The Project Scheduler module is used to schedule and track project milestones such as the start date and end date for various phases and tasks. You can specify an unlimited number of tasks for each phase of the project and can also assign an unlimited number of employees to work on each task.
Employees are assigned a percentage of involvement in each task. Salary data, extracted from the Employee Information module, is used to automatically calculate the number of hours that should be budgeted to a specific task (based on the fees specified in the Proposal/Contract). Conversely, you can setup a project schedule, enter estimated task hours for each assigned employee, and the program will automatically determine the required fees for each phase and task (including overhead and profit multipliers).
The Project Scheduler module allows you to assign priority levels to each task and create dependency links between project tasks. The module also allows you to schedule firm-wide holidays and individual employee vacations. Phase and task durations are automatically calculated and are based on employee scheduled hours, task priority levels, calendar weekends, and scheduled holidays. You can also obtain (on-the-fly) reports that summarize firm-wide and specific employee workloads, daily scheduled tasks, budgeted/scheduled hours vs. actual time sheet hours logged, and much more.
The Project Scheduler database is joined to other areas of the program (i.e. Proposals & Contracts, Time Sheets, Employee Information). Data stored in the Project Scheduler module and information extracted from joined databases are incorporated into forms, charts, summaries and reports that allow the user to do the following:
Establish the start date, end date and priority level for each phase and task
Assign an unlimited number of tasks for each project phase
Specify an unlimited number of employees to work on each task
Establish dependency links between various tasks
Automatically determine phase and task duration periods
View on-the-fly graphically designed yearly, monthly, weekly project calendars
Schedule dates for firm-wide holidays and individual employee vacations
Obtain firm-wide and specific employee workload charts for a specified period
Create reports comparing scheduled hrs. against actual time sheet hrs. logged
Check for schedule conflicts and much more
TIP: Update data in all related databases regularly. The information provided in the Project Scheduler database is only as current as the data recorded in all other areas of the program. The data provided in this database is sensitive. Access Level of "3" or better for this module is strongly recommended.