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FastTrack Schedule 10 - User Manual

1. March 2012 4 Resource Name Mon Tues Wed Thur Fri Sat sun Mon Tues Wed Thur Fri Sat Sun Mon Tues y 12 13 14 15 16 L 18 19 20 21 KR 23 24 25 26 27 Scott Murphy e ENN ck S Percent Work Usage S 0 0 0 0 0 0 0 0 0 100 100 100 0 00 0 0 4 p ES KEE E i SS Hourly Work Usage O 00h 0 00h 0 00h 0 00h 0 00 h 0 00 h 0 00 h 0 00h 0 00h 6 00h 6 00h 8 00 h 0 00h 0 00h 0 00h 0 00h F a a Development Prototype Prototype yp cl enn 8 00 800 Jane Phillips e Percent Work Usage 00 0 0 0 gw 0 0 0 056 0 0 0 0 0 0 0 d gt Hourly Work Usage 0 00 ho 00h 0 00h 0 00h 0 00 h 0 00 dE h 0 00 h 0 00 h 0 00 h 0 00 h 000 h 0 00 h 0 00 h 0 00 h 0 00 h P Assignments 0 00 h0 00h 0 00 h 0 00 h 0 00 h 0 00 h 0 00 h 0 00 h 0 00 h 0 00h 0 00h 0 00h 0 00 h 0 00 h 0 00 h 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 tasks 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
2. A Budget 0 00 3 16 12 3 16 12 5 5 w Development 10 00 3 15 12 3 28 12 KA Design 4 00 3 15 12 3 2012 7 Prototype 3 00 3 21 12 3 23 12 tae 8 Review 3 00 3 26 12 3 28 12 Pa 9 Y Testing 5 00 3 28 12 4 4 12 vamman 10 Preliminary 2 00 3 28 12 3 29 12 A 11 Customer 3 00 3 30 12 4 3 12 ei RR 12 Final Review 0 00 4 4 12 4 4 12 gt 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 12 4 Viewing resource assignments in the Schedule View Viewing resource assignments in the Schedule View FastTrack Schedule has a column named Resources Assigned that will display in comma delimited Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 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
3. 1 To close the Tutor7 file from the Application 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 Tutorial 8 Using Summaries amp Calculations 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 Copyright 2010 AEC Software Inc All rights reserved Tutorial 8 Using Summaries Calculations e To open the practice schedule file to be used while taking this tutorial 1 In FastTrack Schedule on the Application tab from the Help group click Tutorial and choose Practice Files from the submenu 2 Select the FastTrack Schedule file Tutors fts Important If you cannot locate the Tutorial folder on your computer Go to Search and search for Tutor8 fts 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 11 2 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 Se
4. Format Legend Display Font Border Options Title My Legend Bar Style pa SES Planning Activities Development Activities el el Show Component Scheduled Testing Activities KE 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 4 Activity Name e Planning Brainstorm Research Budget v Development Design Prototype Review v Testing Preliminary Customer Final Review SSC E d E Un P L NM a as MN Copyright 2010 AEC Software Inc All rights reserved Duration 4 00 3 00 3 00 0 00 8 00 2 00 4 00 3 00 5 00 2 00 3 00 0 00 Star Date 3 12 12 3 12 12 3 13 12 3 16 12 3 19 12 3 19 12 3 20 12 3 26 12 3 28 12 3 28 12 3 30 12 4 4 12 3 16 12 March 2012 Apri Finish Date m T wiT Fis simiTiwitiFis simitiwitlFis simi Tw 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 2 3 4 These deadlines are essential to 3114112 meeting our goals 3 15 12 3 16 12 3 28 12 3 20 12 3 23 12 3 28 12 3 29 12 4 3 12 Planning e 4 4 12 Development Activities Testing Activities FastTrack Schedule 10 Tutorials Manual 6 10 Adding headers and foote
5. To expand an outline level j 1 On the Home tab in the Outline tab click the Expand All button 5d This displays all subactivities in your schedule Copyright 2010 AEC Software Inc All rights reserved Tutorial 2 Laying Out Your Schedule March 2012 Apri 4 Activity Name Duration Stat Date Finish Date M T W T F S SMiTWTIF IS SIMTWITF S IS iIMTW 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 3031 1 2 3 4 1 y Planning 4 00 3 12 12 3116 12 eo 2 Brainstorm 3 00 3112112 344112 E 3 Research 3 00 3 13 12 3 15 12 Ena A Budget 0 00 3 16 12 3 16 12 e gt 5 y Development 8 00 3 19 12 3 28 12 aN o 6 Design 2 00 3 19 12 3 20 12 yr 7 Prototype 4 00 3 20 12 3 23 12 ee 8 Review 3 00 3 26 12 3 28 12 camaras 9 y Testing 5 00 3 28 12 4 4 12 a S 10 Preliminary 2 00 3 28 12 3 29 12 Ay 11 Customer 3 00 3 30 12 4 3 12 A o 12 Final Review 0 00 4 4 12 4 4 12 e 5 5 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 application defined layout or create your own Steps 1 On the Project tab in the Layout group click Layouts and choose Basic Layout from the drop down list of pre defined layouts Activity Name is now the only column displaying to the
6. 5 y Development 8 00 3 19 12 3 28 12 285 00 o 6 Design 2 00 3 19 12 3 20 12 125 00 7 Prototype 4 00 3 20 12 3 23 12 80 00 8 Review 3 00 3 26 12 3 28 12 80 00 a 9 y Testing 5 00 3 28 12 4 4 12 175 00 a 10 Preliminary 200 3 28 12 3 29 12 75 00 ad Wi 11 Customer 3 00 3 30 12 4 3 12 100 00 J ER 12 Final Review ER A 414112 414112 A TN III l fotat 3 90 _ 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 Copyright 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 On the Insert tab in the Timeline Elements group and click Summary Graph The Format Summary Graph dialog opens From the Summary Units drop down list select Weeks In the table 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
7. 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 On the Home tab in the Bars Styles group scroll to the cell containing the bar style you just created and click it The selected bars adopt the new bar style Copyright 2010 AEC Software Inc All rights reserved 6 5 6 6 Tutorial 3 Customizing Your Schedule March 2012 Apri Activity Name Duration Start Date Finish Date mM T WT F SSMTWT FS SIMTWTPFSSMTW 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 311 2 3 4 1 y Planning 4 00 3 12 12 3 16 12 aj 2 Brainstorm 3 00 3 12 12 71412 E gt 3 Research 3 00 3113112 3 15 12 E 4 Budget 0 00 3116112 3116112 IT 5 y Development 8 00 3 19 12 3 28 12 o o o o 6 Design 2 00 3 19 12 3120112 mees 7 Prototype 4 00 3 20 12 3 23 12 o a 8 Review 3 00 3 26 12 3 28 12 9 w Testing 5 00 3 28 12 4 4 12 cae o pct 10 Preliminary 2 00 3 28 12 3 29 12 11 Customer 3 00 3 30112 4 3 12 12 Final Review 0 00 4 4 12 4 4 12 o gt 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 Ctrl key and click in the three Activity Name cells of the activities i
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. l 12113114 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 4 Brainstorm 3 00 3272 31412 2 Research 3 00 3113412 3915 12 3 Budget 0 00 3116512 3116112 S A Design 2 00 3119412 39 2012 5 Prototype 4 00 3120512 3123012 6 Review 3 00 3126512 3 28 12 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 In the Tools group be sure the Arrow tool is selected k 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 5 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 Copyright O 2010 AEC Software Inc All rights reserved Ooa FastTrack Schedule 10 Tutorials Manual 4 6 4 7 March 2012 ei 4 Activity Name Duration Stat Date Finish Date M T W T F S S M T W T F S S M T W T 12 13 14 15 16 17 18 19 20 21 22123 2425 26 27 28 29 4 Brainstorm 3 00 31212 3 1412 2 Research 3 00 3113 12 3115 12 Kl 3 Budget 0 00 356112 316112
10. open the Application menu select Print and choose Print Preview from the submenu Copyright 2010 AEC Software Inc All rights reserved 20 FastTrack Schedule 10 Tutorials Manual 4 14 zeit a CEL print Preview _ 8 mg E VU Eech ER E Next Page All Pages ka rg BR A d S SE dh Een o IR Q E i Di 8 d Printable Area Print Print Page gt FastSteps Header amp Insert Format Arrange Spelling Font e Prev Page Setup Options zs Footer Selected s e lt 04 View Margins Printing _ Zoom Macro Page Page Items Proofing Preview Close e 3 In the Printing group click Print 4 Follow your normal printing procedures 5 Click Close to exit Print Preview 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 group select Schedule The Schedule View opens 2 To close the Tutor1 file from the Application 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 2010 AEC Software Inc All rights reserved Tutorial 2
11. oy A Design 2 00 3119H2 2012 ws 5 Prototype 4 00 3 2012 3 2342 ceci 6 Review 3 00 3126112 3128112 T Freliminary g Customer y Final Review Drawing bars Drawing bars 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 Steps 1 From the Tools group select the Bar tool a 2 From the Bar Styles group 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 eil kb Activity Name Duration Start Date Finish Date M TW T FIS SIM T W T FSIS MTWTEFEIS 12 13 1415 16 17 18 19 20 21 2223 24 26 26 27 28 29 30 31 E Brainstorm 3 00 3 12 12 3 14 12 7 Research 3 00 35352 38552 Ea 3 Budget 0 00 3 1642 31642 E gt A Design 2 00 359512 3120512 5 Prototype 4 00 3 20 12 312352 see sem ee Gel Review 3 00 3126412 3128412 T Preliminary 2 00 3 2912 330412 A gl Customer o
12. 1 To close the Tutor10 file from the Application 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 on the Application tab from the Help group click Tutorial and choose Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor11 fts Important If you cannot locate the Tutorial folder on your computer Go to Search and search for Tutor11 fts 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
13. 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 April 4 Activity Name Duration Start Date Finish Date T WTF SiIS MTWTIFIS SMTWHT hFIS SM IIWTI E 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 23 4 5 6 4 Brainstorm 3 00 3 14 12 3 16 12 2 Research 5 00 3 13 12 31942 pata 3 Budget 0 00 3 16 12 3 16 12 a 4 Design 2 00 3 19 12 3 20 12 rs 5 Prototype 4 00 3 20 12 3 23 12 6 Review 3 00 3 26 12 3 28 12 7 Preliminary 2 00 3 29 12 3 30 12 ay 8 Customer 2 00 4 2112 4 3 12 pres 9 Final Review 0 00 4 6 12 4 6 12 E 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 open the Application menu select Print and choose Print Preview from the submenu If you are connected to a printer the Print Preview window opens Print Preview contains an image of the printed page In the Print Preview tab there are tool for selecting the different pages of a schedule tools for working with text boxes and pictures tools for adding headers and footers and tools for inserting page numbers current dates and times and file names Copyright 2010 AEC Software Inc All right
14. Ge 50 50 0 0 50 50 0 0 0 0 0 0 0 E 4 Hourly Work Usage s te LA Oh 0 00h 0 00h 4 00h 4 00 h SE 400h 4 00 h 0 00h 0 00h 0 00h 0 00h 0 00h 0 00h 0 00h E D Se Development Design Benon 400 4 00 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 Application 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 Or Return to the Tutorial Contents Copyright 2010 AEC Software Inc All rights reserved Tutorial 10 Using FastSteps sn 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 the practice schedule file to be used while taking this tutorial 1 In FastTrack Schedule on the Application tab from the Help group click Tutorial and choose Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor10 fts Important If you cannot locate the Tutorial folder on your computer Go to Search and search for Tutor10 fts 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 What are Fa
