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Scheduling

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Scheduling Tab

The Scheduling tab consists of a Project Schedule and Resources Calendar to manage your projects.

File:Scheduling/image001.jpg

Before proceeding, definitions are needed:

Project Schedule - where users can create, schedule, and assign Tasks and Work Orders.  The Project Schedule displays as a Gantt chart

Task – the basic unit of work to be performed for a project. They have a start date, finish date, estimated time, actual time, associated equipment and/or labor items, and assigned resources. Tasks are also a communication tool since they allow a project manager to tell a resource that they need to do something. This communication either happens inside of SI 5 (the resource looks up all tasks assigned to him), or via Outlook (tasks are pushed to Outlook, where they appear on the users calendar or task list).

Summary Task – a grouping of individual Tasks and Work Orders that can be used to help organize and plan your Gantt chart

Work Orders - a collection of one or more Tasks, which can be tied to a Sales Order for the purpose of using actual labor for billing. The primary purpose of a Work Order is to group a number of related Tasks for communication and reporting purposes.

Service Orders – are billable objects that contain labor and equipment items. They are very similar to tasks in that they can be scheduled and appear on the resource schedule; however, they are different in these important ways:

  • Service orders are associated to clients, not projects
  • They can be associated to a project but do not have to be
  • Service orders do not appear on the project schedule
  • They appear on the resource schedule only
  • Items on service orders can be entered manually or pulled from the catalog. Items on tasks must come from a project
  • Items on a service order can either be warranty (included free) or non-warranty (billable)
  • Service orders can be exported to QuickBooks as an invoice and/or purchase order, just like sales orders

Resource – something that can only be doing one thing at a time.  Generally a resource is a person that is assigned a specific thing to do.  You can manage resources either via the Resource Calendar tab or via the Work Orders tab. 

Resource Calendar – this is where it all scheduling data comes together.  It allows project managers to see when Tasks and Service Orders can be scheduled based on the availability of resources.

For additional information:

 

 

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Last modified
16:20, 26 Nov 2013

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