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ADePT Design Manager User Manual - 1.3

1. 4 Progress 100 complete Scheduled from 15 Apr 2009 to 15 Apr 2009 i Progress 0 complete Unscheduled 4 Advanced s Advanced Output E Type Output E Type o layout of spaces 0 Connected Zag Information from Establis 0 Connected WBS Successor Sequence Duration Fesponsit WBS Successor Sequence Duration Responsibility 1 1 1 1 4 Establish approximate building foot 4 5 Architectur 1 1 2 1 1 Establish approximate floor to floor 33 5 Architecture 1 1 1 1 7 Establish preferred layout of spaces 1127 5 Architectur 1 1 1 1 3 Estimate space allocation of major 3 5 Architecture gt Close 4 Select Apply to apply the resolution to the chosen activity or predecessor or Apply to All to apply the chosen resolution to all activities or predecessors Alternatively Ignore All can be selected to ignore the remaining resolutions thus leaving them unresolved 5 Repeat the above process for the other out of sequence activities identified in the progress analysis window 6 6 Edit the expected completion date of a task in a Workplan Why Ensure that the expected end date of any task is accurately captured and verified How 1 Select the Expected Completion Date field of the task in the Workplan and enter the required date using the drop down calendar Alternatively select the relevant task in the View Edit Workplan tab and enter the required date using the drop down calendar More Informati
2. 6 The Save Changes dialogue box allows the project to be saved as this key point Select Yes or No as appropriate Save Changes jJ Save changes in the current workplan to existing file before the new workplan is created 7 Once tasks have been loaded into the Task Finder select the appropriate selection criteria to reveal the tasks that meet those criteria 8 Remove any activities which meet your chosen criteria but which you do not wish to add to the Workplan by deselecting the activities in the tick box 2011 Adept Management Ltd Page 13 adept management Itd design manager A Ha ego ADePT Design Manager 1 3 Project zra Manage Workplans View Edit Workplan Analyse Progress D 283 abBa ob A225 oss ip a 0 OG Remove Add New Synchronize Export Import Publish Workplan Remove Task Workplan Reschedule dd Workplan With Plan Workplan Progress Dashboard Advice Workplan Finder Settings Dates Selected B Split Actions Show Tools Tasks Task Finder Workplan 15 04 2003 26 05 2009 Starting v Before the end of this workplan p Issue 1 Status Managed Focus Period Stat 15 04 2009 Focus PeriodEnd 28 04 2009 Finishing O Period Start 15 04 2009 Period End 26 05 2009 Ready Status Look Ahead Periods 2 Planned Project E
3. ADePT a design Momoager User Guidance Manual Last updated in December 2011 for use with ADePT Design Manager version 1 3 adept management Itd 2011 Adept Management Ltd All rights reserved ADePT design manager CHAPTER 1 INTRODUCTION sivssisccuscsieetevesnsesnds n AE nena ds cake csseae Needed snvedeeeveresunas 1 1 1 Welcome to ADEPT wssccussessseseewhspesesichaoutinndhaseuciahaseossebaous sbwhaeevcsbbeberesebeeus ebithes 1 1 2 Welcome to ADePT Design Manager ceeceeceeceeeeeeeeceeeeee eee eeeeeeeeseneeeeeeeeeeens 2 1 3 About thisiuser Manual c0s d cscesdisecces deinseedesacandsdessaes cosessasedescaeecdssscesedeocsness 2 13 THE BASICS casicvachesseeoscenreerebeneesossanaineshemesoneamereansnee E NEA NENES 2 CHAPTER 2 MANAGING A PROJECT FILE eesessesseossssesssosssesesesossessastoosseessseossssseessoe 4 2 1 Open an existing Project file ccscecccscssccccccsceseescenesnesnsencssencsscescsseosssssoes 4 2 2 Create a model file from an Asta Powerproject or Microsoft Project bar chart 4 2 3 Create a model file from a Primavera bar chart ssssssessssesssssssecessssssseeesssssseee 4 2 4 Save the model file you are working ON sce cc eee e eee ee teen eee ee eee eee eee eeeeeeeeeeeeeeeees 5 2 5 Save a model file Under a NEW NAME ssossseessosssssssssosesssssssossssesessosessessoose 5 2 6 CLOSE TO sis cescistwiedewasetie nny in deve phase dey See ue EE E E E SR 5 3 1 Ch
4. i ad Constraint Editor BAX Type Awaiting client sign off x Description Decision pending Identified On 17 Mar 2008 Work At Risk Do not reschedule based on this constraint work at risk Explanation Removal Expected 01 04 2008 v Remove Constraint on this Date Actual v 31 03 2008 m Resolution Decision provided by client 2011 Adept Management Ltd Page 31 adept management Itd design More Information Note that constraints are not deleted but that when a constraint has been removed it is given that status so that a record of its existence is maintained See related help topic 6 12 Confirm that a task s timing is not to be affected by a constraint work at risk 6 14 Confirm that a task s timing is not to be affected by a constraint work at risk Why Undertaking an activity despite a known constraint allows the task to proceed without being affected by any delay while the constraint is removed A decision assumption about the constraint would normally be required How 1 Select the relevant task in the View Edit Workplan tab 2 Open the Constraints option 3 Select the relevant constraint and select Edit from the Constraints group on the View Edit Workplan tab Alternatively right click on the relevant constraint in the Constraints section and select Edit Alternatively right click on the relevant constraint in the Constraints section and use the short cut F2 4
5. Columns Name Field ha WBS 4 gt WBS Label External ID Exteralld To group activities on a Workplan by code types and values such as WBS you are required to set up groups at 6 Select the Add symbol al and you will be presented with the Group Definition Editor dialogue HE Group Definition Editor Name Responsibility Type Workbook Property Responsibility Values O All Every O Some 0000000 Cell Color _ Text Color i Heading Preview To group activities by responsibility or any other code type into separate Excel workbooks select Responsibility as the Property and Workbook as the Type in the first grouping All responsibilities can be grouped in the same workbook by selecting All under the Values option or a selection can be grouped into a single workbook by selecting Some however it is recommended that for all grouping the option Every is selected so that every code value is represented in its own workbook Add further groupings as required normally all levels of the WBS starting with level 1 then 2 and so on but ensure that Heading is selected as the Type on all groupings except the first which can be Heading or Workbook Select an appropriate text and cell colour for each grouping however ensure that where the first grouping is of the Type Workbook that no colour formatting is applied since colours can only be applied to Headings and not to Workbooks 201
6. How 1 Select the relevant task in the View Edit Workplan tab 2 Open the Constraints option 3 Select the relevant constraint and select Remove from the Constraints group on the View Edit Workplan tab Alternatively right click on the relevant constraint in the Constraints section and select Remove Alternatively right click on the relevant constraint in the Constraints section and use the short cut SHIFT DELETE More Information Note that a constraint can only be deleted before the Workplan is published 6 13 Indicate that a constraint which is assigned to a task has been removed Why Where tasks have had constraints allocated but these constraints have been removed indicate this on the Workplan to ensure the tasks are shown as able to be undertaken How 1 Select the relevant task in the View Edit Workplan tab 2 Open the Constraints option 3 Select the relevant constraint and select Edit from the Constraints group on the View Edit Workplan tab Alternatively right click on the relevant constraint in the Constraints section and select Edit Alternatively right click on the relevant constraint in the Constraints section and use the short cut F2 4 Confirm that the constraint has been removed using the tick box and entering the Actual date 5 Enter details of the Resolution which has allowed the constraint to be removed 6 Click OK twice
7. Open Outgoing Folder Incoming Folder Note that if you have a workplan config file associated with version 1 2 of the software the settings within it can be imported by selecting Import Config at 1 3 If necessary select an alternative MS Excel template at 2 4 Identify the location of the desired Outgoing Folder for your Workplans at 3 and similarly identify the location of an Incoming Folder at 4 These folders are where exported Workplans will be generated prior to distribution to a project team and where returned completed Workplans must be placed prior to importing changes into ADePT Design Manager 5 In order for the correct data to appear in the columns of your Workplans the columns must be mapped to data fields in ADePT Design Manager at 5 This can be done by selecting a column heading from the Name list and then selecting the Edit 2 symbol to open the Column Definition Editor a Column Definition Editor a 5 Name WBS Direction OnlyWriteOut Field l v OK Cancel Select the corresponding data field from the drop down list and whether ADePT Design Manager should be writing data out to Excel e g activity names priority and dates reading in from Excel e g new percent complete and expected completion date or both reading and writing e g note where the design team may benefit from seeing the note added in the last reporting period b
8. Processes Workplan Distribution Dashboard Publishing de sign Apply Close 3 Identify the MS Excel template which is required for the project progress information to be exported It is recommended that when first using the Dashboard Publisher that the generic MS Excel template is used This can then be personalised by the user or company to reflect corporate branding or preferred layout and used as a default in future 4 Select the location which the created Dashboard file will be located the Outgoing folder 5 Select Apply and the Dashboard file will be produced Note that this may take some time depending on the amount of data being exported When the export is completed a message confirming the export will be shown Dashboard Publisher i A dashboard report was successfully published 6 Open the MS Excel dashboard file from the chosen Outgoing folder 7 Note that the default dashboard template provided contains pivot tables and these require refreshing in MS Excel 2011 Adept Management Ltd Page 36 adept management Itd ADePT design moanaeger 7 2 View tabular or graphical reports of the project team s progress Why Understand the progress that the overall project team is making and that of each team member individually in complying with the project plan How 1 Select Task Progress from the Analysis group on the Analyse Progress tab 2 Select the required
