gantt display. Alternatively, another task can be selected by clicking on it on the Gantt Chart.

The Delete Task button deletes the current task.

The  Move or Reorder Tasks and Find Task buttons use the Task Reordering and Find Task by WBS menu items described below.

Task Notes and Linked File Edit Dialog

This is the entry dialog for for task/activity notes and an optional linked file.  The Clear buttons blank out Notes or Link fields.  The Restore buttons bring back the information last saved.  The Save buttons save the data to the current project file.  Permanent saving will require saving the project file.

Notes are limited to 1.6 million characters for the project. File links are limited to 100 characters each.

 

 

 

Task Group Cloning - provides the capability to insert groups of tasks from another part of the current project or from another project.  Interfaces between tasks within the group are included.  Interfaces to a task outside the group are not included.  The WBSs of the group can be (and almost always are) changed.  The Task Group Cloning dialog is used.

In Donor Group Location, the Current Project or another is selected.  If In other Project, the Browse button is clicked to bring up a file selection dialog.

The group of tasks within the selected file is chosen either by entering the First and Last WBS or by entering the first Letter(s) of the group. 

For changing the WBSs to fit in the current project the Old and New fields are used.  The starting letter(s) must cover the entire group and must not result in a duplication of WBSs in the current project (The software checks.) The *s are optional.

The placement of the new group is designated as after an existing task.

OK commands the clone.  Cancel closes the dialog without action. Refresh the screen to see the new tasks.

Task Reordering  -  changes the basic WBS order of tasks in the project.  It is not used to change the order of the display of tasks.  That is done on the Display Preferences Dialog (F4).

 The Sort Tasks Alpha Numeric by WBS button does exactly that.  It is recommended that WBSs be planned in alphanumeric order.  If so, this action is a quick way to solve any task ordering problems which occur.

A task group to be moved is designated by First and Last or by the starting letter(s).

The chosen task group is placed after an entered WBS.

The Move button commands the action and closes the dialog.

 

 

 

Global Text Editing - allows text (including WBSs) to be changed globally.  Enter the old and new text strings, select the fields and tasks to which the change will apply.  Choose whether the selection will be case sensitive and whether a confirmation will be required for each change.  OK starts the action.

If Confirm Changes is selected the Change Description? dialog will come up for each change. Yes or No accept or denies the individual change. The Cancel button stops the action.

 

Delete Task Groups - Deletes a task group chosen by First and Last WBS or WBS starting

letter(s).  The Delete button commands the action and closes the dialog.

 

 

 

 

 

 

 

Find Task by WBS  - Uses the Find Task by WBS dialog.

OK finds the entered WBS and makes it the current task (red on the Gantt display) and closes the dialog. Cancel closes the dialog without action.

 

 

Set Task Baselines - By the following dialog the baselines for tasks are set to the current schedule.  Part or all of the activities can be base lined.

Baselines are shown in the following screen picture in a project which is behind schedule and shows the baselines before the tasks.  Baselines are (like other features) an annotation chosen on the Set Current Display Preferences (F4) Menu item.  They are the gray-green lines above the tasks.

Graphical Data Editing on a Gantt Chart - allows graphical schedule editing.  Clicking on one of the red circles (shown in the display excerpt below) and clicking again on the desired position draws a blue line from the old to the new position (next picture). While the cursor moves between clicks, the Date (first picture) or Days (second) changes to follow it. Whether it is a Date or Days depends on the field and how the data was entered.  Progress is in days.  A end of a task entered as a span will show days.  A start or end which was entered as a date will show a date.  A critical date entry will show a date.

Changes are saved and the display redrawn when a Compute Schedule is commanded.

The descriptive data in the fields can also be changed. The < and > buttons change the task in the fields to the previous or next task.  The task also changes whenever any task (including the red circles) is clicked on.

The Prefs button brings up the Preference dialog for the Graphical Edit Gantt display.

The Comp button provides an alternative way of commanding a Compute Schedule.