15. Inc All rights reserved Tutorial 7 Filtering 8 Sorting MOS Define Filter Fiter Name Smith s Projects Column Value Criteria Date Time Criteria Column Test Walue Manager ual To Select Column Options Insert Function Column into Value et 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 NOJA FastTrack Schedule 10 Tutorials Manual 10 4 Filters Filters Smith s Projects Previous Hour Previous Day Previous Week Previous Month Previous Quarter Previous Year Curent Hour Current Day Curent Week Curent Month Matching Rows E Show Select 15 Click OK to apply the filter and close the Filters dialog o l D March 2012 April 2012 El DG KR Activity Name Duration Start Date Finish Date Complete S M TIW T FISIS MIT W T F S SIM T W T F S S M T W T 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 23 4 5 y Planning 4 00 3 12 12 3 16 12 100 i EA Brainstorm 3 12 12 3 14 12 Ed Research X 3 13 12 3 15 12 A Budget 3 16 12 3 16 12 5 w Development 8 00 3 19 12 3 28 12 100 6 Design 2 00 3 19 12 3 20 12 100 7 Prototype 4 00 3 20 12 3 23 12 100 8 Review 3 00 3 26 12 3 28 12 100 9 y Testing 5 00 3 28 12 4 4 12 0 10 Preliminary 2 00 3 28 12 3 29 12 0 11 Custome
16. See also Using the Tutorials Tutorial Contents Copyright O 2010 AEC Software Inc All rights reserved IX 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 on the Application tab from the Help group click Tutorial and choose Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor1 fts Important If you cannot locate the Tutorial folder on your computer Go to Search and search for Tutor1 fts 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 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
17. 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 Options 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 View menu select Resource All three subrows of row 2 are collapsed 2 On the Home tab in the Outline group click the Expand All button Ka You can now view the Usage graphs and assigned bars for Jane Phillips March 2012 4 00 la 00 184 Resource Mame Mon Tues Wed Thur Fri Sat Sun Mon Tues Wed Thur Fri Sat Sun Mon Tues e 4a 4h te sl 9 Ia a se Le E 2385 oe sar Scott Murphy e 100 E Percent Work Usage E AL Dm 0 0 g 0 00 owa 0 0 100 100 100 0 0 0 o 1 e 5 E q gt DI ST Hourly Work Usage e AAHH 0 00 h 0 00 h 0 00 h 0 00 h 0 00 h 0 00 h 0 00 h 0 00 h 0 00 h 8 00 h 8 00 h 8 00 h 0 00 h 0 00 h 0 00 h 0 00 h e PPP n Development Frototype Prototype 18 00 6 00 8 00 Jane Phillips T WE ele Percent Work Usage SS i Luke Ge g i
18. Tutorial 6 Using the Work Calendar This tutorial shows you 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 Tutorial 6 Using the Work Calendar 51 9 2 1 In FastTrack Schedule on the Application tab from the Help group click Tutorial and choose Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor6 fts Important If you cannot locate the Tutorial folder on your computer Go to Search and search for Tutor6 fts 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 cal
19. changes will appear in the time date and duration columns Copyright O 2010 AEC Software Inc All rights reserved 16 FastTrack Schedule 10 Tutorials Manual 4 10 Steps 1 To drag a bar select the Arrow tool from the Tools group 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 2012 4 Activity Name Duration Stat Date Finish Date IM T WIT ES SIM TWiT FI S S MT WT F S S MIT W 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 4 Brainstorm 3 00 3114 12 3116 12 2 Research 5 00 3 13 12 3 19 12 EH 3 Budget 0 00 3 16 12 3 16 12 E 4 Design 2 00 3 19 12 3 20 12 5 Prototype 4 00 3 20 12 3 23 12 6 Review 3 00 3 26 12 3 28 12 7 Preliminary 2 00 3 29 12 3 30 12 ay 8 Customer 2 00 4 2 12 4 3 12 9 Final Review 0 00 444112 444112 gt 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 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 differen
20. using 50 Actual dates 49 FastSteps 81 Revised dates 47 Summaries 64 tutorials 8 Work Calendar 50 NM viewing 13 77 80 different layouts 23 resource assignments 77 resource graphs 80 schedules 13 W Work Calendar 50 53 defining 51 displaying 53 using 50 Copyright 2010 AEC Software Inc All rights reserved
21. 19 20 21 22 23 24 25 26 27 26 23 30 91 1 2 3 4 1 v Planning 4 00 3 12 12 3 16 12 4 3 Brainstorm 2 00 31212 3113112 Bm 3 Research 2 00 3114 12 3945412 o 4 Budget 0 00 3116112 3116112 lt gt 5 Li Development 8 00 3119112 3 28 12 e i 6 Design 2 00 319112 3 20 12 H al Prototype 3 00 321 12 3 22 12 3 Review 3 00 3126112 3 28 12 g Testing 5 00 3 28 12 414 12 i 10 Preliminary 2 00 3 28 12 3 29 12 ky 41 Customer 3 00 3 30 12 413 12 e 12 Final Review 0 00 474112 4 412 E 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 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 Application menu select Close 2 Click No to close the schedule without saving your changes To star
22. 19 42 3 2812 3 19 12 e Design 392 32052 34952 e Prototype 3 2142 32652 32112 3 Review 312852 312282 32852 Finish Date 3119 12 3n31n2 355102 3n9gn2 3128 12 3120412 326 12 3128412 Revised Actual Start Date March 2012 MW TW EF SSM TIW T FISS IMIT WW Complete 2 1314 15 16 1718 19270 71 22 73 74 25 26 27 126 l N 0 0 0 0 0 0 0 US 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 while 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 47 Activity Name 4 y Planning Brainstorm 2 Research A Budget 4 5 y Development Design 6 DE Prototype T ie Review a aT Start Date Finish Date 112 12 3 26 12 322 ASA 3416502 3 2042 3 2142 3 2642 3 19 12 4 4 12 3 23 12 326502 HIZ 41452 AM Revised Start Date 3112112 312 12 31912 3 22112 3119112 31412 312642 Ana Revised Actual Finish Date 312
23. Close 2 Click No to close the schedule without saving your changes To start the next tutorial 1 Go to Tutorial 5 Tracking Progress Or Copyright 2010 AEC Software Inc All rights reserved Tutorial 4 Scheduling Dependencies e 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 on the Application tab from the Help group click Tutorial and choose Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor5 fts Important If you cannot locate the Tutorial folder on your computer Go to Search and search for Tutor5 fts 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 activity 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
24. Constraint Time 2 00 AM Fl lgnore 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 Hours Copyright 2010 AEC Software Inc All rights reserved Tutorial 6 Using the Work Calendar 55 Mew Work Calendar BE Ae a Calendar Mame Titan Prototype Copy Calendar 5 Click OK to close the New Calendar dialog Note the new Finish Date and Time Information Prototype Row 7 AS Duration E Hidden n O O E Fixed Duration Start Date Start Time Finish Date Finish Time Scheduled pame som 022202 2004M Revised 0321 2002 2 so0mME mool s00AM Actual j i ke i Complete 0 00 Le Pronty Constraints Calendar TYS Star On Or Ate Constraint Date 08 21 2012 8 Constraint Time 8 00 AM Lk Ignore Resource Calendars bk 4 Lo Lol 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 O 2010 AEC Software Inc All rights reserved NON FastTrack Schedule 10 Tutorials Manual 9 5 10 10 1 d Activity Name Duration Stat Date Finish Date M TW T F S5S S M E ats SISIMlITIWITIEISIS MIT IW l 12 14 14 15 16 17 18
25. Copyright O 2010 AEC Software Inc All rights reserved NOJA FastTrack Schedule 10 Tutorials Manual 11 4 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 lf 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 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 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 Copyright O 2010 AEC Software Inc All rights reserved Tutorial 8 Using Summaries Calculations e Format Calculation P pa Enter the formula for your calculation here This Calculation Retums Functions Columns KE Functions Predecessors Abs Number Priority AvelArgl Arg Rate Per Day Avellev 4rgl1 Arg2 Resource Cost E Cos Number Re
26. INKS priista cian Dip adi 41 4 Linking Sselected Dares o oo cciscccsneve ce esee a i aaan aa 42 5 Creating links in the Information Form A e 42 6 Finishing lutorial d ue EES EES ENEE ENEE en 4a Chapter 8 Tutorial 5 TrackingProgress 45 1 Tracking Pragress IOntro coccion icono 45 2 What is progress tra CIBBRRE ue neun EE EES 45 3 Using Revised datesgfffft enne ee ue nu d Ese esas es eee 47 4 Resetting Revised caca a a e e a 48 5 Using Actual dategifd Complete a aeaaea nnana 49 6 Designing S ccheduled Revised and Actual bar diSplay ooocococcocococoococaciococaconcacaconons 49 7 Finishing Lutonal a aaan ue ue anna anaa aaa 50 Chapter 9 Tutorial 6 Using the Work Calendar 50 1 Using the Work Calendar nts see ENKEN nnana neg 50 2 Defining a Work Ca eege Ee ENEE EEN ENEE EEN AEN EE EENS 51 3 Displaying the Work Calendar ana E 53 4 Creating a task specific Work Calendar ooooocccocococococococococcoracorocnrnranannnrnrararnrnrnrannnrararannnns 54 5 Finishing Tutorial 6 SE ee uv 56 Chapter 10 Tutorial 7 Filtering amp Sorting 56 1 Filtering and Sorting Intro O ee NN ENEE EEN Nee ran eee 56 Copyright O 2010 AEC Software Inc All rights reserved 6 FastTrack Schedule 10 Tutorials Manual O OO JO oO FP W ND Chapter 11 ow A O N Chapter 12 O A A amp W N Chapter 13 oo A amp W NO Chapter 14 bb OQO N PADD PONV LEG A OT Bl
27. Laying Out Your Schedule 21 5 Tutorial 2 Laying Out Your Schedule 5 1 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 on the Application tab from the Help group click Tutorial and choose Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor2 fts Important If you cannot locate the Tutorial folder on your computer Go to Search and search for Tutor2 fts 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 5 2 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 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 March 2012 Apri 4 Activity Name Duration Start Date Finish Date M T WTF S S IMiTWTF IS S IMiTWTF S S M T W 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
28. and Timescales Shown Column Headings and Timescale Top Column Summaries and Timescale Bottom 5 Mirror Timescale from Top Columns Shown Available Columns 2i Shown Columns Complete Activity Name w Used Start Date Activity Row ID Finish Date Activity Row Number Manager Actual Duration Duration Actual Finish Date Timeline Graph Actual Finish Time Actual Start Date Actual Start Time Attendees 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 2010 AEC Software Inc All rights reserved Tutorial 2 Laying Out Your Schedule Define Layout a Columns Summary Graphs i Layout Name My Layout Headings Summanes and Timescales Shown dl Column Headings and Timescale Top Column Summaries and Timescale Bottom E Mirror Timescale from Top Columns Shown Available Columns Shown Columns Y Complete Activity Name z Used Start Date Activity Row ID Finish Date Activity Row Number j Manager Actual Duration Timeline Graph Actual Finish Date Duration Actual Finish Time Actual Start Date Actual Start Time Attendees amannan E 3 Click OK to close the Define Layout dialog 4 Click OK to close the Layouts dialog and view your new layout March 2012 April 2012 4 Activity Name San Date Finish Date Manager MTWTF
