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FastTrack Schedule 10 - User Manual

1. 3 Research 2 00 AE 31512 F Budget 5 00 31682 34842 5 y Development 8 00 34842 3 2842 e Design 200 3182 3 202 7 Prototype 2 50 32142 2312 a Review 300 32612 3 2812 9 e Testing 4 00 3 2842 4 42 l 40 Preliminary 200 Reon EIS 44 Customer 2 00 Wane Wane 12 Final Review 2 00 diaz AZ Finishing Tutorial 4 Finishing Tutorial 4 You are done with Tutorial 4 You now know the basics of scheduling dependencies through linking locking and chaining To close the Tutor4 file 1 To close the Tutor4 file from the File menu select Close 2 Click No to close the schedule without saving your changes To start the next tutorial 1 Go to Tutorial 5 Tracking Progress Copyright 2010 AEC Software Inc All rights reserved Tutorial 4 Scheduling Dependencies e Or Return to the Tutorial Contents 8 Tutorial 5 Tracking Progress 8 1 Tracking Progress Intro Tutorial 5 Tracking Progress This tutorial shows you how to track the progress of activities by entering their scheduled dates revised dates and work in place with actual dates and complete To open the practice schedule file to be used while taking this tutorial 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor5 Importa
2. 7 Preliminary 2 00 3 202 3 30 12 8 Customer g Final Review Typing dates Typing dates You can also define activity dates by typing values in the Duration column or the Start Date and Finish Date columns You only have to enter a Start Date and Finish Date a Start Date and Duration a Finish Date and Duration or simply a Duration FastTrack Schedule automatically calculates the remaining value and draws the bar Steps 1 Click in the Start Date cell of row 8 the Customer row 2 Enter a Start Date of April 02 2012 in the Express Date calendar and click OK to enter the date in the cell 3 Click in the Duration cell A Duration of 1 00 is entered by default select the data in the cell 4 In the Duration cell type 2 and press the Enter Return key on your keyboard to enter the value March 2012 4 Activity Name Duration Start Date Finish Date Mon Tues Wed Thur Fi Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues 12 13 44 15 16 17 48 48 20 21 22 23 24 25 226 27 28 28 30 24 1 2 3 L TA ses tess 2 Research 3 00 332 34512 3 Budget 0 00 316 12 3016 12 de 4 Design 2 00 agg 3 2042 5 Prototype 4 00 3202 3 2342 B Rewew 3 00 A B2 3 2802 egen 7 Preliminary 2 00 X202 33012 een H Customer
3. Brainstorm 31212 3442 100 00 I 2 iii mr ct 4 Research BEN 31512 375 00 F Budget 382 3 20 12 75 00 5 w Development 3492 3 28H2 285 00 Dam mg pe EM F e Design 3012 3 2042 125 00 mmm 7 1 1 ees wm m mm 7 a Review 3282 Klek 80 00 ae Pa e Testing 3 28H2 4 412 175 00 10 Preliminary 3 282 3 202 75 00 44 Customer 3 302 4 342 5100 00 E 7 i2 Final Rewiew aan 4 42 de 42 ta 14 15 TE 17 18 um 20 ral 2 EEN 24 E 2b 2 ap r4 30 3 e d 4 4 This displays the total of all values visible below the Duration column In order to vew column summaries the Column Summaries amp Timescale Bottom option must be selected in the Columns tab of the Define Layout dialog 11 3 Defining a calculation column Defining a calculation column You can add columns to your schedule that derive their values from other column These are called calculation columns Instead of entering values for a calculation column you set up a statement that tells FastTrack Schedule to use operations and functions to calculate the value Steps 1 Click the column heading of the Rate Per Day column to select the column 2 From the Insert menu select Column The Insert Column dialog opens 3 From the Show drop down list select Calculation 4 In the Column Display Name table select Calculation 1 Copyright 2010 A
4. Mar 12 is Fe Finish H v sed Revised Actual E e e Activity Name StartData rii Start Data Finish Date Start Data Complete z s 5 wr Panning 342H2 32652 31302 32712 0 T IR 4 AA ep Brainstorm A4242 345H2 343412 3 16 12 om Research AM4642 3X2042 372 3 2142 om M 3 Budget Bet X26H2 3 2242 Am 2 0 4 Lopes w Development 34942 4442 3492 4 442 0 c n 5 Design 31952 32352 ER A 8z on 6 R Prototype A27M2 442 32712 4 442 ro m T ao Review Ca a Aana Aan Au Ge e a 8 5 Using Actual dates and Complete Using Actual dates and Complete An activity s Actual dates and Complete are interrelated they both represent work in place As an activity is worked on it is first given an Actual Start date then an increasing Complete and when completed an Actual Finish Date and an Actual Duration Steps 1 From the Tools control select the Percent tool ei 2 Position the Bar Percent Complete cursor in the middle of the Brainstorm activity s blue Revised bar and click your mouse button 3 If the activity s Complete column does not show 50 select the value and type 50 4 Press the Return Enter key Copyright O 2010 AEC Software Inc All rights reserved NOJA FastTrack Schedule 10 Tutorials Manual 8 6 Mar 12 L A 7 LA Finish Rewsed
5. 43 y Panning 4 00 31242 3 16 12 100 FEY r1 2 Brainstorm 3 00 32 12 3 1412 100 A 3 Research 3 00 3 13 12 315 12 100 4 Budget 0 00 3 16 12 3 16 12 100 5 y Development 8 00 3 19 12 3 28 12 100 q x_x _ A ap aaa 6 Design 2 00 3 19 12 3 20 12 100 eo 7 Prototype 4 00 34 20 12 3 2342 100 o 8 Rewew 3 00 3 26 12 3 28 12 100 a y Testing 5 00 3 28 12 4 4 12 0 40 Preliminary 2 00 1 28 12 3 29 42 0 11 Customer 3 00 3 30 12 4 3 12 0 3 HER 12 Final Rewiew 0 00 4 442 Audi E A Restoring does not undo changes you have made to activities It only shows hidden activities and returns them to the Master Sort Order You should be aware that changes you make to the order of activities are not restored Changes that could affect the order of activities include moving deleting inserting cutting and pasting rows Applying a sort Applying a sort Whereas filtering hides rows sorting rearranges the row order based on information in an activty s columns Like filtering sorting is done on visible activities and can be temporary Steps 1 On the toolbar click Sorts and choose By Duration from the drop down list This sorts the rows by the values in their Duration column lowest to highest Copyright O 2010 AEC Software Inc All rights reserved 21304 Activity Name Duration Start Date e Planning 4 00 3112 12 Budget 0 00 316 12 Brainstorm 3 00 3 12 12 Research 3 00
6. March 2012 ra E 4 Resource Name Man Tuos Wad Thur En Sal Sun Mon Tugs Wod Thur En Sat Sun Mon T E i 13 i T4 r K 16 sl if ua y Le T 20 d 21 22 fa n 4 25 i z i 4 Hourly Work Usage et a ojoh 000h O 00n 0 00 0 00n 0 00n 0 00n omn 0 00n 8 00h 8 00h 00h G 0Oh 00h 0 00n Prototype M Devalopmant Protatype is 8 00 8 00 2 00 Jane Phillips v UN Percent Work Usage e pe Ow 0 am Som o 0 som som oe om os OX om ON 5 2 v 4 Hourly Work Usage opon op ooon 4 005 4005 0 00 ooon 4 005 4 00h ogon oooh oooh oooh oooh ooon y TU Develcoment Dasign 4 00 4 00 ES ER 4 00 4 00 Copyright 2010 AEC Software Inc All rights reserved Tutorial 9 Working with Resources NN 12 6 Finishing Tutorial 9 Finishing Tutorial 9 You are done with Tutorial 9 You now know the basics of defining and assigning resources To close the Tutor9 file 1 To close the Tutor9 file from the File menu select Close 2 Click No to close the schedule without saving your changes To start the next tutorial 1 Go to Tutorial 10 Using FastSteps sf e Return to the Tutorial Contents 13 Tutorial 10 Using FastSteps 13 1 Tutorial 10 Using FastSteps Tutorial 10 Using FastSteps This tutorial illustrates how to apply and create FastSteps To open th
7. 27 28 29 30 35 1 2 3 4 1 v Planning 4 00 312 12 3 16 12 2 Brainstorm 2 00 34242 34342 o 3 Research 3 00 3 13 12 3 15 12 gt 4 Budget 0 00 346 12 3 16 12 e 5 v Development 8 00 3 1942 3 28 12 6 Design 2 00 3119 12 3 20 12 mney Prototype 4 00 3 20 12 3 2312 8 Rewew 3 00 3 26 12 3 28 12 EE D 9 y Testing 4 00 3 2912 4 4 12 eneen 10 Preliminary 2 00 3 29 12 3 30 12 A y 44 Customer 2 00 4 212 4 312 Ceci bes 12 Final Rewew 0 00 4 412 4 442 e Including text boxes Including text boxes Adding text boxes allows you to label and customize the timeline graph of a schedule You can add a box of text to the timeline graph and then format that box with any font styles Steps 1 To add a text box click the T button to select the Text Box tool from the Tools control 2 Click in an empty area of the timeline graph and drag out a box of the desired width 3 Enter the text These deadlines are essential for meeting our goals 4 To resize the text box select the Arrow tool from the Tools control click the text box and then drag one of its corner handles 5 To change the font attributes of the text box select the text box with the Arrow tool Copyright 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 6 With the text box still selected click the Format Selected button The Format Item dialog opens 7 Click
8. FastTrack Schedule 10 Tutorials Manual Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule Documentation Version 10 0 0 by Carol S Williamson AEC Software Inc With FastTrack Schedule 10 the new version of the award winning project manager it s easier than ever to plan and manage your projects Powerful tracking tools and dynamic status reports keep team members in sync costs under control and projects on schedule FastT rack Schedule 10 Tutorials Manual Copyright O 2010 AEC Software Inc All rights reserved All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompanyit In no event shall the publisher and the author be liable for anyloss of profit or any other commercial damage caused or alleged to have been caus
9. New Vertical al Horizontal 10 fl Delete gt Apply E Cancel Copyright 2010 AEC Software Inc All rights reserved Tutorial 9 Working with Resources 9 Click the Format Label button The Format Bar Label dialog opens 10 Click the Border tab 11 In the Line area click the Color option and choose black from the color wheel in the Colors dialog 12 In the Line area enter 0 25 in the Size box Format Bar Label Font Border Display Background Line Shadow Color Color Margin g S Size 0 25 RB Size H mA Transparent Example Corner l M Hesaurces Assigned Radius D a Options Apply Border Attributes to All Bar Labels 13 Click OK to save your changes and close the Format Bar Label dialog 14 Click OK to close the Format Bar Styles dialog The resource you assigned to this task now displays as a label at the end of the Design bar Because the Prototype bar in row 7 contains the same bar style and has a resource assigned to it a label appears for that bar also Copyright 2010 AEC Software Inc All rights reserved am FastTrack Schedule 10 Tutorials Manual 12 5 March 2012 04 Activity Hame Duration Start Date Finish Date MIT wW IT fTt S S S M TIWITIfI S S MITIWITIFI St IS M TI W 12 13 14 15 16 17 18 18 20 an 22 23 24 25 26 27 26 29 30 31 1 z 3 4 4 y Panning 4 00 3422 346M2 2 Arainstorm 2 00 3242 3132 4 R
10. w la Customer 2 00 4j2H2 KENE d F Final Review 0 00 4jAM2 An de 4 9 Dragging bars Dragging bars Dragging bars is one way of changing an activity s dates By using the Arrow tool to drag the middle start or end of a bar you can change the activity s start finish or duration lf they are displayed these changes will appear in the time date and duration columns Steps 1 To drag a bar select the Arrow tool from the Tools control 2 Click the middle of the Brainstorm bar and drag it to the right two days The start and finish dates change but the duration remains the same 3 To change the finish of a bar click the end point of the Research bar and drag it to the right two days The finish date and duration change but the start date remains the same March A012 3 e 4 Activity Name Duration Start Date Finish Date Mon Tues Wed Thur Fr Sat Sun Mon Tues Wed Thur En Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed 12 13 14 15 16 17 48 18 20 21 22 23 24 25 26 27 2B 28 30 331 1 2 3 E gt TIE E a Research 5 00 34342 3 1942 m 3 Budget 0 00 J162 AMBHZ a Design 2 00 ERR 3 20H2 E Prototype 4 00 3 202 32312 6 Review 3 00 J262 3 2842 7 Preliminary 00 A202 A 30 12 a Customer 2 00 4 242 4 312 i
11. All eege manana enana nana ina 86 Understanding Consolidation anaana aaa a aa aaa aaa 86 Defining CGonsoldaton arena aaaea 87 Finishing Tutorial 11 SE aaan aeann nanas aa a aa a ea EENG 88 Copyright 2010 AEC Software Inc All rights reserved Contents Index 90 Copyright 2010 AEC Software Inc All rights reserved 108 FastTrack Schedule 10 Tutorials Manual 1 Tutorials Tutorials These tutorials will get you up and running quickly They are constructed to be used with the FastTrack Schedule practice Tutorial files Tutor1 Tutor1 1 To open the FastTrack Schedule practice Tutorial files 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file for example Tutor1 fts on Windows or Tutor1 on Macintosh that accompanies the tutorial instructions with which you are working Important If you cannot locate the Tutorial folder on your computer go to Find and search for Tutor1 fts Windows or Tutor1 Macintosh If this produces no results check with your System Administrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer If necessary select one of the following Using the tutorials Printing the tutorials Table of Contents Tutorial 1 Up and Running Tutorial 2 Laying Out Your Schedule Tutorial 3 Customizing Your Schedule
12. All rights reserved Tutorial 7 Filtering 8 Sorting MOS Define Filter Filter Name Sri Column Value Criteria Date Time Criteria Apply Matching Rows Display fei Column Value Criteria Bar Options 0 Date Time Criteria ei All Bars in the Row O Column Value Criteria AND Date Time Criteria C Matching Bars Only C Column Value Criteria OR Date Time Criteria Row Options fei Matching Rows Only WM Expand All Prior to Filtering Matching Rows AND NW Restore All Prior to Filtering Parents Ed Apply All Bars Range After Filtering EJ Pd Filter A Row When Ld fei Any Bar in that Row Matches S ad 3 First Bar in that Row Matches Ee 3 All Bars in that Row Match C aS o gt 7 Cancel 6 Click the Column Value Criteria tab 7 To define the column in which to search in the table click Select Column in the first Column cell 8 When the drop down list that appears type an m to scroll to Managers then click to select it 9 Click the first Test cell to select it 10 From the drop down list that appears select the equal sign 11 Click the first Value cell to select it 12 Select Smith from the drop down list to enter the value against which all activities will be compared If a Value List had not been created for this column a value would have to be typed in Copyright O 2010 AEC Software Inc All rights reserved NOJA FastTrack Schedule 10 Tutorials Manual Filter N
13. Budget 6 00 34942 34942 e 5 Y Development 8 00 3 4842 3 2842 fi em e i E Design 2 00 TEA 3 2042 7 Prototype 3 00 VAAZ 3 2242 B Review 3 00 Angie STE 9 w Testing 5 00 3 282 4 442 M OD EA A 10 Preliminary 2 00 3 2842 3 202 is 44 Customer 3 00 3 30 12 4 342 EA 12 Final Review 0 00 aaa aaa You can see that the Prototype bar is smaller now and that though the activity still has a duration of 3 00 it now has a Start Date and Time of 3 21 12 at 8 00 AM and a Finish Date and Time of 3 22 12 at 8 00 AM Because a work dayis still defined in 8 hour increments the duration calculated in days equaling 3 means that that duration represents 3 sets of 8 hours or 24 total hours Now that Prototype has a 24 hour calendar it s duration still displays in regards to the defined work days but now all 24 hours can fitinto one 24 hour time period thus the new finish time 9 5 Finishing Tutorial 6 Finishing Tutorial 6 You are done with Tutorial 6 You now know the basics of defining and using the work calendar To close the Tutor6 file 1 To close the Tutor6 file from the File menu select Close 2 Click No to close the schedule without saving your changes To start the next tutorial 1 Go to Tutorial 7 Filtering and Sorting Or Return to the Tutorial Contents 10 Tutorial 7 Filtering amp Sorting 10 1 Filtering and Sorting Intro Tutorial 7 F
14. The timeline graph now hides all typical non work days that are continuous with the weekend All other specific non work days including Friday March 16 2012 are shaded when you select this option If every Friday was deemed a non work day in our Product Titan Launch work calendar then all Fridays would be hidden also 94 Creating a task specific Work Calendar Creating a task specific Work Calendar Any activity in your schedule can be assigned its own work calendar You will now create a new work calendar for the activity Prototype Currently this activity has a Start Date and Time of 3 21 12 at 8 00 AM and a Finish Date and Time of 3 23 12 at 5 00 PM Steps 1 In Row 7 double click the bar for the activity Prototype The Information form for that activity opens Bar ID 5 Hidden Links Assignments Start Date Start Time Finish Date Finish Time Duration Scheduled 03 21 2012 v 8 00 AM 03 23 2012 Y 5 00 PM 3 00 fa Revised 03 21 2012 Y 8 00 am F 03 23 2012 v 5 00 PM 3 00 5 Actual hd h ha hd 8 Complete 0 00 Ir Priority Days Constraints Calendar TYPE Start On Or After None AAA New Edit Constraint Date 03 21 2012 d Constraint Time 2 00 AM ihd Ignore Resource Calendars 2 In the Calendar area of the Prototype Information Form click the New button 3 In the Calendar Name option enter Titan Prototype 4 From the Copy Calendar drop down list choose 24 H