9. all available without the need to select a drop down menu Finally when working with a Workplan or with the tasks in a Workplan the screen is split into two at all times with the left hand pane representing the Workplan or tasks and the right hand pane representing either the tasks in a Workplan or the properties of a task Sid o ADePT Design Manager 1 3 Project ox i enn Manage Workplans View Edit Workplan Analyse Progress WD m Edit at amp ew Ok YP a amp A e E Remove Add New Synchronize Export Import Publish Workplan Remove Task Workplan Reschedule Add ee Workplan With Plan Workplan Progress Dashboard Advice Workplan Finder Settings Dates selected BG Split ___Actions P Establish prelened layout of spaces gt Estimate space alocation of mayor plant roomt P Establish prefered types L extent of cladding Produce Concept buking envelope GA drawings gt Estab ish site footprint amp appraamate configustion P Produce kame cuine spectication P Establth mdicative eleciical plant oom switchgear amp rise P Estabish mdicative public heath plant amp riser locations siz gt Calculate HV supply demand using approsamate methods gt Estabish approxanate balding footprint amp locaton of coret gt Estab sh approxmate thoce to floor heights P Agee tacade cleaning amp mantensnce strategy gt Produce extemal wal mourted equpmerk ouine spectics P Prep
10. an Incoming Folder at 4 These folders are where exported Workplans will be generated prior to distribution to a project team and where returned completed Workplans must be placed prior to importing changes into ADePT Design Manager 5 In order for the correct data to appear in the columns of your Workplans the columns must be mapped to data fields in ADePT Design Manager at 5 This can be done by selecting a column heading from the Name list and then selecting the Edit 2 symbol to open the Column Definition Editor 2011 Adept Management Ltd Page 18 adept management Itd ADePT design manager a9 Column Definition Editor tata Name WBS Direction Only WriteOut Field y OK Cancel Select the corresponding data field from the drop down list and whether ADePT Design Manager should be writing data out to Excel e g activity names priority and dates reading in from Excel e g new percent complete and expected completion date or both reading and writing e g note where the design team may benefit from seeing the note added in the last reporting period but you want to capture any new comments The image below shows what you expect to see when mapping column headings to data fields Note that some columns in your template may not have corresponding data fields in ADePT Design Manager such as change in The field which corresponds to these columns should be left blank
11. design a i 3 i 5 Opened Generic Building Model for use in release 1 2 janm 2 Review and change settings such as the length of the Workplan Focus Interval or Look Ahead Intervals 3 Select Close to leave the Workplan Settings dialogue box 4 The Calculate Dates dialogue box will ask whether activity dates should be recalculated within ADePT Design Manager s scheduling functionality Answer Yes or No as required but note that if calculations of activity Float are to be updated then Yes must be selected as ADePT Design Manager only reports Float which it has calculated itself and does not read Float as calculated by any third party planning application Calculate Dates p When creating your new workplan do you want task start and end dates 7 to be calculated by ADePT based on its own rescheduling of your project Please note that task float calculations will not be updated if you do not reschedule your project 5 The Synchronize from External Schedule dialogue box will ask whether ADePT Design Manager should read in any new information such as changes to task dates which have been calculated in a third party planning tool If you suspect there may have been changes in the bar chart select Yes then follow steps 4 1 or 4 2 otherwise select No Synchronize from External Schedule 2 Do you wish to obtain changes From an external schedule by synchronizing in from it
12. project file either after saving if you wish to re commence work on it at a later stage or to reject any changes since your last save How 1 Select Exit ADePT Design Manager from the File menu 2011 Adept Management Ltd Page 5 adept management Itd ADePT design CHAPTER 3 DEFINING WORKPLAN SETTINGS This chapter describes how to set up the characteristics of a Workplan 3 1 Change the project name Why Allocate a meaningful name to your project How 1 Select Workplan Settings from the Tools group on the Manage Workplans tab 2 Enter the project Name by overtyping the current entry 3 Click on Close 3 2 Add or edit responsibilities for planning and managing your project Why Allocate responsibilities to the key roles associated with management of Workplans in your project How 1 Select Workplan Settings from the Tools group on the Manage Workplans tab 2 Enter the Planner and Manager by overtyping the current entries 3 Click on Close 3 3 Edit the duration of a Workplan s Focus Period and or Look Ahead Periods Why Amend the duration of the overall Workplan and the Focus Period in a Workplan to reflect reporting periods in your project How 1 Select Workplan Settings from the Tools group on the Manage Workplans tab 2 Amend the length of the Focus Interval using the up and down arrows 3 Amend the number of and length of Look Ahead Intervals using the up and down arrows 4 Click on Close
13. 1 Adept Management Ltd Page 17 adept management Itd ADePT design manager CHAPTER 5 MANAGING A WORKPLAN This chapter describes how Workplans are made available to the project team how progress recorded by the project team is captured in a Workplan and how progress recorded is written back to a bar chart 5 1 Publish a Workplan to MS Excel Why Make an agreed Workplan available for review by project team members and to record progress How 1 Ensure that in ADePT Design Manager your project file has a valid Workplan and that a Workplan template in MS Excel is available 2 Select Export Workplan from the Action group The Workplan Settings dialogue will open Note that this dialogue can also be opened by selecting Workplan Settings from the Tools group followed by Workplan Distribution a Workplan Settings bokoj Groups 6 E ti Import Config J 1 Name Type Field Excel Template C Program Files AML Technologies Adept Design Suite Workplan Template xis 2 Outgoing Folder 3 Incoming Folder 4 Open Abert a design Gens manager Note that if you have a workplan config file associated with version 1 2 of the software the settings within it can be imported by selecting Import Config at 1 3 If necessary select an alternative MS Excel template at 2 4 Identify the location of the desired Outgoing Folder for your Workplans at 3 and similarly identify the location of
14. 1 Adept Management Ltd Page 19 adept management Itd ADePT ie design manager ADePT WorkPlan Distributor DEAR Workplan Distribution Config C Documents and SettingsSYousafOmar ADEPT D esktop Workplan Distributor ADePT Project File E AD Jocuments and S Settings YousafO mar ADEPT D esktop Workplan D istributor Groups ih 2 Name z 7 Type Field uaes Ensure Responsibility row in Responsibility Workbook Responsibility lt Every gt the Group field is not Meal i 4 WBS 1 E f coloured as this will corrupt the formatting of the output files Excel Template C Documents and Settings YousafOmar ADEPT Desktop Workplan DistributorsAdept work Columns if Name Field WBS WBS Label External ID Extermalld Activity Name Name Responsibility Responsibility Start Start Finish Finish Activity Priority Priority Outgoing Folder C Documents and Settings YousafOmar ADEPT Desktop woarkplan Distributar Adept Work Incoming Folder C Documents and Settings YousafOmar ADEPT Desktop Workplan Distributor Adept Work Open Import Export Save 7 Select Publish to create MS Excel files in the Outgoing folder Each file will be automatically named to contain the date at the end of the Workplan Focus period and the grouping code value DD_Month_Year_CodeValue Note that you should not attempt to open any exported file until all exported files have been generated These exported fil
15. 1 1 202 Draw up a strategy for acoustic performance 0 5 1 was originally made in 111 203 Agree typical wall types amp thickness dimensions o 5 z aedi 111 204 Agree space allocation of major plant spaces o 5 1 the Excel file in the 1 1 1 205 Fix overall building footprint dimensions o 5 z 1 1 1 206 Fix building arid line positions o 5 t Output folder 1 1 1 207 Produce basement layout GA drawings to reflect 0 5 1 1 1 1 208 Produce 1 1 1 2 09 Produ 1 1 1 210 Issue GA layout drawings reflecting intial Design O o 1 111 31 Finalise room dimensions amp layout o 5 1 11 1 32 Finalise wall types amp thickness dimensions o 5 z 111 33 Agree door amp glazed panel positions o 5 ig lt x ai gt 6 2 View a summary of the properties of all tasks in a current Workplan Why 2011 Adept Management Ltd Page 23 adept management Itd ADePT design manager Observe all tasks and a summary of all properties in a single view How 1 The columns of a Workplan give an overview of key properties 2 Select the relevant view from the drop down menu e Progress View a table showing duration priorities dates and progress of tasks e Float View a table showing the free float total float and change in float of tasks e Delay View a table showing overdue days lateness against baseline dates and change in lateness of tasks e Requirements and Constraints View a table summarising information requirements outputs r
16. Chapter 5 It is recommended that the subsequent unprogressed part of the task is renamed at this stage Other links which the single activity had prior to splitting will be retained on one of the two new activities with progressed successors dependent on the first completed new activity and unprogressed successors dependent on the second new activity thus retaining the logic within the programme When a split activity has been specified select Close Split Activity Editor BEA The information produced by this activity is ready for the started successors Remaining unprogressed successors depend on the information from this new activity WBS Predecessor Sequence Duration Responsit WBS Predecessor Sequence Duration Responsibility 1 11 1 1 Establish required rooms preferred 1 5 Architectur 1 1 1 1 2 Establish prefered layout of spaces 2 5 Architecture 1 1 1 1 3 Estimate space allocation of major 3 5 Architectur g JE Dependency EJ Classification Type Lag Dependency El Classification Type Lag E required spaces 0 Critical FinishToStart 0 layout of spaces O Critical FinishToStart 0 requirement for plant spaces O Critical FinishT oStart 0 Name Establish preferred layout of spaces WBS 11 1 4 a E Name Establish preferred layout of spaces 1 WBS 1 1 1 17 Target Duration 5 g days Milestone Responsibility Architecture fa Target Duration 5 2 day Milestone Responsibility Architecture v lia
17. Completed To Date ForAll H e 5 ETE 2 Paa z z Baseline Page 3 F Current Progress Across All Tasks 8 Responsible Entity Overall Percent Complete AhesdiDelay saainet IDP 2 Architecture 2 46 days behind IDP F Civil Engineering 0 11days behind IDP Sructurd Engheering o 15days behind IDP Mechanical Engineering 0 20 days behind IDP 4 Bectical Engineering o Oh schede with IDP 5 Fuble Feskh Enareesng s L Eikas de an ai J 5 m ADT design manager 3 Adjust printer and page settings by selecting Page Setup from the toolbar at the top of the preview window Page Setup 2 X Paper Size Aa Source Automatically Select v Orientation Margins millimeters Portrait Left 25 4 Bight 25 4 Landscape Top 25 4 Bottom 25 4 4 Select Print from the toolbar at the top of the preview window 5 Select OK 2011 Adept Management Ltd Page 40 adept management Itd ADePT ww design manager More Information Reports can be saved in a number of formats such as PDF HTML MS Word and image files To do this select Save from the toolbar then select from the Save as Type drop down menu 2011 Adept Management Ltd Page 41 adept management Itd