29. 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 Gab Copyright 2010 AEC Software Inc All rights reserved Tutorial 8 Using Summaries Calculations Format Summary Graph E pes Summary Units Left Label Weekly Costs Weeks Right Label Starts Un October Miror Labels Copy left label to right label Insert New Summary Duplicate Summary lelete Summary Data to Summarize Summary Operation Display As Show Labels Activity Costs Total Histogram Histogram Display Label Options Outline Color Fill Color Thousand Separator p 7 Negative Outline Size Fill Pattem ris RK WEE Decimal Places 13 Click OK to apply your changes and close the Format Summary Graph dialog March 2012 April 2012 Rate Per Activity MITIWITIF ISIS M TIWI TIFEISISIMITIWITIFIS S MIT IWIT 384 Activity Name Duration StartDate Finish Date e i Day Zoo 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 3031 1 2 3 4 5 1 y Planning 7 00 3 12 12 3 20 12 250
30. file Tutor11 C1 fts 5 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 8 Select the file Tutor11 C2 fts 9 Click Open to close the navigation dialog and add Tutor11 C1 fts to the table in the Define Consolidation dialog Define Consalidation Y eS File Mame 1 Tutor11401 fts 2 tTutorlltefts a Files are subprojects and have a common Project Finish Date 5 Files are projects and have separate Project Finish Dates Update All Close 10 Click Update All to consolidate both files into the master file Tutor11 fts March 2012 April 2012 84 Activity Name Duration Start Date Finish Date M T W T F S S MMTW TT F S SM TWT F SSMITWT IFSSM 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 12345 67 86 9 4 Project Summary 2 a y Tutor11 C1 fts 6 00 3 12 12 3 19 12 A 3 y Planning 6 00 3 12 12 3 19 12 A Brainstorm 2 00 3 12 12 3 13 12 5 Research 2 00 3114112 3115112 6 Budget 2 00 3 16 12 3 19 12 7 e Tutor11 C2 fts 16 00 3 19 12 4 9 12 i i 8 w Development 8 00 3 19 12 3 28 12 i 9 Design 2 00 3 19 12 3 20 12 eme 10 Prototype 3 00 3 21 12 3 23 12 11 Review 3 00 3 26 12 3 28 12 T 12 yw Testing 8 00 3 29 12 4 9 12 13 Preliminary 2 00 3 29 12 3 30 12 14 Customer 3 00 4 2 12 4 4 12 15 Final Review 3 0
31. 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 mn FastTrack Schedule 10 Tutorials Manual 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 Information Prototype Row 7 Row Bars El Hidden Bar Style e E 5 Fixed Duration Tracking Columns Links Assignments Start Date Start Time Finish Date Finish Time Duration Scheduled 03 21 2012 8 00 AM 03 23 2012 5 00 PM 3 00 Revised 03 21 2012 8 00 AM 03 23 2012 5 00 PM 3 0052 Actual Complete 0 00 Ga Priority Constraints Calendar o gases z Constraint Date 03 21 2012 Edr
32. png 10 Click Save 11 Click OK to close the Export as Picture dialog CO CO ND O1 P OW Copyright 2010 AEC Software Inc All rights reserved Tutorial 10 Using FastSteps ER Define Faststeps p X FastStep Name My Exports Commands Fast Sten Calendar Show All Bars Range Schedule Export Picture C Users cwillia Calendar Apply Range Calendar Export Picture E Users cwilliam Calendar Export Picture Resource View Resource Show All Bars Range Resource Apply Range Resource Apply Layout Resource Apply Filter Description Options Calendar Export Picture Exports a picture of E the Calendar View Choose Setup to stup configure the Export Picture options he 12 Click OK to save the FastStep and close the Define FastSteps dialog 13 In the FastSteps dialog make sure My Exports is selected and click OK Fastateps LS Fast Steps My Exports Restore Master Schedule Autotit Schedule Activity Names Milestones Completed Tasks Upcoming Tasks Incomplete Tasks Cost Report Resource Cost Report SIS SS SSS Copyright 2010 AEC Software Inc All rights reserved NN FastTrack Schedule 10 Tutorials Manual 13 6 14 14 1 14 2 The Schedule View and Calendar View png files appear on your Desktop 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
33. the timeline graph Action Columns Copyright 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 Page Break Clicking here makes the corresponding row the last row on a printed page E Information Form Clicking here opens the Information form in the Schedule View and the Resource Information form in the Resource View ar 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 FastTrack Schedule s Tools group contains six tools F ev Bs r eel ae Lock Tool Tools i Arrow tool The general purpose tool that selects moves and resizes items in all Views When you want to drag an activity bar row column or graphic item this is the tool you need to have selected _ Gel Bar Tool Draws activity bars in
34. to work on an activity in the schedule Steps 1 From the View group select Schedule 2 Double click the Design bar located in row 6 The Information form opens in the Bars gt Tracking tab 3 Click the Bars gt Assignments tab of the Information form 4 Inthe 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 2010 AEC Software Inc All rights reserved Tutorial 9 Working with Resources Information Design Row 6 ege L Duration Fed Duration Apply Effort Driven Scheduling Keeps total work constant Resource Mame Work pA Contour Fer Use Cost Std Rate OT Rate Cost Jane Phillips 1600 50 Hat 200 00 100 00 h 150 00 h 1800 00 Select Resource 7 7 Click Close to assign the resource and close the Information form March 2012 April 2012 el kb Activity Name Duration Start Date Finish Date m T WTF S S IMTWITF S ISMTWT ES SMIT W 12 13 14 15 18 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 2 3 4 1 y Planning 4 00 3 12 12 3 16 12 2 Brainstorm 2 00 3 12 12 3 13 12 ES 3 Research 2 00 3 14 12 3 15 12 j
35. 0 4 5 12 4 9 12 You can update files by going to the Tools tab in the Consolidation group and clicking Get Updates Copyright 2010 AEC Software Inc All rights reserved Tutorial 11 Consolidating Files ER 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 14 4 Finishing Tutorial 11 Finishing Tutorial 11 You are done with Tutorial 11 You now know the basics of consolidating files To close the Tutorr11 file 1 To close the Tutor11 file from the Application menu select Close 2 Click No to close the schedule 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 60 76 creating 13 hiding 60 adding 38 65 column summaries 65 headers and footers 38 applying 95 7 81 FastSteps 81 filters 57 sorts 61 assigning 6 resources 16 B bars
36. 00 750 00 i 2 Brainstorm 3 00 3 12 12 3 14 12 100 00 300 00 3 Research 3 00 3 13 12 3 15 12 75 00 225 00 Co 4 Budget 3 00 3116 12 3 20 12 75 00 225 00 5 y Development 8 00 3 19 12 3 28 12 285 00 810 00 rr rr D Desjan 2 00 3 19 12 3 20 12 125 00 250 00 7 Prototype 4 00 3 20 12 3 23 12 80 00 320 00 8 Review 3 00 3 26 12 3 28 12 80 00 240 00 se 9 y Testing 5 00 3 28 12 4 4 12 175 00 450 00 o A 10 Preliminary 2 00 3 28 12 3 29 12 75 00 150 00 Den 11 Customer 3 00 3 30 12 4 3 12 100 00 300 00 Re 12 Final Review 0 00 4 4 12 4 4 12 0 00 ea Weekly Costs A 12 13114115 16 17 18 19 20 21 22 23 24 25 26 EECHER This summary graph row now shows you the total expenditure per week Note Copyright 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 11 6 12 12 1 12 2 You can choose to show or hide a particular summary row in the Summary Graph tab of the Define 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 close the Tutorg file 1 To close the Tutorg8 file from the Application 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 Resou
37. 1 Click the Design bar in row 6 to select it 2 On the Format tab in the Display group click Bar Style The Format Bar Styles dialog opens Click the Schedule View Labels tab From the Show Label On Part drop down list select Schedule End Point In the Available Columns table scroll down until you can see Resources Assigned Select Resources Assigned and click Show to send it to the Shown Columns table 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 YN 0 O1 B Y Format Bar Styles E l Resources Assid Sheet Component Options Schedule View Labels Resource View Labels Alignment Show Label on Part Schedule End Point Label Data Available Columns Shown Columns Priority Resources Assigned Resource Cost Revised Duration Revised Finish Date Revised Finish Time Vertical 2 Horizontal 9 Click the Format Label button The Format Bar Label dialog opens 10 Click the Border tab 11 In the Line area enter 0 25 in the Size box Copyright 2010 AEC Software Inc All rights reserved Tutorial 9 Working with Resources otr take gl Ss Background j Shadow Color iy Color Color E Margin a Size 0254 Size Transparent Comer Radius Options Apply Border Attributes to All Bar Labels 12 Click OK to save your changes and clo
38. 10 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual one of its corner handles 6 To change the font attributes of the text box select the text box with the Arrow tool 7 With the text box still selected on the Format tab in the Display group click Format Selected The Format Item dialog opens 8 Click the Font tab 9 Click the Italicize button to italicize the text You can also use the Font tools on the Home tab to make your changes 10 Click the button that horizontally centers the text 11 Click OK to apply your changes and close the Format ltem dialog March 2012 Apr 4 Activity Name Duration Start Date Finish Date M T WT F S S MT W T F S S MTW TESS MTW 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 331 1 2 3 4 1 v Planning 4 00 3112112 3 16 12 Lesen gt A 3 00 3 19 19 714 le These geesde RE to 3 Research 3 00 3113112 3 15 12 3 MUCHA 4 Budget 0 00 3 16 12 3116 12 ky 5 v Development 8 00 3 19 12 3 28 12 o o o o o 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 v Testing 5 00 3 28 12 4 4 12 o 10 Preliminary 2 00 3 28 12 3 29 12 11 Customer 3 00 3 30 12 4 3 12 12 Final Review 0 00 4 4 12 4 412 gt 6 7 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 o
39. 12 0 AA 11 Customer 3 00 3 30 12 4 3 12 0 ei WEB 12 Final Review 0 00 4 4 12 4 4 12 0 ee EJ l 111 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 2930311 23 4 v 4 II E Note the Restore All button at the bottom left of the window Do not click it at this time but know that clicking it will quickly restore all rows hidden by filters and sorts 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 On the Project tab in the Sort Filter group click Restore All March 2012 April 2012 284 Activity Name Duration Stat Date Finish Date mel SMITIIWTIEISISMTIIWTIIESISIMTIWITIESISIMTIIWIT 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 123 4 5 1 w Planning 4 00 112112 3 16 12 100 2 Brainstorm 3 00 3 12 12 3 1412 100 3 Research 3 00 3 13 12 3 15 12 100 4 Budget 0 00 3 16 12 3 16 12 100 5 w Development 8 00 3 19 12 3 28 12 100 6 Design 2 00 3 19 12 3 20 12 100 eg 7 Prototype 4 00 3 20 12 3 23 12 100 8 Review 3 00 3 26 12 3 28 12 100 9 y Testing 5 00 3 28 12 4 4 12 0 10 Preliminary 2 00 3 28 12 3 29 12 0 11 Customer 3 00 3 30 12 4 3 12 0 AAA 12 Final Review 0 00 4 4 12 4 4 12 0 van Restore 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 c
40. 14 15 32 changing 32 dragging 15 drawing 14 basic FastStep 82 84 creating 82 84 C calculated column 6 7 defining 6 7 calculations 64 68 Calendar View 18 Changing 16 32 33 bars 32 dates by Typing 17 schedule date range 16 text styles 33 collapsing 22 outline levels 22 column summaries 65 adding 695 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 51 57 62 67 72 calculated columns 6 7 filters 57 sorts 62 summary graph rows 72 Work Calendar 951 Defining Consolidation 87 dependencies 40 scheduling 40 designing new layouts 26 Scheduled bars 49 different layout 23 different styles 32 displaying 53 Work Calendar 53 dragging bars 15 drawing 15 41 42 bars 14 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 61 restoring 61 filters 57 applying 57 defining 5 7 Finishing Tutorial 11 89 footers 38 formatting 24 27 columns 24 pictures 35 timescale rows 27 H hard links 41 drawing 41 headers adding 38 hiding 60 activities 60 including 33 34 36 legends 36 pictures 34 text boxes 33 indenting 21 outline levels 21 inserting 2
