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

Packages Schedule

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

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.
   
   
   

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.
   
   
   

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 based on 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.
   
   
   

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 the Phase bar will be centered in the Gantt chart.
   
   
   

10. Weekend dates - The Weekend date columns are highlighted in light blue. These are ignored for business day calculations. Moving or resizing a Gantt bar will automatically adjust for the weekend.

11. Holiday dates - The Holiday date columns are highlighted in light red. A Holiday is 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.
       
       
       

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.
       
       
       

    2. Expand the equality/inequality list and select an option.
       
       
       

    3. Then enter or select the date and click FILTER.
       
       
       

    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.

    2. The minimum duration for any phase (Office, Purchasing, Shop, or Field) is 1 day.
       
       
       

    3. 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.
       
       
       

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.
          
          
          

    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.
       
       
       
    4. Edit Start Date or End Date Column Field - Double-click the phase Start Date or End Date, edit the date by entering the date or using the calendar, click a different row to save. The Gantt chart will update. 
       Image Added
       
       
    5. Once a date has been changed from the Schedule, refresh the Package’s > Properties > Planning page to display the updated 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.