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 right clicking 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 | Notes |
WBS | Hierarchical code showing task position in the project breakdown structure. | No | System generated |
ID | Unique identifier for each task | No | System generated |
Task Name | Descriptive name of the task or activity | Yes |
|
Start Date | Planned or actual date the task begins | Yes |
|
End Date | Planned or actual date the task finishes | Yes |
|
Duration | Total working time required to complete the task. Measured in days. | Yes |
|
Percent Complete | Progress of the task expressed as a percentage | Yes |
|
Planned To Date | Planned progress (%) up to the current date | No | System calculated |
Effort | Total planned work required. Measured in days. | Yes |
|
| Actual Effort | Work completed to date. Measured in days. | Yes | |
| Remaining Effort | Work still required to finish the task. Measured in days. | No | System calculated |
| Effort Variance | Difference between planned and actual effort. Measured in days. | No | System calculated |
Predecessors | Tasks that must be completed before a task starts | Yes |
|
| Successors | Tasks that depend on a task’s completion | Yes | |
Manually Scheduled | Indicates if task dates are manually set vs auto-calculated. | Yes | |
Assigned Resources | Users assigned to tasks based on resources assigned to project in Project Settings | Yes |
|
Notes | Additional details or comments about the task | Yes |
|
Project Milestone | Indicates if task is Marked as a Project Milestone. | Yes | |
| Portfolio Milestone | Indicates if task is Marked as a Portfolio Milestone. | Yes | |
| Deliverable | Indicates if task is Marked as a Deliverable. | Yes | |
| Activity | Indicates if task is Marked as an Activity. | Yes | |
| Start Variance | Difference between planned and actual start dates. Measured in days. | No | System calculated |
| End Variance | Difference between planned and actual finish dates. Measured in days. | No | System calculated |
| Baseline Effort | Original planned effort before changes | No | |
Baseline Start Date | Original planned Start Date of the Task | No | Automatically populated when project moved from Phase 3 (Planning) to Phase 4 (Execution) Can only be updated via completed CSV import refresh. Any new tasks created in Phase 4 (Execution) will have a blank Start and End Date. |
Baseline End Date | Original planned End Date of the Task | No | |
| Total Slack | Amount of time a task can be delayed without impacting the Project End Date (critical path indicator). Measured in days. | No | System calculated |
| Workstream | Logical grouping of related tasks under a specific functional or delivery area | Yes |