15. Tutorial 4 Scheduling Dependencies Tutorial 5 Tracking Progress Tutorial 6 Using the Work Calendar Tutorial 7 Filtering amp Sorting 32 Tutorial 8 Using Summaries amp Calculations Tutorial 9 Working with Resources Tutorial 10 Using FastSteps Tutorial 11 Consolidating Files 2 Using the Tutorials Using the Tutorials Tutorials consist of a set of step by step instructions and sample schedule files on which you perform those instructions You open the step by step instructions online in the application s Help contents Tutorial practice files were installed along with the application as were the Example files unless a custom install was performed and these files were not included in the installation To begin a tutorial 1 Open FastTrack Schedule 2 From the Help menu select Tutorials and choose Tutorial from the submenu 3 Click the icon beside the name of the tutorial you want to view To open the practice schedule file to be used while taking the tutorial Copyright O 2010 AEC Software Inc All rights reserved Using the Tutorials 9 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor1 that accompanies the tutorial instructions with which you are working Important If you cannot locate the Tutorial folder on your computer go to Find and search for Tutor1 If this produce
16. select FastSteps and choose Restore Master Schedule from the submenu The View is switched to Schedule View the Main Layout is applied the Master Range is applied and all hidden rows are restored and returned to the Master Sort order March 2012 Aprii 2012 4 Activity Marne Duraton Start Date Finish Date SM T wT FS Ss M Tah TIEI Be Beh ae TCE SI SiM oT W 11 12 13 14 15 16 17 18 18 20 21 22 122 24 26 26 27 26 29 390 94 1 12 13 4 4 F Planning 4 00 3 422 31612 L Brainstorm 2 00 3422 EES 2 zm 3 Research 2 00 31442 345812 4 Budget 0 00 31842 3516112 5 v Development 8 00 3419112 328112 i i e Design 2 00 34942 3 202 7 Prototype 3 00 3 2142 3 2312 ERA lg Review 3 00 3 2812 3 2812 j n l g F Testing 5 00 3 282 aig palus AE 10 Preliminary 2 00 3 2812 3 2812 seg 11 Customer 3 00 30112 4 342 ei HB 42 Final Review 0 00 4 412 4 42 ES 13 4 Creating a basic FastStep Creating a basic FastStep Custom FastSteps are created in the Define FastSteps dialog Steps 1 From the Project menu select FastSteps and choose Define from the submenu The FastSteps dialog opens 2 Click the New button The Define FastSteps dialog opens 3 Enter My Exports in the FastSteps Name box 4 From the Commands table scroll down to Schedule Export Picture and click Add to send it to the FastStep table 5 In the FastStep tabl
17. 3 Select a cell in the right table 4 From the Insert into Cell drop down list select Time 12 Hour 5 Select a cell in the left table 6 Enter the word Draft Center ae Right TimeToText Time True Insert into Cell Auto Text Copy All Display Options All Pages E Paste All a 7 From the Format drop down list select Footer 8 Select a cell in the middle table 9 From the Insert into Cell drop down list select File Name Copyright 2010 AEC Software Inc All rights reserved Tutorial 3 Customizing Your Schedule Format Header n Tutce3 Pe Center ee Right File Name TimeToText Time True Insert into Cell Auto Text ES Copy All a Cares SD 10 Click OK to apply your changes and close the Header and Footer dialog 6 11 Previewing the customized schedule Previewing the customized schedule You are done You now have a customized schedule with new bar styles different text styles text boxes and a picture Steps 1 Click the Print Preview button The Print Preuew window opens Copyright O 2010 AEC Software Inc All rights reserved am FastTrack Schedule 10 Tutorials Manual 6 12 7 1 gt Tutor3 fts E Ay Su E ES 19 7 FY Y E oon i E i Aa gt A d d A Y d 2 e EA 4 SER Lag ML MEL LOCO Close 11 47 PM First Quarter Duration Start Date Finish Date March 2012 Mon Tues W
18. 3 13 12 v Testing 5 00 3 2842 Final Rewew 0 00 4 442 Preliminary 2 00 3 28 12 Customer 3 00 3 3042 Yv Development 8 00 3 1942 Design 2 00 319 12 Review 3 00 3 2642 Prototype 4 00 3 20 12 10 7 Defining a sort Defining a sort Sorts are defined in the Define Sort dialog These steps create a sort that arranges activities in order by their Complete and Start Date Steps On the toolbar click Sorts and choose Define from the drop down list 1 N Oo On 0 The Sorts dialog opens Click New The Define Sort dialog opens Finish Date 3 1642 3 16 12 3 14 12 3 1542 4 442 4 412 3 29 12 4 342 3 2842 3 20 12 3 28 12 3 23 12 Tutorial 7 Filtering amp Sorting March 2012 April 2012 Complete 5 MITIWI T FISIS MITINITIFIS SIMITIWITIFI S S MITIWIT 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 E S jc i KZ i 100 e 100 e 100 0 q 0 0 m 0 100 100 100 100 creo In the Sort Name box enter By Complete and Start Date In the Columns table scroll down and select Complete Click the Show button To sort the Complete value in descending order click the stair step icon next to the name in the Sort Order table to change it from Ascending to Descending order 7 In the Columns table scroll to the top of the table and select Start Date
19. 5 00 3 28 12 4 442 175 00 10 Preliminary 2 00 3 28 12 3 29 12 75 00 44 Customer 3 00 33042 4 342 100 00 12 Final Review 0 00 4 4412 4 412 Total 2300 6 Double click the Calculation 1 column heading to open the Format Column dialog in the Options tab 7 In the Customized Column Name box enter Activity Costs Font Summaries Customized Column Name Default Column Name Use Default Calculation 1 Column Type Specific Options ral Stored per bar d Show in Information Form i Define Calculation St 8 Click the Display tab 9 Enter 60 in the Column Width box 10 In the Number Display section select the option Copyright 2010 AEC Software Inc All rights reserved Tutorial 8 Using Summaries Calculations LS EI C wiatior Acti Options Display Font Summaries Column Width B Number Display M Thousands Separators C Negative MI s Ox Decimal Places ais Example 123 456 789 12 Car 11 Click OK to apply your changes and close the Format Column dialog The values which appear in the Cost column display the result of the calculation you just defined Duration Rate per Day For instance the Brainstorm activity bar costs 200 which is the Duration 2 days times the Rate 100 per day March 2012 April 2012 O 4 Activity Name Duration Start Date Finish Date Rate Per Day A ctvi
20. From the Part to Edit drop down list select Schedule Bar 0 JO Om SS Go b i A Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 6 4 9 In the Bar area select a new pattern 10 From the Part to Edit drop down list select Schedule End Point 11 In the Shape area select the diamond point style from the drop down list 12 In the Point area enter 9 in the Size box Format Bar Styles Bar Style Component Scheduled E Component Options Schedule View Labels Resource View Labels Alignment Part to Edit Schedule End Po ES Show All Components While Editing Shape Select 4 Edit Fill Border Color l Colar L Pattern E ES Co or Pr ae Ai Size g fal Size 1 25 E Paste x Offsets Vertical 0 Horizontal 1 RB Delete i sek 13 Click OK to create the bar style and close the Format Bar Style dialog Changing bars to different styles Changing bars to different styles In this section you will change some existing bars in the schedule to the new style Steps 1 In the schedule select the activity bars in rows 2 and 3 by holding down the Shift key and clicking each one 2 In the Bars Styles list click the cell containing the bar style you just created The selected bars adopt the new bar style Copyright 2010 AEC Software Inc All rights reserved 6 5 6 6 Tutorial 3 Customizi
21. Revised Actual RE a ENZ Sepp Wem Sat Dei Dae Start Date Finish Date Start Date Complete P d wr Panning 342H2 3262 31342 327142 31342 18 el ken Brainstorm 31242 365852 1312 34812 303 12 50 la Research 31612 X20 42 32 3 2142 C Budget aana np Aa X272 D A a w Development 3498H2 442 31482 4 442 TA COUP Design a1842 32342 3 942 3 28 12 e Prototype 3 2742 414412 3 2742 Aa Qe mm D e Rewew 4 442 AA 4 412 d i ro Y ou do not need to be tracking all three sets of dates in order to use Complete Designing Scheduled Revised and Actual bar display Designing Scheduled Revised and Actual bar display You have seen how to track a bar s three components so now you can learn how to design the three components Steps 1 2 O OND Om AC With the Arrow tool click the Brainstorm activity bar to select it On the Format menu click Bar Style The Format Bar Style dialog opens Click the Show All Components While Editing box From the Component drop down list select Revised From the Part to Edit drop down list select Revised Start Point In the Shape area select the circle point style Select Actual from the Component drop down list In the Fill area choose a shade of green from the Color box Click OK to apply your changes and close the Format Bar Style dialog Copyright 2010 AEC So
22. Sat Sun Mon Tues Wed 18 17 15 49 20 21 22 23 24 25 26 zr 2B Because the position of an activity bar in the timeline graph represents an activity s start finish and duration dates you can draw a bar to automatically enter those dates in the columns As you move the cursor in the timeline graph you can see the date and time over which it is positioned in the Cursor Tracking area at the bottom right of the application window In addition while you draw the bar the Bar Tracking window pops up and shows the current bar s start finish and or duration Copyright O 2010 AEC Software Inc All rights reserved wu FastTrack Schedule 10 Tutorials Manual 4 7 Steps _ 1 From the Tools control select the Bar tool 2 From the Bar Styles tool click this bar style 3 In the Preliminary row click in the timeline graph on day 29 and holding down the mouse button drag to the right until the bar s duration is 2 days March 2012 3047 activity Name Duration Start Date Finish Date Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri 42 48 44 45 18 17 18 18 20 24 22 1 23 1 24 ae 28 27 28 28 a ES Brainstorm 3 00 3212 3052 E e nn B EE 2 Research 3 00 3 1342 3 1542 m ES 4 Budget 6 00 EAR 3182 P 4 Design 2 00 3 1942 3 20 12 5 Prototype 4 00 3 2042 3 23 12 A e Review 3 00 3 2642 3 2842
23. Text 1 Text 2 Text 3 Text 4 Text 5 Text 6 Text 7 Text 8 Text 9 Text 10 Text 11 Text 12 Text 13 Text 14 Text 15 Text 16 Text 17 March 2012 Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed i2 32 4 15 16 1B 18 20 21 22 23 24 25 26 27 28 28 30 3 4 e 4 Activity Nama y Panning Brainstorm Research Budget Development Design Prototype Review Y s oo m 4 gm fF 405 MI eh F Testing EE 1 Preliminary Customer E ool Final Review E E Ba 5 7 Formatting columns Formatting columns The format of a column determines what type of information it contains and how that information is displayed Here you will create a new column called Manager Steps 1 If it is not already selected select the Text 1 column 2 From the Format menu select Column The Format Column dialog opens in the Options tab 3 In the Customized Column Name box enter Manager Copyright 2010 AEC Software Inc All rights reserved Tutorial 2 Laying Out Your Schedule 25 Default Values Value List Display Font Summaries L Customized Column Name Default Column Name Text 1 Column Type Specific Options Stored per bar ei Show in Information Form Define Calculation e Care D gt Click the Display tab Enter 85 in the Column Width
24. View Labels Resource View Labels Alignment Part to Edit Schedule Bar Show All Components While Editing Shape Select Edit New Fill Border Pattern ic Size 9 E Size 0 00 4 Paste x E sets 1 E LL 1 New J Vertical o Horizontal 0 Delete Ti Apply LU Cancel ge 6 3 Designing the bar elements Designing the bar elements An activity bar has three components Scheduled Revised and Actual Each component displays a different type of information In the simplest case you are just interested in the Scheduled component since this is the basic bar To format a bar you select which of the three components you will design how to display that component and the appearance of each element bar start point or end point In these steps you will use the Format Bar Style dialog to select the elements of the Scheduled component and to design their appearance Steps From the Bar Style list select this bar style 4 From the Type drop down list select Bar To design the scheduled basic component select Scheduled from the Component drop down list In the Parts tab from the Part to Edit drop down list select Schedule Start Point In the Shape area select the diamond point style from the drop down list Click the New button to add the now altered bar to the Bar Styles library In the Point area enter 9 in the Size box
25. be used while taking this tutorial 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor4 Copyright 2010 AEC Software Inc All rights reserved Tutorial 4 Scheduling Dependencies Important If you cannot locate the Tutorial folder on your computer go to Find and search for Tutor4 If this produces no results check with your System Administrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer 7 2 Whatis linking What is linking Linking two activity bars creates a dependency between activities When an activity bar is moved it can affect all bars linked to it Links may be created from the start or end point of one bar to the start or end point of a second bar which is to say that FastTrack Schedule supports Start to Start Start to Finish Finish to Start and Finish to Finish links Once bars are linked you can set the Lead or Lag time between activities to determine how much one activity may slip before it affects another 7 3 Drawing links Drawing links You can use the Link Bars tool to create dependencies between bars Steps qm 1 From the Tools control select the Link Bar tool 2 With the Link cursor showing click the END POINT of the Brainstorm activity bar and drag to the START POINT of the Research activity bar 3 To drag the linked b
26. click the button to insert the multiplication operator 3 Use the scroll bar of the Columns table to scroll to Rate per Day 4 Double click Rate per Day to insert it into the calculation Enter the formula for your calculation here Duration Rate Per Day This Calculation Returns Undefined Functions All Functions HH Columns ia Functions Number 50 Abs Mumber Predecessors AvetArgl Arg2 AveDeviArgl Arg2 Cos Number Resource Cost i a Date Day Month Year Resources Assigned y DatelineDate Rate Per Day is of type Number Check Calculation n y type A aeee Cancel 5 Click OK to save the calculation and close the Format Calculation dialog and the Insert Column dialog Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual March 2012 April 2012 31304 Activity Name Duration Start Date Finish Date Rate Per Day ENMEM T wWIT IF S S M T W IT IF S S M T W T elsisiuitiw MARE fi ndi 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 3 2 3 4 1 y Panning 7 00 31212 3 20 12 L 2 Brainsiorm 3 00 312 12 314 12 3 Research 3 00 343 12 3 5 12 4 Budget 3 00 3 16 12 3 20 12 5 y Development 8 00 319 12 3 28 12 285 00 6 Design 2 00 3 19 12 3 20 12 125 00 gt Prototype 4 00 3 20 12 3 23 12 80 00 8 Review 3 00 3 26 12 328 12 80 00 9 y Testing
27. the Scheduled starts and finishes In this example the Scheduled component is the top bar the Revised component is a bar just below the Scheduled component and the Actual component is a different color fill in the Revised bar For the Milestone the Scheduled Revised and Actual are represented by different fill colors Copyright O 2010 AEC Software Inc All rights reserved a FastTrack Schedule 10 Tutorials Manual Mar 12 I wat usi Finish Revised Revised Actual E e Activity Name Start Date Gate Giant Date Finish Date Start Date Complete wr Pann aning 342H2 X26H2 34242 328H2 0 4 Brainstorm 34242 A15M42 31212 34512 om 2 Research 346542 32042 31612 3 2042 om 3 Budget 3 2142 32642 3212 ane 0 4 og Development 34842 442 341342 4j4M2 0 5 Design aon 32342 3 19 12 3 23 12 on B Prototype 3 2542 4 342 3262 4 342 ro 7 Review 44M2 44M2 4412 4j4M2 om EN Now take a look at the schedule since work has begun We have completed the first activity Brainstorm as shown by the yellow Actual fill color We can also see that it was completed on time the Scheduled Revised and Actual are all the same We have also completed 50 of the Research activity as shown by the yellow Actual fill color in half of the Revised bar Notice that the Research activity s violet color Revised bar is shorter than the Scheduled bar This shows that wh
