The left half of the screen contains the list of job items in the schedule. This list includes the following columns of information regarding each item:

The name of the job item.

The schedule phase the item belongs to.

Note: This is not the same as the job phase.

The date the item is scheduled to start.

You can change the scheduled start date by clicking here.

Number of days the item is scheduled for work.

You can change the number of schedule days by clicking here.

The number of days this item is behind schedule.

The earliest date on which the item may begin.

The latest date on which item must be completed.

The item's Job Phase (which is assigned in the prompt for Job Phase in the Job Edit Job Estimate form.

The group item in which this item is a sub item (if the item is a sub-item).

List of Resources assigned to the job item.

Each cell in the schedule grid represents a date for the job item listed on that row. When you click on a cell, this will fill the cell with a color: dark blue for critical path items, or light blue for non critical path items.

Cells shaded with a faint blue color show the date range during which non critical items may be scheduled (earliest start, latest completion).

If a job is set to not use CPM scheduling, schedule items will only appear as medium blue cells; there will be no dark blue cells or date range shading.

Text may appear in cells as follows:

• X = Work for that date has been completed (as entered in the Job Progress entry form).
• N = No resource has been assigned for the job item. Right click on the cell to schedule a resource. See the Resource Schedule Update form topic for more information.
• C = Resource conflict: a resource scheduled for that item on that date has also been scheduled for a different job on the same date. Right click on the cell to see conflict information, and to correct it. See the How Do I... Correct Schedule Errors topic for more information.

If you are using CPM scheduling for a job, you can drag the mouse over schedule dates to schedule (or un-schedule) multiple schedule cells at once.

If you are not using CPM scheduling for a job, you can move the schedule dates for an item by dragging the mouse across the cells.

Right click on a schedule row to display the Item Resource form.

The item resource form displays information about resource scheduling conflicts, allows you to change the resources assigned to a job item, and allows you to enter the number of days completed.

Also, if you are not using CPM scheduling for a job, the Item Resource form allows you to move the entire schedule starting on a specific date. See the Item Resource form for more information.

To un-schedule a date, click the cell again.

You may leave breaks (skipped days) in the schedule for an item. An item schedule may have any number of breaks.

Note that when the schedule for an item is moved (because the schedule for a critical item preceding it was changed), the skipped days will remain the same. 

After you have clicked on schedule cells to add or remove item dates from the schedule, click OK. This will "refresh" the schedule.

If you are using CPM scheduling (by selecting a schedule model in the prompt for Schedule Model in the Edit Job form or the schedule setup form), and if you have changed the number of days scheduled for a critical path item, the schedule for all items following the critical path items will be reset.

If you are not using CPM scheduling (select "Not CPM Scheduling" in the prompt for Schedule Model in the Edit Job form or the schedule setup form), moving the schedule for an item will not change following items.

To change the schedule for multiple items simultaneously, see the "How Do I... Move The Whole Schedule" topic.

The cells for Saturdays, Sundays, and holidays appear with a grey background. These are non working days and cannot be scheduled. Use the Job Setup entry form to indicate whether the program should allow work to be scheduled on Saturdays or Sundays. Use the Holiday Schedule entry form to specify the dates of holidays on which work will not be scheduled.

Only job items with the Schedule Item: box checked in the job estimate entry form appear in the job schedule.

The Schedule Item: check box is automatically set when job items are added to the estimate.

The automatic setting is based on the schedule model selected for the job (in the Schedule Item: prompt in the Edit Job form), and the Job Phase of the item (set in the Job Phase: prompt in the Edit Job Estimate form).

The Schedule Item: checkbox defaults to the setting in the Use column for the Job Phase in the Schedule Model entry form. When Use is checked, items of that type will default to appear on the schedule.

By default, the schedule grid shows the schedule for the current job (selected at the top of the screen).

To include multiple jobs, click Setup at the bottom of the screen, and select Select Jobs To Display. 

When you include multiple jobs...

• The item list on the left of the screen expands to show both the job name and the item.
• Job items are interspersed within the schedule grid based on their schedule dates.
• Job items are sequenced by starting date, regardless of which job they belong to.

When you view the schedule grid with multiple jobs, the "critical path" relationship of schedule items may not seem to make sense. Remember that the critical path relationship of items only applies to items within one job.

Click the Print button to view (and print) the schedule. A popup menu will appear with these options:

• Print Schedule Report. Click to print a formatted listing of the job schedule.
• Print Schedule Calendar. Click to print the schedule in a calendar format.
• Print Schedule Grid. Click to print an image of the schedule grid on the screen. Note that this make take several pages. The grid is printed in page-size sections starting from the upper left.
• Print Schedule Errors. Click to print the schedule error report.

Click the Refresh button to re-sort and re-display the schedule.

Note: If changes have been made to the duration of any critical path items, this will change the schedule for all following items!