18. More Information Updated settings can be applied to a Workplan which is already being worked on by changing the settings and selecting Apply If the lengths of Focus Interval and or Look Ahead Intervals have been changed then the priority of tasks will change and new tasks may appear in the Task Finder 3 4 Set rules for the steps involved in creating new Workplans Why Simplify the steps involved in creating new Workplans or restrict the options available to users How 2011 Adept Management Ltd Page 6 adept management Itd ADePT ia design manager 1 Select Workplan Settings from the Tools group on the Manage Workplans tab 2 Select Processes from the left hand menu of the Workplan Settings dialogue box Workplan Settings Joe Properties 9 6 K j Do you want to restrict the managing of workplans to a fixed cycle of draft publish update and archive Constraint Types De Ove No When creating a new workplan do you want to review its settings O Always O Never Ask me each time When creating a new workplan do you want task start and finish dates to be calculated by ADePT based on its own rescheduling of your project O Always O Never Ask me each time When creating a workplan or changing its status planned or managed do you want to synchronize with an extemal provider O Always O Never Ask me each time When changes have been made to the project do you want them to be saved to t
19. PROJECT FILE This chapter describes how to undertake basic tasks which allow you to manage a project file 2 1 Open an existing project file Why Open a project file in order to create a Workplan or to continue work with an existing Workplan How 1 Select Open from the File menu or pick a previously opened file from the list displayed 2 Select the desired file from the relevant location in your folder structure 3 Click on OK 2 2 Create a model file from an Asta Powerproject or Microsoft Project bar chart Why Create a model file from an existing file in a third party bar chart application How 1 Select New from the File menu and define the project name and other characteristics At Stage 1 of the Synchronise Project Wizard select the Change Connection F symbol Choose the relevant third party application from the drop down list and select OK 2 3 4 Select Existing Project and select to locate the relevant file 5 Select OK 6 Select Next 7 At stage 2 of the Synchronise Project Wizard select In from Microsoft Project or In from Asta Powerproject 8 Select Next 9 At stage 3 of the Synchronise Project Wizard highlight the changes to make to the ADePT model file using the tick boxes usually leave all changes highlighted 10 Select Finish 2 3 Create a model file from a Primavera bar chart Why Create a model file from an existing file in a third party bar chart application How 1 Sele
20. Report using the drop down list on the Subject group e Percent Planned Complete in the current Workplan period performance in completing tasks in the focus period e Work in Progress in the current Workplan period performance in progressing tasks in the focus period e Overall cumulative Percent Planned Complete performance in completing tasks over the life of the project e Overall cumulative Work in Progress performance in progressing tasks over the life of the project e Overall progress the proportion of days completed compared to the proportion on the baseline plan at the same time e Overdue days the number of outstanding days at each point over the life of the project e Projected project length the overall duration of the project 3 Select the responsibility to report for using the drop down list on the Subject group 4 Select the required report format by selecting Table or Chart from the Output group d9 eo ADePT Design Manager 1 1 New Project DE amp Manage Workplans View Edit Workplan Analyse Progress eile 7 i x e 0 E Table Report Percent Planned Complete In Period Baseline Constraints Reasons For Al Y Add Filter v Actual For Failure Analysis Output Subject Update Percent Planned Complete In Period 604 1200 4 1100 4 1000 454 soo 404 800 z354 700 2 4 0 so g Data Type 624 500 Planned Complete PPC q EE Tasks due to be completed 24 400 E Tasks act
21. Select the tick box under the Work at Risk section and enter an explanation which is normally a description of the decisions assumptions which are required 5 Click OK a3 Constraint Editor BAX Type Awaiting client sign off x Description Decision required Identified On 17 Mar 2008 Work At Risk Do not reschedule based on this constraint work at risk v Explanation Assume current design will be signed off Removal Expected 01 04 2008 v Remove Constraint on this Date Actual Resolution 6 15 Add a reason for failure to a task in a Workplan Why Where a task was due to be completed in the current Workplan Focus Period but it has not been able to be completed ensure that the reason is recorded How 1 Select the relevant task in the View Edit Workplan tab 2 Open the Reasons for Failure option 2011 Adept Management Ltd Page 32 adept management Itd ADePT design manager 3 Select the relevant reason for failure and select Add from the Reasons for Failure group on the View Edit Workplan tab Alternatively select the Reasons for Failure section and use the short cut INSERT 4 Select the reasons for failure Type from the drop down list and add an Explanation 5 Describe any Planned Remedial Action which is identified as necessary to correct the failure 6 Click OK a2 Reason Editor New BAX Type Awaiting supply chain input x Exp
22. anager and you will see the changes applied to the Workplan D UUs 09 ADePT Design Manager 1 3 Project omer Manage Workplans View Edit Workplan Analyse Progress de a P D 7 DP Eat RRRA Pie eae Add New Synchronize Export Import Publish Workplan Remove Task Workplan Reschedule Add Workplan With Plan Workplan Progress Dashboard Advice Workplan Finder Settings Dates Selected BG Split a Adions Show O Tools an Task Finder Workplan 15 Apr 2009 07 Jul 2009 stia a Before the end of hi ai J7 Issue 1 Status Managed Focus Period Stat 15 Apr 2009 Focus PerindEnd 12May2009 Finishing S Period Start 15 Apr 2009 Period End 07 Jul 2009 Ready Status Look Ahead Periods 2 Planned Project End 23 Dec 2008 Description Duration Responbaiy Progress View Al Tasks 458 O Filtered Tasks Ony 0 a a x i Bocan ol SEES z Wes Extemalld Name Duration A P111 11 Establish required rooms preferred room sizes an 75 5 Fitered 0 Selected P 1111 2 Establish preferred layout of spaces i 3 P 1 1 1 3 Estimate space allocation of major plant rooms o 5 4 was Everall Name P 11 1 14 Establish approximate building footprint amp locatio o 5 3 b 1111 5 Produce Concept building layout GA drawings o 5 c Task 1 1 1 1 has been PAA Issue concept GA layout drawings 0 0 1 2 111 201 Draw up a strategy for fire safety o 5 1 updated to 75 which 1
23. ange the project Name as ss scccsccsesscecstecssssxiacetncadeswea czas ious ERAEN ORRO EONA Ra Eini 6 3 2 Add or edit responsibilities for planning and managing your project eeseeeeeee 6 3 3 Edit the duration of a Workplan s Focus Period and or Look Ahead Periods 6 3 4 Set rules for the steps involved in creating new Workplan cceeeeeeeeeeeeeees 6 3 5 Set the Format for Exporting Workplans to MS Excel ceeceeceeceeceeeeeeeeeeeeeeees 7 3 6 Set the Format for Exporting Dashboard Reports to MS Excel eceeeeeeeeeeeeees 10 CHAPTER 4 CREATING A WORKPLAN sssssosssesesssosesesssssosssesesssosesssesososssesesosossseses 12 4 1 Create a new WOrkplan cccccscssvccsrcecccessisencvesiaaseceenedareasessewesesctesessnseooceseess 12 4 2 Select tasks for inclusion in a Workplan ssssssssssssssssssesessesssssseesssssseseesessess 12 4 3 Synchronize changes between ADePT Design Manager and Primavera 0se0 14 4 4 Synchronize changes between ADePT Design Manager and Asta Powerproject or MICFOSORC PFOJECE T E E A EAT 15 4 5 Add selected tasks to a Workplan ssssssssssssesssssssseesessssesecesssssseeesesssseeeeses 16 4 6 Remove a task from a draft Workplan sssssssssssssssssssssssessssssssseesssseseseesessese 17 CHAPTER 5 MANAGING A WORKPLAN ssssssssssssssssessssssssscesssssseceesssssseecesssssseeeesssss 18 5 1 Publish a Workplan to MS Excel cccecsesseee e
24. are roofing GA dravengs for elemental cost plan P Produce Concept ste layout GA drawings Produce Concept bulking layout GA drawings 3 r Draw up a strategy lor fire safety gt lor ere Draft Workplan 1B Agee typical wal types amp thickness dmensions D Hda ego ADePT Design Manager 1 3 Project Oeann AA ox Manage Workplans View Edit Workplan Analyse Progress PETE Edit B ABRAM SPH BB 2 OG Remove Add New Synchronize Export Import Publish Workplan Remove Task Workplan Reschedule Add E Workplan WithPlan Workplan Progress Dashboard Advice Workplan Finder Settings Dates selected BG Split ARCHITECTURE BUILDING SPACE PLANNING amp LAYOUTS BUILDING LAYOUITS CONCEPT BUILDING LAYOUTS Esta o gx 5 Scheduled 23 01 2008 to 0170272008 r 7 T 7 Eastest Planned Latest Stat 2340 2008 zvon z208 1070272008 End mazas loaz 14 02 2008 ith Activity ARCHITECTURE BUILDING SPACE PLANNING LAYDUTS BUILDING LAYOUTS CONCEPT BUILDING LAYOUTS E izj Information Requieemerks 0 j Nene Status Tew Output From E Outputs t Rane required spaces 1 Produce Concept bulking layout GA drawings Draw up a stiategy tor fre safety Draw up a stiategy foe acoustic performance 3 Reasons for Fahne 01 Task Details 3 Notes 0 2011 Adept Management Ltd Page 3 adept management Itd ADePT design manager CHAPTER 2 MANAGING A
25. ask properties are e Name e Duration e Responsibility e Description e Effort e Activity Category e Milestone e Project Stage 6 4 Edit the percent complete of a task in a Workplan Why Ensure that the current progress of any task is accurately captured and verified How 1 Select the field of the task in the Workplan and enter the required percentage using the up and down arrows or by overtyping the current entry Alternatively select the relevant task in the View Edit Workplan tab and enter the required percentage using the up and down arrows or by overtyping the current entry More Information By importing the updated spreadsheets created by ADePT Workplan Distributor and returned from the design team progress is automatically updated in the workplan when the file is re opened by ADePT Design Manager For more on this functionality please refer to the ADePT Workplan Distributor user manual 6 5 Identify and resolve out of sequence progress Why 2011 Adept Management Ltd Page 25 adept management Itd ADePT desi manager In certain instances during a project the activities may not follow the predetermined logic which was established during the planning phase Certain successors may actually be able to start before the full completion of their predecessors This is termed out of sequence progress In order for ADePT Design Manager to accurately reflect this scenario in the plan certain criteria must