28. timeline Therefore if the Schedule View timeline is in base units of weeks changing the width of a column in the row that displays weeks changes the width of the timeline graph Action Columns Copyright O 2010 AEC Software Inc All rights reserved Tutorial 1 Up and Running 11 FastTrack Schedule s Action Columns simplify working with activities and resources The Action Columns can be displayed to the left of the columns in the Schedule and Resource Views They simplify operations performed on rows subrows and outline levels Row Number Select Row Clicking here selects the row for moving deleting copying cutting formatting and hiding i I Page Break Clicking here makes the corresponding row the last row on a printed page Information Form Clicking here opens the Information form in the Schedule View and the Resource Information form in the Resource View Expand Collapse Clicking here collapses and expands outline levels in the Schedule View and subrows in the Resource View 4 3 Key Tools Key Tools To prepare for the steps in these tutorials review this summary of the key tools within FastTrack Schedule If you are already familiar with FastTrack Schedule s tools skip ahead to the Viewing the schedule section The Tools control FastTrack Schedule s Toolbox contains six tools t Arrow tool The general purpose tool that selects moves and resizes items in all Views When you want to dr
29. without saving your changes Congratulations You have completed the last tutorial You should now have a good idea of how to use FastTrack Schedule s basic scheduling operations as well as some of its most powerful features If you want to see examples of how you might you use FastTrack Schedule open some of the example schedules installed with this application Or dive right in and start scheduling your own projects And remember as you continue to use FastTrack Schedule help is only a click away Copyright O 2010 AEC Software Inc All rights reserved am FastTrack Schedule 10 Tutorials Manual Index A activities 13 61 76 creating 13 hiding 61 adding 37 66 column summaries 66 headers and footers 3 7 applying 58 81 FastSteps 81 filters 58 sorts 62 assigning 6 resources 16 B bars 13 15 32 changing 32 dragging 15 drawing 13 basic FastStep 82 84 creating 82 84 C calculated column 6 7 defining 67 calculations 65 68 Calendar View 17 Changing 16 32 33 bars 32 dates by Typing 16 schedule date range 16 text styles 33 collapsing 21 outline levels 21 column summaries 66 adding 66 columns 24 formatting 24 inserting 23 complete 49 creating 13 82 84 activities 13 basic FastSteps 82 84 new resources 74 customized schedules 39 printing 39 dates 14 typing 14 defining 52 58 63 67 72 calculated columns 6 7 filters 58 sorts 63 summary graph rows 72 Work Calendar
30. 12 32812 12 pu M Tutorial 1 Up and Running March 2012 Finish Date Mon Tues Wed Thur Fr Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed 13 14 15 18 17 18 18 20 21 22 23 24 25 25 27 2B Notice that this schedule displays its timeline graph in units of days If this schedule were displayed in units of weeks there would be one timeline graph column for each week instead of each day Creating activities Creating activities To add activities to the schedule you enter their names in the Activity Name column and then enter their dates Steps 1 Inthe Toolbox be sure the Arrow tool is selected E 2 Click in the Activity Name cell of the first empty row 3 Enter the word Preliminary in row 7 4 Press the Down Arrow on your keyboard to move the insertion point to the next row and enter the name Customer 9 Press the Down Arrow again and enter Final Review 6 Press the Down Arrow once more so that 9 appears in the Row Number Action Column SC KN Brainstorm Activity Name Research Budget Design Prototype Rewew Preliminary Customer Final Review e 4 Go 55 M Drawing bars Drawing bars Duration 3 00 3 00 0 00 2 00 4 00 3 00 Start Date 3422 31312 31612 3182 J202 J262 3 1412 AMBMZ 34182 A202 A232 A28M2 March 2012 Finish Date Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri
31. 2 1T NELLE 19 Tutorial 2 Laying Out Your Schedule 20 Laying Qut Your Sggggule Intro a DE 20 Indenting outline I E Vels MN aaa aaa a a a a eere Rn RR 20 Collapsing outline levels m ee ee EK ue a a a E 21 Expanding outline Io eee RN RR 22 Viewing a differell er yout EE Een aaan 22 Inserting columns RR DDR rre eere 23 Formatting columns du JAM aa aain aaan nnna nnman aaa aaa 24 Designing a new Ta TEE ee 25 Designing a new layout COME m r e aaa aaa aa aaa aaa 26 Inserting and formatting timescale rows ENNEN NENNEN REENEN 27 Moving timescale rows W ninnnnnennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnsnnsnnnnnnnnnnn nnna aana aa A 28 Re SIZING fe Drmeltpne CGolurrfffEeeeesesseseekk Ne NN ENNER NENNEN anaa aaa 29 Finishing Iutorial 2 re EE 29 Copyright 2010 AEC Software Inc All rights reserved Contents 5 Chapter 6 O oc JO Ob Ga Mech im O 12 Chapter 7 O Oc A OO N Chapter 8 NO Oc P Go N 2 Chapter 9 Ou P o Mech Chapter 10 1 Tutorial 3 Customizing Your Schedule 30 Customizing YOUR Schedules INTO it 30 FOTMatind Dal TE 30 Designing the bar Clemencia 31 Changing bars EE TE 32 Changing te xtslyles DO Wisin aAA a aa a aa AAEN EE Eus 33 INGIUGING IE XL DOX EE 33 INCIUAINO BR et 34 Formatting pictures and text DOXES ooooococcocococoococononcorananror
32. 2 0 This returns the schedule to its Master Sort Order Remember restoring does not undo changes you have made to activities It shows hidden activities and returns them to the Master Sort Order You should be aware that changes you make to the order of activities are not restored Changes that could affect the order of activities include moving deleting inserting Cutting and pasting rows 10 9 Finishing Tutorial 7 Finishing Tutorial 7 You are done with Tutorial 7 You now know the basics of filtering and sorting To close the Tutor7 file 1 To close the Tutor7 file from the File menu select Close 2 Click No to close the schedule without saving your changes To start the next tutorial 1 Go to Tutorial 8 Using Summaries and Calculations Or Return to the Tutorial Contents 11 Tutorial 8 Using Summaries amp Calculations 11 1 Using Summaries and Calculations Intro Tutorial 8 Using Summaries and Calculations This tutorial shows you how to use column summaries summary graphs and calculation columns To open the practice schedule file to be used while taking this tutorial Copyright O 2010 AEC Software Inc All rights reserved me FastTrack Schedule 10 Tutorials Manual 11 2 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file Tutors Important If you cannot locate the Tutorial folde
33. 2 00 4 282 AZ lg Final Review Note Because the when you enter the dates bar style was still selected in the Bar Style list it is that bar style that is drawn Copyright O 2010 AEC Software Inc All rights reserved Tutorial 1 Up and Running 15 4 8 Drawing milestones Drawing milestones So far you have worked with activities that have a start and a finish What about activities that do not really have duration that are just a moment in time such as a deadline These types of activities are represented by another style of graphic called a milestone Steps 1 From the Bar Styles tool click the single green diamond shaped bar style 2 In the Final Review row enter 04 04 12 in the Start Date column and press the Enter Return key on your keyboard A milestone appears on that date in the timeline March 2012 a EI A Activity Name Duration StartDate Finish Date Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed 12 48 44 145 46 42 18 49 20 24 22 28 24 26 26 27 286 28 30 31 1 2 3 4 E Brainstorm 300 31212 amara 1 oE ERES EE E E EE EE la Research 3 00 3132 215 12 3 Budget 6 00 34862 3482 ES Pa Design 2 00 392 3 2042 EE 5 Prototype 4 00 3 202 32312 a 6 Review 3 00 3 26M2 3 2802 eg s Preliminary 2 00 EINA TETTE ALL
34. 2242 32742 3 222 100 Y Development 3182 4 4H2 41812 4 6H2 3192 100 Design Jia 32312 319 12 22312 3 1912 100 Prototype M25 12 4 342 M28 12 4 312 32842 10096 Review AA AA nz 4 512 AB 2 10096 r Using Revised dates Using Revised dates While the three components can be displayed in thousands of ways in rows 2 3 and 4 they will be displayed as a black color bar for Scheduled a violet color bar for Revised that is always displayed and a yellow fill color for Actual In rows 6 and 7 they will be displayed as a green color bar for Scheduled an orange color bar for Revised and a purple fill color for Actual With the Scheduled dates in place and an understanding of the bar styles used you are ready to track the progress of your activities Let s say that because of conflicts the Brainstorming activity cannot begin when scheduled You must revise it to start later slipping it a few days You can change the Revised dates by typing in the Revised columns but here you will use the Revised tool Steps 1 From the Tools control select the Revise Bar tool zr 2 Position the cursor in the MIDDLE of the Brainstorm activty bar and drag to the right 1 day to 03 13 12 3 Select the Revise Bar tool again and drag the END POINT of the Design activity bar to the right 3 days to 03 26 12 Copyright O 2010 AEC Software Inc All rights reserved NN FastTrack Schedule 10 Tutorials Manual 8 4 erras eh E E A
35. 5 Activity Name Duration Start Date Finish Date M TW TFSSMTWTFSSMTWTFSSMTW 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 2 3 4 4 v Planning 4 00 3 12 12 3 16 12 qe 2 Brainstorm 3 00 3 12 12 344412 3 Research 3 00 3 1342 3 15 12 4 Budget 0 00 3 16 12 3 16 12 e 5 v Development 8 00 3 19 12 3 28 12 a a R 6 Design 2 00 3 19 12 3 20 12 7 Prototype 4 00 3 20 12 3 23 12 s 8 Review 3 00 3 26 12 3 28 12 apm 9 y Testing 5 00 3 28 12 4 4 12 AS 10 Preliminary 2 00 3 28 12 3 29 12 A 11 Customer 3 00 3 30 12 4 342 dcr 12 Final Review 0 00 4 412 4 42 gt Outlining activities helps organize the schedule and provides a way to simplify the schedule by collapsing and expanding outline levels You can also indent activities by clicking the Indent button in the Outline Toolbar or choosing Indent from the Outlining submenu of the Schedule menu 5 3 Collapsing outline levels Collapsing outline levels When activities are outlined you can collapse each outline level to hide its subactivities When an outline level is collapsed the Expand Collapse triangle points to the right and the activity name is followed by an ellipsis This ellipsis is especially helpful for identifying collapsed outline levels when the Expand Collapse action column is not displayed Collapsed outline levels can also display summary bars activity bars that extend from the beginning of the first collapsed subactivity to the end of the latest collapsed
36. 52 Defining Consolidation 87 dependencies 40 scheduling 40 designing new layouts 25 26 Scheduled bars 50 different layout 22 different styles 32 displaying 54 Work Calendar 54 dragging bars 15 drawing 15 41 42 bars 13 Hard links 41 milestones 15 Soft links 42 elements 31 expanding outline levels 22 E FastSteps applying 81 defined 81 FastTrack Schedule environment 10 Copyright 2010 AEC Software Inc All rights reserved filtered activities 62 restoring 62 filters 58 N applying 96 new layout 25 26 defining 58 designing 25 26 new resources 74 creating 74 Finishing Tutorial 11 88 footers 37 formatting 24 27 columns 24 pictures 35 O e timescale rows 27 outline levels 20 21 22 collapsing 21 gt H a expanding 22 indenting 20 hard links 41 drawing 41 headers p adding 37 hiding 61 percent complete 49 activities 61 pictures formatting 35 including 34 gt a printing 9 39 customized schedules 39 including 33 34 35 schedules 17 EES 29 Tutorials 9 BEE progress tracking 45 text boxes 33 indenting 20 outline levels 20 R inserting 23 columns 23 resetting 48 Revised dates 48 L resizing 29 T ae timescale graph 29 resource assignments 78 legends 2 resource graphs 80 REH resources 74 76 assigning 76 mn M restoring 62 65 filtered activities 62 milestones 15 sorted activities 65 drawing 15 revised dates moving 28 resetting 48 timescal
37. 8 Copyright O 2010 AEC Software Inc All rights reserved Click the Show button mn FastTrack Schedule 10 Tutorials Manual Sort Name By Complete and Start Date Set Sort Order Sort Order Complete Start Date Columns Hide All Applying this Sort Moves Rows fw Allow Rows to Move Anywhere 3 Only Within Outline Levels _ Lock Outline Levels Through Level o It 9 Click OK to create the sort and close the Define Sort dialog 10 Click OK to apply the sort and close the Sorts dialog March 2012 April 2012 a 5 4 Activity Name Duration Start Date Finish Date Compete M TIWITIF SIS MITIWITIFISIS MITIWITIFIS S M TI NW 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 3 1 LIA Ia 11 y Panning 4 00 34242 36 12 I ee iii re EE sa Pda L vr e fet St A SW Eeer 3 2 Brainstorm 3 00 32 12 34412 100 3 Research 3 00 3 13 12 3 15 12 100 4 Budget 0 00 3 16 12 346 12 100 e 5 y Development 8 00 3 19 12 3 28 12 100 6 Design 2 00 3 19 12 3 20 12 100 amas 7 Prototype 4 00 3 20 12 3 23 12 100 8 Rewew 3 00 3 26 12 3 28 12 100 mmu 9 e Testing 5 00 3 28 12 4 442 0 10 Preliminary 2 00 3 28 12 3 29 12 0 hr 4 Customer 3 00 3 30 12 4 312 0 z 12 Final Review 0 00 4 412 4 412 0 The schedule s activities are moved up and down into the new sort order First they are arranged in descending order by 9o Complete value and
38. Activity Name Date wr Panning 3M42H2 326H2 4 Brainstorm 34242 345H2 2 Research 31612 X20 42 4 Budget aana np 4 w Development 3 4842 4 442 5 Design A442 wears B Prototype 3 2542 4 32 7 Review 4 442 AA a Rewsed Sart Daie Finish Daie Start Gaia 3 4342 31312 31812 dM22 12 41812 3 18 12 Nariz ATA Rewsed Merz 3482 3 2142 A272 4 4H2 326 12 SIE DOE Mar 12 de Complete DS O DS DS Cro e Notice that the Prototype bar also shows revisions This is because it is linked to the Brainstorm bar and when you change the Revised dates you also revise the dates of the linked bars Resetting Revised dates Resetting Revised dates If you make a mistake or your revisions no longer apply you will want to reset the Revised dates back to the Scheduled dates For instance if it happens that the Prototype activity is not affected by the reused slip of the Design activty you need to return it to where the Scheduled dates and Revised Dates are the same Steps 1 To reset the Revised dates select the Prototype activity bar with the Arrow tool 2 From the Tools menu select Progress Tracking and choose Reset Revised from the submenu The Prototype bar returns to where the Scheduled dates and Revised Dates are the same Copyright O 2010 AEC Software Inc All rights reserved Tutorial 5 Tracking Progress o
39. EC Software Inc All rights reserved NOJA FastTrack Schedule 10 Tutorials Manual 11 4 ss Column Display Name Calculation 1 Calculation 2 Calculation 3 Calculation 4 Calculation 5 Calculation 6 Calculation 7 Calculation 8 Calculation 9 Calculation 10 Calculation 11 Calculation 12 Calculation 13 Calculation 14 Calculation 15 Calculation 16 Calculation 17 Calculation 18 Calculation 19 Calculation 20 5 Click OK to insert the column The Format Calculation dialog opens Keep the Format Calculation dialog open for the next section Setting up a calculation Setting up a calculation A calculation contains an expression that FastTrack Schedule evaluates to derive a value for each activity bar An expression can contain column names though they must be defined as part of the bar not row operators like functions like Ave for finding the average or If for testing for conditions values like the number 20 or text strings like Bob Here you will define a simple calculation that multiplies the Duration of an activity bar by its Rate per Copyright 2010 AEC Software Inc All rights reserved Tutorial 8 Using Summaries Calculations e Day This will represent the cost of the activity bar Steps 1 In the Format Calculation dialog select Duration from the Columns table and double click it to enter it in the calculation 2 In the Operators table double
40. Jane might have are currently defined 10 Click Close to close the Resource Information form Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 12 3 March 2012 a 5 4 Resource Marne Man lungs Vend Thar Fn Sat Sun Mon Tune Wed Ter Fn Sat Sun Mon tal 3 4 2 iG f 18 18 zx 1 22 23 P eh zu Scot Murphy i i i l 10 dl x Percent Work Usage i 8 Die om o Ow Oo Die Oe o x 100 10095 100 oH Oe OS a am al dE e 1 Hourly Work Usage O00 h 2 00 n 0 00 h 6 00 h 00h 0000h 0000h 00h 000 h amp 00h 00h 8005 0 00 h DD0bh 0 00 h Prototype cs Covelopmant Protalypa 8 00 8 00 8 00 Jane Phillips gt Percent Work Usapa ba Ore ue Os 0 De D Cre OS OS O OS o Qe T 2 Hourly Work Usage D00p 600 000 n 000hn h h 00h 600h 000h 600h 000h d h 00h 000h 0 00h Assignments opo h 6005 0000h G DOh 0000h OUR amp ODRh 00h 00h 0000h 00h 00h COD OO R 0 00 h Assigning a resource to an activity Assigning a resource to an activity Assignments link a resource and all its data to a task or tasks in the schedule The Schedule View and the Resource View draw from two different pools of information Assignments act as a bridge between those two pools of information You can create a schedule full of tas
