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Download Project Management Manual
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Click Here & Upgrade PDF Complete Expanded Features Unlimited Pages Documents Table Of Contents 1. Scheduling ............................................................................................................................1 What is Scheduling? .................................................................................................................... 1 Overview of Schedule Settings .................................................................................................. 1 Bar Graph Display Options ........................................................................................................4 Comparison of the Three Schedule Views .................................................................................... 5 Overview of Job Settings .......................................................................................................... 8 Overview of Activity Details Dialog ........................................................................................... 11 How do I use the Schedule? / How do I Read The Bar Chart? ...................................................... 14 Navigating the Bar Chart Display ............................................................................................. 16 Working With The Bar Chart and Schedule ................................................................................ 17 Creating Jobs ........................................................................................................................ 18 Importing a Job from ComputerEase Job Costing: ...................................................................... 18 Importing a Job from an MPX File - SureTrak or Microsoft Project ................................................ 19 General Hints on Creating the Activity List ................................................................................ 19 Manipulating the Schedule ...................................................................................................... 20 Deleting an Activity ................................................................................................................ 22 Filtering Activities .................................................................................................................. 24 Using Links ........................................................................................................................... 27 How do I Schedule Resources? ................................................................................................ 29 CrewBuilder .......................................................................................................................... 34 Assigning Resources............................................................................................................... 43 2. Daily Schedule Board ..........................................................................................................49 Daily Schedule Board ................................................................................................................ 49 3. Work on Documents ...........................................................................................................59 Work on Documents.................................................................................................................. 59 Getting Started ..................................................................................................................... 59 Correspondence Log............................................................................................................... 75 Requests for View Change ...................................................................................................... 89 4. View Docket........................................................................................................................95 View Docket ............................................................................................................................. 95 5. Meeting Minutes .................................................................................................................99 Meeting Minutes ....................................................................................................................... 99 What Are Meeting Minutes? ..................................................................................................... 99 6. Contacts ........................................................................................................................... 109 Contacts ................................................................................................................................ 109 Entering new contacts .......................................................................................................... 109 iii
