Schedule (Gantt) - Program MOD009E6L

Introduction

• Planning → Programs panel → Click on the ID of the required program → Program panel → Schedule (Gantt)

For information

• In this module you can

  • create and edit program tasks (in graphically or in table form)

  • connect program tasks via links

  • see tasks and milestones of the corresponding projects

  • connect tasks of the corresponding projects in table form via links

  • connect tasks (master milestones) of the program and of the assigned projects graphically or in table form via links

Caution

• All newly created tasks of a program are master milestones by default.

• Resource planning is not possible in the program schedules.

Module Variants

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Legend: Program/Project

Symbol	Meaning	Color	Comment
	Requested dates		Requested start and Requested end are defined in the Key dates area in the respective core data module (Project Core Data, Idea Core Data, Proposal Core Data, Program Core Data).
	Calculated dates	The color of the bar is determined by the code of the planning object. Code A Code B Code C Code D Code E	Calc. start and Calc. End of a planning object are determined during the calculation of the schedule of the respective planning object (by clicking on the Calculate Schedule button). You can define and change the code of the planning objects in the Edit Planning Objects module, for projects and proposals you can also do this in the Project Core Data and Proposal Core Data modules.
	Actual dates	The bar is hatched in white. The background color depends on the code of the planning object.	Actual start and Actual end (if available, otherwise Latest time recording date ) of a planning object. They are determined from the actual dates of the tasks (Actual start/Actual end) during the calculation of the schedule of the respective planning object (by clicking on the Calculate schedule button).
	Float		Float available when the calculated end date (Calc. end) is earlier than the requested end date (Requested end).
	Delay		A delay occurs when the calculated end date (Calc. end) is later than the requested end date (Requested end). The delay bar immediately follows the bar for calculated dates and is customized with a color gradient so that the red color has various shades.
	External Links	outgoing incoming
	Gates	Gate without delay Gate with delay Main gate/main milestone	A gate is a master milestone of the planning objects. Without delay means: Total float >= 0 With delay means: Total float < 0 Gates are only displayed in the Schedule module if the Schedule with gates checkbox has been activated in the core data module of the respective planning object Master milestones with Actual end are not displayed as gates.
	Quality Gates		Quality gates are the items given from the portfolio and are only displayed in planning objects if they are assigned to this planning object in the portfolio to which the planning object belongs.

Legend: Task

Symbol	Meaning	Color	Comment
	Task requested dates		Requested start and Requested end of a task can be defined in the corresponding data fields in the Schedule module or they can be entered directly in the bar chart.
	Calculated dates of the tasks	uncritical critical	Calc. start and Calc. end of a task are determined during the calculation of the schedule (by clicking on the Calculate Schedule button). Uncritical means: Total float > 0 Critical means: Total float <= 0 Since in PLANTA project the definition of requested dates on tasks leads to Total float = 0, tasks which do not necessarily lie on the critical path can be critical as well.
/	Milestones/ Master milestones	/ without delay / with delay / with actual end	Without delay means: Total float >= 0 With delay means: Total float < 0
	Calculated dates of the summary tasks		A summary task is a task in the structured schedule consisting of sub-tasks which are summarized here. Information on the summary task, such as duration and dates, is determined automatically from the sub-tasks.
	Actual dates	The respective bars are hatched in white color if the Splitting parameter is deactivated, and gray hatched if the parameter is activated.	The Actual start and, if available, the Actual end, or otherwise the Latest time recording date of a task, are determined when calculating the schedule (by clicking on the Calculate Schedule button) from the corresponding dates of the resources assigned to the process, or they can be set manually.
	Latest Dates		Latest start and Latest end of a task are determined when calculating the schedule (by clicking on the Calculate Schedule button).
	Task delay		A delay exists if Calc. end of a master milestone is later than its Latest end.
	Task overlapping		Overlapping = possible delay of task successor when using soft links. For further information, see here.
	External Links	outgoing incoming

External Tasks

Symbol	Meaning	Color	Comment
	Calculated dates of external tasks	uncritical critical	Calc. start and Calc. end of the external tasks are calculated by clicking on the Calculate schedule button. Uncritical means: Total float > 0 Critical means: Total float <= 0 Since in PLANTA project the definition of requested dates on tasks leads to Total float = 0, tasks which do not necessarily lie on the critical path can be critical as well.
	Calculated dates of external summary tasks
/	Milestones/master milestones of the external summary tasks	/ without delay / with delay / with actual end	Without delay means: Total float >= 0 With delay means: Total float < 0
	Requested dates of external tasks		Requested start and Requested end are defined in the Key dates area in the respective core data module (Project Core Data, Idea Core Data, Proposal Core Data, Program Core Data).

Create Schedule

Information

• The schedule of a program is automatically created when you create individual tasks which are milestones at the same time.

Procedure

• Insert an empty task row, e.g., by clicking the New Task button in the action bar or the green plus icon directly below it.

• Enter a task name in the Task name field.

• Create further tasks in the same way.

• Save and click on the Generate WBS code button. As a result, an ID will automatically be generated for the new task in the Task field. In PLANTA standard, the WBS codes are used as task IDs in schedules.

Tasks (Master Milestones)

Information

• All newly created tasks of a program are master milestones by default.

Edit task

Information

• By entering or changing the task parameters in the required fields of the Task module the individual tasks of a program schedule can be edited.

Terminate Task

Procedure

• Enter Requested start and Requested end in the respective fields or define the Remaining duration.

• Click on the Calculate schedule button in the action bar. In doing so, calculated dates of the task (Calc. start and Calc. end) are calculated automatically.

  • If you do not define any requested dates for tasks but only durations, the Requested start of the project will be used as start date for the calculation. If you have not defined any requested dates for the project either, the tasks will be defined from today’s date on.

Change Note/Estimate Flag

The note or the estimation of a program task (master milestone) can be changed in the Task module.

Read Out Task Chain

Procedure

• Right-click on the required task.

• Select the Show predecessor/successor context menu command.

• The What do you want to do? dialog message is displayed with selection options (via the buttons) for the display of the data in the Task Chain module.

  • Depending on the selection made in the dialog module, the following is displayed in the Task Chain module:

    • direct predecessors or direct successors of the selected task or

    • all predecessors or all successors of the selected task or

    • all predecessors and successors of the selected task (i.e. the entire network).

Finish Task

Procedure

• Enter the required end date in the Actual end data field in the line of the required task.

• Save and recalculate the schedule.

Links

Internal and External Links

Information

• Internal links in a program schedule are links between individual tasks (master milestones) at program level.

• External links in a program schedule are links from the program's tasks to the tasks of the assigned projects and vice versa, or from the tasks of an assigned project to the tasks of another assigned project.

External Tasks

Information

• External tasks are tasks of another project/program which can be displayed in the schedule of the selected program in order to visualize the dependencies between the program and other projects.

Quality Gates

Information

• Quality Gates are a type of controlling element of the portfolio manager for monitoring the progress of the planning objects contained in the portfolio.

• Quality gates are defined by the portfolio manager, scheduled and assigned to the individual planning objects.

• Project managers or program managers can see the assigned quality gates in the Schedule in the Quality Gates module variant of the corresponding planning object and record the probable date of completion of the quality gates and therefore enable the portfolio manager to monitor the compliance with the specifications.

Edit Quality Gates

• Enter the estimated date for the completion of the quality gate in the Prob. completed on field.

• In the % completed field, enter or update the degree of completion of of the quality gate.

  • Note: the Actual end field is filled by the project manager by setting the Approval in the Quality Gates module.