41. Name Duration StartDate Finish Date e gt Mon Tues Wed Thur Fr Sat Sun Mon Tues Wed Thur Fn Sat Sun Mon Tues Wed Thur Fr Sat Sun Mon Tues Wed 12 13 14 15 16 17 18 l 19 20 21 22 l 23 24 25 l 26 27 28 29 30 31 1 2 3 4 1 v Planning 4 00 3 12 12 3 16 12 f These deadlines are essential Brainstorm 2 00 341242 3 1312 o 2 fo meeting our goals 3 Research 3 00 3 1342 3415 12 e 4 Budget 0 00 3116 12 3116 12 e E v Development 8 00 31912 3 28 12 M le Design 2 00 3192 3 20 12 7 Prototype 4 00 3 20 12 3 23 12 B 8 Rewew 3 00 3 26 12 3 28 12 2 EY My Legend 9 y Testing 4 00 3 29 12 4 412 Planning Activities 10 Preliminary 2 00 3 2042 3 30 12 ec Ce Customer 2 00 472 12 4 3 12 mmm Development Activities 142 Final Review 0 00 4 412 4 412 29 Testing Activities 6 10 Adding headers and footers Adding headers and footers The Schedule Resource and Calendar Views all have the capacity to show headers and footers that appear when you print that View or access that View s Print Preview window This allows you to include information such as the file name date and page number on printed pages Steps 1 From the View menu select Header and Footer The Header and Footer dialog opens 2 From the Format drop down list select Header Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual
42. O oO FP W M Chapter 11 ow A O N Chapter 12 O 0 A oc N Chapter 13 oO Oc A amp W N Chapter 14 bb o N 2 Lee A OT d m CL is 58 Mulle a TUE sita 58 al leit e E d TE 61 Restoring flter d ACUM eC 62 PD DIVING a SO ici a 62 Defining A Sissi Aa aa 63 Restoring Sorted E OT E 65 slk lte ERT E E EE 65 Tutorial 8 Using Summaries 8 Calculations 65 Using Summaries and CGalculapons Iotro EEN 65 AAAINA a COLINA SUN E Tu E 66 Detining a calculation Col Minus Ai 67 Seting Up a Calc pilo ra tapas 68 Defining a sumnmary graph A da 72 slk ele EG TEE EE 74 Tutorial 9 Working with Resources 74 Working WI Resources satcoshsarteadvsssicdtennctencas iria ais 74 Creating 2a NeW TeSQUECS iii a 74 Assigning a re source to an acfivity EE ses sescsersesssarsenees 76 Viewing resource assignments in the Schedule View ccccccccceeeeeeseceeneeeednaceeeseeeenenes 78 Viewing resource subrows EE WEE 80 Finishing Iutorial 9 EE een 81 Tutorial 10 Using FastSteps 81 Tutorial 10 Using Falli hs D 22 1I 81 What are FastStepdqmm e 4 99 0 p 81 Applying a FastSIgge png D AOL 81 Creating a basic EastStep D caca manana nana a a a 82 Lreatng a bastckastsgffrontdk m RET e 84 Finishing Tutoria MA coccion 86 Tutorial 11 Consolidating Files 86 Tutorial 1 1 Consoli
43. Review bars to select them 2 Click 2 the Link button All three activity bars are now linked The default link type is Finish to Start with a Lag Lead of 0 but you can adjust this in the Information Form for these activities March A012 Apr a A Activity Name Duration StartDate Finish Date Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed l o o o e 8 4 15 18 12 16 38 20 21 22 28 24 26 26 27 28 28 90 1 2 8 4 P 4 H H e Planning 4 00 D 3H2H2 3H46H2 T D D D D d d d t 2 Brainstorm 2 00 31242 3 1312 3 Research 2 00 EISE 3452 F Budget 0 00 348H2 3462 e F w Development 8 00 382 3 28 12 i 6 Design 2 00 aigna 3 2042 E Prototype 2 50 am agant a Review 3 00 A 82 3 2812 enges Da e Testing 4 00 3 282 HANZ ume 10 Preliminary 2 00 3 20 12 zanz 41 Customer 2 00 4 242 4 312 SS 12 Final Review 6 00 AAZ AAZ Creating links in the Information Form Creating links in the Information Form You can create dependencies between activities in the Information Form Steps 1 Click in the Information Form action column of Row 10 the activty named Preliminary The Information Form opens in the Row tab 2 Click the Bars tab 3 Click the Bars gt Links t
44. ab 4 In the Activity Name column of the Successors table choose 9 Customer from the drop down list Copyright 2010 AEC Software Inc All rights reserved Tutorial 4 Scheduling Dependencies Duration 2 00 f Hidden Bar Style 4 n l Tracking Columns Links Assignments C Fixed Duration O Predecessors Activity Name Lag Lead Link Duration 1 Successors Activity Name Type Lag Lead Link Duration p Customer eJ Finish to 5tart FS 0 00 0 00 wi Row Bar a amp 11 9 Lag Lead and Link Duration are in units of Days 6 5 Click Close to close the Information Form and apply your changes The activties Preliminary and Customer are now linked March 2012 Apr E q Activity Name Durabon Start Date Finish Date Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed 12 18 44 145 18 17 18 48 20 24 22 23 84 26 26 27 26 28 00 81 ot Re oe 4 Ke e Panming 400 Xi2H2 aena TU S Lo SE E 2 Brainstorm 2 00 3422 NEIE 4 Research 2 00 2412 BEIS 4 Budget 0 00 3H6H2 NEIE e ais 8 00 31812 3 2842 e Design 2 00 39 12 3 2042 7 Prototype 2 50 Jai 32342 8 Review 3 00 3 2842 3 2812 9 y Testing 4 00 3 2842 ya lao Preliminary 2 00 3 202 330112 E Customer 2 00 4 212 4 312 PER Fi
45. able click the first cell in the Data to Summarize section From the drop down list that appears select Activity Costs from the bottom In the table click the first cell in the Summary Operation section From the drop down list that appears select Total In the table click the first cell in the Display As section From the options that appear select Histogram Click the Fill Color box and from the Color dialog choose a shade of blue and click OK 10 In the table select the Show Labels option 11 In the Label Options area at the bottom of the dialog change the Decimal Places to 0 zero 12 In the Left Label box enter Weekly Costs O OND OF C5 n2 Copyright 2010 AEC Software Inc All rights reserved Tutorial 8 Using Summaries Calculations SCH mary Units Left Label Weekly Costs Weis A E Starts On October gt missis diesen Miu Mirror Labels Copy left label to right label Insert New Summary JA Duplicate Summary y 1 Delete Summary DatatoSummarize Summary Operation DisplayAs ShowLabels Activity Costs Total Histogram m Histogram Display Label Options Outline Color Fill Color M Thousand Separator SiC Negative Outline Size Fill Pattern Os EK B mal ces a E 1 00 s i Decimal Places E Ca 13 Click OK to apply your changes and close the Format Summary Graph dialog March 2012 April 2012 304 Activity Name Duration Start Date Fin
46. ag an activity bar row column or graphic item this is the tool you need to have selected d i i Bar Tool Draws activity bars in the timeline graph Ll Bar Link Tool Links bars to create dependencies i Revise Tool Changes the activity s Revised start and or finish dates times and durations i Percent Tool Defines the percent complete and Actual start finish and duration of an activity Copyright O 2010 AEC Software Inc All rights reserved 12 FastTrack Schedule 10 Tutorials Manual 4 4 T Text Box Tool Draws and edits text boxes for use as labels and titles Important Unless a tool is double clicked the default setting for each tool in the Tools control is to revert back to the Arrow tool after use When double clicked a tool is locked down and can be used multiple times To change this tool behavior from the Editing tab of the Preferences gt Application dialog deselect the Double click to Lock Tools option The Bar Styles tool The cells of the Bar Styles list contain the bar styles defined for the schedule You can use the Bar Styles tool to design a new bar style edit an existing bar style or change the bar style applied to an activity Note When you select a different bar style all new bars will be drawn in that style and if an activity bar is selected in the timeline graph it changes that bar to the selected bar style The Views tool There are three Views in FastTrack Schedule the Sch
47. ale row all the way under the Quarters timescale row Copyright 2010 AEC Software Inc All rights reserved Tutorial 2 Laying Out Your Schedule 29 First Quarter Second Quarter 4 March 2012 April 2012 3 4 rates dine ase onse ania Mon Tues Wed Thur Fr Sat Sun Mon Tues Wed Thur Fr Sat Sun Mon Tues Wed Thur Fr Sat Sun Mon Tues We PP 12 13 14 15 16 17 46 19 20 24 22 23 24 25 26 27 28 29 30 91 1 2 3 4 4 e Planning 312 12 3416 12 Smith aed 4 00 2 Brainstorm 31242 31312 2 00 3 Research 343 12 35 12 ZA 3 00 4 Budget 316 12 316 12 e 0 00 5 Development 319 12 3 28 12 Kng 8 00 6 Design 3 19 12 3 20 12 umm 2 00 7 Prototype 3 20 12 3 23 12 quae 4 00 8 Rewew 3 26 12 3 28 12 C 3 00 9 y Testing 3 29 12 4 412 Williams 4 00 10 Preliminary 3 29 12 3 30 12 2 00 44 Customer 4 242 4 342 y el 2 00 12 Final Review 4 4 12 4 42 el 920 9 12 Resizing the timeline columns Resizing the timeline columns As a final modification to this schedule change the width of the timeline columns The width of the timeline columns is determined by the width of the divisions in the base timescale row the row that defines the smallest unit of time displayed in the schedule Steps 1 To resize the timeline columns be sure the Arrow tool is selected and position the cursor over a vertical gridline di
48. ame Smith s Projects Options Colt Column Manager Select Column Clear Table Options Insert Function Column into Value 13 Click OK to create the filter and close the Define Filter dialog 14 In the Filters dialog click the Select option to highlight the activities that match the criteria Copyright 2010 AEC Software Inc All rights reserved Tutorial 7 Filtering 8 Sorting e mmm Filters Smith s Projects Previous Hour Previous Day Previous Week Previous Month k Delete Previous Quarter Previous Year Current Hour Current Day Current Week Current Month WISS Matching Rows C Show 9 Select March 2012 April 2012 m 304 Activity Name Duration Start Date Finish Date Complete S M T WT FS S MT WTF S S MT W T F S S MIT WT 4 w Planning 4 00 31242 34642 100 E D 4 316 12 5 w Development 8 00 3 19 42 3 28 12 100 6 Design 2 00 319 12 3 20 12 100 Prototype 4 00 3 20 12 3 23 12 100 F Review 3 00 3 26 12 3 28 12 100 P e Testing 5 00 3 28 12 4 412 0 40 Preliminary 2 00 3 28 12 3 29 12 o ET Customer 3 00 3 30 12 4 3 12 0 E Final Revew 0 00 4 412 4 42 0 Because the Restore All Prior to Filtering option is selected by default in the Define Filter dialog all rows are restored from the last filter before the new filter is applied 10 4 Hiding activities Hiding activities You can also
49. annnrarannnrararnnrarananrararanrararanranara 35 dore lelali atots Inia 35 Adding headers a nd EE 37 Previewing the customized schedule un 39 FINISAINO TUONA me BE 40 Tutorial 4 Scheduling Dependencies 40 Scheduling RE Ee EE nd DE 40 Whatis Dt d ee KEE 41 BICI Ce MOS spain inicias apical ani 41 Linking selected DAES ic a dan mi 41 Creating links in the Information Form AA gt e 42 Finishing Iutorial 4 EES SEKR caco cres A4 Tutorial 5 Tracking Progress 45 Tracking Pragress IntroAg 2 an 45 What is progress tracklWE 22D DD A AN 45 Using Revised dates Ie 2 5 R AN 47 Resetting Revised cc a ue e aa 48 Using Actual date Bd Completoe mmm TELLE aaan 49 Designing Scheduled Revised and Actual bar display 50 Finishing Iutoriall5 a EE eg TEST RE aiit 51 Tutorial 6 Using the Work Calendar 51 Using the Work Calendar Intcrgemm aaan nannan Ae ee 51 Defining a Work Ca e EENS ee ee EEN ENEE ENER nn nana nn lia 52 Displaying the Work Calendar a e m 54 Creating a task specific Work Calendar ooops 55 Finishing Tutorial 6 MEM ee cnn o7 Tutorial 7 Filtering amp Sorting 97 Filtering and Sorting lntreo Wees e ENN ENEE ee CECR 57 Copyright O 2010 AEC Software Inc All rights reserved 6 FastTrack Schedule 10 Tutorials Manual O o J
50. ar select the Arrow tool and drag the MIDDLE of the Brainstorm activity three days to the right You will know you have selected the middle of the activity when you see a cursor with arrows pointing in both directions The Research activity moves when you move the Brainstorm activity In the Edit menu select Undo to return the bars to their place March 2012 Apr 3 e 4 Activity Name Duration Start Date Finish Date Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed 12 13 14 1 amp 16 17 15 18 20 21 22 23 24 25 26 27 2B 28 30 31 1 2 3 4 ned 2 Brainstorm 2 00 3422 8 1312 n 3 Research 2 00 3412 3152 Budget 0 00 AMB AMB E 5 Development 8 00 38H42 328H2 i _ EE 6 Design 2 00 Jaz 32012 E Prototype 2 50 3 2142 3 2342 emm B Review 3 00 Wea 20112 9 wr Testing 4 00 Weed ama E l j EN 10 Preliminary 2 00 Reon EIS 11 Customer 2 00 Anz 4 312 12 Final Review 6 00 diAMZ ama 7 4 Linking selected bars Linking selected bars You can select bars and click the Link button to create dependencies between bars Copyright O 2010 AEC Software Inc All rights reserved EC FastTrack Schedule 10 Tutorials Manual 7 9 Steps 1 Hold down the Shift key and click on the Design Prototype and
51. are expanded the triangle handle moves to point downward Here you will employ another method to expand the activty so that you will know how to expand and collapse your activities even if you choose not to display that Action Column To expand an outline level 1 From the Project menu select Outlining and choose Expand All This displays all subactivties in your schedule March 2012 April 2012 3 o a Acbvity Name Durabon Start Date Finish Date Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed 12 43 14 15 46 47 18 40 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 4 e Planning 4 00 3 1212 31642 2 Brainstorm 2 00 342 12 343 12 3 Research 3 00 3 13 12 34812 m m 4 Budget 0 00 3 16 12 3 16 12 5 y Development 8 00 3 19 12 3 2842 mm SS e bm 6 Design 2 00 AN 1 9 1 2 20 1 2 y 7 Prototype 4 00 3 20 2 3 23 1 2 Ss 8 Revew 3 00 3 26 12 3 28 12 g y Testing 4 00 3 29 12 4 412 10 Preliminary 2 00 3 29 12 3 30 12 14 Customer 2 00 4 2 12 4 3 12 z 12 Final Review 0 00 4 4 12 4 442 Viewing a different layout Viewing a different layout The layout of a schedule is a view of its information The layout determines which columns are displayed and in what order Layouts also determine which if any Action Columns summary graphs and timescale areas are displayed You can select a applicati
52. box Click OK to close the Format Column dialog In cells 1 5 and 9 of the Manager column enter the manager names listed in the graphic below NO Om P March 2012 QA Activity Name Manager Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed 12219 14 145 16 47 18 18 20 515 2 23 24 56 56 27 6 58 an 51 4 2 8 4 4 e Panig Smit Erainatoem 2 4 Research aa e l 5 T Development King amp Design 7 Prototype B B Review 7 Testing Williams 10 Preliminary 14 Customer 12 Final Review 5 8 Designing a new layout Designing a new layout The Layouts dialog not only lets you apply layouts to a schedule it also lets you design your own Here you will create a new layout Steps Copyright O 2010 AEC Software Inc All rights reserved EC FastTrack Schedule 10 Tutorials Manual 9 9 1 From the Project menu select Layouts and choose Define from the submenu The Layouts dialog opens 2 Click New to create a new layout The Define Layout dialog opens 3 Enter My New Layout in the Layout Name box 4 To add a column to the layout select Duration in the Available Columns table and click the Show button The Duration column appears in the Shown Columns table 5 Using the same method send the Manager Fin
53. close the Tutorg file 1 To close the Tutor 8 file from the File menu select Close 2 Click No to close the schedule without saving your changes To start the next tutorial 1 Go to Tutorial 9 Working with Resources Tutor9WorkWResrces sf e Return to the Tutorial Contents Tutorial 9 Working with Resources Working with Resources Intro Tutorial 9 Working with Resources This tutorial shows you how to create resources display resources and assign them to activities To open the practice schedule file to be used while taking this tutorial 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor9 Important If you cannot locate the Tutorial folder on your computer go to Find and search for Tutor9 If this produces no results check with your System Administrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer Creating a new resource Creating a new resource Resources are the people or things that help you accomplish the tasks in your project Every resource has a finite amount of time it can be used and effort it can exert You can define these finite amounts in work calendars you can design specifically for each resource Every resource also has a cost attached to it whether it is a flat fee a standard rate an overtime rate or any combination thereof Each o
54. d search for Tutor11 If this produces no results check with your System Administrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer Understanding Consolidation Understanding Consolidation You can easily consolidate your FastTrack files into one master file to analyze a big picture view of your data Whether you want to see all the separate components of one larger project or see every project your company is currently working on Consolidation allows you to do so Consolidation works across platforms so consolidated files can originate from either a Mac or Windows operating system Master file the file you create by consolidating existing files is called a master file A master file can never be inserted into another file or into itself Subordinate file a file that is inserted into a master file is called a subordinate files Subordinate files must be accessible either on the hard drive or by network and openable The master file s user must have read access to a file to insert it Important Copyright 2010 AEC Software Inc All rights reserved Tutorial 11 Consolidating Files Consolidated subordinate files are not live There are no automatic updates When data changes in a subordinate file the changes do not appear in the master file until you choose to refresh the data from that subordinate file Changes you make to data in the master file must be manually appl
