The Master Shop Schedule provides an interface where the shop manager can see the entire shop schedule requirements based on the onsite dates the project managers, supervisors or foremen has entered across all jobs. This is designed to manage a "just in time" delivery of packages from the shop to the field.
This screen has all the normal features for the Gantt chart schedule. There is another help pages outlining all the features.
The Shop Scheduling screen is managed by PROFILE. This can be thought of as trade or department. Each shop department has it's own schedule. For instance you might have departments such as Sheet Metal, Electrical, Framing, etc. Changing the setting in the top left of the screen will allow you to switch between departments.
The workflow step changes are saved back to the database in real time so there is no need to save the schedule each time a step is updated.
However if you change dates you need to save the schedule.
Alert - this will show a red icon if you schedule a task beyond the onsite date
ID - system managed row number
Job - Job number and name
Package Number - the install package number entered in the shop drawing log
Shop Workflow Step -
The Job Resources Screen is designed to give you an approximate forecast of the labor requirements over the duration of the job. This screen is organized by "Work Group". The Work Group is defined in the Master Phase Code setup. See that article ...
Shop Drawing Log
This screen is a list of the shop drawings. It is the starting point for managing shop scheduling. The shop drawings are organized by "profile" which can be a trade (electrical, piping, insulation, etc) or some logical grouping of shop work that is ...
Master Phase Code Screen
Before setting up this screen, you need to first setup the MASTER CATEGORY SETUP screen. This setup screen is designed to break the phase code into segments, and then assign descriptions to the codes inside each segment. Example: Phase Code Structure ...
Install Package Schedule
The Install Package is a sub-schedule showing just the install packages. Normally a group of install packages is related to one phase code on the job schedule. Install packages are organized by the shop drawing number. The purpose of this screen is ...
General The Job Schedule provides a way to build a Gantt chart for the project. The screen is broken into 4 quadrants: 1. Task information grid - shows basic information about tasks. Double clicking will open detailed window. 2. Bar chart time based ...