41. 23 24 25 26 27 28 29 3031 1 2 34 567 8 4 e Planning 3 12 12 3 16 12 Smith anos 4 00 2 Brainstorm 3112112 3114112 3 00 3 Research 3 13 12 3 15 12 3 00 4 Budget 3 16 12 3 16 12 0 00 5 y Development 3 19 12 3 2812 king e E EE e 8 00 6 Design 3 19 12 3 20 12 2 00 7 Prototype 3 20 12 3 23 12 4 00 8 Review 3 26 12 3 28 12 a 3 00 9 y Testing 3 28 12 4 4 12 Williams P 5 00 10 Preliminary 3 28 12 3 29 12 AY 2 00 11 Customer 3 30 12 4 3 12 Pao O 3 00 12 Final Review 414112 4 4 12 6 0 00 5 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 dividing units in the Day of the Week 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 March 2012 April 2012 84 Activity Name Start Date Finish Date Manager Duration MA ELM LES ES FLIA E ES ES EM ALI E EA SS LME 12113114 15 16117 18 1912021 22 23 24 2526 Z7 2829 30 3 1 2 13 1 y Planning 3 12 12 3 16 12 Smith
42. 29 30 31 1 2 13 4 4 y Planning 4 00 3 12 12 3 16 12 gengen 2 Brainstorm 3 00 3 12 12 34442 3 Research 3 00 3 13 12 3 15 12 4 Budget 0 00 3 16 12 3 16 12 D 5 w Development 8 00 3 19 12 3 28 12 6 Design 2 00 3 19 12 3 20 12 7 Prototype 4 00 3 20 12 3 23 12 ne 8 Review 3 00 3 26 12 3 28 12 9 w Testing 5 00 3 28 12 4 4 12 a e 10 Preliminary 2 00 3 28 12 3 29 12 ay 41 Customer 3 00 3 30 12 4 3 12 12 Final Review 0 00 4 4 12 4 4 12 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 Copyright O 2010 AEC Software Inc All rights reserved 22 FastTrack Schedule 10 Tutorials Manual 9 3 9 4 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 th
43. 3 columns 23 LU legends 36 including 36 milestones 15 drawing 15 moving 28 timescale rows 28 Copyright 2010 AEC Software Inc All rights reserved N new layout 26 designing 26 new resources 74 creating 74 0 outline levels 21 22 collapsing 22 expanding 22 indenting 21 P percent complete 49 pictures formatting 35 including 34 printing 9 39 customized schedules 39 schedules 1 7 18 Tutorials 9 progress tracking 45 RB resetting 48 Revised dates 48 resizing 29 timescale graph 29 resource assignments 77 resource graphs 80 resources 74 76 assigning 76 restoring 61 64 filtered activities 61 sorted activities 64 revised dates resetting 48 schedule 13 18 21 30 49 NOS FastTrack Schedule 10 Tutorials Manual schedule 13 18 21 30 49 dependencies 40 designing 49 printing 17 18 viewing 13 schedule date range changing 16 Schedule View 77 soft links 42 drawing 42 sorted activities 64 restoring 64 sorts 61 62 applying 61 defining 62 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 21 30 40 45 50 56 64 74 printing 9 using 8 typing dates 14 to change dates 17 U Understanding Consolidation 86
44. 7112 34542 1312152 312752 442 3 23112 ASP Ana D Mar 12 start Complete Date H 11 18 25 1 3112112 50 Las 3022 100 3019112 50 0 0 0 00 g 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 4 Activity Name S Pe i w Planning 3 12 12 3 26 12 J Brainstorm 3 72 12 3AS12 3 Research 316112 3 20 12 4 Budget 321 12 3 26 12 5 Y Development 3119 12 414112 e Design 35942 32352 Prototype 312652 4 342 5 Review 4 42 4 42 8 3 Using Revised dates Using Revised dates Revised Start Date 3112112 312712 35942 3222 3119112 35942 J2 i12 aana Finish Date 127112 34512 3211012 ale FA 4 5 12 Ma2 ana 42 Tutorial 5 Tracking Progress Revised Actual Start Date 3112112 REISER 31912 J222 119 12 319712 J2 M2 HT w complete 100 100 100 100 100 100 100 100 Mar 12 11 15 25 1 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 fil
45. Bar Link tool 2 With the Link tool 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 bar 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 Quick Access toolbar beside the Application menu click w the Undo icon to return the bars to their place March 2012 Apri 2 Activity Name Duration Stat Date Finish Date MT W T F S S MTWT ES S MTIWITF S S MTW 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 2 3 4 4 w Planning 4 00 3 12 12 3 16 12 i 2 Brainstorm 2 00 3 12 12 3 13 12 Che 3 Research 2 00 3 14 12 3115112 4 Budget 0 00 3 16 12 3 16 12 g 5 y Development 8 00 3 19 12 3 28 12 l 6 Design 2 00 3 19 12 3 20 12 eg 7 Prototype 3 00 3 21 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 10 Preliminary 2 00 3 28 12 3 29 12 Ay 11 Customer 3 00 3 30 12 4 3 12 La eem 12 Final Review 0 00 4 4 12 4 4 12 E Copyright 2010 AEC Software Inc All rights reserved NN FastTrack Schedule 10 Tutorials Manual 7 4 7 9 Linking selected bars Linking selected bars You can select bars and click the Link button to create dependencies between bars Steps 1 Hol
46. 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 Copyright 2010 AEC Software Inc All rights reserved Tutorial 1 Up and Running 15 4 8 4 9 the cell 3 Click in the Duration cell A Duration of 1 00 is entered by default double click in the cell to highlight the entry 4 In the Duration cell type 2 and press the Enter Return key on your keyboard to enter the value March 2012 El ey Activity Name Duration Stat Date Finish Date M TW T F S S M T W T F S S M T W T F S S MMT Ve l PA 1211314 15 16 17 18 19 20 21 22 23 24 25 26 2723 29 30 31 1 2 3 a Brainstorm 3 00 31212 304112 3 Research 3 00 3113412 3 15 12 3 Budget 0 00 3106112 3106412 a EI Design 2 00 3119412 3 20 12 ii 5 Prototype 4 00 3120412 3123102 coo coran a 6 Review 3 00 3 2642 3 282 A H Preliminary 2 00 3129512 3130112 dm g Customer 2 00 TENE 403112 A q Final Review Note Becau
47. 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 P 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 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 Type Bar MM Component scheduled x Component Options Parts Schedule View Labels Resource View Labels Part to Edit Schedule End Point wl E Show All Components While Editing Select Edit Shape Color een Color __ Patten Im gel 1251 Vertical 0 Horizontal 128 13 Click OK to create the bar style and close the Format Bar Style dialog
48. NM a Brainstorm Research Budget y Development Design Prototype Review w Testing Preliminary Customer Final Review pey N e Start Date 3 12 12 3112112 3 13 12 3116112 3 19 12 3 19 12 3 20 12 3 26 12 3 28 12 3 28 12 3 30 12 4 4 12 Finish Date 3 16 12 3 14 12 3 15 12 3 16 12 3 28 12 3 20 12 3 23 12 3 28 12 4 4 12 3 29 12 4 32 4 4 12 Manager Smith King Williams Moving timescale rows Moving timescale rows After inserting a timescale row you can move it anywhere in the timescale area Steps 1 Click the Month timescale row to select it March 2012 April 2012 First Quarter Second Quarter 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29303112345 67 8 Duration MTIWTEISIsS MTW TI EISISMTIIW TESS MTIWTIIESIS 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 31456 7 8 4 00 Fee 3 00 er 3 00 ES 0 00 a 8 00 gien 2 00 4 00 amens 3 00 PO S SU E 5 00 A 2 00 AT 3 00 y 0 00 2 When the move cursor appears click and drag the outline of the Month timescale row all the way under the Quarters timescale row and release the mouse button Copyright 2010 AEC Software Inc All rights reserved Tutorial 2 Laying Out Your Schedule 29 First Quarter Second Quarter 90 4 Activity Name StartDate Finish Date Manager March 2012 April 2012 Duration MiITWTF S S MTWWTFIS S MTIWT FISSMTWTFS S 12 13 14 15 16 17 18 19 20 21 22
49. O 4 00 2 Brainstorm 3 12 12 3 14 12 A 3 00 3 Research 3 13 12 3 15 12 3 00 4 Budget 3 16 12 3 16 12 gt 0 00 5 y Development 3 19 12 3 28 12 King 8 00 6 Design 3 19 12 3 20 12 2 00 7 Prototype 3 20 12 3 23 12 4 00 8 Review 3 26 12 3 28 12 3 00 9 w Testing 3 28 12 4 4 12 Williams 5 00 10 Preliminary 3 28 12 3 29 12 2 00 11 Customer 3 30 12 4 3 12 3 00 12 Final Review 4 4 12 4 4 12 0 00 9 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 Application 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 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 6 1 6 2 Return to the Tutorial Contents Tutorial 3 Customizing Your 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 on the Application tab from the Help group click Tutorial and choose Practice Files from the s
50. S MiT WiT FIS S MiT W el g 212 1314 15 16 17 18 19 20 21 22 23 24 25 26 27 28 2930 31 1 2 3 4 1 w Planning o 21 Brainstorm 3 Research EH A Budget gt 5 y Development o e D 6 Design mas 7 Prototype von sl Review e g y Fema PL 10 Preliminary AA 11 Customer e RS 12 Final Review amp Formatting columns Formatting columns The format of a column determines what type of information it contains and how that information is Copyright 2010 AEC Software Inc All rights reserved Tutorial 2 Laying Out Your Schedule 25 displayed Here you will create a new column called Manager Steps 1 If it is not already selected select the Text 1 column 2 On the Format tab in the Display group click Format Selected The Format Column dialog opens in the Options tab 3 In the Customized Column Name box enter Manager Format Column Text 1 y 28 Options Default Values Value List Display Font Summaries Customized Column Mame Manager Use Default Default Column Name Text 1 Column Type Specific Options Stored per bar E Show in Information Form Define Calculation 4 Click the Display tab 5 Enter 85 in the Column Width box 6 Click OK to close the Format Column dialog 7 In cells 1 5 and 9 of the Manager column enter the manager names listed in the graphic below March 2072 18 4 Activity Na
51. SSMTWTF SS MTWT FS S M T wl Duration 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 2 3 4 1 w Planning 3 12 12 3 16 12 Smith 4 00 2 Brainstorm 3112112 3114112 s 3 00 3 Research 3113112 3 15 12 E 3 00 4l Budget 3 16 12 3 16 12 0 00 5 w Development 3 19 12 3 28 12 King e o gE 8 00 6 Design 3 19 12 3 20 12 a 2 00 7 Prototype 3 20 12 3 23 12 o 4 00 8 Review 3 26 12 3 28 12 sa 3 00 9 y Testing 3 28 12 4 4 12 Williams n 5 00 10 Preliminary 3 28 12 3 29 12 AA 2 00 11 Customer 3 30 12 4 3 12 y RE 3 00 12 Final Review 4 4 12 4 4 12 Es 0 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 On the Insert tab in the Timeline Elements group click Timescale The Format Timescale Row dialog opens 3 Select Quarters from the Units pop up list 4 Select the First Quarter option Copyright 2010 AEC Software Inc All rights reserved NE FastTrack Schedule 10 Tutorials Manual 9 11 Format Timescale Row Display Grdlines Quarters Display Mai Ist Q First Q E Quarter 1 E 1st Quarter First Quarter ae 5 Click OK to apply your changes and close the Format Timescale Row dialog 384 Activity Name w Planning z SS e d On Un E Gd
52. 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 activity bars represent 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 2010 AEC Software Inc All rights reserved NON FastTrack Schedule 10 Tutorials Manual 04 Activity Name Ze de Start pap us i pae 4 e Planning 3112112 3 19 12 3 12 12 gt Brainstorm 31212 39342 31212 3 Research 34H 2 ASAA 342 4 Budget 3642 35952 346112 5 w Development 3
