Schedule a project

  1. Open the projects you want to schedule.

    Tip: If you want to schedule multiple projects simultaneously, you should set the data date for each project individually before scheduling. To set the data date for each project, choose Enterprise, Projects. For each project you want to schedule, select the project in the project table, then modify the Data Date field on the Project Details, Dates tab.
  2. Choose Tools, Schedule.
  3. To set scheduling options, click Options.

    To display and/or use the default scheduling settings, click Default in the Schedule Options dialog box.

  4. If only one project is open, click in the Current Data Date field if you want to change the data date before scheduling the project.

    Tip: If multiple projects are open, this field displays the Earliest Data Date of all open projects; you can not change the data date for all open projects from this field. You can change the data date for individual projects on the Project Details, Dates tab and when you apply actuals (Tools, Apply Actuals).
  5. If enabled, mark the 'Set Data Date and Project Planned Start to Project Forecast Start during scheduling' checkbox if you want to schedule using forecast dates rather than the data date.

    When you mark this checkbox and schedule the projects, each project's data date is changed to match each project's forecast start date during scheduling.

    Tip: A forecast start date is shown if the start date of a project was manually changed by dragging the project bar to a new timeframe in Tracking layouts.
  6. To record your scheduling results in a log file, mark the Log to File checkbox, then click to specify a filename and location.
  7. Click Schedule.
  8. If you're scheduling multiple projects and the projects have different data dates, a message appears indicating that each open project will be scheduled using its own data date (as specified on the Project Details, Dates tab). Click Yes to continue scheduling, or click No to cancel.
  9. If, in the Schedule Options dialog box, you chose to calculate float based on the latest finish date of all open projects, you may be prompted with an additional warning message. Read the contents of the message, then click Yes to continue scheduling, or click No to cancel.

Notes



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Last Published Wednesday, May 25, 2016