Overview
The Schedule module helps you plan, track, and adjust project timelines with precision, enabling better understanding and control for project delivery.
Schedule Overview Page
Save as Draft and Publish Schedule:
Draft Mode: By default, your schedule starts in Draft Mode, visible only to you. This allows you to make changes without publishing them.
Publish Schedule: When ready, click Publish Schedule to execute the schedule and share it with internal and external team members.
Options in the Dropdown Menu
The "Actions" dropdown menu includes:
View the Critical Path: Highlights the critical path in the schedule, identifying tasks that directly impact the project's timeline.
Add Schedule Template: Allows the user to apply predefined schedule templates for quicker setup.
Lock Baseline: Locks the initial Baseline Dates as a reference point for tracking progress or deviations.
Rename: Provides the option to rename the schedule.
Timeline: Offers a general overview of when the schedule was started, completed, baseline locking vs. unlocking and general actions.
Discard Changes: Cancels any unsaved modifications to the schedule.
Tabs and Timeframe Selection
The tabs (Today, Day, Week, Month, Quarter) allow users to zoom into different timeframes for granular or high-level views of the schedule.
Understanding Activities and Milestones
Activities and Milestones:
Activities: These are specific tasks with a start and end date that need to be performed to achieve the project goals. For example, "Create Schedule" or "Engage Team Resources."
Milestones: These represent key points or events in the project timeline. Milestones often mark the completion of a significant phase or deliverable (e.g., "Lease Action Request").
Connecting activities and milestones helps define the workflow and ensure all dependencies are clear.
There are two ways to connect an activity or milestone.
First, you can simply drag and connect them directly on the Gantt chart for a quick and intuitive setup.
Alternatively, you can click on the activity or milestone to open its detailed view.
From there, navigate to the Connected Activities section, where you can efficiently manage and configure the connections.
Predecessor/Successor Relationships:
Predecessors: These are tasks or activities that must be completed before a subsequent activity (the successor) can begin. For example, "Activity 1" (Predecessor) might need to finish before "Activity 2" (Successor) starts.
Successors: These are activities that depend on the completion of a preceding task. Once the predecessor is complete, the successor can proceed.
Connected Activities:
The "Add Connection" dialog box allows users to link two activities by defining their relationship. This is part of establishing dependencies, which help define the sequence and constraints between tasks.
Fields in the Dialog Box:
Activity 1: The first activity in the relationship (the predecessor).
Activity 2: The second activity to connect (the successor).
Connection Type: Specifies the nature of the relationship between the two tasks. Common types include:
Finish-to-Start (FS): The successor cannot start until the predecessor is completed (most common type).
Start-to-Start (SS): The successor cannot start until the predecessor starts.
Finish-to-Finish (FF): The successor cannot finish until the predecessor finishes.
Start-to-Finish (SF): The successor cannot finish until the predecessor starts.
Float: This is the amount of time that an activity can be delayed without affecting the overall project timeline. A float of
0.00 Dayindicates that there is no flexibility in the schedule.
Predecessor: A task that must be completed before another task (the successor) can begin.
Successor: A task that follows and depends on the completion of a predecessor task.
Connected Activities: The tasks that are interlinked based on their dependencies, defining the sequence of execution.
Milestones: Significant events or checkpoints in the schedule that mark progress or the completion of phases.
Why These Connections Matter:
Connecting activities and milestones ensures that the project timeline is logical, with clear dependencies. This helps in:
Identifying the critical path, which shows the sequence of tasks that directly impact the project’s end date.
Managing delays effectively by understanding their impact on subsequent tasks.
Optimizing resource allocation and scheduling for efficient execution.
Assigning Responsible Party to an Activity:
Bulk assign responsible parties to activities by clicking the check boxes of the activity and click "Assign Responsible Party". Then unclear actions by clicking "clear selections".
Comments:
You can @mention a user from the directory with a comment or just add a general comment.
Attachments:
Add an attachment to an activity. This allows for everything related to the project to be in one place.
History:
View record changes of an activity.
Follow:
You can follow an activity to get update notifications via the platform and email. Before following an activity the schedule will need to be publish.
Filters:
Filters help you manage tasks based on various criteria such as created by, show tickets, status, dates, and assignees. You can also search for specific elements.
Sharing a Schedule:
You can share your published schedule with external contacts and team members, providing them with tailored access to either view or edit the schedule. This flexibility ensures seamless collaboration while maintaining control over who can make changes to your project plan.
Export:
You can export a schedule to pdf, Microsoft project and Excel.
You've now mastered navigating the schedule using Ingenious Build. Feel free to explore more features and tools to enhance your Ingenious experience. If you have any questions or need any more help, don't hesitate to contact our support team using the chat icon or email us at support@ingenious.build.