Creating a New Schedule with the Schedule Wizard

The Schedule Wizard provides numerous options for you to develop and customize a new schedule. Use the wizard to select or create a project for the schedule, create the framework of tasks and subtasks, define the work week, and set the schedule color scheme.

Create a new schedule

  1. From the QuickLinks window in the ConstructionSuite interface, click New > New Files > New Schedule > Open the Wizard.  The Schedule Wizard will open.  

  2. Select a Framework or Import an Existing Schedule 
    Select a framework on which you would like to base your schedule, or select to import an existing 2003 or 2004 ConstructionOffice schedule.

To open a blank schedule, choose Open a Blank Schedule. The next screen will enable you to select a project.

To use a framework from an existing template, choose the Select a Predefined Schedule option. The next screen will provide a drop-down list of available schedule templates.  

To create your own schedule framework
, choose the Create a new Schedule Framework option. The next screen will enable you to create tasks and subtasks for your schedule.  

To create a schedule from a 2003 or 2004 schedule
, select the appropriate import option. You will be prompted to browse for the schedule after you complete the New Schedule Wizard.

  1. Scheduling Framework (If you selected to create your own framework)

    First, create a task. Click the
    Add Task button, type the name of the task, and press Enter on your keyboard. 

    Next, create subtasks for the task. Click the
    Add Subtask button, type the name of the subtask,
    and press Enter on your keyboard. Repeat until all subtasks for that task have been entered. You can enter more subtasks in the schedule later.

    Next, create the next task and subtasks. Each task must have at least one subtask.

    Click
    Next when you are satisfied with the schedule framework. You can change this framework and add or delete tasks for the schedule at any time. For more information, see Modifying Projects, Modifying Tasks, and Modifying Subtasks
    .

  2. Framework Destination  (If you selected to create your own framework)
    If you chose to create a schedule framework, you will be prompted to select whether it is created as a
    template or as a project schedule. If you select Save as Template, you will not be prompted to select a project on the next screen.
     
     

  3. Project Information 
    Select a project for the schedule. Selecting a project links the schedule to your central database and ensures proper file management.  


    To use an existing project
    , click the button next to the Name field to select the project name. For more information, see Selecting a Project.

    To create a new project
    , click New Project. The Project Quick Add form will open. You can enter Project Information, Project Details, and Contact Information. Click the More button to access the complete Edit Project form. For more information, see Creating a New Project.

    To edit an existing project
    , select a project from the pop-up menu and click Edit. The Edit Project form will open. You can edit Project Information, Lender Information, Additional Information, and Project Dimensions. For more information, see Editing a Project.
     

  4. Designate Working Days
    Working days are active days in the schedule. Days marked as non-working days will not be used in charting tasks in the schedule.

    Use the checkboxes to designate Work Days.

    To designate Holidays, check the box next to the appropriate holidays. Selected days will not be used in charting tasks in the schedule.

  5. Color Scheme
    You can change colors for the schedule information and Gantt chart.

    Use the
    Select Color Scheme drop-down menu to select a predefined scheme.

    You can also change the colors individually. Click the bar for the element you want to change and select a color in the Color Selection window that appears.

  6. Click Finish. The new schedule will open. You are now ready to set the schedule dates and begin using your project schedule.