Project Schedule

Background

The Project Schedule record provides a single source for Project Managers to manage project milestones. Users can use dates from the schedule in other records (e.g., deliverables, project changes) or to drive the duration of the construction contract expenditure forecast. 

Access: From the module menu, Schedules --> Schedules

Available reports: 180 Day Lookahead, Program View, Schedule Lookahead, Scheduling Gantt Chart, Projects Over/Under Schedule, Scheduling Dashboard

Tips & Tricks

Schedule Views

Baseline Schedules

Status Schedules

Milestones and Durations

Dependencies and Lag

Task Codes and Cost forecasting

Task Codes: 

Milestone - Assign to the appropriate milestone to ensure that the dates are pulled into all of the milestone/schedule reports

Forecasting - Assign to the parent (summary) task of the work to be completed if multiple activities are in the schedule (Design, ROW, Utilities...). Ensure the construction task is assigned as the forecast code "Construction" to replace the current Drawdown cash management effort

Understanding Your Schedule 

PMWeb screenshot showing Project Schedule modules

Your Project Schedule manages important project dates and timelines and connects these to your deliverables (Stage Gates) in the system.  

Your Project Schedule includes: 

Schedule Views

PMWeb screenshot showing how to configure Project Schedule columns

The schedule views can be modified, but only for the duration of time that you are logged in. The views reset every night, so it is recommended to complete a schedule configuration, modification, or status update to a single session to reduce re-work.

Updating Schedule Status Date

PMWeb screenshot showing how to expand a project schedule

Keeping the Status date accurate is an important step in maintaining an accurate project schedule. 

Steps:


PMWeb screenshot showing how to save an edited schedule

2. Updating the Status date should be the final step in updating the status of the schedule. This is the date that the schedule tasks have been progressed to.

3. Click the Condense icon to close your Schedule Detail view. 

4. Click Save to save your Changes.  

Adjusting Schedule Start Dates & Duration

PMWeb screenshot showing how to adjust the start date and duration of tasks

With your Project Schedule open, you can adjust your Start date and the duration of any tasks listed within your schedule.  

Adding Tasks to Your Schedule

PMWeb screenshot showing how to add tasks to a schedule
PMWeb screenshot showing how to move tasks in a schedule

4. With your mouse, click and drag the newly created Task to the corresponding area of your Schedule, based on the Code column. 

PMWeb screenshot showing how to use indentations in a project schedule

5. As needed, use the indention icons to align your task correctly in the Schedule view.  

PMWeb screenshot showing how to edit task details

6. Click the blue hyperlink in your new task row to populate its information in the Details section below your Schedule. 

7.  Click Dependencies to relate this new task to a Predecessor and Successor task in the Schedule.  

PMWeb screenshot showing how to add predecessors and successors

8.  Click Add to add a predecessor for this new task. This connects the tasks and due dates in the Schedule. 

9. Select your Predecessor task from the drop-down list provided and click Save within the table. 

10. Repeat Steps 8 & 9 for your Successor task.

*Click Save within each table to save your updates.  

PMWeb screenshot showing how to save task details

Baseline the schedule

PMWeb screenshot showing how to initiate baselining a schedule
PMWeb screenshot showing populated dates in the "Baseline Start" and "Baseline Finish" columns

Distributing the Schedule

Definitions

FAQs

Below are some frequently asked questions. If you have a question but don't see it listed here, fill out a website help form.

Do I update the Schedule Status Date monthly, or at major milestones?

This depends on your region. Most regions recommend updating your Schedule record at least monthly, but more often if needed to record major milestones.

Why did the update for my project’s “AD (milestone)” date on the PMWeb Schedule not change?

Perhaps the change didn’t get saved. Below are the steps to save an updated PMWeb Schedule by clicking the “Save” buttons.

Why is my project’s PMWeb “AD (milestone)” date not reflected on the Go Sheet?

The “Scheduled Ad Date” on the SAP cj20n Business Manager (BM) tab is the source for the “AD Date” on the Go Sheet.

When I update the PMWeb “AD (milestone)” date, what’s the process to update the SAP AD date?

Follow your Region’s process for updating the SAP AD date. In R2, project staff need to request an Ad date change via email to the Business Office: To: Mary Balchuck; Cc: Jason Ahrens; Michael Nusen. The Business Office will change the SAP cj20n BM tab “Scheduled AD Date”.

Where is the Go Sheet (Anticipated Projects Advertisements Next 180 Days) located?

Navigate to the Current & Future Bidding Opportunities page. Once on the web page, click "GoSheet Anticipated Project Report".

Do we need to update the “AD Certainty” field (green/yellow/red) on the SAP cj20n, Project Manager Tab?

No. The “AD Certainty” field does not need to be managed because the field was removed from the Go Sheet (as per the decision made at the 6-8-22 PRTO TAC meeting).

Where is the bi-weekly calendar for project Ad dates?

Visit the Bid Advertisement Calendar page link here. Once on the webpage, click the Bid Advertisement Calendar link, as shown below, to download the calendar.

How do I create a Construction-Phase-Only Schedule for Non-Capital Engineering Projects?

Here’s the 8-click method to Delete pre-con Schedule tasks as shown below:

How do I create a Construction-Phase-Only Schedule for Non-Capital Engineering Projects?

Here’s the 8-click method to Delete pre-con Schedule tasks as shown below: