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Updating the Schedule

Modify dates, manage task progress, or update activity connections on the Schedule module!

Cara Alva avatar
Written by Cara Alva
Updated over 3 weeks ago

Overview

INGENIOUS.BUILD simplifies the management and tracking of construction activities, offering powerful tools that allow users to efficiently update, monitor, and adjust key activity parameters throughout the project lifecycle.

Process

Updating the Schedule

In the General Information tab we can update these activity fields:

  1. Name: Update the activity name.

  2. Start Date: Edit the Anticipated start date.

  3. End Date: Edit Anticipated end date.

  4. Category: Assign a construction category to an activity.

  5. Duration: Edit the activity duration.

  6. Progress: Modify the advancement of an activity by adjusting its percentage.

  7. Actual Start & End Dates: Edit the date the activity or milestone actually started and/or ended.

  8. Baseline Start & End Dates: Edit the date you are committing to start and/or end the activity or milestone.

  9. Responsible Party: Assign a responsible party to an activity.

  10. Type: Change activity to milestone.

  11. Tasks: Create a task for an activity (Publish the schedule to add a task).

Gantt View Updating

You can update fields such as Duration, Start date and Connections directly from the Gantt view.

  • Adjust an activity's duration by hovering over the edge of the bar (Activity) and dragging it left or right.

  • Change a start date by dragging the entire bar (Activity) or diamond (Milestone) to the desired date, connected tasks will move accordingly based on dependencies and durations.

  • Link activities or milestones by hovering over the edge of a bar or diamond, clicking the dot icon, and dragging it to another task’s dot.

  • To modify a dependency, click the connection line and update the relationship type or float.

Quick Actions:

Click on any shape in the gantt chart to choose a quick action.

  • Edit

  • Start

  • Complete

Updating Connected Activities (Table View)

Update the activity relationship with predecessors and successors in the Edit page by clicking into the Activity or Milestone on the Table View and selecting the Connected Activities tab.

Update Progress

  1. Click on the activity.

    1. Review the start date and duration and update the Progress % as needed.

  2. Update the activity connection by clicking into the relevant field.

    1. Review the predecessor and successor.

Review Connection Type - Finish to Start (FS), Start to Start (SS), Finish to Finish (FF), & Start to Finish (SF).

Activities

Activities are identified in the Table view by a Lighting bolt Icon and the Gantt view by a Bar.

  • You can change a milestone to an activity by changing its Type selection to Activity.

Milestones

Milestone are identified in the Table view by a Flag Icon and the Gantt view by a Diamond.

  • You can set a milestone by setting the Working days to '0' or by changing its Type selection to Milestone.

  • Milestones will only have start dates, as they don't span a time period.

See Also:

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