55. days and exceptional days for the project each resource and any activity Work Calendars helps you accurately track the amount of time available for work on activities Once Work Calendars have been defined you can utilize them in several ways To display the work schedule in the Schedule View timeline by hiding and or shading non work times To help you schedule activities during work times only To calculate durations in work units There are four key elements of the Work Calendar Base Work Days the selected Calendar Typical Days and Specific Days This element Base Work Determines how durations of work days are calculated This is Day only used in calculations You set this number in the Project Copyright 2010 AEC Software Inc All rights reserved Tutorial 6 Using the Work Calendar tab of the Document Preferences dialog Determines the calendar you assign to a project activity or resource and from which you may build a custom calendar Choose from Standard 8 hour work days Monday Friday 24 Hours 24 hour work days seven days a week Night Shift a 40 hour work week from 11 PM 8 AM and any custom calendars you have created Typical Week Day Exceptions Defines the specific days of the year that deviate from the base work day or typical days Each specific day can have its own set of hours or no hours For example you might want to define holidays as specific days Specific day
56. e click Schedule Export Picture 6 Click the Setup button that appears in the Options area 7 In the Export as Picture dialog select the File option 8 From the File Type drop down list select Portable Network Graph PNG 9 Click Browse 10 In the save dialog navigate to your Desktop 11 Enter Schedule View as the filename Copyright 2010 AEC Software Inc All rights reserved Tutorial 10 Using FastSteps e Destination 9 File O Clipboard ScheduleView png File Type Portable Network Graphics PNG JPEG Quality to Compression Factor Highest Factor Best Quality 99 a Li Example BOUT NOn norm am uam Tm Rm pn wn eng ng m A T RL e m p ED Ee A EN RR 9 m wW m uo mm Uo mo wg noH Pom onm ppm mm ag 8 8 TF uM Fura FHE prr Eip 1m Tun urea E aa gt I d DEE in umm n mk re marisa LR ited STEE U ES nm 12 Click Save Keep this dialog open for the next section Copyright 2010 AEC Software Inc All rights reserved NON FastTrack Schedule 10 Tutorials Manual Define FastSteps 13 5 Faststep Name My Exports Commands a FastStep Schedule Show Outline Level le Schedule Export Picture Schedul Schedule Export Data Schedule Export Html 5chedule Export MPX Schedule Export Cal 5chedule Export XML Schedule Export Picture Schedule Finish Date Description Options Schedule Export Picture Exports a b etim picture of t
57. e practice schedule file to be used while taking this tutorial 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor10 Important If you cannot locate the Tutorial folder on your computer go to Find and search for Tutor10 If this produces no results check with your System Administrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer 13 2 Whatare FastSteps What are FastSteps FastSteps are a scripting ability built into FastTrack Schedule FastSteps allow you to automate repetitive management tasks by grouping a series of commands into a single sequence that you can then initiate with a mouse click FastSteps are available in the Schedule Resource and Calendar View and their Print Prevew windows Each member of a project team can have a FastSteps sequence to suit his or her needs You can create different sequences for every version of the schedule you would like to print thus creating reports There is no limit to the number of uses you can find for this powerful tool 13 3 Applying a FastStep Applying a FastStep In the Schedule View existing FastSteps can be applied directly from the FastSteps submenu of the Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual Schedule menu Steps 1 From the Project menu
58. e rows 28 schedule 12 17 20 30 50 Copyright 2010 AEC Software Inc All rights reserved NOS FastTrack Schedule 10 Tutorials Manual schedule 12 17 20 30 50 dependencies 40 designing 50 printing 17 viewing 12 schedule date range changing 16 Schedule View 78 soft links 42 drawing 42 sorted activities 65 restoring 65 sorts 62 63 applying 62 defining 63 styles 30 summary graph rows defining 72 T text boxes 33 35 including 33 text styles 33 changing 33 timescale graph 29 resizing 29 timescale rows 27 28 formatting 27 moving 28 Toolbars 11 tracking progress 45 Tutorial 11 Consolidating Files 86 tutorials 8 9 10 20 30 40 45 51 57 65 74 printing 9 using 8 typing dates 14 to change dates 16 U Understanding Consolidation 86 using 51 Actual dates 49 FastSteps 81 Revised dates 4 7 Summaries 65 tutorials 8 Work Calendar 51 NM viewing 12 78 80 different layouts 22 resource assignments 78 resource graphs 80 schedules 12 W Work Calendar 51 54 defining 52 displaying 54 using 951 Copyright 2010 AEC Software Inc All rights reserved
59. ed directly or indirectly by this document Prepared October 2010 in Dulles Virginia USA Publisher AEC Software Inc Managing Editor Carol S Williamson Technical Editor Kalvin K Saccal Art Designer The Bigger Design Special thanks to All the people who contributed to this document to all current and previous AEC Software family members who inspire and create great products and to all partners and associates of AEC Software FastTrack Schedule 10 Tutorials Manual Table of Contents Chapter 1 Chapter 2 Chapter 3 Chapter 4 O oc JO Ob W N 2 sech sch C N O 14 Chapter 5 O ON OO bb OQ MN 2 ech sch d Oo N OQ Tutorials 8 Using the Tutorials 8 Printing the Tutorials 9 Tutorial 1 Up and Running 10 Bos Ete Unid B pj rre er 10 The FastIrack Schedule environment eeseseseseeeeseseses nennen enne nennen 10 Key TOONS T e E On A 11 W GW LNG TO SCA AA S ia 12 REN dee Ee d TEE 13 Drawing DAES iii O A LT UU UT 13 VUNG Be EE cai esas 14 DESEM ee ii 15 Alte ICH EE 15 Changing the schedule date range A 16 Typing fo change dates ue eE SEENEN EEN caca rre 16 Printing the schedule MET leere rer 17 Printing the schedule in Calendar View NNN REENEN ENNEN NNN 17 Finishing Iutorial 1 MO
60. ed Thur Fr Sat Sun Mon Tues Wed Thur Fri Sat 12 13 4 15 16 47 188 18 20 al 22 al a Planning i 3 4242 3 16 12 ammm pm 0 0 01 01 EM These deadlines are essential Brainstorm 3 12 12 31312 4 ES to meeting our goals Research 3 13 12 315 12 e o Budget 3 18 12 amena e Development y 3 19 12 3 28 12 Design 3 19 12 32042 Prototype 3 20 12 3 2342 Review i 3 28 12 3 2842 2 My Legend Testing y 3 29 12 4 4 12 l Planning Activities Preliminary f 3 29 12 3 30 12 Customer 7 4 2 12 4 3 42 a Development Activites Final Review 44 12 4 4 12 Testing Activities Finishing Tutorial 3 Finishing Tutorial 3 You are done with Tutorial 3 You now know the basics of customizing the appearance of your schedule To close the Tutor3 file 1 From the View menu select Schedule The Schedule View opens 2 To close the Tutor3 file from the File menu select Close 3 Click No to close the schedule without saving your changes To start the next tutorial 1 Go to Tutorial 4 Scheduling Dependencies Or Return to the Tutorial Contents Tutorial 4 Scheduling Dependencies Scheduling Dependencies Intro Tutorial 4 Scheduling Dependencies This tutorial shows you the different ways to create dependencies or links between activities and discusses the effect these links have on bar behavior To open the practice schedule file to
61. edule View Calendar View and Resource View The Views tool lets you switch from one View to another instantly The Timeline Range tool The Schedule Resource and Calendar Views can each show a different span or range of dates The Timeline Range tool gives you immediate access to the Start and Finish dates of the timeline in the Schedule and Resource Views and the calendar in the Calendar View The dates you set in the Timeline Range tool affect only the View you are looking at and always correspond to the Start and Finish dates displayed in the respective Format Schedule Resource or Calendar View dialogs Viewing the schedule Viewing the schedule As you Mew the Tutorial 1 practice schedule note that activities are listed in the Activity Name column and their scheduled dates are shown in the Start Date and Finish Date columns The number of duration units between the start date and end date is shown in the Duration column In the timeline these dates are represented graphically as activity bars positioned according to the timeline This timeline is labeled by the timescale rows at the top of the schedule Copyright 2010 AEC Software Inc All rights reserved 4 5 4 6 Ji O Activity Marne Brainstorm Research Budget Design Prototype So A m Ph Review Duration 3 00 3 00 0 00 2 00 4 00 3 00 Start Date 322 3342 EIS 3 042 3 2042 ABE 3 1412 3 182 416 12 320 12 3 23
62. eline display column timescale work calendar and gridline display Typing to change dates Typing to change dates Instead of drawing and then dragging activity bars you can also change an activity s dates and duration by entering new values in its Start Date Finish Date or Duration columns This works for activity bars or milestones Steps 1 In the Final Review row select the value in the Start Date cell and enter 04 06 12 2 Press the Enter Return key The milestone moves to the new date March 2012 4 Activity Name Duration Start Date Finish Date n Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 6 1 Brainstorm 3 00 214 12 3 16 12 a E 2 Research 5 00 3 13 12 3 19 12 3 Budget 0 00 3 6 12 316 12 e 4 Design 2 00 319 12 3 2012 M E Prototype 4 00 3 20 12 3 23 12 wm Review 3 00 3 26 12 3 28 12 eee 7 Preliminary 2 00 3 29 12 3 3012 8 Customer 2 00 4 2 12 4 312 F 9 Final Review 0 00 4 6 12 4 6 12 e Copyright O 2010 AEC Software Inc All rights reserved 4 12 4 13 Tutorial 1 Up and Running Printing the schedule Printing the schedule When you are ready to print your schedule Print Preview illustrates exactly how the schedule will appear when printed Steps 1 Click the Print Preview button ARTETA If you are c
63. esearch 2 00 34412 3452 4 Budget 0 00 34642 346842 PA 5 w Development 10 00 3452 3 2842 e Design 4 00 asi ann Dane Philips 50 gt Prototype 3 00 3 212 3 23 2 _ Es Murphy 8 Review 2 00 ETE 3 2842 ir 9 w Testing 5 00 EICHER 4 4H2 S 40 Preliminary 2 00 3 2812 3 2042 i 11 Customer 3 00 A042 4 342 12 Final Review 0 00 aid 4 442 e Viewing resource subrows Viewing resource subrows There are three subrows in each row in the Resource View The Percent Work Usage subrow displays a graph representing a resource s currently allocated time as a percentage of the overall available time for that resource The Allocated Time Usage subrow displays a graph representing a resource s currently allocated time in respect to the Work Units The name of this row changes to match the Work Units you have set in the Document Preferences dialog If your Work Units were set to Days this subrow would be titled Daily Work Usage instead of Hourly The Assignments subrow displays the activity bar or bars to which a resource is assigned Assignment bars display just as they do in the Schedule View Links however do not display Steps 1 From the Views buttons on the toolbar click the Resource button All three subrows of row 2 are collapsed 2 Click the Expand All button in the Format toolbar EA You can now view the Usage graphs and assigned bars for Jane Phillips
64. ew FastTrack Schedule has a column named Resources Assigned that will display in comma delimited format the names of every resource assigned to a given bar You can also enter a resource directly into the Resources Assigned column when it is inserted into your layout You will now add the Resources Assigned data as a label to the bar style in which the activity Design is displaying Steps 1 Click the Design bar in row 6 to select it 2 From the Format menu select Bar Styles The Format Bar Styles dialog opens 3 Click the Schedule View Labels tab 4 From the Show Label On Part drop down list select Schedule End Point 5 In the Available Columns table scroll down until you can see Resources Assigned 6 Select Resources Assigned and click Show to send it to the Shown Columns table 7 Select Resources Assigned in the Shown Columns table This makes formatting options available 8 In the Offsets area enter 2 in the Vertical box and 10 in the Horizontal box Bar Style Type Bar Component Scheduled Resources Assigned Component Options Parts Schedule View Labels Resource View Labels Alignment Show Label on Part Schedule End Point zi Format Label Label Data Shown Columns Resources Assigned Available Columns Priority Show Resource Cost e Revised Duration iu Hide Revised Finish Date Revised Finish Tim q A Hide all Offsets
65. f these elements can be charted and controlled in the Resource View of FastTrack Schedule You will now create a new resource Steps 1 From the Views buttons on the toolbar click the Resource button 2 Click in the Row 2 Resource Name column 3 Type Jane Phillips and press the Enter Return key 4 Click in the Information Form action column of row 2 The Resource Information form opens Copyright O 2010 AEC Software Inc All rights reserved Tutorial 9 Working with Resources 5 In the Type box choose Consultant from the choice list 6 In the Per Use Cost box enter 200 7 In the Standard Rate box enter 100 8 In the Overtime Rate box enter 150 Work Calendar Resource Information jane Philli Other Columns Resource Resource Mame Jane Phillips Type Consultant Per Use Cost 200 00 Initials JP Resource Notes Standard Rate 100 00 h Code Overtime Rate 150 00 h Group Full Name Job Title Employee ID Company Department Addresses Phone Numbers Business Main Business Business Fax Home Home Fax Mobile Mobile 2 a 70 9 Click the Work Calendar tab Material Label Internet E mail E mail 2 IM Address IM Address 2 Note that a typical workday for Jane Phillips is defined as being 8 hours long and lasting from 8 AM to 5 PM with an hour off for lunch and that no non typical workdays such as a half day for a doctor s appointment
66. ftware Inc All rights reserved Tutorial 5 Tracking Progress 51 Mar 12 iz At SEH Finigh Resad Revised Actual EZ ActwityName Sat Dei Date Sat Data Finish Date Start Date Complete s wr Panning 42H2 3268H2 34342 27H42 3H3H2 18 d dem 4 eem Brainstorm 34242 34512 34132 3468H2 34342 Di 2 Research 34642 3 2042 382 3 2142 G 3 CET TON Bauudgel 3 2112 3 2842 3 222 3 2742 0 w Development 3449H2 4 42 34912 4 442 0 4 5 E _ __ _____ _ _ _ __________ AS Design 348042 32312 34182 3 2642 Di 6 EE Prototype wenn 4412 Serie 44h12 05 OE T Review 4mM2 4 412 d n A 0 ER a Changing the display of bar style components gives you complete flexibility in tracking and displaying Scheduled Revised and Actual dates and times 8 7 Finishing Tutorial 5 Finishing Tutorial 5 You are done with Tutorial 5 You now know the basics of tracking an activty s scheduled revised and actual dates To close the Tutor5 file 1 To close the Tutor5 file from the File menu select Close 2 Click No to close the schedule without saving your changes To start the next tutorial 1 Go to Tutorial 6 Using the Work Calendar Or Return to the Tutorial Contents 9 Tutorial 6 Using the Work Calendar 9 1 Using the Work Calendar Intro Tutorial 6 Using the Work Calendar This tutorial shows you
67. he Schedule View Choose i Setup to configure the Export Picture options Creating a basic FastStep contd Creating a Basic FastStep cont d Steps 1 Click OK to close the Export as Picture dialog 2 In the Commands table scroll down to Calendar Export Picture and click Add to send it to the FastStep table In the FastStep table click Calendar Export Picture Click the Setup button that appears in the Options area In the Export as Picture dialog select the File option From the File Type drop down list select Portable Network Graph PNG Click Browse In the save dialog navigate to your Desktop Enter Calendar View as the filename 10 Click Save 11 Click OK to close the Export as Picture dialog O OO JO Om AC Copyright 2010 AEC Software Inc All rights reserved Tutorial 10 Using FastSteps ER Faststep Name My Exports Commands FastStep Calendar View Schedule Export Picture Schedul E Calendar Show All Bars Range Calendar Export Picture Calenda Calendar Apply Range Calendar Export Picture Resource View Resource Show All Bars Range Resource Apply Range Resource Apply Layout Description Options Calendar Export Picture Exports a picture of the Calendar View Choose Sup Setup to configure the Export Picture options 12 Click OK to save the FastStep and close the Define FastSteps dialog 13 In the FastSteps dialog make sure My Exports is
