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Procedure documentationProject Schedules Locate this document in the navigation structure

Procedure

Adding a Project Schedule

  1. In the Setup view for the Schedule page, fill in the fields with basic schedule information.

    Note Note

    Select the Lock baseline dates checkbox to keep the baseline dates at their current values. If you select this checkbox, the baseline dates (which appear on the Tracking page for an event) do not change, even if you change the planned dates for an event. Once an Actual Start or End date is entered for any event in the project, the baseline dates are locked automatically.

    End of the note.

  2. Add a project event by selecting Add and entering event information. Select the event's Edit icon to enter detailed information on the Settings, Tracking, and Dependents pages.

  3. You can delete project events as long as they are not dependencies (that is, as long as other project events are not dependent on them). To delete an event, choose its Delete icon.

  4. Save your entries.

Settings Page

The Settings page provides a single location to enter and edit much of the event information that appears in the Setup, Cost, and Dependency views.

On the Settings page, you can:

  • Enter and edit basic information about the project event

  • Enter and edit event type and dependency information under Type

  • Enter and edit information under Reminders

  • Enter and edit cost and resource information under Cost

  • Choose Attachments to add an attachment to the event. To view all project attachments and event attachments, choose Attachments in the main Project toolbar.

Tracking Page

On the Tracking page, you can: Review date information for a project, and enter and edit the actual start and end dates for a project event.

Field Help for Tracking Page

Baseline Start: This value is based on the date you enter in the Fixed At field on either the Schedule page or the Settings tab. If the event is dependent on another event, this date is determined by the end date of the dependency. The baseline start date reflects the date you enter when creating the event. If you edit the date after event creation, and the Lock baseline dates box on the Schedule page is checked, the baseline date on the Tracking page remains the same, while the planned dates change. Once an actual start or end date is entered for any event in the project, the baseline dates are locked automatically.

Note Note

The baseline start date can be entered as a project start date that occurred in the past.

End of the note.

Baseline End: The baseline end date for a task is determined by the baseline start date (in the Fixed At field on the Schedule page), or by the dependency end date, plus the value in the Duration field. The baseline end date reflects the date that is calculated when you create the event. If you make date changes after event creation, and the Lock baseline dates box on the Schedule page is checked, the baseline date on the Tracking page remains the same, while the planned dates change. Once an actual start or end date is entered for any event in the project, the baseline dates are locked automatically.

Planned Start: This value is based on the date you enter in the Fixed At field on either the Schedule page or the Settings tab. If the event is dependent on another event, this date is determined by the end date of the dependency. The planned start date is identical to the baseline start date, unless the baseline dates are locked. You lock the baseline dates by checking the Lock baseline dates box on the Schedule page or by entering an actual start or end date for any event in the project. If baseline dates are locked, and you edit the dates on the Schedule page, the planned date values on the Tracking page will change, while the baseline date values remain the same.

Planned End: The planned end date for a task is determined by the planned start date (in the Fixed At field on the Schedule page), or by the dependency end date, plus the value in the Duration field. The planned end date is identical to the baseline end date, unless the baseline dates are locked. You lock the baseline dates by checking the Lock baseline dates box on the Schedule page or by entering an actual start or end date for any event in the project. If baseline dates are locked, and you edit the dates on the Schedule page, the planned date values on the Tracking page will change, while the baseline date values remain the same.

Actual Start: You enter the actual start date after a task is started or a milestone is accomplished. Entering the actual start date for an event is crucial to project schedule tracking. Once an actual start or end date is entered for any event in the project, the baseline dates are locked automatically.

Actual End: You enter the actual end date after a task is finished or a milestone is accomplished. Entering the actual end date for an event is crucial to project schedule tracking. Once an actual start or end date is entered for any event in the project, the baseline dates are locked automatically.

Dependents Page

On the Dependents page, you can view the events that are dependent on a specific project event.