26. b If progress has been captured out of sequence then this will be reported on a Progress Analysis dialogue box See 6 4 for a description of resolving out of sequence progress When promoted to send progress to an external schedule select Yes 2 At Stage 1 of the Synchronise Project Wizard if a synchronisation was undertaken when the bar chart file was first created then the same third party file will be the target of this synchronisation go to step 9 If a different file is the subject of this synchronisation select the Change Connection F symbol go to step 2 3 Choose the relevant third party application from the drop down list and select OK 2011 Adept Management Ltd Page 14 adept management Itd ADePT design manager 4 At stage 1 of the Primavera Connection Wizard enter the Primavera username password and database connection and select Test Connection 5 Select Next 6 At stage 2 of the Primavera Connection Wizard select the location in the Primavera EPS of the project 7 Select Next 8 At stage 3 of the Primavera Connection Wizard select Existing and select the project from the drop down list 9 Select Finish 10 Select Next to move to stage 2 of the Synchronise Project Wizard Note that two checks will be undertaken at this point firstly the ADePT file will be checked for any incompatibility issues such as overly long activity names or illegal characters which cannot be handled by th
27. be specified How 1 Select Reschedule on the View Sequence tab 2 If an out of sequence scenario exists you will be presented with the Progress Analysis prompt screen as below x Progress Analysis Activity Issues Modify activity to be not started Establish approximate building 2 Resolve predecessors Produce Concept building layo 1 Fix overall building footprint di Agree door amp glazed panel pos Finalise building elevation GA Resolution Incomplete Predecessor Establish preferred layout of spaces v Leave unresolved O Modify predecessor to be finished Change dependency to be nice to have tear Make part of the predecessor finished and part not started split Apply Apply to All l Ignore All Cancel 3 Depending on the scenario one of several options can be specified The first option is to Modify activity to be not started This option should be selected if the selected activity has been misreported or accidentally identified as being progressed The activity is then amended to have 0 progress If the reporting of progress is correct then the out of sequence progress associated with the incomplete predecessor needs to be resolved From the drop down menu select the chosen Incomplete Predecessor Then select one of the resolutions from the list These are described below o Leave unresolved This option assumes that progress on a successor can
28. ct How 1 Select Constraints from the Analysis group on the Analyse Progress tab 2 Select the required Report using the drop down list on the Subject group 3 Select the required report format by selecting Table or Chart from the Output group 7 5 View tabular or graphical reports of task failures in Workplans Why Gain an overview of current task failures and trends in the types numbers of failures throughout the project How 2011 Adept Management Ltd Page 38 adept management Itd ADePT design moaneger 1 Select Reasons for Failure from the Analysis group on the Analyse Progress tab 2 Select the required Report using the drop down list on the Subject group 3 Select the required report format by selecting Table or Chart from the Output group doo 9 ADePT Design Manager 1 1 New Project Ser x amp Manage Workplans View Edit Workplan Analyse Progress al pe Ed 8 C Table Report Constraints By Category In Current Period Task Baseline Constraints Reasons Progress v Actual For Failure Analysis Output Subject Update Reasons For Failure By Category And Period Opened St Johns Workplan to 9th April 2009 7 6 Export a tabular report to MS Excel Why Export tabular reports so that they can be manipulated in MS Excel How 1 Generate the required tabular report from the Analyse Progress tab 2 From the File menu select Save Analysis As 3 Select the file name and location o
29. ct New from the File menu and define the project name and other characteristics 2 At Stage 1 of the Synchronise Project Wizard select the Change Connection LA symbol 3 Choose the relevant third party application from the drop down list and select OK 4 At stage 1 of the Primavera Connection Wizard enter the Primavera username password and database connection and select Test Connection 5 Select Next 2011 Adept Management Ltd Page 4 adept management Itd ADePT design manager 6 At stage 2 of the Primavera Connection Wizard select the location in the Primavera EPS of the project 7 Select Next 8 At stage 3 of the Primavera Connection Wizard select Existing and select the project from the drop down list 9 Select Finish 10 Select Next 11 At stage 2 of the Synchronise Project Wizard select In from Primavera Six 12 Select Next 13 At stage 3 of the Synchronise Project Wizard highlight the changes to make to the ADePT model file using the tick boxes usually leave all changes highlighted 14 Select Finish 2 4 Save the model file you are working on Why Commit changes since you last saved the file How 1 Select Save from the File menu 2 5 Save a model file under a new name Why Commit changes since you last saved the file and save under a new name How 1 Select Save As from the File menu 2 Choose the preferred name and location for your file 2 6 Close a file Why Close a
30. dified property ActiveWorkPlan to value 15 04 2009 26 05 2009 on MadelManager Adept Modelling Common Manager MadelManager More Information The default Workplan settings are a Focus Period of 14 days and a Look Ahead Period of 2 x 14 days 28 days in total The selection criteria will default to give activities that are due to be worked on during the Workplan period Note that data in the bar chart on which the first Workplan is produced provides a baseline against which progress reporting is undertaken When calculating activity start and finish dates the ADePT Design software assumes that an activity with completed predecessors can commence starting on the Project Report Date status date or data date This same effect is achieved by default when scheduling within Asta Powerproject in Primavera by selecting Progress Override from within the scheduling options and in Microsoft Project by selecting Move End of Completed Parts After Status Date Back to Status Date and Move Start of Remaining Parts Back to Status Date in the Calculation tab on the Options dialogue box on the Tools menu 4 3 Synchronize changes between ADePT Design Manager and Primavera Why Update an existing bar chart with any new changes in the project data captured in ADePT Design Manager or update ADePT Design Manager with changes made in the bar chart How 1 Select Synchronize with Plan from the Action Status group on the Manage Workplans ta
31. e information requirement would be required How 1 Select the relevant task in the View Edit Workplan tab 2 Open the Information Requirements option 3 Select the required information requirement and select Edit from the Requirements group on the View Edit Workplan tab Alternatively right click on the relevant information requirement and select Edit Alternatively select the relevant information requirement and use the short cut F2 4 Select the tick box under the Tearing section and enter an explanation for the tear which is normally a description of the decisions assumptions which are required as a result of the tear 5 Click OK 2011 Adept Management Ltd Page 28 adept management Itd ADePT design manager 2 Requirement Editor Lee Status Not available Name mechanical plant room sizes Output from Establish indicative mechanical plant room amp riser locations sizes Classification A Critical Tearing Do not wait for this information to become available tear v Explanation Plant room sizes will be estimated Documents Name Reference Type ox Cen More Information See related help topics 6 5 View or edit the information requirements of a task in a Workplan 6 9 View or edit the outputs of a task in a Workplan Why Observe the current outputs of a task or edit them to ensure that they are relevant to the task How 1 Select the relevant ta
32. e third party planning tool In the event that compatibility issues are presented in a list select Apply and then Close to make the suggested changes to your ADePT file Secondly the third party file will be checked for any incompatibility issues There cannot be any such issues when the third party plan is initially created but from thereon issues such as missing ID numbers will result in a prompt stating that Some Changed to the External Plan are Required It is recommended that Yes is selected in order to make the changes 11 At stage 2 of the Synchronise Project Wizard select In from Primavera Six or Out to Primavera Six depending on which direction changes are being imposed 12 Select Next 13 At stage 3 of the Synchronise Project Wizard highlight the changes to make using the tick boxes usually leave all changes highlighted 14 Select Finish More Information ADePT Design Builder version 1 2 can be synchronised with Primavera version 6 Imposing a large number of changes on an external file can take a few minutes 4 4 Synchronize changes between ADePT Design Manager and Asta Powerproject or Microsoft Project Why Update an existing bar chart with any new changes in the project data captured in ADePT Design Manager or update ADePT Design Manager with changes made in the bar chart How 1 Select Synchronize with Plan from the Action Status group on the Manage Workplans tab If progress has been captured out
33. easons for failure and constraints on tasks e Full View a full table showing all properties of tasks More Information As progress on tasks is updated the number of overdue days is instantly updated Where the expected completed date of a task is changed the lateness of the task is instantly updated However overall changes to lateness and float are only calculated when the plan is rescheduled either within ADePT Design Manager when adding a new Workplan or within a third party planning tool which then needs synchronising with ADePT Design Manager at the time when a new Workplan is added Tasks which have no outstanding Information Requirements and Constraints are shown with the Can Do status Yes Tasks can have a Can Do status No and still appear on a current Workplan provided that they have no outstanding Constraints and the only outstanding Information Requirements are outputs from tasks which are due to be completed in the same Workplan 6 3 View the properties of a task in a Workplan Why Observe the current properties of a task How 1 Select the View Edit Workplan tab and select the relevant task 2 Open the Activity option to reveal the required task properties 3 Open the Advanced option to reveal the full set of task properties 2011 Adept Management Ltd Page 24 adept management Itd design moanagqer qato ADePT Design Manager 0 0 New Building Project meax Manage Workpla
