The Packages Schedule tab tab works in conjunction with the Package Package Lead Days feature.

Color-Coded by Tracking Status

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Hover Information

Hovering over a package displays package details and the Tracking log.  Click the package bar to open a new page with the package details. 

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Edit Schedule

1. A package's start date or end can be moved to a new start date if its progress is at 0% complete.
2. A package's end date can be moved even if progress has started.
3. An entire package can be clicked/dragged to change the start and end date if its progress is at 0% complete.
4. Package start and end dates are independent and must be individually adjusted.
5. A package cannot be split into more than one package with separate start and end dates.

Videos

See the Packages Module Overview webinar CSG Webinar: STRATUS In-Depth Series, The Packages Module for more information.

Packages Schedule

The Packages Schedule tab was re-worked on 8/7/2021 to work in conjunction with the Package Lead Days feature.

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1. Project Filter - Filter list of packages by Project.

2. Model Filter - Filter list of packages by Model.

3. Phase Filter - Filter list of packages by Phase including Office, Purchasing, Shop, and Field.
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4. BIM Area checkbox - If BIM Areas are defined under Projects > Areas, checking the BIM Area checkbox will add a row for each BIM Area (Ex. Level 01 - Area A) and group packages under the BIM Areas.

5. Expand All / Collapse All - When the schedule is expanded, clicking the Collapse All button will collapse all package rows so that the package Phases (Office, Purchasing, Shop, Field) do not display.
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6. Name Column Hierarchy - The Name column hierarchy includes the following. See the screenshot at the top of this section:

   1. Project name - (Ex. GTP - ITM - CAD - Master)

   2. BIM Area - If a BIM Area is checked and defined it will display (Ex. Level 01 - Area A)

   3. Package Number and Name - (Ex. GTP001-PPF-001-L01 A)

   4. Phase - Package Phases (Office, Purchasing, Shop, Field)

7. Gantt chart bars - Gantt chart bars are color-coded by the package's Tracking Status.

8. Today and Current Date Line - The Current Date Line is indicated by a blue dashed line from the date to the bottom of the chart. Click the Today button to jump to the Current Date Line.
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9. Center Gantt chart on a selected row - To focus the Gantt chart on a row, click the row. The row will highlight green and Phase bar will be centered in the Gantt chart.
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10. Weekend dates - The Weekend date columns are highlighted in light blue. These are ignored for business days. Moving or resizing a Gantt bar will automatically adjust for the weekend.

11. Holiday dates - The Holiday date columns are highlighted in light red. Holidays are treated as a business day.

12. Sort - Packages can be sorted in Ascending or Descending order by Name, Start Date, End Date, or Duration. For example, to sort packages by End Date:

    1. Click the column header. The packages will sort. Click again to sort in the opposite direction.

    2. Click the 3-dots within the column header and select either Sort Ascending or Sort Descending.
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13. Filter - Packages can be filtered by Name, Start Date, End Date, or Duration. For example, to filter packages by Start Date:

    1. Click the 3-dots within the column header and expand Filter.
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    2. Expand the equality/inequality list and select an option.
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    3. Then enter or select the date and click FILTER.
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    4. The filter does not return if the page is refreshed.

    5. A filter list can be further filtered by other columns.
       
       

14. When a package is created:

    1. The package’s Start Date, End Date, and Duration for each phase will display as a row on the Schedule.
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    2. Hover over any phase to display information. Notice the Duration of 8 days corresponds with the Company level Package Category (Mechanical Piping) and its Office Lead Days setting of 8 days.
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15. There are multiple ways to Edit Start Dates or End Dates in the Schedule:

    1. Package > Properties > Planning (Recommended) - The most Lead Day information is available in the Package’s Planning area and is the best place to edit dates.

    2. Click and drag the entire Gantt bar - To change the Start Date and End Date simultaneously, move the cursor over the bar and then click and drag the bar to the new date.

       1. Note: If the Phase to the right (Ex. Shop) is locked (see the lock icon), then the Phase to the left (Purchasing) cannot be moved.
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    3. Click and drag the left edge (Start Date) or right edge (End Date) - Hover over the left or right edge until the cursor changes to horizontal arrows.
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    4. Once a date has been changed from the Schedule, the Package’s > Properties > Planning information will change. In this case, changing the Office End Date by 2 days increased the Lead Days by 2 days and changed the Purchasing Start Date.
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