53. aine tbeeuanlier a aE ae 57 Mulle BE sita 57 al leit e E d TE 60 Restoring flter d ACUM Si A A A A A aa 61 PD DIVING a SO GE 61 Defining A SO islas a A aa 62 Restoring Sorted Activities a 64 FINISMAN LOTON E E E 64 Tutorial 8 Using Summaries Calculations 64 Using Summaries and CGalculapons Iotro EEN 64 BAAAINA A COLD SUMMA leas 65 Detining a calculalion Col Minus Ai 67 Seting Up a Calc MON ra tapas 68 DeTINING BRETT du 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 activity EE ses sescsersesssarsenees 76 Viewing resource assignments in the Schedule View ccccccccceeeeeeseceeneeeednaceeeseeeenenes 77 Viewing resource SUDCOWS EE WEE 80 Finishing Tutorial 8 ccoo naaa adan canada A 80 Tutorial 10 Using FastSteps 81 Tutorial 10 Using Fages aa ananasais nanana n e a a a 81 What are FastStep i aaa e a o e e a 81 Applying a FastS tai ooo a ao aaaidS 81 Creating a basic FastSte p A eee cece cece aaan nana a aa a a a ETEEER 82 Lreatng a bastckastsgffrontdk EES ee EE nannan aaa a a nln 84 Finishing Tutoria MA coccion 86 Tutorial 11 Consolidating Files 86 Tutorial 1 1 C omnso aE EEEE EEE 86 Understanding Cansolidation anaana aaa a aa aaa aaa 86 Defining CGonsoldaton arena aaaea 87 Finishing Tutorial 11 Eaa aaan aeann nanas aa a aa a
54. 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 divided 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 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
55. d down the Shift key and click on the Design Prototype and Review bars to select them 2 On the Home tab in the Link group click 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 2012 Apr 4 Activity Name Duration Stan Date Finish Date Mi TiIWiT FS SMTWWiTF SS MT WT F S S MT Ww 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 2 3 4 4 y Planning 4 00 3 12 12 3 16 12 gengen 2 Brainstorm 2 00 3 12 12 3 13 12 PAL 3 Research 2 00 3 14 12 3 15 12 4 Budget 0 00 3 16 12 3 16 12 E 5 w Development 8 00 3 19 12 3 28 12 6 Design 2 00 3 19 12 3 20 12 wos ose 9 7 Prototype 3 00 3 21 12 3 23 12 ao 8 Review 3 00 3 26 12 3 28 12 Cc 9 y Testing 5 00 3 28 12 4 4 12 rs 10 Preliminary 2 00 3 28 12 3 29 12 A 11 Customer 3 00 3 30 12 4 3 12 A 12 Final Review 0 00 4 4 12 4 412 gt 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 activity named Preliminary The Information Form opens in the Row tab 2 Click the Bars tab 3 Click the Bars gt Links tab 4 In the Activity Name column of the Successors table choose 9 Customer from the drop down list Copyright 2010 AEC Software Inc All rig
56. deadlines are essential to meeting our goals te ee eee eee A 414112 Formatting pictures and text boxes Formatting pictures and text boxes Formatting 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 Select the text box and on the Format tab in the Display group click Format Selected 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 Item Background Shadow Color E 03 Color 23 Color z Margin Size 200 44 Size _ Transparent Comer Radius pl 5 Click OK to apply your changes and close the Format Item dialog Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 6 9 March 2012 Apri Ai Activity Name Duration Stat Date Finish Date MTWHTF S S MTWTEFS SMTWT ES S MTW 1 2 344 1 v Planning 4 00 3 12 12 3 16 12 2 Brainstorm 3 00 3 12 12 3 14 12 3 Research 3 00 3 13 12 3 15 12 4 Budget 0 00 3 16 12 3 16 12 5 v Development 8 00 3 19 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 ta 9 v Testing 5 00 3 28 12 4 4 12 E a AI 10 Preliminary 2 00 3 28 12 3 29 12 sai 11 Customer 3 00 3 30 12 4 3 12 we 12 Final Revi
57. e Details group click 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 day 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 93 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 On any tab in the View group click the Dialog Box Launcher The Format Schedule View dialog
58. e Filter Name box 4 In the Apply area select the Column Value Criteria option 5 In the Row Options area select Matching Rows Only Copyright O 2010 AEC Software Inc All rights reserved NOJA FastTrack Schedule 10 Tutorials Manual Define Filter Filter Name Smith s Projects Options Apply Matching Rows Display a Column Value Criteria Bar Options Date Time Criteria All Bars in the Row E Column Value Criteria AND DateTime Criteria 55 Matching Bars Only 5 Column Value Criteria OR Date Time Criteria Row Options Matching Rows Onty 4 Expand All Prior to Filtering Matching Rows AND 9 Restore All Prior to Filtering Parents Apply All Bars Range After Filtering Filter A Row When Any Bar in that Row Matches 5 First Bar in that Row Matches 5 All Bars in that Row Match 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 Ifa Value List had not been created for this column a value would have to be typed in Copyright 2010 AEC Software
59. e latest collapsed subactivity To collapse an outline level 1 In the activity named Development click the triangular handle in the Expand Collapse action column March 2012 Apri 2 Activity Name Duration Start Date Finish Date IM TIwWTI ES SMTWTFS SMTWTHFS SMTW 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 2 3 4 d w Planning 4 00 3 12 12 3 16 12 2 Brainstorm 3 00 3 12 12 3 14 12 m 3 Research 3 00 3113 12 3 15 12 ees A Budget 0 00 3116112 3116112 E 5 Development 8 00 3 19 12 3 28 12 E 9 y Testing 5 00 3 28 12 Au 10 Preliminary 2 00 3 28 12 3 29 12 AA 11 Customer 3 00 3 30 12 413 12 12 Final Review 0 00 4 4 12 4 4 12 eo 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 which you can open by double clicking on a row number You can choose not to display summary bars and choose the style in which you would like summary bars to display Expanding outline levels Expanding outline levels The Expand Collapse action column acts like a toggle switch so when outline levels are expanded the triangle handle moves to point downward Here you will employ another method to expand the activity so that you will know how to expand and collapse your activities even if you choose not to display that Action Column
60. ea 89 Copyright 2010 AEC Software Inc All rights reserved Contents Index 90 Copyright 2010 AEC Software Inc All rights reserved NES 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 On the Application tab in the Help group select Tutorial and choose Practice Files from the submenu 2 Select the FastTrack Schedule file for example Tutor1 fts that accompanies the tutorial instructions with which you are working Important If you cannot locate the Tutorial folder on your computer Go to Search and search for Tutor1 fts 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 Tutorial 4 Scheduling Dependencies Tutorial 5 Tracking Progress Tutorial 6 Using the Work Calendar Tutorial 7 Filtering amp Sorting Tutorial 8 Using Summaries amp Calculations Tutorial 9 Working with Resources Tutoria
61. 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 4 FastTrack Schedule 10 Tutorials Manual Table of Contents Chapter 1 Chapter 2 Chapter 3 Chapter 4 O O JO Ob W Mech sech sch O N O 14 Chapter 5 O ON OO bb OQ Mech ech sch d Oo N O Tutorials 8 Using the Tutorials 8 Printing the Tutorials 9 Tutorial 1 Up and Running 10 uUp and Unid iD ica ceiiden A a aa 10 The FastIrack Schedule enviranme nt ENNEN 10 Key EE 11 WG LNG TO SCA OT 13 REN dee Ee d TEE 13 DIESEM O A ee Ee 14 TYPO QAS cai sas 14 DESEM ee ii 15 Alte ICH EE 15 Changing the schedule date range A nn 16 Typing fo change dates ue eE SEENEN EEN caca rre 17 Printing the schedule WEE ee REENEN KEEN NEEKNEEESE ENEE EEN 17 Printing the schedule in Calendar View NNN REENEN ENNEN NNN 18 Finishing Tutorial 1 SS oaae ss os EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEENNNE 20 Tutorial 2 Laying Out Your Schedule 21 Laying Qut Yaur SGT e Intro 20 nn a a a EEEEEEEEEEER 21 indenting outline vele ue REESEN e
62. endars is completely customizable Work calendars allow you to define typical work 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 52 FastTrack Schedule 10 Tutorials Manual tab of the Document Options dialog Selected Determines the calendar you assign to a project activity or Calendar 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 Allows you to set up a work schedule in which each day of the Week Day week might have different hours for instance a Monday might differ from
63. ew 0 00 4 4 12 4 4 12 gt 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 1 On the Insert tab in the Timeline Elements group click Legend The Format Legend dialog opens In the Title box enter My Legend Click in the first row of the Bar Style column 4 From the Bar Style drop down list select the bar you custom created The bar appears in the table below 5 Click in the Label column next to the bar in the table and enter Planning Activities O N Format Legend Display Font 9 Show Component Scheduled Bar Style Label Planning Activities gt Title My Legend Bar Style A e Copyright 2010 AEC Software Inc All rights reserved Tutorial 3 Customizing Your Schedule 6 Select the second row in the Bar Style column 7 From the Bar Style drop down list select this bar eas 8 Click in the Label column next to this 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 this bar sss 11 Click in the Label column next to this bar in the table and enter Testing Activities
64. 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 Copyright 2010 AEC Software Inc All rights reserved Tutorial 11 Consolidating Files Important 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 applied 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 tex
65. fined in the Define Sort dialog These steps create a sort that arranges activities in order by their Complete and Start Date Steps 1 On the Project tab in the Sort amp Filter group click Sorts and choose Define from the drop down list The Sorts dialog opens 2 Click New The Define Sort dialog opens Click the Show button OO On W In the Sort Name box enter By Complete and Start Date In the Columns table scroll down and select Complete 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 8 Click the Show button Copyright 2010 AEC Software Inc All rights reserved Tutorial 7 Filtering 8 Sorting S vs Define Sort i 2 ES sort Name By Complete and Start Date Set Sort Order Columns Sort Order Revised Finish Time Complete Revised Start Date Start Date Revised Start Time Start Date 1 Start Date 2 Stat Date 3 Start Date 4 Start Date 5 Start Date 6 Start Date 7 start Date amp Applying this Sort Moves Rows Start Date 9 Start Date 10 Start Float Start Time Allow Rows to Move Anywhere E Only Within Outline Levels Lock Outline Levels Through Level 9 Click OK to create the sort and close the Define Sort dialog 10 Click OK to apply the sort and close the Sorts dial
66. g Td iann EE rer Bio alar Taria Maira E vi ke i 8 Click Browse 9 In the save dialog navigate to your Desktop 10 Enter Schedule View as the filename 11 Set the Save as type to Portable Networks Graphics png 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 13 5 Define Fast5teps Y x FastStep Name My Exports Commands Fast Step Schedule Export MFX Schedule Eeport Picture C Users cwillia Schedule Export Cal Schedule Export AML Schedule Export Picture Schedule Finish Date Schedule Import Data Schedule Restore schedule Show Critical Path Description Options Schedule Export Picture Exports a picture of the Schedule View Choose Setup to stup 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 Click Browse In the save dialog navigate to your Desktop Enter Calendar View as the filename Set the Save as type to Portable Networks Graphics
