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View a Warehoused Schedule: Vertabase 3.7
Help: View a Schedule

On this page, you can view the schedule for a particular warehoused project. The default view is called the Production View, which includes:

  • Task #: Each task and subtask is provided with a number.

  • Description: The description of the task, input by users.

  • Type: The type helps define each task as an Upcoming Task, Task in Progress, Milestone, or Upcoming Milestone.

  • CT: This defines a task as a critical task. Critical tasks are used to determine if a project is on schedule or not.

  • Sub: This column displays whether or not tasks have subtasks associated with them. Subtasks can be viewed by clicking the plus sign . To stop viewing subtasks, click the minus sign .

  • Start Date: This is the start date of each task.

  • Due Date: This is the due date of each task.

  • Total Estimated Duration of Step: This column displays the estimated hours associated with each task. Estimated hours are added by associating them with individual users on each task, when tasks are added to the schedule.

  • Total Actual Duration of Step: This column displays the actual hours associated with each task. Actual hours are determined through timesheet entries.

  • Users: This column displays the number of users associated with each task. Clicking a number will popup a window displaying each user's name, assigned work type and estimated hours (or days).

  • Dependencies: This column displays the steps that are dependent on others. The numbers in this column relate to the Task #. Clicking the task # in the dependency column, will shift the schedule to that specific step. The system only supports FS (Finish-to-Start Dependencies).

  • Notes: This column displays whether or not schedule steps have associated notes. Clicking the plus sign will popup a window with the note information.

  • Complete: This column displays the steps that are complete, and allows you to complete steps as well. You can complete multiple steps at a time by checking off several boxes and clicking the Complete button at the bottom of the schedule.

  • Edit/Delete: This column allows you to edit and/or delete schedule steps. You can edit and/or delete multiple steps at one time by checking off several boxes and clicking either the Edit button or the Delete button at the bottom of the schedule. You can also "un-complete" schedule steps by clicking the arrow-icon.

The Production View also displays a sum of Estimated Hours and Actual Hours at the bottom of the schedule. There may also be Other Hours, which are defined as actual hours on deleted tasks, or actual hours for users that are no longer assigned to any schedule steps.

Also keep in mind:

  • When a task is crossed out it means that it was completed.
  • When a task is bolded it means that it is a critical task.
  • When a task is red it means that it is overdue.

The Schedule View page also includes the following:

  • A pulldown of filters for manipulating the schedule view. Simply choose the filter of choice, and click the Filter button.
  • A calendar popup for displaying the schedule in graphical format.
  • A legend.

Schedule Filters

Filters are used to display schedule information in a variety of ways. Each filter displays different schedule information, in a slightly different format, to provide you with as much flexibility as possible.

  1. Critical Path Filter: This filter only displays critical tasks along with all associated information.
  2. Milestone View Filter: This filter only displays milestones along with Start Dates and Due Dates.
  3. Incomplete Tasks Filter: This filter only displays incomplete tasks, including those in progress and those that are overdue. It includes all associated information for each task.
  4. Completed Tasks Filter: This filter only displays completed tasks along with all associated information.
  5. Late Tasks Filter: This filter only displays late/overdue tasks along with all associated information.
  6. Percent Complete Graphical View Filter: This filter displays all tasks along with a graphical representation of the percent complete on each task. The filter also displays Start Dates and Due Dates.
  7. Resource View Filter: This filter displays all tasks along with the list of resources associated with each task (instead of a number, hyperlinked to a popup window). The filter also displays Percent Complete, Subtasks, Start Dates, Due Dates, Estimated Hours and Actual Hours.
  8. Budget View Filter: This filter displays all tasks along with Estimated Net Cost, Expenses and Cost Totals for estimated and actual data. If the project is using a Top-Down Budget, the Project Price and Margin will also be displayed.