Smart Contractor
Schedule Model Entry Form

To create or modify a schedule model, click on Setup in the shortcut or drop-down menu, then click on Schedule, then click on Schedule Models.

A schedule model is a template used to automatically create job schedules. Schedule models define the duration and sequence of job activities by Job Phase. You can create any number of schedule models. Each job can use a different schedule model. You set the schedule model for each job in the Edit Job form.

The Schedule Model entry form allows you to create or modify schedule models.

The Schedule Model entry form has the following prompts:

Schedule Model To Add or Edit:
Select a schedule model to edit from the drop-down list, or type the name of a schedule model to add, or click Add.
Copy From:
This prompt appears when you create a new schedule model (by entering a new name or clicking Add in the previous prompt). Select a schedule model to copy from to create a new model. This will copy the selected schedule model into the new one so that you can make changes to it, rather than having to create a schedule model from scratch.
Refresh button

Click the Refresh button to save and re-display the schedule model. This re-sorts and displays the schedule model in time sequence.

Note that job phases that start at the same time (same column) will be sorted alphabetically.

OK button
Click OK to save the schedule model and clear the form to prompt for another schedule model.
Cancel
Cancel changes and clear the form to prompt for another schedule model.
Print
Print the schedule model.

The Schedule Model entry grid has the following columns:

Job Phase
The schedule model information on each row applies to items belonging to the Job Phase in this column.
Use
A check box used to indicate whether activities of this Job Phase should appear on the schedule.
Days
A number entry field used to indicate the days duration of activities of this Job Phase.
Offset
A number entry field used to indicate the number of days to offset the start of activities of this Job Phase.
CPM Sequence
The CPM Sequence grid is used to indicate the sequence of activites.

The CPM Sequence grid does not represent the duration of activites; it only represents the sequence of activities. (The Days column indicates the default duration that will be used when a schedule is created from the model.) The CPM Sequence grid allows you to indicate when job activites start and end in relation to each other.

How It Works
The column position of a blue box in the CPM Sequence grid indicates:
  • The job phase on that line cannot be started until job phases ending in columns to the left have been completed.
  • The job phase must be completed before job phases starting in columns to the right can be started.
  • Phases that overlap (are in the same column) can be performed at the same time.

Note: The program will not allow a skip in the sequence of job phases. To eliminate skips, just click Refresh.

To Change Job Phase Sequences

To change the sequence of a job phase in relation to other job phases...

  • Drag and drop the job phase name (in the left column) up or down, or
  • Click on grid boxes to set them on or off, then click Refresh to resequence the job phases.

Click the Refresh button to save changes and re-display the grid. The job phases will be sorted in time sequence (and alphabetically if they start at the same time).