Schedules overview

• Multiple schedules can be created and tracked for an individual project. For example, a design-build firm can have a separate schedule for each phase, such as the design phase and construction phase.
• Task descriptions within a schedule must be unique otherwise the task will not be saved.
• Milestone tasks have a duration set to zero (0) and do not have an end date.
• There are two sets of dates for a schedule, the baseline and scheduled. The latter is used by default in the Gantt view and task calendars.
• Changing date and percent complete logic for successor tasks:
  • If a task is 100% complete, changing dates of that task will not move any successor tasks.
  • If a task is more than 0% complete, Sage Construction Management will treat the start dates as fixed. Changing the finish date or duration will move the successor tasks after prompt.
  • If a task is 0% complete,Sage Construction Management asks the user if they wish to move the successor tasks.
• The Choose Bulk Actions option on the Gantt toolbar includes the following actions:
  • Assign company and contact resource.
  • Assign equipment item resource.
  • Update percent completed.
  • Clear the assigned resources.
  • Reset the baseline dates to the scheduled dates for all tasks.
  • Reset the task IDs based on the current sort order.
• Before using the bulk actions option, the schedule must be saved if changes were made manually.
• The Filter Tasks option on the Gantt toolbar includes the following filtering options:
  • Critical Tasks Only: Path through the schedule that's driving the finish date.
  • Look Ahead # of Weeks: This filter can be used with printing.
  • Not Assigned Tasks: Tasks with no assigned resources.
  • Status Filter: Select tasks that have Not Started, are In Progress, or Completed.
  • All Tasks: Select this option to clear all filters.
• To print the task listing or calendar, allow popups for sagecm.intacct.com.
• In the Gantt view, you can use the arrows () to sort the tasks by ID, task, start date, end date, days, percent completed, predecessor, or resource.
• You can manually rearrange the columns in the Gantt view by selecting the desired column header and dragging it to the preferred position.

• Gantt: Shows the sequence of tasks and their relationships in a horizontal bar time-frame.
• Resource: Shows resources, such as company contacts and equipment, on the left and assigned scheduling tasks in a horizontal bar time-frame.
• Calendar: Shows tasks that are scheduled for the month along with their status, which can be Not Started, In Progress, or Completed.
• Comments: Shows tasks that have comments
• Properties: Shows the project number, prime contract, schedule number, calendar

	Choose Bulk Actions		Email Assignments		Filter Tasks
	Show Baseline Dates		Fix relationship issues		Submit changes to server
	Print grid		Print grid to PDF		Export grid data to your spreadsheet program
	Add new row or move or copy selected rows		Add new child row or move or copy selected rows to actual cursor position		Outdent, moved focused row below its parent
	Indent, move focused row as child of the row above		Expand all rows		Collapse all rows
	Zoom in		Zoom out		Zoom to fit into page
	Displays menu to choose visible columns

Tasks

A task is a work-related errand that you want to track through completion. For example, grade site, excavate footings, formwork footings, and pour footings.

Task ID

A numeric identifier for the task that Sage Construction Management auto-generates. The Task ID is used when referencing the predecessor within the Gantt table.

Task indentation

Determines if a task is a parent task with child tasks as follows:

• Sitework (parent task)
  • Clear Site (child task)
  • Grade Site (child task)
• Concrete (parent task)
  • Excavate Footings (child task)
  • Formwork (child task)
  • Pour and Finish (child task)

Scheduled start and finish dates

Scheduled dates are used by default in the Gantt and calendar views.

Baseline start and finish dates

Baseline dates define the original project plan and can be set by copying the current scheduled dates using the Choose Bulk Action option on the toolbar. Because baseline dates are compared with the scheduled dates during the project, these dates and durations must include your best estimate.

Duration

The number of work days required to complete the task. For example:

• 1 Day Duration:
  • Start Date: Monday at 8AM
  • End Date: Monday at 5PM
• 2 Day Duration:
  • Start Date: Monday at 8AM
  • End Date: Tuesday at 5PM
• 3 Day Duration:
  • Start Date: Monday at 8AM
  • End Date: Wednesday at 5PM

The duration of milestone tasks is set to zero (0).

Percent (%) complete

The percent complete (10% = 10) determines the status of a task and impacts how it’s color-coded on the Gantt chart and calendar.

Status

• Not Started: Tasks with % complete set to 0 and start date after today.
• Not Started - Delayed: Tasks with % complete set to 0 and start date before today.
• In Progress: Tasks with % complete greater than 0 and less than 100 and finish date after today.
• In Progress - Delayed: Tasks with % complete greater than 0 and less than 100 and finish date before today.
• Completed: Tasks with % complete set to 100.

Predecessor and successor relationships

• Predecessor task: A task or activity that must start or finish before another task.

• Successor task: A task that cannot begin until another task has started or finished.

Task 1	----->	Task 2	----->	Task 3
Predecessor				Successor

Relationship types:

• Finish-to-Start (FS - Very Common)
• Start-to-Start (SS)
• Finish-to-Finish (FF)
• Start-to-Finish (SF - Very Rare)

Example of predecessor references using different relationship types (predecessor task ID = 19):

• FS with lag 0: 19
• FS with lag 2: 19+2
• SS with lag 3: 19SS+3
• FF with lag 1: 19FF+1
• FS with lead -2: 19-2 (Successor task will start 2 days prior to task 19 finishing.)

Example with multiple predecessor tasks that are separated by a semicolon (predecessor task IDs = 5, 6 and 7):

• FS with lag 0: 5;6;7

Company and equipment resource assignments

Tasks can be assigned to both companies/contacts and owned/rented equipment. When assigning a company to the task, a contact must be specified because Sage Construction Management sends task notifications through email.