68. hide activities without using the Filters dialog by using commands in the Edit menu Here since activities are already selected from the last filter you will hide them by choosing Hide Selected Steps 1 From the Edit menu select Hide Selected Copyright O 2010 AEC Software Inc All rights reserved 8 FastTrack Schedule 10 Tutorials Manual 10 5 10 6 March 2012 April 2012 304 Activity Name Duration Start Date Finish Date Complete 5 M TWiT F 8 SMT WT FS SMTWT FS SMT WT 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 4 Planning 0 00 34642 3 1642 100 e 4 Budget 0 00 316 12 3 16 12 100 e 5 y Development 8 00 349 12 3 28 12 100 6 Design 2 00 3 19 12 3 20 12 100 7 Prototype 4 00 3 20 12 3 2342 100 8 Revew 3 00 3 26 12 3 28 12 100 m 9 y Testing 5 00 3 28 12 4 442 0 10 Preliminary 2 00 3 28 12 3 29 12 o 11 Customer 3 00 3 30 12 4 3 12 0 42 Final Review 0 00 4 412 4 412 0 Restoring filtered activities Restoring filtered activities When you are done hiding rows and wish to see all of the activities again you restore the schedule Steps 1 From the Edit menu select Unhide March 2012 Apn 2012 O 4 Activity Name Duration Start Date Finish Date Complete 5 M T WT F S S MT WTF S S MT WTF S S MIT WT 11 12 13 14 15 16 17 1B 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 d IA 5
69. how to use Work Calendars to define typical and non typical or exceptional work days for the project as a whole and for a resource You will also learn how to handle contradictions between the project and resource work calendars to display the work schedule in the timeline graph calculate durations in work units and to drag activity bars according to the work schedule To open the practice schedule file to be used while taking this tutorial Copyright 2010 AEC Software Inc All rights reserved 52 FastTrack Schedule 10 Tutorials Manual 9 2 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor6 Important If you cannot locate the Tutorial folder on your computer go to Find and search for Tutor6 If this produces no results check with your System Administrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer Defining a Work Calendar Defining a Work Calendar In Fast Track Schedule there are three types of work calendars project activity and resource You assign just one calendar to the project but any activity can be assigned a separate calendar and every resource has its own work calendar Each of these calendars is edited in the Work Calendar dialog and each of these calendars is completely customizable Work calendars allow you to define typical work
70. ied to the appropriate subordinate files A key to consolidation is the project Work Calendar All subordinate files must have the same project Work Calendar as the master file If you try to insert a file with a different project Work Calendar that file will be ignored and not inserted Changes to data in the master file are for analysis only and do not affect the subordinate file If you decide that you want to apply changes you have made in a master file you must open the appropriate subordinate files and manually make the changes there The following data is consolidated All columns except calculation columns Bars and bar styles Pictures text boxes and legends Links Assignments Pointers Any conflict in data between a subordinate and the master file results in that data being excluded from consolidation If a column in a subordinate file is formatted to save data Per Bar and the same column in the master file is formatted to save data Per Row that column will not be included in the consolidation Consolidation is data driven not visual Formatting related information will not be consolidated Formatting is originally determined by the master file s preference settings You can edit Filter Sort Layout Range FastSteps and format settings in the master file but the changes will not be applied to the subordinate file unless you manually apply them Resources do not get deleted from the master file even if futu
71. ile the activity will take shorter than planned it has been revised to end later Also notice that links always connect the Revised elements of activity bars Mar 12 is A 1 TOM Finish H v sed Revised Actual EZ acityiame StartDate pote Start Data Finish Date Start Date Complete 5 3 wr Panning 3242H2 32642 3412412 32762 341242 50 E E ign 4 mg AE A Brainstorm 34242 345H2 34122 34512 342432 100 Em 2 Research 34642 32042 3192 3 2442 34842 50 3 Budget 3 2142 32642 3222 34 7H2 ou 4 wr Development 348H2 414442 BAGH 4j4M2 0 weer Design anyone Jaang Az Jaan e 8 e Prototype 3 2842 4 342 3262 4 342 rie Renew a a 42 da a 4j4M2 Ge P g T The last schedule shows that all activities have been completed Their bars show the difference between their Scheduled and Revised dates Copyright 2010 AEC Software Inc All rights reserved 8 3 Tutorial 5 Tracking Progress Mar 12 I A 7 PREIS Finish Revised Revised Actual a a a QA Activity name Sat Dei Ges Start Date Finish Date Start Date Complete z wr Panning 442H2 Aen 31212 3 2742 342412 100 Wa IS fen 1 mme es mg Brainstorm 34242 3542 3 4212 34512 34212 100 2 e Research AM6M2z A0 319 12 3 2442 30912 100 4 Budgei 3 2142 32642 3
72. iltering and Sorting This tutorial shows you how to use filters and sorts to hide and rearrange rows according to the data they contain To open the practice schedule file to be used while taking this tutorial 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor7 Important Copyright 2010 AEC Software Inc All rights reserved EC FastTrack Schedule 10 Tutorials Manual 10 2 10 3 If you cannot locate the Tutorial folder on your computer go to Find and search for Tutor7 If this produces no results check with your System Administrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer Applying a filter Applying a filter Filtering activities allows you to hide and select rows based on criteria that you define It is a way of searching rows for information For each schedule you can define a list of filters that search for data in the schedule s activties Filters are stored in the Filters dialog Steps 1 On the toolbar click Filters and choose 100 Complete from the drop down list March 2012 a e 4 Activity Marne Duraton Start Date Finish Date w Complete 5 M T WT F amp amp M TIWITIFISI amp IMIITWI T i112 12 14 t5 1G 17 16 19 20 21 22 23 24 25 36 27 26 25 Es i por peros 4 Planning 4 00 3122 34612 100 E Bra
73. ing o 3 From the File menu select Print 4 Follow your normal printing procedures 4 14 Finishing Tutorial 1 Finishing Tutorial 1 You are done with Tutorial 1 You now know the very basics of FastTrack Schedule The next two tutorials build on these basics showing you how to layout and customize your schedule To close the Tutor1 file 1 From the View menu select Schedule The Schedule View opens 2 To close the Tutor1 file from the File menu select Close 3 Click No to close the schedule without saving your changes To start the next tutorial 1 Go on to Tutorial 2 Laying Out Your Schedule Or Return to the Tutorial Contents Copyright O 2010 AEC Software Inc All rights reserved 20 FastTrack Schedule 10 Tutorials Manual 5 5 1 5 2 Tutorial 2 Laying Out Your Schedule Laying Out Your Schedule Intro Tutorial 2 Laying Out Your Schedule This tutorial shows you how to change the general layout of your schedule by outlining activities and working with columns layouts and timescales To open the practice schedule file to be used while taking this tutorial 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor2 Important If you cannot locate the Tutorial folder on your computer go to Find and search for Tutor2 If this produces no results check with your System Admin
74. instorm 3 00 12112 Jaan 100 omnes 3 Research 3 00 31312 3 152 100 ae 4 Budget omg aen ang 100 de 5 Y Development 8 00 44812 32842 100 e a an i i a ia a 6 Design 2 00 1972 3 202 100 mmer 7 Prototype 4 00 A202 J232 100 a Rewew 3 00 3 2842 3 282 100 By default filters look at the information in the activities that are currently visible and those that are hidden If you wish to create a filter that looks for information that is visible only deselect the Expand All Prior to Filtering and the Restore All Prior to Filtering options in the Options tab of the Define Filter dialog Defining a filter Defining a filter Filters are defined in the Define Filter dialog You can think of the filter s criteria as questions the filter asks of each activity Each question has three parts a column in which to search a way of comparing the column data to values a value to look for For this filter you will define criteria that ask the question Which activities have in the Manager column a value equal to Smith Steps 1 On the toolbar click Filters and choose Define from the drop down list The Filters dialog opens 2 Click New The Define Filter dialog opens 3 Enter Smith s Projects in the Filter Name box In the Apply area select the Column Value Criteria option 5 In the Row Options area select Matching Rows Only I Copyright O 2010 AEC Software Inc
75. ish Date Start Date Activity Name and Timeline Graph columns to the Shown Columns table Keep the Define Layout dialog open for the next section Define Layout Columns Summary Graphs Layout Name My Layout Headings Summaries and Timescales Shown iv Column Headings and Timescale Top iwi Column Summaries and Timescale Bottom C Mirror Timescale from Top Columns Shown Available Columns Shown Columns Lack j Activity Name E Start Date C Activity Row ID show Finish Date FJ Activity Row Number md Manager E Actual Duration Sa Duration Ei Actual Finish Date Timeline Graph Actual Finish Time Hide All Actual Start Date AA Actual Start Time Attendees AS i Designing a new layout cont d Designing a new layout cont d Steps 1 In the Shown Columns table drag Duration below the Timeline Graph 2 Click the box to Lock the Duration column to keep it on screen Copyright O 2010 AEC Software Inc All rights reserved Tutorial 2 Laying Out Your Schedule imans o Summary Graphs Layout Name My Layout Headings Summaries and Timescales Shown wi Column Headings and Timescale Top Cd Column Summaries and Timescale Bottom C Mirror Timescale from Top Columns Shown DN Shown Columns Activity Name Start Date Finish Date Manager Available Columns Complete Used 0 Activity Row ID Activity Row Number Act
76. ish Date RatePerDay Activity Costs m T W T F S S M T WT FS SM TW T FS SM TWiT 12 13 14 15 16 17 1B 19 20 21 22 23 24 25 26 27 26 29 30 30 1 2 3 4 5 ui y Panning m 700 31242 32082 t SIM ca d Bap qd TF Tol Wed cb Wn 2 Brainstorm 3 00 3 12 12 3 14 12 100 00 300 00 umm I T0 4 Research 3 00 343 12 35 12 75 00 225 00 pa 4 Budget 3 00 3 16 12 3 20 12 75 00 225 00 i Mr 5 y Development 8 00 3 19 12 3 28 12 285 00 810 00 6 Design 2 00 3 19 12 3 20 12 3125 00 250 00 7 Prototype kon 3 20 12 3 23 12 80 00 320 00 8 Review 3 00 3 26 12 3 28 12 80 00 240 00 lt 9 E Testing 5 00 3 28 12 4 4 12 175 00 450 00 10 Preliminary 2 00 3 28 12 3 29 12 75 00 150 00 44 Customer 3 00 3 30 12 4 312 100 00 300 00 12 Final Revew 0 00 4 412 4 412 0 00 Weekly Costs Total 23 00 7 T 7 12 13 14 15 16 17 18 19 20 21 22 23 24 28 26 27 28 29 3031 12 3 4 5 This summary graph row now shows you the total expenditure per week Note You can choose to show or hide a particular summary row in the Summary Graph tab of the Define Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 11 6 12 12 1 12 2 Layout dialog Finishing Tutorial 8 Finishing Tutorial 8 You are done with Tutorial 8 You now know the basics of defining and using column summaries summary graphs and calculation columns To
77. ishDate M T wiT F SisiMiTiwi TiF SisiwiT iwiTIFis SiMITIWIT IF SIS M 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 34 1 2i 3 4 59 6 7 8 9 F 41 1 Pn Tx t Summary E T T T T T 1 T T T T T T T A T T T T E T T T T7 T d To 1 E Se Te 6 00 3112 12 3119 12 3 e Planning 6 00 3112 12 3 19 12 Da Brainstorm 2 00 342 12 343 12 SST F Research 2 00 314 12 3 18 12 6 Budget 2 00 36 12 319 12 m BS S NEM E a y Tutor 1 02 ft 16 00 3 19 12 4 9 12 F w Development 8 00 3 912 3 28 12 o 9 Design 2 00 3 19 12 3 2042 bm an 10 Prototype 3 00 3 21 12 3 2342 ET Review 3 00 3 26 12 3 28 12 42 v Tasting pan We TT ZER ER 43 Preliminary 2 00 3 29 12 3 30 12 am 14 Customer 3 00 4 212 4 412 T LES 45 Final Review 3 00 4 5 12 4 9 12 A gt You can update files by going to the File menu choosing Consolidation and selecting Get Updates If any saved changes have been made to one or more of the consolidated subordinate files they will then display in the open master file Finishing Tutorial 11 Finishing Tutorial 11 You are done with Tutorial 11 You now know the basics of consolidating files Copyright 2010 AEC Software Inc All rights reserved Tutorial 11 Consolidating Files ER To close the Tutorr11 file 1 To close the Tutor11 file from the File menu select Close 2 Click No to close the schedule
78. istrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer Indenting outline levels Indenting outline levels You create outline levels by indenting activity names Indenting an activity makes it a subactivity of the level above it March 2012 April 2012 a B4 Activity Nama Duration Start Date Finish Date Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed 8 12 13 44 35 16 17 18 18 20 21 22 23 24 25 26 27 28 28 30 331 1 2 3 4 4 Planning 4 00 34212 34612 la Brainstorm 2 00 34242 34342 m p Research 3 00 3H3H2 3 512 4 Budget 6 00 34512 Sei P 5 Development 8 00 3 4812 328 12 a Design 2 00 i02 3 2042 T Prototype 4 00 Bentz aa342 CE a Review 3 00 326 12 amame ee o 10 Preliminary 2 00 A302 A302 ne i 44 Customer 2 00 4 22 4j3n2 i2 Final Review 0 00 CH 4 42 Steps 1 In the Preliminary activity s Activity Name cell click before the word Preliminary to place the blinking insertion point there 2 Press the Tab key on your keyboard to indent the name 3 Indent the Customer and Final Review rows using the same method Copyright O 2010 AEC Software Inc All rights reserved Tutorial 2 Laying Out Your Schedule 21 March 2012 Apri 84
79. ks and you can create numerous resources complete with work calendars and cost data but until you actually assign a resource to a task the Schedule View and the Resource View do not interact You will now assign Jane Phillips to work on an activty in the schedule Steps 1 From the Views buttons on the toolbar click the Schedule button 2 Double click the Design bar located in row 6 The Information form opens in the Bars Tracking tab 3 Click the Bars Assignments tab of the Information form 4 In the Resource Name column of the table select Jane Phillips from the drop down list 5 Click in the Effort column Jane s rates fill in across the row You know you intend to split Jane s times between this activity and another so you do not want to allocate 100 of her effort to the task Design 6 Select the number 100 in the Effort column enter 50 so that the new Effort is 50 Copyright O 2010 AEC Software Inc All rights reserved Tutorial 9 Working with Resources Bar ID 4 Hidden Tracking Columns Links A Apply Effort Driven Scheduling Keeps total work constant Clear Assignments Std Rate OTRate Cost Resource Name Work X Contour Per Use Cost 1 100 00 h 150 00 h 1800 1 Jane Phillips 16 00 50 Flat 200 00 Select Resource Totals 16 00 1800 00 E 0 07 00 7 Click Close to assign the resource and close the Informati
80. lect the First Quarter option Copyright O 2010 AEC Software Inc All rights reserved mr FastTrack Schedule 10 Tutorials Manual 9 11 m Gridlines Units Quarters EI Quarters Display Dal O Ista O First Q C Quarter 1 C lst Quarter fei First Quarter O 1 a Tar E 5 Click OK to apply your changes and close the Format Timescale Row dialog March 2012 April 2012 a 4 Activity Name Start Date Finish Date Manager e nd e Durabon E Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues We 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 41 o Tw Planning 34242 34642 Smith jp omm d s eil E E B Tt z 4 00 2 Brainstorm 342 12 343 12 Ge 2 00 3 Research 3 13 12 315 12 a 3 00 4 Budget 316 12 3 16 12 e 0 00 y Development 319 12 3 2842 King 8 00 e Design 3 19 12 3 20 12 2 00 7 Prototype 3 20 12 3 23 12 weem 4 00 8 Review 3 26 12 3 28 12 3 00 9 y Testing 3 29 12 4 442 Williams 4 00 10 Preliminary 3 29 12 3 30 12 2 00 14 Customer 4 242 4 3 12 D y 2 00 12 Final Review 4 412 4 412 e 0 00 Moving timescale rows Moving timescale rows After inserting a timescale row you can mowe it anywhere in the timescale area Steps 1 Click the Month timescale row to select it 2 When the move cursor appears drag the outline of the Month timesc
