Lesson 5-- Project Schedules
The Goldenseal scheduling software program calculates schedule dates for each Estimate that has a category or item breakdown. This lesson explains how to use the scheduling features.
To enter the start date for work on an estimate, click in the Start Date field and type in a date. If you have already entered items and want to update the schedule, click the Update Schedule button.
As you enter each item into an Estimate breakdown, Goldenseal computes the time it takes to do that item, and adjusts the start date for all following items. It also adjusts the Finish Date for the entire estimate.
If the item is an assembly, Goldenseal estimating software calculates the time it will take for each component in the assembly, and multiplies that total by the quantity.
For labor items, Goldenseal divides the total person-hours for the item by the crew size in the Crew column.
To change the crew size for any item, click in the Crew column and type in a different number. Goldenseal will automatically adjust the start date for every item after the changed line.
To add a delay in the middle of a project, follow these steps:
To change the order of items in an Estimate, follow these steps:
Changing Schedule Columns
You can use the Custom Layouts command (Lesson 21) to add more scheduling fields to the estimate breakdown tables. You can add columns to show start time, finish date and finish time (see page 138).
You can also add start time and finish time fields to the estimate itself, if your projects don't take very long (see page 129).
Goldenseal project scheduling software lets you base schedules on the hours that you actually work.
To set up working hours, follow these steps:
When Goldenseal calculates the schedule with these hours, it will only schedule work during the working hours, and it will skip any holidays included in the vacation package.
If you don't use Working Hours, Goldenseal uses a normal work week and spreads it out over the entire week.
To see a printed schedule, choose Estimates from the Reports menu, and choose Schedule from the submenu. You'll see a listing of tasks, with the start and end dates for each.
In this lesson you've learned how to use the Goldenseal scheduling software to fill in the schedule dates in a project estimate.
This might be a good time to figure the installation time for each wax cherry or banana in the chic hat that you started in Lesson 4,. You wouldn't want to make social plans, and then not have it ready in time!