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Easy Scheduling

Easy Scheduling


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Contractor's Guide

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Business Letters for the Construction Industry
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Easy Scheduling

By: Dan Ramsey and Stephen Matzen

A complete set of "real world" scheduling tools that are specifically tailored to meet the needs of small to medium-sized construction businesses.

Step by step, it shows you how to use Microsoft Project to build a schedule that will synchronize everyone's efforts into an organized system that becomes the foundation of all planning and communication for all your jobs.

You'll see how to establish realistic project goals ... how to set checkpoints, activities, relationships and time estimates for each task ... how to establish priorities ... how to create a project flowchart ... and how best to communicate the schedule to keep everyone focused and on track. And that's just the beginning!

You'll see how to use CSI (Construction Specification Institute) coding to organize and sort tasks, methods and materials across multiple projects as well as improving coordination with subcontractors and suppliers.

Easy Scheduling shows you how to enter all your project information into Microsoft Project, and generate detailed project plans that cover all of your time and materials requirements, as well as a critical path timeline and a full blown Gantt chart. The time and money-saving benefits of effective scheduling in construction are too compelling to ignore.

You create greater accountability for individual responsibilities. You control your workload. You limit liability. You control deliveries. You manage time and resources. And most importantly, you control your profits. If you want an easy way to get started, Easy Scheduling is the answer for you. (Does not include Microsoft Project.)


Why you need this book,

Using scheduling tools,
What you can expect from this book,
About the authors,

Chapter One, Scheduling for profits, 11

Scheduling for profits, 12
Benefits of scheduling, 13
Thinking like a scheduler, 14
Managing projects, 16
Communicating project requirements, 17
Using scheduling tools, 18
Using CSI codes, 19
Using custom coding, 20
Using templates, 21
Understanding projects, 22
Understanding Microsoft-Project, 23
Putting this book to work, 24
Getting additional help, 25

Chapter Two, Microsoft-Project for Scheduling, 27

Microsoft Project for Scheduling, 28
Interfacing with a project, 29-41
Creating a project, 42
Setting project options, 44-54
Starting a project, 55-58
Entering tasks, 59-63
Identifying resources, 64-66
Customizing and formatting, 67
Tracking progress, 68
Reporting on projects, 70

Chapter Three, Other Scheduling Systems, 71

Using other scheduling systems, 72
Selecting scheduling software, 72
Virtual Boss, 72-76
Primavera, 77
Opting for integrated software, 79-85
Considering other scheduling options, 86

Chapter Four, Using Project Templates, 89

Using project templates, 90
Working with the project calendar, 90
Understanding tables and views, 91
Understanding task relationships, 93
Understanding lead time and lag time, 94
Understanding constraints, 95
Opening a project template, 97
Entering project information, 98
Entering file properties, 99
Saving a project, 100-101
Changing the project calendar, 102
Changing the default calendar, 103
Adjusting the timescale, 104
Master entry table, 105-106
Setting a milestone, 107
Marking a task as a milestone, 108
Customizing your task list, 109
Estimating task durations, 110
Creating task links, relationships, lag and lead time, 111
Setting task constraints, 112
Creating a resource pool, 112
Sharing resources, 114
Entering resources, 115
Assigning resources, 116
Establishing a schedule of values, 117
Updating a schedule of values, 117
Applying a filter, 119
Creating or modifying a filter, 120
Applying a sort, 122
Working with the critical path, 123
Reports, 124
Entering Notes, 125
Saving the baseline, 126
Up-dating the schedule, 127
Inserting a project, 129
Using the organizer, 130

Chapter Five, Pre-Construction Scheduling, 133

Pre-construction scheduling, 134-139
Scheduling checklist, 140

Chapter Six, Organizing Schedules, 141

Opening a project template, 142
Entering project information, 143
Entering file properties, 144
Saving the project file, 146
Customize the task list, 147
Define master entry table, 148
Enter Resources, 149-153
Enter Costs, 153
Using a schedule of values, 154
Cash flow, 154
Using filters, 155
Using Notes, 156
Viewing the schedule, 157
Using the timescale, 158
Sorting, 158

Chapter Seven, Planning Schedules, 161

Estimate task durations, 162
Set milestones, 162
Create task links, 164
Enter task constraints, 165
Viewing and changing task constraints, 165
Use lead time and lag time, 166
Evaluate the schedule, 166
Adjust the project duration, 167
Work with the critical path, 167
Assign resources, 169
Communicating the plan, 170
Establishing a schedule of values, 171
Save the baseline, 172

Chapter Eight, Controlling Schedules, 175

Updating the schedule, 176
Review the baseline, 178
Communicating project information, 179
E-mail distribution, 180
Physical distribution, 180
Working with the team, 181
Up-dating the schedule, 182
Project reporting, 184
Monthly cash flow, 185
Weekly cash flow, 185

Chapter Nine, Consolidating Schedules, 187

Consolidating schedules, 188
Establish the consolidated project layout, 189
Inserting Projects, 190
Using shared resources, 194
Using the power of filters, 196
Using views, 198
Using fields, 198
Up-dating the consolidated project, 198
Reporting on multiple projects, 199

Chapter Ten, Advanced Scheduling, 201

Consolidated projects, 202
Text settings, 204
Customized fields, 206-211
Outline codes, 212-217
Text fields, 217
Tables, 218
Task filters, 221
Resource filters, 222
Layout, 223
Gridlines, 224
Summary view, 225
Cascading view, 226
Cash-flow, 227-230
Project calendar, 231
Option settings, 231
Schedule update form, 232

CSI Master Format and Resource Templates, 233

Appendix A, CSI Master Format - Level 1,
Appendix B - Level 2,
Appendix C - Level 3,
Appendix D - Level 4,
Appendix E, Residential Master,
Appendix F, Residential General,
Appendix G, Residential Summary,
Appendix H, Construction Scheduling Forms,

Index, 311

316 pages
8-1/2 x 11 in.


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