This article provides an overview of simple scheduling and its options. It also explains how to create a task plan and the tasks within it.
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Simple Scheduling is best suited for small to medium-scale projects with small teams, consisting of around 2000 tasks. Using Simple Scheduling, Project Managers can control their project schedule and make the necessary updates using simple scheduling capabilities. The Simple Scheduling capabilities will be available to you as per your Enterprise plan. To use more capabilities of Simple Scheduling in your plan or upgrade it, please contact the support team.
In a simple scheduling system, tasks can be managed using check-in and check-out modes. Each mode offers different options to help you manage your tasks.
Based on the mode selected the All Task drop-down as All Tasks, My Tasks, and Hierarchies options and the More Options contain many features that let you view Gantt View, Assignment Panel, Dense View, Last Failure Details and other features like Remove Filter, Undo All Changes, Add Task, Indent, Outdent, Link Task, Delink Task, Batch Assign, Batch Edit, Column Settings, and Legend.
Note: The features available in the More Options section depend on the mode that has been selected.
To learn how to create a Task Plan, click here.
To learn how to create the Tasks in a Task Plan, click here.
- Log time for tasks in Time Tracking and submit your timesheet to update values such as Planned Hours, Actual Hours, Actual Start Date, % Work completed, and Remaining Hours in Task Plan:
- As you work on tasks within your Task Plan, you can log your time spent working on each one by going to My Workspace > My Work > Time Tracking and submitting your timesheet.
- This will update various values associated with each task such as its Planned Hours (which may change if your actual time spent differs from initial estimates), Actual Hours (the total time you’ve spent working on that task), Actual Start Date (when you started working on that task), % Work Complete (how much progress has been made towards completing that task) and Remaining Hours (how much more time is estimated until completion).
- If timesheet approvers are specified in the workflow, the timesheet must be approved. Otherwise, it must be submitted. Learn more
- If Actual Hours is greater than or equal to the Planned Hours, an additional 0.02 hours will be added to both Planned and Remaining Hours and the % Work Complete will also be less than 100%:
- If it turns out that you spend more time working on a specific task than was initially planned for it (i.e., if its Actual Hours exceed its original Planned Hours), then an additional 0.02 hours will be added to both its Planned and Remaining hours.
- Additionally, its % Work Complete value will be less than 100% since it’s taking longer than expected to complete.
Note: The % Work Complete is calculated by (Actual Hours * 100) / Planned hours.
- To mark a task as complete, select it and click the Complete Task option under More Options. This sets % Work Complete to 100% and changes the task status from Open to Close.