34. ect initial O 5 10 06 2009 17 06 2009 Activity Category Design Project Stage D Design Development 1 1 1 1 09 Produce upper floor layout drawings to reflect init 0 5 11 06 2009 17 06 2009 4 i it AsSoonAsPossible s Exte j l 1111 10 Issue GA layout drawings reflecting initial Design 0 5 11 06 2009 1770672009 TOEA ori Possbk Ea aerala 1 11 21 Finalise room dimensions amp layout 0 5 11 06 2009 17 06 2003 111 22 Finalise wall types amp thickness dimensions 0 5 11 06 2009 17 06 2009 Information Requirements 4 none available 11 1 23 Agree door amp glazed panel positions 0 5 11 06 2009 17 06 2009 E Outputs 1 11 1 24 Finalise car park area space requirements O 5 11 08 2009 17 08 2009 111 25 Fix services space requirements plant rooms amp ri 0 5 11 06 2009 17706 2009 Ta Constraints 0 11126 Update car park level layout drawings to reflect f 0 5 11 06 2009 17 06 2009 Gay Reasons for Failure 0 11 1 27 Update upper floor layout drawings to reflect fina 0 5 11 06 2009 17 06 2009 N 0 11128 Issue GA layout drawings reflecting final Design o 5 11 06 2009 17706 2009 a Notes 0 1 1 21 1 Fix storey amp overall building height dimensions 0 5 11 06 2009 17 06 2009 11212 Produce building section GA drawings toreflecti 0 5 11 06 2008 17 06 2009 11221 Fix services space requirements horizontal dist O 5 11 06 2009 17 06 2009 a A a a eae ee Action Update active workplan period p More Information Main t
35. edules r ae a Peal m am Be J a Fejes Define Streamline Processes amp Optimise decision Deliver dependencies making process Management amp reporting ADePT is a highly structured approach to planning and subsequently managing the design activities within a complex project The approach is aimed at development of a design plan which is fully integrated across the design team members and based on the critical flows of information between them Subsequent management of information flows is regarded as a much better way of controlling the design process than simply monitoring production of deliverables or rate of fee spend There are three stages to planning with ADePT anda further management stage ADePT identifies a sequence of activities which minimises the iteration in the design process and ensures any assumptions which the team need to make are ones which can be made with confidence This is achieved by weighting the dependencies between activities The calculation of a sequence prioritises the availability of outputs associated with the most critical dependencies Any interdependent iterative groups of activities which remain in the process following sequencing are often multi disciplinary They represent places in the design process where design team members should work concurrently to solve the interdependent problem Usually they also represent elements of the product and therefore of the design output which req
36. ee eee eee eeeeeeeeeeseeeeeeeeeseeeeeeeeeeeeees 18 5 2 Write captured progress and constraints to a third party plan ceceeee eee ee eee 20 5 3 View all WOrkplanS sssirssccsncsscewssewsasvores sseinennvaticds caus bier nr ANENE E ESEE NE 21 5 4 Export the current Workplan or all Workplans to an MS Excel data table 21 5 5 Remove the current Workplan ssssosssesssssssssessesossssceseossssssessosssssssssosesee 21 5 6 Reschedule the dates of tasks within the ADePT Design Manager software 21 CHAPTER 6 REPORTING ON TASKS IN A WORKPLAN ceecesceeceeceeeeeceeeeeeeeeeeeeeeeeees 23 6 1 Import a Workplan from MS Excel cecceeceee eee eee eee eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeenees 23 6 2 View a summary of the properties of all tasks in a current Workplan 0068 23 6 3 View the properties of a task in a Workplan ssssssssssssssesssssssesessssssseeessssseeee 24 6 4 Edit the percent complete of a task in a Workplan sceeceeeeeeeeceeeeeeeeeeeeee 25 6 5 Identify and resolve out of seqUENCE PFOGreSs e cece sees cece eee ee eee eeeeeeeeeeeees 25 2009 Adept Management Ltd adept management Itd ADePT design manager 6 6 Edit the expected completion date of a task in a Workplan sceeeeeeeeeeeeees 27 6 7 View or edit the information requirements of a task in a Workplan eeeeee 28 6 8 Tear a task s information r
37. eeceeeeeeeeeeeeeeeeeees 36 7 1 Exporting a Dashboard Report to MS Excel sssssssssssssssssssssssssesesssssseeeesssssseee 36 7 2 View tabular or graphical reports of the project team s progress c eceeeeeeees 37 7 3 View tabular or graphical reports of the progress in the project against a baseline 37 7 4 View tabular or graphical reports of constraints on tasks in Workplans 6 38 7 5 View tabular or graphical reports of task failures in Workplans ceeceeeeeeees 38 7 6 Export a tabular report to MS Excel ssesssssssosessessssosesesssssosesessssoosesessessss 39 7 7 Export a graphical report as an iMAGE cc ecce ccc e eee e eee eeceeeceeeceeeceseeeseeeeeeeeaes 39 7 8 Preview and print a tabular or graphical REport cceccceeceeeceeeceeeceecceeceeeaes 40 2009 Adept Management Ltd adept management Itd ADePT design manager CHAPTER 1 INTRODUCTION 1 1 Welcome to ADePT Many programme over runs and cost over spends in complex projects are the result of design and engineering teams working with poorly co ordinated design information The ADePT technique and associated ADePT Design software suite are used to develop integrated design plans which ensure that designers are able to work together to generate a fully co ordinated design Plan Project amp discipline J lt Peg sch
38. efore using this user manual it might be useful to familiarise yourself with the general layout of the software and the terms which are used throughout the manual which relate to layout Firstly the product adopts the latest layout advocated by Microsoft office products which means that the File menu is not immediately obvious It can be found by clicking on the circle containing the product icon at the top left hand corner of the application A HI Q ADePT Design Manager 1 3 New Project gt 4 gt Manage Workplans View Edit Workplan Analyse Progress i 2 A eaaljeo ANET as oF lt 5 mN 3 Remove Add New Synchronize Export Import Publish Workplan Remove Task Workplan Reschedule Add 7 Workplan With Plan Workplan Progress Dashboard Advice Workplan Finder Settings Dates Selected amp Split Actions Show Tools Tasks This style of layout works by selecting the appropriate tab which in turn provides access to the tools required for the functionality being used Sometimes you will need to select the correct tab and other times the tab will be selected automatically as you navigate through the software There are three tabs in ADePT Design Builder Manage Workplans View Workplan and Analyse Progress 2011 Adept Management Ltd Page 2 adept management Itd design moneger This layout means that useful functions like Save Undo and Redo Navigate Back and Forward and Help denoted by a question mark are
39. equirement cc ece cece cece eee eeeeeeeeeeeeeeeeeeeeeeeeeees 28 6 9 View or edit the outputs of a task in a Workplan cece sees sees eee ee eee eeeeeeeeeee 29 6 10 Add a constraint to a task which is shown on a Workplan as due in a future Focus PONMOG si ss sessdsteavecd andre E deeetsecersddbsaeve ceuedanecdsadaueedheteescdsecwnesdiecess 29 6 11 Add new types of Constraint to a Project cece eee e cece eect eee ee eee eeeeeeeeeeeeeeees 30 6 12 Delete a constraint which is assigned to a taSk sssssssssesssssesessssssseeesessssees 31 6 13 Indicate that a constraint which is assigned to a task has been removed 31 6 14 Confirm that a task s timing is not to be affected by a constraint work at risk 32 6 15 Add a reason for failure to a task in a Workplan sce eceeceeeeeeeeeeeeeeeeeeeeees 32 6 16 Add new types of reason for failure to a project cece see ec eee e eee eeeeeeeeeeeeeeee 33 6 17 Edit a reason for failure which is assigned to a task ceeceeeeeeeee eee eeeeeeeeeee 33 6 18 Add notes associated with a task in a Workplan sssessssssssssssssssssssssessssssssees 34 6 19 Remove a note associated with a task in a Workplan sceeceeeeee eee eeeeeeeeeee 34 6 20 Update the project baseline cccscsscescenesneeneenesnsencsasenescesscsecessscseoees 34 CHAPTER 7 REPORTING ON PROJECT PROGRESS sceeceeceeceeceee
40. es can now be distributed to the project team for example by e mail 5 2 Write captured progress and constraints to a third party plan Why Having captured progress constraints reasons for failure and so on update the project s bar chart How 1 Select Plan from the Action Status group on the Manage Workplans tab If working in restricted mode select Archive to Plan from the Stage group on the Manage Workplans tab 2 The Synchronize to External Schedule dialogue box will ask whether ADePT Design Manager should write any new information such as changes to progress which have been captured If you wish to update changes in the bar chart select Yes then follow steps 4 1 or 4 2 otherwise select No Synchronize to External Schedule Xi 2 J Do you wish to send progress to an external schedule by synchronizing out to it More Information 2011 Adept Management Ltd Page 20 adept management Itd ADePT design manager In unrestricted mode progress can be written to a planning tool at any time This allows what if evaluation to be undertaken so that for example the affects of constraints can be seen in a plan before accepting the constraint dates 5 3 View all Workplans Why Access previous Workplans to investigate past events How 1 Select Workplans from the Show group on the Manage Workplans tab 2 Double click on the required Workplan 5 4 Export the current Workplan o
41. f the exported table 4 Select Save More Information Note that data can also be exported to MS Excel documents to allow distribution to the project team via use of ADePT Workplan Distributor MS Excel documents created in this manner can also be read back into the programme when they are updated in order to simply update the plan For more information please refer to the ADePT Workplan Distributor user manual 7 7 Export a graphical report as an image Why Export graphical reports so that they can be viewed as images How 1 Generate the required graphical report from the Analyse Progress tab 2011 Adept Management Ltd Page 39 adept management Itd ADePT m design oer 2 From the File menu select Save Analysis As 3 Select the file name and location of the exported graph 4 Select the required file type from the drop down menu 5 Select Save 7 8 Preview and print a tabular or graphical Report Why Generate a printed report of a table or graph of progress constraints or reasons for failure How 1 Select Print from the File menu 2 Select the relevant report to print Print Preview Cc Be HESA MRE 2 Bw 92 77 DAmni aA Pages Outine Swe e9 MOH a ALe 4 eI p ABe 1 edge ABE p 16s 1 MPs p IBe V 19 1 e201 1 2A 1 2211 2310 24r 1 12501 266 4 27 EST Page 1 Activities