81. n either enter the file name and path or click the Browse button to navigate to the file Sample picture files are installed in the FastTrack Schedule folder in the Applications folder 3 Click OK 4 To resize the picture drag one of the eight resize handles You can hold down the Shift key and drag a corner handle to maintain its proportions 5 You can drag a picture or text box anywhere on screen by selecting the Arrow tool and clicking and dragging the item First Quarter Seo 4 March 2012 A i 4 Activity Name Duration Start Date Finish Date aes Mon Tues Wed Thur Fr Sat Sun Mon Tues Wed Thur Fn Sat Sun Mon Tues Wed Thur Fn Sat Sun Mon Tues Wed 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 1 v Planning 4 00 3 12 12 3 16 12 eamm 7 T These deadlines are essential Brainstorm 2 00 31242 3 13 12 o 2 fo meeting our goals 3 Research 3 00 3 1342 3 15 12 9 9 4 Budget 0 00 3 16 12 3 16 12 e 5 v Development 8 00 31912 3 2842 F Design 2 00 319 12 3 20 12 7 Prototype 4 00 3 2012 3 2342 o 8 Review 3 00 3 2642 3 28 12 2 o 9 v Testing 4 00 3 29 12 4 4 12 o o 10 Preliminary 2 00 3 29 12 3 30 12 ET Customer 2 00 4 2 12 4 3 12 42 Final Review 0 00 4 412 4 412 e Copyright O 2010 AEC Software Inc All rights reserved Tutorial 3 Customizing Your Schedule 6 8 Formatting pictures and text boxes Formatting pictures and text boxes Fo
82. nal Review 0 00 4j4H2 AAZ 6 Click in the Information Form action column of Row 11 the activity named Customer The Information Form opens in the Row tab 7 Click the Bars tab 8 Click the Bars gt Links tab 9 In the Activity Name column of the Successors table choose 10 Final Review from the drop down list Copyright O 2010 AEC Software Inc All rights reserved NN FastTrack Schedule 10 Tutorials Manual 7 6 Bar ID 9 Tracking Columns Links Assignments 1 Predecessors Ser Row Bar Activity Name Type Lag Lead Link Duration e 10 B 8 Preliminary Finish to Start FS 0 00 0 00 1 Successors a Row Bar Activity Name Type Lag Lead Link Duration 9 12 10 10 Final Review gt Finish to Start F5 0 00 0 00 Enter or edit the successor bars data and Link Duration are in units of Days I Ed DJ DT 10 Click Close to close the Information Form and apply your changes The activities Customer and Final Review are now linked March 2012 Apr e 4 Activity Name Duration Start Date Finish Date Mon Tues Wed Thur Fri Sat Sun Men Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed 1 gg gg ai 12 48 44 15 16 17 18 18 20 21 22 28 24 25 86 7 28 28 30 43 1 2 3 amp 3 Te Planning 400 3422 345842 L AAA Tr TS KZ I T m4 a Lario hi 1 onse E
83. ng Your Schedule First Quarter Seo e 4 Activity Name Duration Start Date Finish Date E A Mon Tues Wed Thur Fn Sat Sun Mon Tues Wed Thur Fn Sat Sun Mon Tues Wed Thur Fr Sat Sun Mon Tues Wed Lg 12 3 44 16 26 17 16 20 21 22 23 2 28 26 2 28 29 90 91 1 2 3 4 1 y Planning 4 00 3112 12 3 16 12 2 Brainstorm 2 00 3 12 12 man2 3 Research 3 00 3 13 12 3 15 12 e o 4 Budget 9 00 3162 3 16 12 e 5 y Development 8 00 3 19 12 3 28 12 F Design 2 00 3 19 12 3 20 12 Prototype 4 00 3 20 12 3 2312 8 Review 3 00 3 26 12 3 28 12 wm 9 y Testing 4 00 3 29 12 4 442 10 Preliminary 2 00 3 29 12 3 30 12 ET Customer 2 00 4 212 4 312 12 Final Review 0 00 4 412 4 412 ES Changing text styles by row Changing text styles by row Another way to customize your schedule is to use different fonts sizes and styles of text Steps 1 Hold down the Command Shift key and click in the three Activity Name cells of the activities in outline level 1 Rows 1 5 and 9 These are the Planning Development and Testing Activities 2 In the Font controls in the Size box enter 12 3 Click the B button to bold the text First Quarter Seo 3 4 j Activity Name Duration Start Date Finish Date cometan A Mon Tues Wed Thur Fr Sat Sun Mon Tues Wed Thur Fn Sat Sun Mon Tues Wed Thur Fn Sat Sun Mon Tues Wed 12 14 44 45 16 47 16 20 21 22 23 24 25 26
84. nt If you cannot locate the Tutorial folder on your computer go to Find and search for Tutor If this produces no results check with your System Administrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer 8 2 Whatis progress tracking What is progress tracking Thus far in the tutorials you have simply dragged activty bars to a new position in the timeline graph when their dates have changed Some projects and some companies call for a way of tracking these changes This is called progress tracking At all times FastTrack Schedule automatically tracks the progress of activities as three sets of dates Scheduled Dates that reflect when your schedule was originally planned also called the baseline or promised dates Revised Dates as they are currently projected accounting for adjustments since the project began Actual Dates as they actually happened also tracked as a percentage complete or work in place Each set of dates or component can be displayed within a single bar style and each has its own tool for editing that component The bar styles in this schedule have been formatted to Always Display the Revised Element even when the revised dates and times match the scheduled dates and times Example As an example the graphic below represents what a schedule would look like when you first plan the project At this stage the activty bars represent
85. o Final Review 0 00 Wane AME To change the start and finish drag the middle of the bar To change the start and duration drag the start point of the bar To change the finish and duration drag the end point of the bar Copyright 2010 AEC Software Inc All rights reserved EM FastTrack Schedule 10 Tutorials Manual 4 10 4 11 Changing the schedule date range Changing the schedule date range Now that you know how to enter and change activity dates you will also want to view different periods of time in the timeline graph Currently the timeline graph shows you a time range from April 14 2012 to June 19 2012 with each column representing one day These steps illustrate how to change the schedule s start and finish dates to view a different range of time Steps 1 From the Timeline Range tool click in the start date box to select the current value and enter 03 01 2012 in its place 2 Click in the finish date box to select the current value and enter 04 30 2012 in its place 3 Press the Enter Return key to apply the new range Be LIEN AAA AAA zr DPI AE E r m Emo SEO erg ya Se m ED accu E MEA You can also change the schedule range using the Format Schedule View dialog You open this dialog from the Format menu by choosing View while in the Schedule View The Format Schedule View dialog lets you change every aspect of a schedule including its date range base timeline units duration units tim
86. on defined layout or create your own Steps 1 From the Project menu select Layouts and choose Basic Layout from the list of pre defined layouts Activity Name is now the only column displaying to the left of the timeline Copyright O 2010 AEC Software Inc All rights reserved Tutorial 2 Laying Out Your Schedule March 2012 E 4 activityName Mon Tues Wed Thu Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed 42 13 44 15 48 1 8 ta 20 21 22 23 pa os 26 27 28 28 30 8 1 2 wr Panning ae d Brainabonm Research Budget y ae Design Prototype Review ec oc wm uw amp uM Ki Testing Preliminary h E Customer h Final Review h Pa 5 6 Inserting columns Inserting columns You can insert columns using the Insert Column dialog All columns are hidden until you choose to show them Here you will insert a column that is currently hidden Steps 1 Select the column heading of the Activity Name column 2 From the Insert menu select Column The Insert Column dialog opens 3 From the Show pop up list select Text Click to highlight the first item in the Column Display Name table 4 Type t to cause the list to scroll to and select the item Text 1 I Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual Attendees Location Notes
87. on form March 2012 A aciviyn Duration Start Date Finish Date IriwIr e s s Ir s 5 x DE 7 A vity Name ura ini M T W T S JM T W T 5 5 M T W T 5 5 M T W 12 13 14 15 16 17 18 19 20 2 22 23 24 25 26 27 28 29 30 31 1 2 3 4 4 y Planning 4 00 3422 3416112 p i BEEN m eme mmer nnn HE E UNE ET E A WE EE 1 i 4 Research 2 00 314 12 34542 e A Ga ENS Ena pr 2801 e O NEU ON RR A RENE NONE LL 5 Development 10 00 34512 3 2842 Prototype 3 00 3 2152 3 2342 m EE 380 aen P RE A EN verte A A _ i w Testing 5 00 3 282 TE 10 Preliminary 2 00 32812 J292 A wl Customer 3 00 2130 12 4 342 A ane Ai c e Final Review Because Jane Phillips is the only resource assigned to the task Design the bar expanded to have a Duration of 4 days so that the bar s total work units of 16 hours could be completed by a single resource working 4 hours a day The Start Date changed because the bar had a constraint type of Finish On Or After If Jane Phillips had been assigned at 100 effort the Duration would have remained 2 days because the 16 work hours could have been completed in 2 8 hour work days Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 12 4 Viewing resource assignments in the Schedule View Viewing resource assignments in the Schedule Vi
88. on which assigned activity bars and resource graphs sit The timeline can represent any range of time you determine in units of hours days weeks months quarters and years A timescale contains timescale rows that label the dates and times on the timeline graph The timescale rows can be formatted to display different divisions of the base timeline units For instance a schedule that is diuded into base timeline units of weeks might also have timescale rows that group the timescale into months and fiscal quarters Columns Columns can be placed to the left and right of the timeline graph There are columns pre defined by FastTrack Schedule or ones that you create yourself Rows Rows contain activities data and activity bars You can move them up and down hide and show them sort them into different arrangements and use them to outline activities Timescale area Sections of the screen that display the timescale rows The Schedule and Resource View can each contain two different timescale areas one above the timeline and one below it You can use options in the Define Layout dialog to have the bottom timescale mirror the top timescale Base Timescale Row The timescale row that displays the base timeline units the smallest units set You cannot change the units of the base timescale row they always reflect the base timeline units Width The width of the divisions in the base timescale row define the width of columns in the
89. onnected to a printer the Print Preview window opens Print Preview contains an image of the printed page To the left of the window there are areas for selecting the different pages of a schedule tools for working with text boxes and pictures and dynamic stamps you can add to track page numbers current dates and times and file names 2 From the File menu select Print 3 Follow your normal printing procedures Printing the schedule in Calendar View Printing the schedule in the Calendar View As you have been setting up your schedule a calendar containing your activities was being created at the same time You can open the Calendar View by selecting Calendar from the View menu or clicking Copyright 2010 AEC Software Inc All rights reserved EM FastTrack Schedule 10 Tutorials Manual the Calendar button on the Views control You can use the same steps for changing the schedule range to change the date range shown in your calendar When you are ready to print your calendar Print Preview shows you exactly how the calendar will look before you print Steps 1 From the View menu select Calendar The Calendar View opens Hm BH mA Ss WEI moO Es March 2012 11 14 15 16 17 March 12 13 2 From the File menu select Print Preview Copyright 2010 AEC Software Inc All rights reserved Tutorial 1 Up and Runn
90. ours Copyright 2010 AEC Software Inc All rights reserved nm FastTrack Schedule 10 Tutorials Manual Copy Calendar 24 Hours 2 Ce 5 Click OK to close the New Calendar dialog Note the new Finish Date and Time ST Bar Style L I Fixed Duration Columns Links Assignments Start Date Start Time Finish Date Finish Time Duration Scheduled 03 21 2012 7 8 00 AM 03 22 2012 8 00 AM Y 3 00 Revised 03 21 2012 v 8 00AM v 03 22 2012 Y s 00AM v 3 00 Actual Io vj Ivi Ml RB X Complete 0 00 8 Priority Days Constraints Calendar Citan Prototype EE TYPE Start On Or After pD oe 03 21 2012 8 00 AM Is lgnore Resource Calendars Constraint Date Constraint Time O EC ES D 60 Ges 6 Click Close to close the Information Form Note that Prototype now has a calendar icon in its Information action column denoting it s use of a work calendar different to the specified Project work calendar Copyright 2010 AEC Software Inc All rights reserved Tutorial 6 Using the Work Calendar March 2012 Apri EI a Activity Mare Duration Start Date Finisn Date M IT W T FIM ITIWIT F M ITI IW TI F MI TI WMW l 12 12 14 15 16 18 20 21 22 23 26 27 2B 2630 2 3 A wr Planning 4 00 31242 shz lada 7 07 rf tort e A 2 Brainstorm 2 00 3422 34342 4 Research 2 00 3 1442 3452 P 4
91. r on your computer go to Find and search for Tutor8 If this produces no results check with your System Administrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer Adding a column summary Adding a column summary Column summaries display the total average standard dewation minimum and maximum of values currently visible in a column Steps 1 Double click the column heading of the Duration column The Format Column dialog opens 2 Click the Summaries tab 3 Select the Total option Format Column Duration Options Value List Display Font Si Column Summaries Summary Bar Values C Count Minimum None M Total Maximum Count Average Standard Deviation e Total Label Display Minimum Do Not Show Label Maximum Uses Column Justification Average fei Show Label ignores Column Justification C Short Label 3 Medium Label Zei Long Label Standard Deviation Example L Cancel Copyright 2010 AEC Software Inc All rights reserved Tutorial 8 Using Summaries Calculations 4 Click OK to apply your changes and close the Format Column dialog March 2012 April 2012 Kb Activity Name Siart Date Finish Date Rate ParDey M T WIT FI 5 S MITIWITIFI amp 5 S MITIWITIFI amp ISIMI TIW i D 12 13 14 18 1 amp 6 1T 18 15 20 21 222324 8 26 27 28 29 30 31 1 d 3 LA 4 y Planning 3422 3 20H2 250 00
92. rack Schedule was installed on your computer Note The FTS10Tutorials pdf document is also available in the Downloads section of the AEC Software Homepage http www aecsoftware com See also Using the Tutorials Tutorial Contents Copyright O 2010 AEC Software Inc All rights reserved mr FastTrack Schedule 10 Tutorials Manual 4 2 Tutorial 1 Up and Running Up and Running Intro Tutorial 1 Up and Running This tutorial shows you the basics of scheduling from creating activities to printing the schedule and its calendar When you are done you will know enough about FastTrack Schedule to begin building your own schedules To open the practice schedule file to be used while taking this tutorial 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor 1 Important If you cannot locate the Tutorial folder on your computer go to Find and search for Tutor1 If this produces no results check with your System Administrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer The FastTrack Schedule environment The FastTrack Schedule environment In the Schedule View the timeline or timeline graph is the actual grid of horizontal and vertical lines on which activity bars sit In the Resource View the timeline is the actual grid of horizontal and vertical lines
93. re updates of the subordinate file in which the resource originated no longer includes that resource Y ou can consolidate subordinate files that have different Resource Work Calendars defined for the same resource 14 3 Defining Consolidation Defining Consolidation To define the subordinate files to be consolidated 1 From the File menu choose Consolidation and select Define The Define Consolidation dialog opens Click Add The Open dialog opens Navigate to the folder containing the FastTrack Schedule Tutorial Practice Files Select the file Tutor11 C1 fts Click Open to close the navigation dialog and add Tutor11 C1 fts to the table in the Define Consolidation dialog 6 Click Add 7 Navigate to the folder containing the FastTrack Schedule Tutorial Practice Files NO 0O Copyright 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 8 Select the file Tutor11 C2 fts 9 Click Open to close the navigation dialog and add Tutor1 1 C1 fts to the table in the Define Consolidation dialog 14 4 File Name I ii Add 1 Tutorll Cl fts SEN Remove 2 Tutorll C2 fts Files are subprojects and have a common Project Finish Date O Files are projects and have separate Project Finish Dates 10 Click Update All to consolidate both files into the master file Tutor1 1 fts March 2012 April 2012 3 O 4 Acbvity Name Duration Start Date Fin