67. hanges 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 activity s columns Like filtering sorting is done on visible activities and can be temporary CR FastTrack Schedule 10 Tutorials Manual 10 7 Steps 1 From the Schedule menu select Sorts and choose Duration from the drop down list This sorts the rows by the values in their Duration column lowest to highest 4 Activity Name Duration 1 w Planning 4 00 4 Budget 0 00 2 Brainstorm 3 00 3 Research 3 00 E y Testing 5 00 142 Final Review 0 00 10 Preliminary 2 00 11 Customer 3 00 5 w Development 8 00 6 Design 2 00 8 Review 3 00 T Prototype 4 00 Defining a sort Defining a sort March 2012 April 2012 Start Date Finish Date Z SIiIM TIW TIFI S S MITIW T F Si S MI TIW T F I S S iM T W T 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 23 4 5 3 12 12 3 16 12 100 pane 3116 12 3 16 12 100 o 3 12 12 3 14 12 100 3 13 12 3 15 12 100 WT 3 28 12 4 4 12 0 D EN 414 12 4 4 12 0 3 28 12 3 29 12 0 Ay 3 30 12 413112 0 AX 3 19 12 3 28 12 100 Wei i IS 3 19 12 3 20 12 100 3 26 12 3 282 100 Fs 3 20 12 3 23 12 100 m Sorts are de
68. he Successors table choose 10 Final Review from the drop down list Copyright 2010 AEC Software Inc All rights reserved NN FastTrack Schedule 10 Tutorials Manual 7 6 Information Customer Row 11 e El ES Activity Name LagLead Link Duration 8 Preliminary Finishto Start FS 0 00 1 00 Activity Name Type LagLead Link Duration 10 Final Review EN Finishto Start FS 0 00 0 00 ERENNERT 10 Click Close to close the Information Form and apply your changes The activities Customer and Final Review are now linked March 2012 Apri sel 4 Activity Name Duration Start Date Finish Date IM IwTItssMIwWIESIsMIWIESIS MTW 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 2 3 4 4 w Planning 4 00 3 12 12 3 1612 d 2 Brainstorm 2 00 3 12 12 3 13 12 3 Research 2 00 3 14 12 3 15 12 A Budget 0 00 3 16 12 3 16 12 to 5 y Development 8 00 3 19 12 3 28 12 o o 6 Design 2 00 3 19 12 3 20 12 mem H 7 Prototype 3 00 3 21 12 3 23 12 a 8 Review 3 00 3 26 12 3 28 12 A 9 y Testing 5 00 3 28 12 4 4 12 ne 10 Preliminary 2 00 3 28 12 3 29 12 1 Customer 2 00 4 2 12 4 3 12 42 Final Review 0 00 4 4 12 4 4 12 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 Application menu select
69. he circle point style Select Actual from the Component drop down list In the Fill area choose a shade of green from the Color box CON Om B Y Copyright 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 8 7 9 1 9 Click OK to apply your changes and close the Format Bar Style dialog 4 Activity Name Go Ge stant Dale Fish Date ees Go m sn y Planning 312112 3 26 12 31312 32742 3M3MZ 18 E Brainstorm GAZZ aus aan 3mema an ap P Research 3 16 12 3202 3 19 12 3 21 12 0 a Budget 3 2112 3 2642 3 22 12 3 27 12 0 iE y Development 319M2 4 412 34942 4 4 12 0 Design 3 19 12 32312 34942 3 26 12 0 ae Prototype 3 27 12 4 4 12 3 2712 4 4H2 0 7 Review 41412 418112 41412 Au 00 Changing the display of bar style components gives you complete flexibility in tracking and displaying Scheduled Revised and Actual dates and times Finishing Tutorial 5 Finishing Tutorial 5 You are done with Tutorial 5 You now know the basics of tracking an activity s scheduled revised and actual dates To close the Tutor5 file 1 To close the Tutor5 file from the Application 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 Tutorial 6 Using the Work Calendar Using the Work Calendar Intro
70. hts reserved Fr Information Preliminary Row 10 Bar ID H E Hidden Activity Name 1 Successors Activity Name 9 Customer 4 La Eo ol AAA Tutorial 4 Scheduling Dependencies Duration Bar Style NH Le Finishto Start FS Fixed Duration Lag Lead Link Duration Link Duration 1 00 Lag Lead 0 00 Type Lag Lead and Link Duration are in units of Days 5 Click Close to close the Information Form and apply your changes The activities Preliminary and Customer are now linked el Ki Activity Name Duration EX e Planning 4 00 2 Brainstorm 2 00 3 Research 2 00 lal Budget 0 00 5 w Development 8 00 l Design 2 00 7 Prototype 3 00 sl Review 3 00 9 w Testing 5 00 10 Preliminary 2 00 11 Customer 2 00 42 Final Review 0 00 Start Date 3 12 12 3 12 12 3 14 12 3 16 12 3 19 12 3 19 12 3 21 12 3 26 12 3 28 12 3 28 12 4 2 12 4 4 12 March 2012 Apr Finish Date IM Iw TI EISe MTW TI EISISMTIWT ES 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 3116 12 l 3 13 12 3 15 12 3 16 12 e 3 28 12 3 20 12 3 23 12 3 28 12 4 4 12 3 29 12 AAA DM emm mm e pm e f 4 3 12 4 4 12 amp 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 t
71. indow opens Copyright 2010 AEC Software Inc All rights reserved NN FastTrack Schedule 10 Tutorials Manual 6 12 7 1 schedule 10 Tutor3 ens _ All Pages RRQ V Printable Area Print Print Page ee Header amp Insert er 3 Setup Options Footer X Selected v d View Margins _Printing Zoom Macro Page Page Items se Tutor3 e BET 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Eagle cll Sansom 300 am a eo ese tens an A ME ROA Teo a IC MC ELO TT OA Development 800 sM9n2 3282 ka oo onone erc 18 iji E apy ppt Design oo SE e Testing 500 szsn2 an2 200 aana aeon customer o 3002 Tee Franwen f oo f aa a DDD A a LEE wech Ex DEER ch VIS FA Dei EIST 8 ho ARE ri Spell 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 Application 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 c
72. inish Date and an Actual Duration Steps 1 On the Tools tab in the Tracking group and click Percent tool E 2 Position the Percent 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 Activity Name Ge Gs 2 ee Sr e oe SZ plete 4 ER 1 4 y Planning 3112112 3126112 303112 127112 3113112 18 e J Brainstorm 34242 3 15 12 34342 3 16 12 J132 50 3 Research 36412 320502 sige 312112 0 Budget 3121712 3126412 3122012 ste FIT 0 y Development 319112 4 412 3 19 12 414112 0 Design 3912 13 2352 Sige 3126412 0 Prototype Harz H42 312 M2 Ana 0 Review 4 42 4 42 diate 4 412 0 8 6 You 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 With the Arrow tool click the Brainstorm activity bar to select it 2 On the Format Tab in the Display group 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 t
73. l 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 On the Application tab in the Help group select Tutorial and choose Tutorials 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 1 In FastTrack Schedule On the Application tab in the Help group select Tutorial and choose Copyright 2010 AEC Software Inc All rights reserved Using the Tutorials 9 Practice Files from the submenu 2 Select the FastTrack Schedule file for example Tutor1 fts that accompanies the tutorial instructions with which you are working Important If you cannot locate the Tutorial folder on your computer Go to Search and search for Tutor1 fts 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 To go through the tutorial 1 Be su
74. l 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 On the Home tab in the Tools group select the Revise tool ee 2 Position the cursor in the MIDDLE of the Brainstorm activity 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 4 Activity Name S Ge SE Bee DE Sch gt Ss e y Planning 3 12 12 3 26 12 31312 3 27 12 0 5 Brainstorm 3 13 12 3542 34342 36 2 0 S Research 3 16 12 29013 3 19 12 3 21 12 0 Budget 32112 32642 322A2 37M2 0 A y Development 31912 4 4 12 34912 Au 0 8 Design 31912 32312 319M2 326M2 05 AR Prototype 3 2642 4 3 12 372 4 4 12 0 p Review 414 12 4 42 HA2 414112 0 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 Revi
75. l 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 Copyright 2010 AEC Software Inc All rights reserved 11 3 Steps 1 Click the column heading of the Rate Per Day column to select the column 2 On the Insert tab in the Rows amp Columns group and click 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 Insert Column Column Display Name Calculation 1 Calculation 2 Calculation 3 Calculation 4 Calculation 5 Calculation 6 Calculation 7 Calculation Calculation 5 Calculation 10 Calculation 11 Calculation 12 Calculation 13 Calculation 14 Calculation 15 Calculation 16 Calculation 17 Calculation 18 Calculation 19 Calculation 40 Tutorial 8 Using Summaries amp Calculations 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 SE Galia 5 Click OK to insert the column The Format Calculation dialog opens Keep the Format Calculation dialog open for the next section
76. lect the Total option Copyright 2010 AEC Software Inc All rights reserved me FastTrack Schedule 10 Tutorials Manual Format Column Duration Fo Summaries Column Summaries Summary Bar Values E Count E Minimum Mone Total E Maximum Count El Average Fl Standard Deviation Total Label Display Minimum 5 Do Not Show Label Maximum Uses Column Justification Show Label Ignores Column Justification O Short Label 6 Medium Label Long Label Example Average Standard Deviation Total 10 00 4 Click OK to apply your changes and close the Format Column dialog esch Rate Per March 2012 April 2012 28 Activity Name Start Date Finish Date Day TIW T F IS S MITIW T F S S M T W T F SIS M T W T F S V Mn eegend 4211314151617 18 19 2021 22 23 24 25 26 27 2829303112345 67 Ei e Planning 3 12 12 3 20 12 250 00 2 Brainstorm 3 12 12 3 14 12 100 00 3 Research 3 13 12 3 15 12 75 00 al Budget 3 16 12 3 20 12 75 00 5 y Development 3 19 12 3 28 12 285 00 6 Design 3 19 12 3 20 12 125 00 EA Prototype 3 20 12 3 23 12 80 00 gl Review 3 26 12 3 28 12 80 00 a Ge y Testing 3 28 12 4 4 12 175 00 qa 40 Preliminary 3 28 12 3 29 12 75 00 iF 41 Customer 3 30 12 4 3 12 100 00 ka end 142 Final Review 4 4 12 4 4 12 12113114 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 3031 12134 5 67 This displays the tota
77. left of the timeline March 2012 es 4 Activity Name MiTIWITIFIS S MITIWIT IFIS S MITiW T F S S1M T W 12 13 14 15 16 17 13 19 20 21 22 23 24 25 26 27 28 29 3031 1 2 3 14 ow Planning emeng E TI Brainstorm Research m Budget S y Development e wem eee Design Prototype AS E E Review w Testing Preliminary l Customer Wi z V bai l Final Review 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 Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual 9 7 2 On the Insert tab in the Rows amp Columns group click Column The Insert Column dialog opens Insert Column Column Display Name Attendees Location Notes Text 1 Text 2 Text 3 Text 4 Text 5 Text 6 Text 7 Text 8 Text 3 Text 10 Text 11 Text 12 Text 13 Text 14 Text 15 Text 16 Text 17 3 From the Show pop up list select Text 4 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 5 Click OK to insert the Text 1 column and close the Insert Column dialog March 2012 El gas Activity Name SM TIWITIFIS S M TIWITIF S
78. me Manager Mi T W T F S S MT WT F S S MMTWT F S S MT W 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 3031 1 2 3 4 cons aa O Rilke Ales A EE Bee a and M Brainstorm Research Budget E y Development King DM o mts Design aa Prototype Review y Testing Williams Preliminary AE Customer es Final Review Copyright 2010 AEC Software Inc All rights reserved EC FastTrack Schedule 10 Tutorials Manual 5 8 5 9 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 1 On the Project tab in the Layout group click Layouts and choose Design from the drop down list 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 Finish 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 E SH Columns Summary Graphs Layout Name My Layout Headings Summaries