42. gn off j Description Decision required Identified On 17 Mar 2008 Work At Risk Do not reschedule based on this constraint work at risk Explanation Removal Expected 01 04 2008 x Remove Constraint on this Date Actual Resolution More Information Constraints should be added to tasks which are due to be completed in a future Focus Period Tasks which are due to be completed in a current Focus Period but which are not able to be completed should have a reason for failure assigned rather than a constraint See related help topics 6 11 Indicate that a constraint which is assigned to a task has been removed 6 12 Confirm that a task s timing is not to be affected by a constraint work at risk 6 11 Add new types of constraint to a project Why Add types of constraint so that these can then be assigned to activities as required How 1 Select Workplan Settings from the Tools group on the Manage Workplans tab 2 Select Constraint Types from the menu on the left hand side of the dialogue box 3 Select Add and enter the name of the new Constraint 4 Select Close More Information See related help topics 6 13 Add new types of reason for failure to a project 2011 Adept Management Ltd Page 30 adept management Itd design moanagqer 6 12 Delete a constraint which is assigned to a task Why Where a constraint has been inaccurately assigned to a task remove it before publishing the Workplan
43. he existing project file O Always O Never Ask me each time ADEPT design Ao manager 3 Select the relevant optio e Restricting the man ns related to aging of Workplans e Reviewing settings of new Workplans e Calculating task sta rt and finish dates e Synchronising from third party planning application and e Saving the project file 4 Select Apply More Information Restricting the managing of Workplans to a fixed cycle of draft publish update and archive limits the flexibility of data transfer but means there is only ever one direction in which the cycle can progress The banner at the top of the screen will change to enable this way of working The following sections of this user manual refer to unrestricted and restricted modes id 9 amp Manage Workplans View Workplan Analyse Progres 7 VY pure B ADePT Design Manager 0 0 New Building Project s B Edit Draft E Workplans Workplan Add 8 Remove from Plan Setting s Selected Stage Show Tools Tasks 3 5 Set the Format for Exporting Workplans to MS Excel Why R Ensure that when exporting Workplans to MS Excel so that they can be distributed to team members they are created in the correct location on your computer that they appear as required and that information on the Workplans is structured as required How 1 Set up an Excel template file A sample template is pro
44. in fact continue despite the predecessor not being complete However the assumption is that the logic is retained and that there is still an inherent link between the two activities In other words an early start to the successor is allowed but the predecessor must be complete before the successor can be fully complete o Modify predecessor to be finished This option assumes that progress on a predecessor has not been updated and it is finished thus allowing the successor to proceed o Change dependency to be nice to have tear This selection tears the critical logic link between the two activities and enables the successor to continue without full completion of the predecessor This option would be relevant for example where an assumption has been made about the output from the predecessor o Make part of the predecessor finished and part not started split This option assumes that the predecessor can be broken down into two separate activities one of which is required before the successor can start the other being the full completion of the original predecessor In the last of the above options clicking Apply will bring up the Split Activity Editor dialogue box where detail about the two activities which are to be formed from splitting the single one can be specified This is completed in the same way as 2011 Adept Management Ltd Page 26 adept management Itd ADePT ie design moanaeger outlined in
45. ith level 1 then 2 and so on but ensure that Heading is selected as the Type on all groupings except the first which can be Heading or Workbook Select an appropriate text and cell colour for each grouping however ensure that where the first grouping is of the Type Workbook that no colour formatting is applied since colours can only be applied to Headings and not to Workbooks 2011 Adept Management Ltd Page 9 adept management Itd ADePT ie design monaeger ADePT WorkPlan Distributor DEAR Workplan Distribution Config C Documents and Settings YousafOmar ADEPT Desktop Workplan Distributors ADePT Project File C Documents and Settings YousafOmar ADEPT Desktop workplan Distributor Groups ich 27 amp Name Type Field Values Ensure Responsibility row in Responsibility Workbook Responsibility lt Every gt the Group field is not WBS 1 Heading WBS 1 coloured as this will corrupt the formatting of the output files Excel Template C Documents and Settings YousafC mar ADEPT Desktop Workplan Distibutor Adept Work Columns Name Field WBS WBS Label Extemal ID Extermalld Activity Name Name Responsibility Responsibility Start Start Finish Finish Activity Priority Priority v Outgoing Folder C Documents and Settings YousafOmar ADEPT Desktap Workplan Distributor Adept Work Incoming Folder C Documents and Settings YousafOmar ADEPT Desktop Workplan Dist
46. lanation Given On Planned Remedial a cone More Information A reason for failure can only be added to a task which was due for completion in the current Focus Period See related help topics 6 15 Edit a reason for failure which is assigned to a task 6 16 Add new types of reason for failure to a project Why Add types of reason for failure so that these can then be assigned to activities as required How 1 Select Workplan Settings from the Tools group on the Manage Workplans tab 2 Select Constraint Types from the menu on the left hand side of the dialogue box 3 Select Add and enter the name of the new Reason for Failure 4 Select Close More Information See related help topics 6 9 Add new types of constraints to a project 6 17 Edit a reason for failure which is assigned to a task Why Where tasks have had reasons for failure allocated ensure that these are accurately assigned How 1 Select the relevant task in the View Edit Workplan tab 2 Open the Reasons for Failure option 3 Select the relevant reason for failure and select Edit from the Reasons for Failure group on the View Edit Workplan tab Alternatively right click on the relevant reason for failure in the Reasons for Failure section and select Edit 2011 Adept Management Ltd Page 33 adept management Itd ADePT design manager Alternatively right click on the relevant reason for failure in the Reasons for Fail
47. n Progress Dashboard Advice Workplan Finder Settings Dates Selected BG Split Actions Show Tools Tasks Task Finder Workplan 15704 2009 26 05 2009 Starting WZ Before the end of this workplan p Issue 1 Status Managed Focus Period Start 15 04 2009 Focus PeriodEnd 28 04 2009 Finishing Period Start 15 04 2009 Period End 26 05 2009 Ready Status Look Ahead Periods 2 Planned Project End 16 04 2009 Description Duration Responsibility Progress View mj Al Tasks 1175 Fitered Tasks Ony 10 a Progress Status Z Not fished z WBS Extemalld Name D Priority Responsibiity 4 gt 1111 1 Establish required rooms preferred room sizes and adjacencies o 5 A Architecture Fiteed 0 Selected oy P 1111 2 Establish preferred layout of spaces o 5 A Architecture gt 1111 3 Estimate space allocation of major plant rooms 0 5 A Architecture WBS Extenalld Name D gt 11 1 1 4 Establish approximate building footprint amp location of cores o 5 A Architecture gt 1111 5 Produce Concept building layout GA drawings 0 5 A Architecture gt 11 1 16 Issue concept GA layout drawings o o A Architecture gt 1 1 1 201 Draw up a strategy for fire safety 0 5 A Architecture gt 1 1 1 2 02 Draw up a strategy for acoustic performance o 5 A Architecture gt 1 1 1 203 Agree typical wall types amp thickness dimensions 0 5 A Architecture gt 1 1 1 2 04 Agree space allocation of major plant spaces o 5 A Architecture gt 1 1 1 2 05 Fix overall building fo
48. nd 16 04 2009 Description Duration Responsibility Progress View mj Al Tacks 0 O Filtered Tasks Only 10 a z x Progress Status Z Not finished E WBS Extemalld Name D Start Finish Priority Fitered Selected 117 WBS Exteralld Name x o Ym 11 1 11 Establish required rooms preferred room sizes an 0 5 MZ gt 1 1 1 1 2 Establish preferred layout of spaces 0 5 F gt 1 1 1 1 3 Estimate space allocation of major plant rooms 0 5 7 gt 1111 4 Establish approximate building footprint amp locatio 0 5 A gt 1 1 1 1 5 Produce Concept building layout GA drawings 0 5 7 gt 1 1 1 1 6 Issue concept GA layout drawings 0 0 7 gt 1 1 1 201 Draw up a strategy for fire safety 0 5 m gt 1 1 1 2 02 Draw up a strategy for acoustic performance 0 5 7 gt 1 1 1 203 Agree typical wall types amp thickness dimensions 0 5 Z gt 1 1 1 2 04 Agree space allocation of major plant spaces 0 5 7 gt 1 1 1 2 05 Fix overall building footprint dimensions 0 5 Z gt 1 1 1 2 06 Fix building grid line positions 0 5 7 gt 1 1 1 207 Produce basement layout GA drawings to reflect 0 5 MY gt 1 1 1 2 08 Produce ground floor layout GA drawings to refle 0 5 MY amp 1 1 1 209 Produce upper floor layout GA drawings to reflec 0 5 MY amp 1 1 1 210 Issue GA layout drawings reflecting initial Design 0 0 Z gt 11 1 31 Finalise room dimensions amp layout 0 5 ME 11122 Einslica mall hinas thinknace dimancinne n CP lt gt lt gt Action Mo
49. ng folder 5 Select Apply 2011 Adept Management Ltd Page 11 adept management Itd ADePT design manager CHAPTER 4 CREATING A WORKPLAN This chapter describes how to create a Workplan prior to making it available to the project team 4 1 Create a new Workplan Why Create a new Workplan for the project team at the start of a Workplan reporting period How 1 Select Add New Workplan or Draft if working in restricted mode from the Workplan group on the Manage Workplans tab 2 If progress has been captured out of sequence then this will be reported on a Progress Analysis dialogue box See 6 4 for a description of resolving out of sequence progress More Information On the first ever Workplan this will open the Workplan Settings dialogue box on subsequent Workplans it will open a dialogue box prompting a review of the current Workplan Settings Select Yes to review and change settings such as the length of the Workplan focus period or No to use the default settings or the settings from the previous Workplan 4 2 Select tasks for inclusion in a Workplan Why Ensure that only the required tasks are included on each Workplan How 1 Select Add New Workplan or Draft if working in restricted mode from the Workplan group on the Manage Workplans tab If progress has been captured out of sequence then this will be reported on a Progress Analysis dialogue box See 6 4 for a description of resolving ou
50. ns View Workplan Analyse Progress D z omen b w Be Be el 8 amp E Workplan Viewer 15 05 2009 25 06 2003 Task Viewer 1 1 1 1 05 Agree space allocation of major plant spaces Issue 2 Status Planned wes ARCHITECTURE BUILDING SPACE PLANNING amp LAYOUTS BUILDING LAYOUTS FIRST ISSUE D Focus Period Stat 15 05 2009 Focus PeriodEnd 28 05 2009 Completed x J Period Start 15 05 2009 Period End 25 06 2009 Scheduled 11 06 2009 to 17 06 2008 Look Ahead Periods 2 Planned Project End 09 07 2009 TER B Expected Completion Date J Activity Progress View ix AlTasks 147 O Fitered Tasks Ory 0 L Name Agee space allocation of major plant spaces wes 14 1105 WBS Extemalld Name D Statt Finish IA Duration days Completed 0 Responsibility Architecture 1 1 1 1 01 Draw up a strategy for fire safety 0 5 11 06 2009 17 06 2009 1 1 1 1 02 Draw up a strategy for acoustic performance O 5 11 06 2009 17 08 2009 E Scheduled from 11 Jun 2009 to 17 Jun 2009 11 11 03 Agree typical wall types amp thickness dimensions 0 5 11 06 2009 17 06 2009 E Advanced 1111 04 Agiee space allocation of car park areas 11 06 2009 17 06 2009 ofiii Agtee space allocation of major plant spaces oa 11 ae 2009 1706 2008 Description Milestone 1 1 1 1 08 Fix overall building footprint dimensions O 865 11 08 2009 17 08 2009 TR E Hees 1 1 1 1 07 Fix building grid line positions 0 5 11 06 2009 17 06 2009 1 1 1 1 08 Produce car park level drawings to refl
