Project Planning Board - Overview

The Projects to schedule panel is displayed on the left side of the Planning Board tab.

1. Sub Project NameThe Sub Project name and assigned colour from the Project Plan > Sub Project tab.
2. TaskThe Sub Project task entered on the Project Plan > Work Breakdown tab. If no task has been assigned to the work breakdown item, the text 'any task' is shown.
3. RateThe charge-out rate for the work breakdown item, which was selected on the Project Plan > Work breakdown tab. The text 'any rate' is shown, if there is no charge-out rate assigned to the work breakdown budget item.
4. StaffThe staff member assigned to complete the item. A staff member can also be assigned to complete the work once the item is in the planning board. If no staff member has been assigned the text 'Any staff' is shown, to indicate that any staff member can complete the work if they are setup to use the selected rate.
5. Complete If the work breakdown item has been marked as completed , then the complete indicator is shown within the budgeted column. This indicator advises that all the work for this work breakdown budget item has been completed, and is a visual queue to not schedule any further work for this task on the planning board.
6. BudgetedThe number of 'Units' included in the budget for this work breakdown item. For staff rate type items this is the number of hours in the budget that the task will take to complete. For inspection rate items this is the number of days that require site visits. The budgeted value is defined in the Project Plan > Work Breakdown tab.
7. Scheduled HoursThe number of hours that the item is scheduled for in the planning board. Staff and inspection rates both display a number of hours in this column. If 0 hours is displayed, then the task has not yet been scheduled. Use this column to check if the scheduled hours is greater than the budgeted value, to monitor if the by scheduling additional work the work breakdown item will be over/under delivered.

The planning board is the calendar style view shown on the right side of the Planning Board tab. The following information is shown for each scheduled appointment:

1. Project Number and TitleHover the mouse over an item in the planning board, to view the Project Number and the Project Title.
2. Sub ProjectUse the Display view 'by sub project' to see the sub project name and sub project colour on each appointment. The sub project name and colour are defined on the Project Plan > Sub Projects tab. Or view the sub project name by hovering the mouse over the appointment in the planning board.
3. TaskUse the Display view 'By Task' to see the task name and colour on each appointment. This information is defined on the Project Plan > Work Breakdown tab.Or view the task name by hovering the mouse over the appointment in the planning board. If no task has been assigned to the work breakdown item, the text 'Any task' is shown, and will display the default colour of white.
4. RateUse the Display view 'By Rate' to see the rate name and colour on each appointment. The rate is defined on the Project Plan > Work Breakdown tab, and the rate colour is defined in Practice > Rates List. Or view the rate name by hovering the mouse over the appointment. If no rate has been assigned to the work breakdown item, the text 'Any rate' is shown, and will display as the default colour of white.
5. StaffUse the Display view 'By Staff' to see the staff members name and colour for the appointment. The staff member is selected on the Project Plan > Work Breakdown tab, and the colour is defined in Practice > Staff and Application Security List. Or view the staff member assigned to complete the task by hovering the mouse over the appointment. If no staff member has been assigned to the work breakdown item, the text 'Any staff' is shown, and will display the default colour of white.
6. Scheduled HoursThe number of hours of each individual appointment. See the scheduled hours on the appointment bar in the planning board, after the display option text (Sub Project, Task, Rate, or Staff). Or hover the mouse over the appointment to view the number of scheduled hours.
7. Start TimeThe start time of the appointment is shown when you hover the mouse over the appointment.
8. End TimeThe end time of the appointment is shown when you hover the mouse over the appointment.