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