51. nst an agreed plan e Ensuring tasks are fully completed in line with the agreed plan and not allowed to remain incomplete for longer than is necessary e Identifying reasons that tasks are unable to be completed e Identifying constraints on forthcoming tasks and taking action to remove those constraints e Ensuring the flow of information and documentation through a process is achieved in line with the agreed plan 1 3 About this user manual This user manual describes how each item of functionality in ADePT Design Manager is accessed and executed Each section covers the reasons for the functionality why how it is executed including any alternative methods how and any additional information The document has been deliberately kept brief for a user manual with each section being presented as a series of brief steps supported by screen shots where necessary Each section can be read in isolation However the manual is laid out in the order that users should logically follow the functionality of the software mirroring the steps of the ADePT methodology which the software enables Therefore the user manual can also be used as a tutorial if necessary although specific tutorial material is available It is recommended that this user manual is used as a reminder when needed of the functionality in the software and that initial familiarisation with the software is achieved through the training which is available 1 3 The basics B
52. of sequence then this will be reported on a Progress Analysis dialogue box See 6 4 for a description of resolving out of sequence progress When promoted to send progress to an external schedule select Yes 2 At Stage 1 of the Synchronise Project Wizard if a synchronisation was undertaken when the bar chart file was first created then the same third party file will be the target of this synchronisation go to step 5 If a different file is the subject of this synchronisation select the Change Connection F symbol go to step 2 3 Choose the relevant third party application from the drop down list and select OK 4 Select Existing Project and select to locate the relevant file 5 Select OK 2011 Adept Management Ltd Page 15 adept management Itd ADePT ie design manager 6 Select Next to move to stage 2 of the Synchronise Project Wizard Note that two checks will be undertaken at this point firstly the ADePT file will be checked for any incompatibility issues such as overly long activity names or illegal characters which cannot be handled by the third party planning tool In the event that compatibility issues are presented in a list select Apply and then Close to make the suggested changes to your ADePT file Secondly the third party file will be checked for any incompatibility issues There cannot be any such issues when the third party plan is initially created but from thereon issues such as missing ID numbers
53. on Changing the expected completion date of a task will automatically update the expected duration and the percent complete of the task The expected duration is the full elapsed duration between the task start and finish dates while the progress is updated to be accurate on the date at the end of the focus period based on the expected completion date entered 2011 Adept Management Ltd Page 27 adept management Itd ADePT design manager 6 7 View or edit the information requirements of a task in a Workplan Why Observe the current information requirements of a task or edit them to ensure that they are relevant to the task How 1 Select the relevant task in the View Edit Workplan tab 2 Open the Information Requirements option 3 Select the required information requirement and select Edit from the Requirements group on the View Edit Workplan tab Alternatively right click on the relevant information requirement and select Edit Alternatively select the relevant information requirement and use the short cut F2 4 Amend the properties of the information requirement as required 5 Click OK More Information See related help topics 6 6 Tear a task s information requirement 6 8 Tear a task s information requirement Why Tearing an information requirement allows the task to proceed without being affected by any delay in the preceding task which creates the information A decision assumption about th
54. otprint dimensions 0 5 A Architecture gt 1 1 1 206 Fix building grid line positions o 5 A Architecture gt 1 1 1 207 Produce basement layout GA drawings to reflect initial Design 0 5 A Architecture gt 1 1 1 2 08 Produce ground floor layout GA drawings to reflect initial Desig 0 5 A Architecture gt 1 1 1 209 Produce upper floor layout GA drawings to reflect initial Design o 5 A Architecture gt 1 1 1 210 Issue GA layout drawings reflecting initial Design Development 0 o A Architecture gt 11 1 31 Finalise room dimensions amp layout o 5 A Architecture gt 11 1 32 Finalise wall types amp thickness dimensions 0 5 A Architecture gt 11 1 33 Agree door amp glazed panel positions o 5 A Architecture gt 11 1 34 Fix services space requirements plant rooms amp risers o 5 A Architecture gt 11 1 35 Update basement layout GA drawings to reflect final Design D o 5 A Archtectwe 4 9 GI a mEn ae mar Action Add selected tasks to active workplan po 2011 Adept Management Ltd Page 16 adept management Itd ADePT design manager More Information See related help topic 4 3 Select tasks for inclusion in a Workplan 4 6 Remove a task from a draft Workplan Why Ensure that only the required tasks are included on each Workplan How 1 Select the relevant task and select Remove from the Tasks group on the Manage Workplans tab Alternatively select the relevant task and use the short cut SHIFT DELETE 201
55. r all Workplans to an MS Excel data table Why It can be useful to have the Workplan represented in a file format which is easily reviewed by project team members How 1 Select Export from the File menu 2 Choose Export Current Workplan or Export All Workplans 3 Select the location and name of the file to be created 4 Select Save 5 5 Remove the current Workplan Why Remove all record of the current Workplan How 1 Select Remove from the Workplans group on the Manage Workplans tab 2 When prompted to remove Workplan select Yes 3 When prompted to confirm the removal of the current Workplan select OK 5 6 Reschedule the dates of tasks within the ADePT Design Manager software Why Prior to writing captured progress and constraints to a third party plan it may be desirable to understand the impact of current progress on specific activities or on the overall plan How 1 Select Reschedule Dates from the Tools group on the Manage Workplans tab 2 If progress has been captured out of sequence then this will be reported on a Progress Analysis dialogue box See 6 4 for a description of resolving out of sequence progress More Information Rescheduling within the ADePT Design Manager software is necessary if reports such as overdue days or lateness are to be reported as a result of the current progress When adding 2011 Adept Management Ltd Page 21 adept management Itd ADePT design manager a ne
56. ributor Adept Work Open Import Export Save 7 Once all the above steps have been carried out the settings can be saved by selecting Apply 3 6 Set the Format for Exporting Dashboard Reports to MS Excel Why Ensure that the Dashboard is created in the correct location on your computer that they appear as required and that information transferred to the Dashboard is structured as required How 1 Set up an Excel template file A sample template is provided in C Program Files AML Technologies Adept Design Suite and it is recommended to use this as a starting point 2 Open the Workplan Settings dialogue by selecting Workplan Settings from the Tools group followed by Dashboard Publishing Workplan Settings os il Properties Excel Template C Program Files AML Technologies Adept Design Suite Dashboard Template xls Constraint Types Outgoing Folder Open Processes Workplan Distribution 2011 Adept Management Ltd Page 10 adept management Itd ADePT design manager 3 Identify the MS Excel template which is required for the project progress information to be exported It is recommended that when first using the Dashboard Publisher that the generic MS Excel template is used This can then be personalised by the user or company to reflect corporate branding or preferred layout and used as a default in future 4 Select the location which the created Dashboard file will be located the Outgoi
57. sk in the View Edit Workplan tab 2 Open the Outputs option 3 Select the required output and select Edit from the Outputs group on the View Edit Workplan tab Alternatively right click on the relevant information requirement and select Edit Alternatively select the relevant information requirement and use the short cut F2 4 Amend the status of the output as required 5 Click OK 2 Output Editor Joe Status Not available s Name requirement for plant spaces Documents Name Reference Type Co Cer 6 10 Add a constraint to a task which is shown on a Workplan as due in a future Focus Period Why 2011 Adept Management Ltd Page 29 adept management Itd ADePT design manager Where tasks have known constraints which mean they cannot currently be undertaken then indicate the constraint on the Workplan How 1 Select the relevant task in the View Edit Workplan tab 2 Open the Constraints option 3 Select Add from the Constraints group on the View Edit Workplan tab Alternatively click on the Constraints section and use the short cut INSERT 4 Select the constraint Type from the drop down list and add a Description 5 Assign the date when the constraint is Expected to be removed and indicated whether the constraint should be automatically removed on the date using the tick box 6 Click OK ad Constraint Editor Joe Type Awaiting client si
58. t of sequence progress On the first ever Workplan this will open the Workplan Settings dialogue box on subsequent Workplans it will open a dialogue box prompting a review of the current Workplan Settings Select Yes to review and change settings such as the length of the Workplan focus period or No to use the default settings or the settings from the previous Workplan 2011 Adept Management Ltd Page 12 adept management Itd design manager A HU egg ADePT Design Manager 1 3 Project X Manage Workplans View Edit Workplan Analyse Progress D R amp B ob 2 3 pE Add New Synchronize Export Import Publish Workplan Remove Task Workplan Reschedule Ad Workplan With Plan Workplan Progress Dashboard Advice Workplan Finder Settings Dates Selected B split Actions Show Tools Tasks oo eee es T Name Issue Start Finish Fi Workplan 15 04 2009 26 05 2009 Issue Status f Workplan Settings Weg Bane Building Project Start Date o January 2009 m Constraint Types OI January 2009 _ i Processes Planner Manager Focus Interval 14 days Look Ahead Intervals 2 x 14 days Current Workplan None Next Workplan 01 01 2009 11 02 2009 AlTasks0 Fitered Tasks Only 0 _ Summary D Start Finish O Workplans 1175 Activities 6 Dependencies 1019 Information Flows 0 Documents 7 Responsible Entities 7 Disciplines 0 Companies 0 Roles ADPT