79. mn Calculation 1 sl Weslo dy Customized Column Name Activity Coste Default Column Name Calculation 1 Column Type Specific Options J Stored per bar Show in Information Form Define Calculation 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 Format Column Calculation 1 Font Summaries Column Width Number Display Thousands Separators E Negative EJ Decimal Places re Example 123 456 89 12 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 e sam March 2012 April 204 4 Activity Name Duration Stat Date Finish Date Day MITIWIT EISIS MITIWI T FIS SiM TI IWIT F SM T W SECHER 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 2 3 D e Planning 700 34212 3 2012 250 00 Claes mgt a of Wat 2 Brainstorm 3 00 3 12 12 3 14 12 100 00 eat i 3 Research 300 343 12 3 15 12 75 00 A Budget 3 00 3 16 12 3 20 12 75 00
80. n outline level 1 Rows 1 5 and 9 These are the Planning Development and Testing activities 2 On the Home tab in the Font group change the text size to 12 and click the P button to bold the text March 2012 Apri 9 4 Activity Name Duration StartDate Finish Date MT WT F S S MTWTFSSMTWTFSSiMTMW 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 3031 1 2 3 4 1 v Planning 4 00 312112 3 16 12 2 Brainstorm 3 00 3 12 12 3 14 12 3 Research 3 00 3 13 12 3 15 12 4 Budget 0 00 3 16 12 3 16 12 5 v Development 8 00 3 19 12 3 28 12 a 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 v Testing 5 00 3 28 12 4 4 12 D 10 Preliminary 2 00 3 28 12 3 29 12 11 Customer 3 00 3 30 12 4 3 12 A 12 Final Review 0 00 4 4 12 4 4 12 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 group 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 to meeting our goals 4 Click outside of the text box to deselect it 5 To resize the text box with the Arrow tool from the Tools group click the text box and then drag Copyright 20
81. none UA La naaa nana 21 Collapsing outline levels O ee ee EK nananana aa a a a 22 Expanding out sh ME eee caer 22 Viewing a differe RIaYOUt ue EE Een aaan 23 Inserting Columns enee A ecc aaa aah hn 23 Formatting columoas eg aa aaiim nananana nanmanna re oe 24 Designing a new Ta TEE ee 26 Designing a new layout cod cc eeneg 26 Inserting and formatting timescale rows ENNEN NENNEN REENEN 27 Moving timescale rows Mirccoconancnconnncanannnannanacancnnncancnnanannnnnnaarnnanancanananrana nano A 28 Re SIZING fe Drmeltpne CGolurrfffEeeeesesseseekk Ne NN ENNER NENNEN anaa aaa 29 Finishing lutorial 2 re EE 29 Copyright 2010 AEC Software Inc All rights reserved Contents 5 Chapter 6 Tutorial 3 Customizing Your Schedule 30 1 GUSIOMIZING YOUR SCHEOUIS INTO BEE 30 2 Formaning Dar SUE cinched serous atico ia aia 30 3 Designing the bar Cle mens iaa 31 4 Changing barsto EE E 32 5 Changing text styles DOM is aa aaia aaan a akaa ara Nanik ima 33 6 INCIUGING E eh EE 33 E INCIUAINO fe TT 34 8 Formatting pictures and fextboXeS ooocooocococcocococcococononcoranonrarannnrorannnrarannnrarannnrarannnrarananens 35 SPC UGG sed O Md a 36 10 Addi d headers and OO EE 38 11 Previewing the custamize d schedule KEREN 39 12 EMISAINO a Ca e e DEE 40 Chapter 7 Tutorial 4 Scheduling Dependencies 40 1 Scheduling Dependencies Iii idea 40 2 EE Tra Une Linn dora 41 3 Drawing
82. og D March 2012 April 2012 84 Activity Name Duration StartDate Finish Date Complete 5 MT WT ESSMIWIESSMIWIESSMIWI 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 y Planning 4 00 3 12 12 3 16 12 100 PI A 2 Brainstorm 3 00 3 12 12 3 14 12 100 3 Research 3 00 3113112 3 15 12 100 E A Budget 0 00 3 16 12 3 16 12 100 amp gt 5 y Development 8 00 3 19 12 3 28 12 100 ee 6 Design 2 00 3 19 12 3 20 12 100 cre 7 Prototype 4 00 3 20 12 3 23 12 100 re 8 Review 3 00 3 26 12 3 28 12 100 pe 9 y Testing 5 00 3 28 12 4 4 12 0 A 10 Preliminary 2 00 3 28 12 3 29 12 0 4 11 Customer 3 00 3 30 12 4 3 12 0 y RE 12 Final Review 0 00 4 4 12 4 4 12 0 The schedule s activities are moved up and down into the new sort order First they are arranged in descending order by Complete value and 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 mn FastTrack Schedule 10 Tutorials Manual 10 8 10 9 11 11 1 Restoring sorted activities Resto
83. other days 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 days are listed in the Exceptions table and can be given a descriptive name lf 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 On the Project tab in the Details group click 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 Tutorial 6 Using the Work Calendar 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 e 9 Click OK to apply your changes and close the Work Calendars dialog 10 On the Project tab in th
84. r 3 00 3 30 12 4 3 12 0 kg MBA 4 2 Final Review 0 00 4 4 12 4 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 Hiding activities Hiding activities You can also hide activities without using the Filters dialog by right clicking and using commands in the context menu Here since activities are already selected from the last filter you will hide them by choosing Hide Steps Copyright 2010 AEC Software Inc All rights reserved Tutorial 7 Filtering 8 Sorting e 10 5 10 6 Copyright O 2010 AEC Software Inc All rights reserved 1 Right click in the row number action column of row 2 or 3 each having been left selected when you applied the Smith s Projects filter and select Hide from the context menu em mm March 2012 April 2012 184 Activity Name Duration StartDate Finish Date Complete S MI TIW T FIS S M T W T F S S M T W T F S S M T W Y 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 1 y Planning 0 00 3 16 12 3 16 12 100 e 4 Budget 0 00 3116 12 3116 12 100 O EI 5 y Development 8 00 3 19 12 3 28 12 100 7 a ne 6 Design 2 00 3 19 12 3 20 12 100 mg 7 Prototype 4 00 3 20 12 3 23 12 100 a amna ian 8 Review 3 00 3 26 12 3 28 12 100 a 9 y Testing 5 00 3 28 12 4 4 12 0 o ca 10 Preliminary 2 00 3 28 12 3 29
85. r Print Preview window Steps 1 On the Insert tab in the Timeline Elements group click Picture The Insert Picture dialog opens 2 Select Clipboard to include pictures pasted to the Clipboard or File to include a file saved on a disk You can 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 directory in the Program Files directory 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 Copyright 2010 AEC Software Inc All rights reserved 6 8 ech bh ya o H OO zl DO P GA Ms 4 Activity Name Duration v Planning 4 00 Brainstorm 3 00 Research 3 00 Budget 0 00 v Development 8 00 Design 2 00 Prototype 4 00 Review 3 00 v Testing 5 00 Preliminary 2 00 Customer 3 00 Final Review 0 00 Start Date 3 12 12 311212 3 13 12 3 16 12 3 19 12 3 19 12 3 20 12 3 26 12 3 28 12 3 28 12 3 30 12 4 4 12 Tutorial 3 Customizing Your Schedule 3 16 12 3 14 12 3 15 12 3 16 12 3 28 12 3 20 12 3 23 12 3 28 12 4 4 12 3 29 12 4 3 12 March 2012 Apr Finish Date M Iw TE Ss SMTWTFE S SMTW TF S S MTW 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 3031 1 2 3 4 These
86. rces 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 on the Application tab from the Help group click Tutorial and choose Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor9 fts Important If you cannot locate the Tutorial folder on your computer Go to Search and search for Tutor9 fts 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 of 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 View group select Resource 2 Click in the Ro
87. re 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 lf your monitor allows it position the windows so you can work on the schedule while keeping the step by step instructions in view 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 Search 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 FastTrack 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
88. reate dependencies or links between activities and discusses the effect these links have on bar behavior To open the practice schedule file to be used while taking this tutorial 1 In FastTrack Schedule on the Application tab from the Help group click Tutorial and choose Practice Files from the submenu Copyright 2010 AEC Software Inc All rights reserved Tutorial 4 Scheduling Dependencies 2 Select the FastTrack Schedule file Tutor4 fts Important If you cannot locate the Tutorial folder on your computer go to Search and search for Tutor4 fts 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 a 1 On the Bar tab in the Tools group select the
89. ring sorted activities Like filtering sorting is temporary if you return to the Master Sort order by restoring the schedule Steps 1 On the Project tab in the Sort Filter group click Restore All March 2012 April 2012 184 Activity Name Duration Gan Date Finish Date Complete S M T WT ESSMIWIESSMIWIESSMIWI 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 2 34 5 1 y Planning 4 00 3 12 12 3 16 12 100 e 2 Brainstorm 3 00 3 12 12 3 14 12 100 z 3 Research 3 00 3 13 12 3 15 12 100 E A Budget 0 00 3 16 12 3 16 12 100 D 5 y Development 8 00 3 19 12 3 28 12 100 6 Design 2 00 3 19 12 3 20 12 100 geng 7 Prototype 4 00 3 20 12 3 23 12 100 tt 8 Review 3 00 3 26 12 3 28 12 100 mome 9 y Testing 5 00 3 28 12 4 4 12 0 ee ena 10 Preliminary 2 00 3 28 12 3 29 12 0 im 11 Customer 3 00 3 30 12 4 3 12 0 AAA 12 Final Review 0 00 4 4 12 4 4 12 0 eo 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 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
90. rs 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 On the Insert tab in the Page group click Header 8 Footer The Header and Footer dialog opens From the Format drop down list select Header Select a cell in the right table From the Insert into Cell drop down list select Time 12 Hour Select a cell in the left table Enter the word Draft O Om PS W DY Header and Footer Right Time To Text Time False 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 Header and Footer Tutor3 Center Right File Name Time To Text Time False Ka 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 In the Quick Access toolbar beside the Application menu click the Print Preview icon H The Print Prevew w
91. s reserved 18 FastTrack Schedule 10 Tutorials Manual 4 13 EE d e oe E e Ae Next Page _ Alt Pages 4 Printable Area RA de si El O Print Print Page RE FastSteps Header Insert Format Arrange Spelling Font da Prev Page Setup Options gt Footer Selected Ge gt e Printing Zoom Macro Page Proofing F View Margins Zare J SS j Ora 2 In the Printing group click Print 3 Follow your normal printing procedures 4 Click Close to exit Print Preview 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 Views Toolbar 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 In the View group select Calendar The Calendar View opens Copyright 2010 AEC Software Inc All rights reserved Tutorial 1 Up and Running IO Project Tools SEO AA E Lea el a Go To gt Calendar ma Se Timeline 74 Paste Piss a s L Select Range View Clipboard ont H Tools link Bar m Editing March 2012 13 14 11 March 12 2 Click
