The Packages Schedule tab tab works in conjunction with the Package Lead Days featurePackage Planning / Actual 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 works in conjunction with the Packages > Package Planning / Actual feature.

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1. Project Filter - Filter the list of packages by one or more Projects.

2. Model Filter - Filter the list of packages by one or more Models.

3. Division Filter - Filter the list of packages by one or more Divisions.
4. Category Filter - Filter the list of packages by one or more Categories.

5. Phase Filter - Filter list of packages by Phase including Office, Purchasing, Shop, and Field.
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6. Date Window Filter - When enabled the date window filter will filter the schedule data table to items whose date is a specified number of days before and after the current date. This tool is targeted at those who prefer to view packages within a consistent date range window every time the page is loaded. See the Date Window Filter article for more information on using this feature.
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7. 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.

8. 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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9. 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).

      1. The Project row's Start Date and End Date are associated with the Project Target Start Date and Target End Dates Admin > Company > Projects.Image Added
         
         

      2. The project row includes 2 different Gantt bars:

         1. Thin multicolored bar - The Project Target Start Date and Target End Date are represented by the colored thinner bar in the project row.Image Added
            
            
            

            1. Red - Indicates the time period before any package phase in the project has a Phase Start Date.
            2. Green - Indicates the time period when at least one package has a Phase Start Date.
            3. Yellow - Indicates the time period after any package phase in the project has a Phase Start Date.
            4. Start Date and End Date column dates - The Start Date (6/15/2021) and End Date (9/28/2021) in the project row correspond to the thin bar (Project Target Start Date and Target End Date).
         2. Thick black bar - All of the Project’s Package Phase Start Dates and Lead Days are represented by a thicker black bar in the project row.
            
            

   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)

10. Gantt chart bars - Gantt chart bars are color-coded based on the package's Tracking Status.

11. 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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12. 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.
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13. 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.

14. Holiday dates - The Holiday date columns are highlighted in light red. A Holiday is treated as a business day.

15. 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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16. 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.
       
       

17. 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.Image Added
       
       
       

    3. Hover over any package to display progress statistics.Image Added
       
       
    4. Hover over any phase to display Estimated and Earned hours as well as Planned and Actual Start/Finish dates.Image Added
       
       
       

18. 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.Image Added
       
       
       
    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. 
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    5. Once a date has been changed from the Schedule, refresh the Package’s > Properties > Planning page to display the updated information. 
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