59. te group on the Analyse Progress tab 2 Select one of the following Only New Activities to set the baseline date on activities which have been added to the project since the baseline was first set then Finish All Activities to reset the baseline on all activities then Finish A Selection of Activities to be given the choice of which activities to reset the baseline and then Next 3 Where A Selection of Activities is chosen select the relevant activities to have their baseline dates reset using the WBS tree view and then select Finish 2011 Adept Management Ltd Page 35 adept management Itd ADePT design manager CHAPTER 7 REPORTING ON PROJECT PROGRESS This chapter describes how reports on progress and performance are generated 7 1 Exporting a Dashboard Report to MS Excel Why Create a visual Dashboard of project status How 1 Select Publish Dashboard from the Action group Note that if no outgoing folder is selected in which to generate the dashboard a warning message will be shown and OK should be selected Dashboard Publisher Ci An outgoing folder must be specified in Dashboard Publisher settings Cen 2 The Workplan Settings dialogue will open and Dashboard Publishing should be selected Workplan Settings 3 Boa x Properties Excel Template C Program Fies AML Technologies Adept Design Sute Deshboard Templatexis Open Constraint Types Outgoing Folder Opens
60. ually completed 154 300 104 200 54 100 z 7 r o 2 Qn 2 2 o Xp Qs 2 2 p 2 a a b o o D h by K fe Te d by bp t h e a amp t amp Dat Opened Gracechurch Street v16 me 7 3 View tabular or graphical reports of the progress in the project against a baseline Why 2011 Adept Management Ltd Page 37 adept management Itd ADePT design manager Understand the overall progress of the project against the original baseline plan How 1 Select Baseline v Actual from the Analysis group on the Analyse Progress tab 2 Select the required Report using the drop down list on the Subject group 3 Select the required report format by selecting Table or Chart from the Output group yy A9 OO ADePT Design Manager 1 1 New Project x R Manage Workplans View Edit Workplan Analyse Progress wr call e b C Table Report Activities Completed To Date My Reset Baseline Constraints Reasons For All Ys Add Filter For Failure Analysis Output Subject Update Task Progress Activities Completed To Date For All Baseline iramane ninia e More Information Note that baseline curves are created from data in the bar chart on which the first Workplan is produced 7 4 View tabular or graphical reports of constraints on tasks in Workplans Why Gain an overview of current task constraints and trends in the types numbers of constraints throughout the proje
61. uire co ordination Having produced a target design plan the design process needs to be controlled ADePT incorporates an approach to process control which pre empts deviation from the target schedule by analysing constraints which then allows the plan to be kept up to date and used in meaningful way In Summary the ADePT methodology and the ADePT Design software suite provides a means of planning managing and controlling the delivery of a project on the basis of co ordinated interdisciplinary working There are many benefits to decision makers from utilising this approach the number of assumptions that cannot be made with confidence is minimised risk and cost implications can be understood and subsequently managed wasteful iteration can be eliminated and focus can be given to taking interconnected decisions quickly and effectively Ultimately the approach offers a means of planning controlling and managing projects in an informed coherent and achievable manner 2011 Adept Management Ltd Page 1 adept management Itd ADePT design manager 1 2 Welcome to ADePT Design Manager ADePT Design Manager enables Project Managers Design Managers and Planners to monitor and control project processes which have been planned using ADePT Design Builder by implementing the control stage of the ADePT technique Complex project and business processes can be controlled by e Agreeing a plan of work e Regularly reporting progress agai
62. ure section and use the short cut F2 4 Amend the reason for failure as required 5 Click OK More Information See related help topics 6 13 Add a reason for failure to a task in a Workplan 6 18 Add notes associated with a task in a Workplan Why Record notes or comments against a task in a Workplan How 1 Select the relevant task in the View Edit Workplan tab 2 Select Add from the Notes group on the View Edit Workplan tab Alternatively open the Notes section and use the short cut INSERT 3 Type the details of the note to add 4 Click OK aJ Note Editor New BAX Note Written On By ee Hennes 6 19 Remove a note associated with a task in a Workplan Why Remove superseded notes or comments which have been recorded against a task in a Workplan How 1 Select the relevant task in the View Edit Workplan tab 2 Open the Notes option and select the relevant note 3 Select Remove from the Notes group on the View Edit Workplan tab Alternatively right click on the relevant note and select Remove Alternatively select the relevant note and use the short cut SHIFT DELETE 6 20 Update the project baseline Why Change the baseline dates on some or all of the activities in a project so that performance is measured against an up to date baseline 2011 Adept Management Ltd Page 34 adept management Itd ADePT design manager How 1 Select Reset Baseline from the Upda
63. ut you want to capture any new comments The image below shows what you expect to see when mapping column headings to data fields Note that some columns in your template may not have corresponding data fields in ADePT Design Manager such as change in The field which corresponds to these columns should be left blank 2011 Adept Management Ltd Page 8 adept management Itd ADePT design manager Columns 2 Field a WBS WBS Label ES 6 To group activities on a Workplan by code types and values such as WBS you are required to set up groups at 6 Select the Add symbol oF and you will be presented with the Group Definition Editor dialogue EE Group Definition Editor Name Responsibilit Type Workbook Property Responsibility Values O All Every O Some Cell Color _ Text Color B Heading Preview To group activities by responsibility or any other code type into separate Excel workbooks select Responsibility as the Property and Workbook as the Type in the first grouping All responsibilities can be grouped in the same workbook by selecting All under the Values option or a selection can be grouped into a single workbook by selecting Some however it is recommended that for all grouping the option Every is selected so that every code value is represented in its own workbook Add further groupings as required normally all levels of the WBS starting w
64. vided in C Program Files AML Technologies Adept Design Suite and it is recommended to use this as a starting point Add remove or rename column headings add logos and amend colours but do not change the layout of the first set of rows in the template which contain the project name and dates the colours can be changed Project Project Name Add your logo Workplan start date T dan 2008 Focus period end date 5 don 200 Look ahead period end date 23 dan 2009 WBS ExtemaliD Activity Name Responsibility Stat Curent New Change Expected Date Constraint Frish Activity Priority Criical Reason for Failure Constraint ate Complete Complete in Completion Date Expected to be Removed Explanation Planned Action General Comments 2011 Adept Management Ltd Page 7 adept management Itd ADePT design manager 2 Open the Workplan Settings dialogue by selecting Workplan Settings from the Tools group followed by Workplan Distribution Note that this dialogue can also be opened by selecting Export Workplan from the Actions group Workplan Settings e Properties Groups Constraint Types 6 a 36 S Import Config 1 Processes Type Field Values Oaa Nam Workplan Distribution Dashboard Publishing Excel Template C Program Files AML Technologies Adept Design Suite Workolan Template xis 2
65. w Workplan dates can be synchronised from an external plan so that the dates in the new Workplan will be fully aligned with the external plan even if a reschedule has been run within the ADePT software 2011 Adept Management Ltd Page 22 adept management Itd design moaneger CHAPTER 6 REPORTING ON TASKS IN A WORKPLAN This chapter describes how to report on the progress and properties of tasks in Workplan using ADePT Design Manager Note that the same actions are also able to be performed using the ADePT Workplan Distributor Please refer to the relevant user manual for detailed information 6 1 Import a Workplan from MS Excel Why Ensure that progress constraints and so on captured in exported Workplans is imported to ADePT Design Manager before staring a next Workplan cycle or updating a schedule How 1 Gather updated Excel Workplans from the project team and place them in the Incoming Folder Curent New Change Expected ea ee Acioun Complete Complete in Completion Date Reason for Failure Constraint 15 Apr 2009 21 Apr 2009 Resource not available 22 Apr 2009 28 Apr 2009 Here an update has been made for task 1 1 1 1 2 Select Import Progress from the Action group You will be shown how many changes need to be applied to the file in ADePT Design Manager and will be given the opportunity to reject any changes by deselecting them from a tick list 3 Review the Workplan in ADePT Design M
66. will result in a prompt stating that Some Changed to the External Plan are Required It is recommended that Yes is selected in order to make the changes 7 At stage 2 of the Synchronise Project Wizard select In from Microsoft Project Out to Microsoft Project In from Asta Powerproject or Out to Asta Powerproject depending on which direction changes are being imposed and the third party application 8 Select Next 9 At stage 3 of the Synchronise Project Wizard highlight the changes to make to the third party file using the tick boxes usually leave all changes highlighted 10 Select Finish More Information ADePT Design Builder version 1 2 can be synchronised with Microsoft Project 2003 and 2007 versions and Asta Powerproject versions 9 and 10 Imposing a large number of changes on an external file can take a few minutes 4 5 Add selected tasks to a Workplan Why Following selection of required tasks in the Task Finder add them to a new Workplan How 1 Following the selection of required tasks in the Task Finder click Add Selected from the Tasks group on the Manage Workplans tab la a ADePT Design Manager 1 3 Project Serr R Manage Workplans View Edit Workplan Analyse Progress D 3LAD M25 as we z OG Remove Add New Synchronize Export Import Publish Workplan Remove Task Workplan Reschedule Add Workplan With Plan Workpla

ADePT Design Manager User Manual - 1.3

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