1. Project Schedule Grid Table
The Schedule Grid Table provides a structured view of the Project Schedule in column form and provides the user with the option to hide columns, sort data and search by Task Name. A number of columns are for reference only, referring to the table which identifies which fields can be updated via the Grid Table.
- To navigate to the ‘Project Schedule Grid Table’, click ‘Schedule’ tab from the sidebar then navigate to ‘Project Schedule’. The Grid Table is located to the left of the Schedule task list.
- The user can Hide Columns to be displayed by selecting the down arrow next to the name of any column. The pop-up box will appear, and user can unflag columns not required.
- The user can also Sort Data by selecting the down arrow next to the name of the column to be sorted and select either Ascending or Descending.
- The user can also Search for a task based on Task Name by entering text in the Search Field and clicking of the Magnifying Glass icon.
Below is a table of the fields that can be updated via the Grid Tab.
Grid Column | Description | Edit |
|
WBS | Work Breakdown Structure to define the hierarchical structure of the project tasks and deliverables | No | System generated |
ID | Unique number for task relationships | No | System generated |
Task Name | Free text | Yes |
|
Start | Task Start Date | Yes |
|
Finish | Task End Date | Yes |
|
Duration | Task duration in days | Yes |
|
% Completed | Actual % completed to date | Yes |
|
% Planned | System calculated planned % completed as at ‘today’ | No |
|
Effort | Actual effort based on units | Yes |
|
Predecessors | Link task to another | Yes |
|
Manual Mode | Task either auto or manually calculated | No | Managed via toolbar |
Assigned Resources | Users assigned to tasks based on resources assigned to project in project settings | Yes |
|
Note | Free text to assign notes against a task | Yes |
|
Project Milestone | Displays Yes if Mark as Milestone and/or duration equals Zero. Default is No | No | Managed via toolbar |
Portfolio Milestone | Displays Yes if Mark as Milestone Default is No | No | Managed via toolbar |
Deliverable | Displays Yes if Mark as Deliverable Default is No | No | Managed via toolbar |
Activity | Displays Yes if Mark as Activity Default is No | No | Managed via toolbar |
Baseline Start Date | Automatically populated when project moved from Phas3 to Phase 4 can only be updated via a completed CSV import refresh. Any new tasks created in Phase 4 will have a blank start and finish date | No | Managed via CSV |
Baseline Start Date | No |