94. rmatting an item such as a picture or text box defines its background border and shadow Here you will format a text box by adding a border and shadow Steps 1 Click the text box to select it click the Format Selected button The Format Item dialog opens 2 Click the Border tab 3 In the Line area enter 2 in the Size box 4 In the Shadow area enter 2 in the Size box Format ltem _Display Berder Font Background Line Shadow Color E Color NEN Color NEM Margin ol Size 2 00 Size 2 fe Transparent eer Corner a Example Tex Radius 0 7 Set as Default 3 Cancel 5 Click OK to apply your changes and close the Format Item dialog 6 9 Including a legend Including a legend A legend creates a key to the bar styles used in the schedule It lists the bar styles and allows you to assign a name or a label to each bar style You can create multiple legends in the Schedule View and the Schedule and Resource Print Preview windows In this case you will enter a legend in the Schedule View Steps Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 1 From the Insert menu select Legend The Format Legend dialog opens 2 In the Title box enter My Legend 3 Click in the first row of the Bar Style column 4 From the Bar Style drop down list select the bar you custom designed The white striped bar appears in the table below 5 Click in
95. s are listed in the Exceptions table and can be given a descriptive name If you choose to calculate durations in 24 Hour Calendar units the Work Calendar is no longer being used in the schedule In these steps you will create a new work calendar define March 16 2012 as a non work day and set this new calendar as the Project Work Calendar Steps 1 From the Project menu select Work Calendars The Work Calendars dialog opens 2 Click the New button 3 In the New Work Calendar dialog be sure Standard Project Calendar is selected in the Copy Calendar option and enter Product Titan Launch Copyright O 2010 AEC Software Inc All rights reserved mn FastTrack Schedule 10 Tutorials Manual 9 3 4 Click OK to close the New Work Calendar dialog 5 In the Define Specific Days area select March as the month and 2012 as the year 6 Select day 16 in the calendar 7 Click the Clear Day button The Work Shift Details table will now contain no start time or finish time 8 In the Description field of the Exceptions table enter Company Holiday beside the date 3 16 12 a 9 Click OK to apply your changes and close the Work Calendars dialog 10 From the Project menu select Project Information The Project Information dialog opens 11 From the Calendar drop down list select Product Titan Launch 12 Click OK to close the Project Information dialog and save your changes Note that March 16th is now shaded as a non work da
96. s no results check with your System Administrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer To go through the tutorial 1 Be sure you have both a FastTrack Schedule window displaying the appropriate practice schedule and your browser displaying the appropriate step by step instructions open at the same time If your monitor allows it position the windows so you can work on the schedule while keeping the step by step instructions in Mew See also Printing the tutorials Tutorial Contents 3 Printing the Tutorials Printing the Tutorials If you prefer to follow the instructions from a hard copy print out instead of on your screen you can print the contents of the tutorials To print a tutorial 1 Open the FTS10Tutorials pdf file which was installed in the same location as the Tutorial practice files 2 Print the FTS10Tutorials pdf file sf e 1 Open the Tutorials This will launch your computer s default browser 2 Use your browser s Print functionality to print the active page This may mean clicking on the right side of the page to avoid printing the Contents frame You will have to print each tutorial one page at a time Important If you cannot locate the tutorial PDF file on your computer go to Find and search for FTS10Tutorials pdf If this produces no results check with your System Administrator to make sure the Tutorial PDF file was included when FastT
97. selected and click OK FastSteps Menu Break My Exports Restore Master 5chedule Autofit Schedule Activity N Milestones Edit Duplicate Completed Tasks E L Ly Delete Upcoming Tasks Incomplete Tasks Cost Report ERR RRR D GJ CD D CD ea D UD D Resource Cost Report The Schedule View and Calendar View files appear on your Desktop Copyright O 2010 AEC Software Inc All rights reserved me FastTrack Schedule 10 Tutorials Manual 13 6 14 14 1 14 2 Finishing Tutorial 10 Finishing Tutorial 10 You are done with Tutorial 10 You now know the basics of working with FastSteps To close the Tutor10 file 1 To close the Tutor10 file from the File menu select Close 2 Click No to close the schedule without saving your changes To start the next tutorial 1 Go to Tutorial 11 Consolidating Files Or Return to the Tutorial Contents Tutorial 11 Consolidating Files Tutorial 11 Consolidating Files Tutorial 11 Consolidating Files This tutorial shows you how to consolidate separate subordinate files into one master file To open the practice schedule file to be used while taking this tutorial 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor11 Important If you cannot locate the Tutorial folder on your computer go to Find an
98. subactivity To collapse an outline level 1 In the activity named Development click the triangular handle in the Expand Collapse action column March 2042 April 2042 4 Activity Name Duration Sart Daie Finish Date Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed l 42 13 44 15 15 17 48 142 20 24 22 23 84 26 26 27 26 28 80 81 1 12 1 3 d 4 wr Planning 400 34242 men J A a oe WEE EE EE MEC EE g v 2 Brainstorm 2 00 ETENE 3 1342 3 Research 3 00 31312 352 4 Budget 0 00 3H6H2 SMe 5 Development 8 06 ia 328H2 e 9 y Testing 4 00 3 2842 4 42 10 Preliminary 2 00 Jag 3 302 44 Customer 2 00 FTE afana y 12 Final Review 6 00 442 KI Erd The subactivities of Development are now rolled up Note the summary bar in the Development row Summary bars display by default Summary bar options are available in the Summary Bar tab of the Format Row dialog You can choose not to display summary bars and choose the style in which you would like summary bars to display Copyright O 2010 AEC Software Inc All rights reserved 22 FastTrack Schedule 10 Tutorials Manual 9 4 9 9 Expanding outline levels Expanding outline levels The Expand Collapse action column acts like a toggle switch so when outline levels
99. the Font tab 8 Click the Italicize button to italicize the text You can also use the Font tools to make your changes 9 Click the button that horizontally centers the text 10 Click OK to apply your changes and close the Format ltem dialog First Quarter Seo 4 March 2012 A e 4 d Activity Name Duration Start Date Finish Date gt Mon Tues Wed Thur Fn Sat Sun Mon Tues Wed Thur Fn Sat Sun Mon Tues Wed Thur Fn Sat Sun Mon Tues Wed 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 1 v Planning 4 00 3 12 12 3 16 12 H 7 T These deadlines are essential Brainstorm 2 00 3 1242 3 13 12 o 2 fo meeting our goals 4 Research 3 00 341342 3 15 12 9 9 4 Budget 0 00 3 16 12 3 16 12 e 5 v Development 8 00 31912 3 2842 6 Design 2 00 3119 12 3 20 12 a 7 Prototype 4 00 3 2012 3 2312 po 8 Review 3 00 3 26 12 3 28 12 9 v Testing 4 00 3 29 12 4 442 o 10 Preliminary 2 00 3 2042 3 3042 44 Customer 2 00 4 22 4 3 12 12 Final Review 9 00 4 442 4 4 12 e 6 Including pictures Including pictures In addition to text boxes you can also add pictures Pictures are graphic items such as clip art that are imported into the timeline graph area or Print Preview window Steps 1 From the Insert menu select Picture 2 Select Clipboard to include pictures pasted to the Clipboard or File to include a file saved on a disk You ca
100. the Label column next to the bar in the table and enter Planning Activities Format Legend L Display Font Border Options Title Mu Legend IM show Bar Style bh Component Scheduled Bar Style Planning Activities Can Cancel OK 6 Select the second row in the Bar Style column 7 From the Bar Style drop down list select the blue bar with black endpoints 8 Click in the Label column next to the blue bar in the table and enter Development Activities 9 Click the third row in the Bar Style column 10 From the Bar Style drop down list select the green bar with the white endpoints 11 Click in the Label column next to the green bar with the white endpoints in the table and enter Testing Activities Copyright 2010 AEC Software Inc All rights reserved Tutorial 3 Customizing Your Schedule Format Legend Font Border Options Title Mu Legend WI Show Bar Style 4 EI Component Scheduled B Bar Style Planning Activities Development Activities Testing Activities O Cancel amp 12 Click the Font tab 13 From the top drop down list select Legend Title 14 Click the Bold button 15 Click OK to apply your changes and close the Format Legend dialog 16 Using the Arrow tool drag the legend to a location in the timeline graph where it is not covering any bars or items First Quarter Seo March 2012 A 2094 Activity
101. then the activities with the same Complete values are arranged in ascending order by Start Date The Sorts dialog also contains an option called Define as Master Sort that defines the selected sort as the Master Sort order Once a sort order becomes the Master Order of activities you cannot return to the original order When you restore activities they will restore to the current Master Sort order Copyright 2010 AEC Software Inc All rights reserved Tutorial 7 Filtering 8 Sorting e 10 8 Restoring sorted activities Restoring sorted activities Like filtering sorting is temporary if you return to the Master Sort order by restoring the schedule Steps 1 From the Project menu select Restore All March 2012 Apni 2012 O 4 Activity Name Duraton Start Date Finish Date Complete M T WT FI S simi TW TF SSMN TW TIFIS S M Tw 115 12 13 14 15 16 17 1B 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 A 4 4 y Panning 4 00 342 12 3 16 12 100 y 2 Brainstorm 3 00 342 12 3 14 12 100 s Research 3 00 3 13 12 3 15 12 100 m 4 Budget 0 00 3 16 12 3 16 12 100 5 y Development 8 00 3 19 12 3 28 12 100 8 Design 2 00 3 19 12 3 20 12 100 7 Prototype 4 00 3 20 12 3 2342 100 8 Review 3 00 3126 12 3 28 42 D I o 9 y Testing 5 00 3 28 12 4 442 0 10 Preliminary 2 00 3 28 12 3 29 12 0 11 Customer 3 00 3 30 12 4 3 12 0 E RE 12 Final Review 0 00 4 412 4 41
102. ty Costs MIT WIT F S S M T JW T F S S M T W T F S S M T W E e N 2 73 14 18 16 17 18 19 20 21 22 23 24 25 26 27 20 29 30 91 1 23 4 1 y Planning 7 00 3112 12 3 20 12 Tr 1 2 Brainstorm 3 00 3 12 12 3442 3 Research 3 00 3 13 12 3 15 12 4 Budget 3 00 316 12 3 20 12 5 y Development 8 00 319 12 3 28 12 6 Design 2 00 3 19 12 3 20 12 7 Prototype 4 00 3 20 12 3 23 12 8 Review 3 00 3 26 12 3 28 12 9 y Testing 5 00 3 28 12 4 4 12 i 10 Preliminary 2 00 3 28 12 3 29 12 D 14 Customer 3 00 3 30 12 4 342 i d 12 Final Review 0 00 4 412 4 412 F 7 Total 23 00 CTE Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 11 5 Defining a summary graph row Defining a summary graph row Summary graphs are similar to column summaries they display the total average standard deviation minimum and maximum of values Instead of summarizing values in a column however they summarize values in the time periods of the timeline graph They appear directly beneath the timeline graph To define a summary graph row you must tell it the unit of time to summarize what data to summarize and what summary operation to perform Steps 1 From the Insert menu select Summary Graph The Format Summary Graph dialog opens From the Summary Units drop down list select Weeks In the t
103. ual Duration Actual Finish Date Actual Finish Tirne Actual Start Date Actual Start Time Attendees Timeline Graph Tooo Duration Hide All Canc ID 2 Click OK to close the Define Layout dialog 3 Click OK to close the Layouts dialog and view your new layout March 2012 April 2012 4 Actvity Name Start Date Finish Date Manager Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues We Duration 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 Pa e Planning 34242 34642 Smith T 400 F Brainstorm 342 12 3 13 42 2 00 Pa Research 3 13 12 345 12 300 4 Budget 3 16 12 3 16 12 _ 0 00 5 y Development 3 19 12 3 2842 King 800 F Design 3 19 12 3 20 12 emm 2 00 7 Prototype 3 20 12 3 23 12 O 4 00 E Review 3 26 12 3 28 12 TED 3 00 9 y Testing 3 29 12 4 442 Willams 400 10 Preliminary 3 20 12 3 30 12 2 00 44 Customer 4 2 12 4 342 n 2 00 42 Final Review 4 412 4 412 el 00 5 10 Inserting and formatting timescale rows Inserting and formatting timescale rows Here you will add a timescale row to the top timescale area and format it to show quarters Steps 1 In the top timescale area click in the top timescale row to select it 2 From the Insert menu select Timescale The Format Timescale Row dialog opens 3 Select Quarters from the Units pop up list 4 Se
104. ur Schedule Customizing Your Schedule Intro Tutorial 3 Customizing Your Schedule This tutorial shows you how to customize the appearance of your schedule by inserting or modifying bar styles text boxes pictures and other items To open the practice schedule file to be used while taking this tutorial 1 In FastTrack Schedule go to the Help menu select Tutorials and choose Tutorial Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor3 Important If you cannot locate the Tutorial folder on your computer go to Find and search for Tutor3 If this produces no results check with your System Administrator to make sure the Tutorial folder was included when FastTrack Schedule was installed on your computer Formatting bar styles Formatting bar styles FastTrack Schedule does not attach any meaning to the appearance of a bar style This leaves you free to design your own bar styles to fit personal tastes or standards put forth by your organization Bar styles are stored in the Bar Styles Toolbar as a library of bar styles which you can change with the Format Bar Style dialog Steps 1 Click the Bar Style control and choose Define from the drop down list The Format Bar Style dialog opens Copyright O 2010 AEC Software Inc All rights reserved Tutorial 3 Customizing Your Schedule Format Bar Styles Type Bar n Component Scheduled HH Component Options Schedule
105. viding units in the Weeks timescale row 2 With the Horizontal Resize cursor click and drag the gridline a little to the right The width of all of the gridlines change at the same time First Quarter 4 March 2012 3 4 destined ai bien mene omer Mon Tues Wed Thur Fr Sat Sun Mon Tues Wed Thur En Sat Sun Mon Tues Wed Thur MN ame 12 13 l 14 15 16 17 18 19 20 21 22 23 l 24 25 l 26 27 28 29 4 Planning 3 12 12 3 16 42 Smith 4 00 2 Brainstorm 3 1242 3 13 12 2 00 3 Research 3 13 12 3 15 12 3 00 4 Budget 3 16 12 316 12 e 0 00 5 y Development 3119 12 3 2842 King 8 00 a 6 Design 3119 12 3 2012 EE 2 00 7 Prototype 3 20 12 3 23 12 ee 4 00 8 Review 3 26 12 3 28 12 3 00 9 LI Testing 3 2912 4 442 Williams 4 00 10 Preliminary 3 2042 3 30 12 a 2 00 44 Customer 4 242 4 32 2 00 12 Final Review 4 442 4 412 0 00 5 13 Finishing Tutorial 2 Finishing Tutorial 2 You are done with Tutorial 2 You now know the basics of laying out your schedule through outlining columns layouts and timescales To close the Tutor2 file 1 To close the Tutor2 file from the File menu select Close 2 Click No to close the schedule without saving your changes To start the next tutorial 1 Go to Tutorial 3 Customizing Your Schedule Or Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 6 1 6 2 Return to the Tutorial Contents Tutorial 3 Customizing Yo
106. y in the timeline Clicking a day in the calendar or Typical Week Day area displays the work hours defined for that day in the Work Shift Details table Here you cleared all of the work hours to make 3 16 12 a non work day You could however define new work hours by entering up to eight shifts or periods of work time Each period must be a continuous period of time In addition to defining the work schedule of specific days as above you can also define the work schedule for typical days of the week This allows you to define a different work schedule for each day of the week Displaying the Work Calendar Displaying the Project Work Calendar The appearance of the Project Work Calendar in the timeline graph is defined in the Display tab of the Format Schedule View dialog By default timeline graph shades all days that have no work defined in the project work calendar In addition to the typical Sundays and Saturdays the specific day that you changed March 16 2012 is also shaded We will now change the setting from shading non work days to hiding them Steps 1 From the Format menu select View The Format Schedule View dialog opens in the Display tab 2 In the Timeline Columns Display area select the Hide Continuous Non Work Shade Other option 3 Click OK to apply your changes and close the Format Schedule View dialog Copyright O 2010 AEC Software Inc All rights reserved Tutorial 6 Using the Work Calendar 55

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