92. se the bar style was still selected in the Bar Style group it is that bar style that is drawn when you enter the dates 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 group 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 4 Activity Name Duration Start Date Finish Date IM TWTFS SM TIWIESsSNM IW TI ESIS MTW 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 Brainstorm 3 00 3112112 3 14 12 re 2 Research 3 00 3 13 12 3 15 12 3 Budget 0 00 3116 12 3 16 12 Es 4 Design 2 00 3 19 12 3 20 12 5 Prototype 4 00 3 20 12 3 23 12 6 Review 3 00 3 26 12 3 28 12 7 Preliminary 2 00 3 29 12 3 30 12 ay 8 Customer 2 00 4 2 12 4 3 12 9 Final Review 0 00 4 4 12 4 4 12 gt 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
93. se the Format Bar Label dialog 13 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 March 2012 April 2012 Ki Activity Name Duration Start Date Finish Date M T W T F S S IMTWITFS ISMTWT FS S IM TW 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 3031 1 2 3 4 A e Planning 400 31212 346M2 Jeng f BE E 2 Brainstorm 2 00 3 12 12 3 13 12 3 Research 2 00 3114 12 3115 12 4 Budget 0 00 3 16 12 3 16 12 5 w Development 10 00 3 15 12 3 28 12 o 6 Design 4 00 3 15 12 3 20 12 Sa Jane Phillips 50 7 Prototype 3 00 3 21 12 3 23 12 sees Scott Murphy 8 Review 3 00 3 26 12 3 28 12 es 9 y Testing 5 00 3 28 12 4 4 12 ns es 10 Preliminary 2 00 3 28 12 3 29 12 A 11 Customer 3 00 3 30 12 4 3 12 y HR 12 Final Review 0 00 4 4 12 4 4 12 gt Copyright O 2010 AEC Software Inc All rights reserved NOJA FastTrack Schedule 10 Tutorials Manual 12 5 12 6 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
94. sed 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 revised slip of the Design activity 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 On the Tools tab in the Tracking group and click Reset Revised The Prototype bar returns to where the Scheduled dates and Revised Dates are the same O AciviyName dao Date StartDate Joen Date Dale Re z sn li y Planning 3 12 12 3 26 12 3 13 12 3 27 12 0 d Si Brainstorm 3 12 12 34542 343112 31161412 05 2 Research 316H42 3 2042 3M9 112 3 2152 g a Budget 3 212 312642 3 22 12 3 27 1512 g sl e Development 3 19 12 4 412 3 19 12 414112 0 Design 34942 3 2392 3 19 12 3 26 12 0 F Frototype 3127112 41442 312712 414 12 00 5 Review HANZ 418112 AA 414 12 g E Copyright 2010 AEC Software Inc All rights reserved Tutorial 5 Tracking Progress 49 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 F
95. sources Assigned Date Day Month Year Revised Duration Date To Text Date opt Format Rae Pe Dalt arab Check Calculation Jee 5 Click OK to save the calculation and close the Format Calculation dialog and the Insert Column dialog elei e o Rate Per i March 2012 April 2012 847 Activity Name Duration Gan Date Finish Date Day MITIWIT FISIS M TIWIT F S S M T WIT F S S M T W 1213 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 2 3 4 4 w Planning 700 34212 3 2012 250 00 RS WE 2 Brainstorm 3 00 3 12 12 3 14 12 100 00 3 Research 3 00 3 13 12 3 15 12 75 00 4 Budget 3 00 3 16 12 3 20 12 75 00 E 5 y Development 8 00 3 19 12 3 28 12 285 00 6 Design 2 00 3 19 12 3 20 12 5125 00 7 Prototype 4 00 3 20 12 3 23 12 580 00 Leet 8 Review 3 00 3 26 12 3 28 12 80 00 o 9 y Testing 5 00 3 28 12 4 4 12 175 00 10 Preliminary 2 00 3 28 12 3 29 12 75 00 KN 11 Customer 3 00 3 30 12 4 3 12 100 00 ei HE i2 Final Review 000 44n2 4 4 12 ITT LEI EJ Total 23 00 12 1314 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 310 31 1 2 3 4 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 Copyright O 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual Format Colu
96. stSteps 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 Schedule menu Steps 1 On the Tools tab in the Macro group click FastSteps and choose Restore Master Schedule from the drop down list 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 Copyright O 2010 AEC Software Inc All rights reserved MOS FastTrack Schedule 10 Tutorials Manual 13 4 84 Activity Name Duration 1 y Planning 4 00 2 Brainstorm 2 00 3 Research 2 00 A Budget 0 00 5 y Development 5 00 6 Design 2 00 T Prototype 3 00 8 Review 300 d y Testing 5 00 10 Preliminary 2 00 11 Customer 3 00 12 Final Review 0 00 Crea
97. t 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 future updates of the subordinate file in which the resource originated no longer includes that resource You 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 On the Tools tab in the Consolidation group click Define The Define Consolidation dialog opens 2 Click Add Copyright 2010 AEC Software Inc All rights reserved FastTrack Schedule 10 Tutorials Manual The Open dialog opens 3 Navigate to the folder containing the FastTrack Schedule Tutorial Practice Files 4 Select the
98. t 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 Start 03 12 2012 A Finish 06 17 2012 8 e Duration 98 Timeline Range 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 group 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 Stark 03 01 2010 FA Finish 04 30 2010 H Duration 61 z Timeline Range You can also change the schedule range using the Format Schedule View dialog You open this dialog by clicking the action box at the bottom of the Views group while in the Schedule View The Format Copyright 2010 AEC Software Inc All rights reserved 4 11 4 12 Tutorial 1 Up and Running Schedule View dialog lets you change every aspect of a schedule including its date range base timeline units duration units timeline 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
99. t the next tutorial 1 Go to Tutorial 7 Filtering and Sorting Or Return to the Tutorial Contents Tutorial 7 Filtering amp Sorting Filtering and Sorting Intro Tutorial 7 Filtering 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 on the Application tab from the Help group click Tutorial and choose Practice Files from the submenu 2 Select the FastTrack Schedule file Tutor 7 fts Important If you cannot locate the Tutorial folder on your computer Go to Search and search for Tutor fts If this produces no results check with your System Administrator to make sure the Tutorial folder was Copyright 2010 AEC Software Inc All rights reserved Tutorial 7 Filtering 8 Sorting included when FastTrack Schedule was installed on your computer 10 2 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 activities Filters are stored in the Filters dialog Steps 1 On the Project tab in the Sort Filter group click Filters and choose 100 Complete from the drop down list March 2012 g4 Activity Name Duration S
100. tat Date Finish Date E SMT IW T FISSI MIT IW FS S Mew 11 12 13 14 15 16 17 18 19 20 21 22 23 24 2526 27 26 29 d e Planning 4 00 3112112 3116 12 100 ei 2 Brainstorm 3 00 aana 3142 100 3 Research 3 00 3352 31552 100 A Budget 0 00 3 16 12 310642 100 gt 5 y Development 8 00 3119 12 3 28 12 100 mg i 6 Design 2 00 31952 3 2012 100 T Prototype 4 00 3 20 12 3 232 100 8 Review 3 00 3 26 12 312852 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 10 3 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 Project tab in the Sort Filter group 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 th
101. the timeline graph EEr i Bar Link Tool Links bars to create dependencies Revise Tool Changes the activity s Revised start and or finish dates times and durations Copyright 2010 AEC Software Inc All rights reserved 12 FastTrack Schedule 10 Tutorials Manual Kl Percent Tool Defines the percent complete and Actual start finish and duration of an activity T Text Box Tool Draws and edits text boxes for use as labels and titles Important Unless a tool is locked the default setting for each tool in the tool is to revert back to the Arrow tool after use The Bar Styles group The cells of the Bar Styles list contain the bar styles defined for the schedule You can use the Bar Styles group to design a new bar style edit an existing bar style or change the bar style applied to an activity De AA GU Bar Styles 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 group There are three Views in FastTrack Schedule the Schedule View Calendar View and Resource View The Views group lets you switch from one View to another instantly ra an ES Rus Schedule Calendar Resource View Ts View Ta View Ts The Timeline Range group The Schedule Resource and Calendar Views can each show a different span or range of dates The Timeline Range gro
102. ting a basic FastStep Creating a basic FastStep Start Date 3112112 31242 3414112 3116 12 3 19 12 3119 12 3 24 12 3 26 12 3 28 12 3282 3 30 12 414 12 3 16 12 3113112 311542 3116 12 3 28 12 3 20 12 3 23 1412 3 28 12 AIAM2 3 29 12 4 3 12 4 4 12 March 2012 April 2012 Finish Date S MI TIW T FIS S MiITIWIT FIS S M TIWIiT F S SiMiT W 1112 13 14 1B 16 1 18 19 20 21 27 23 24 26 26 27 28 931031 1 2 3 4 T A Custom FastSteps are created in the Define FastSteps dialog Steps 1 On the Tools tab in the Macro group click FastSteps and choose Define from the drop down list 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 table 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 Copyright 2010 AEC Software Inc All rights reserved Tutorial 10 Using FastSteps Export as Picture Destination File E Clipboard Browse Image Quality JPEG Quality to Compression Factor Highest Factor best duality Oe d ek Zeg Ess Durado Eiri
103. ubmenu 2 Select the FastTrack Schedule file Tutor3 fts Important If you cannot locate the Tutorial folder on your computer Go to Search and search for Tutor3 fts 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 On the Home tab click the Bar Style Dialog Box Launcher The Format Bar Style dialog opens Copyright 2010 AEC Software Inc All rights reserved Tutorial 3 Customizing Your Schedule Component Scheduled hd Component Options 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
104. up 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 group 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 You can also use the Go To Bar button to take you to the first bar in a selected row the All Bars Range button to display the timeline in a range that encompasses every bar or the Timeline Units button to quickly change the units in which the timeline displays Copyright O 2010 AEC Software Inc All rights reserved 4 4 4 5 Tutorial 1 Up and Running Start 03 12 2012 58 Finish 06 17 2012 E S Duration 98 Timeline Range Viewing the schedule Viewing the schedule As you view 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 March 2012 ef 4 Activity Name Duration Stan Date FinishDate MT W T F S 5S M TW T F S S MT WIT ll
105. w 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 Copyright 2010 AEC Software Inc All rights reserved Tutorial 9 Working with Resources The Resource Information form opens 5 In the Type box choose Consultant from the choice list 6 In the Per Use Cost box enter 200 7 Inthe Standard Rate box enter 100 8 In the Overtime Rate box enter 150 Resource Informatio 3 a xX formation Work Calendar Resource Resource Name Jane Phillips i Type Consultant Per Use Cost 200 00 Initials IP Resource Notes Standard Rate 100 00 h Code Overtime Rate 150 00 h Group Job Title Employee ID Company Department Material Label Phone Numbers Main E mail Business j E mail 2 Business Fax i j Business URL Home Home URL Home Fax IM Address Mobile j IM Address 2 Mobile 2 j 9 Click the Work Calendar tab 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 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

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