Professional Documents
Culture Documents
NEC Course Manual
NEC Course Manual
Email: support@elecosoft.com
Email: training@elecosoft.com
Whilst every effort has been made to ensure complete and accurate information of the
contents in this documentation, Elecosoft UK Ltd cannot be legally responsible for errors and
omissions, or damages or loss of equipment or information caused as a result of the
documentation.
No part of this documentation may be reproduced by any means or stored in any form without
express permission from Elecosoft UK Ltd.
Course Objectives
Please feel free to add any notes you feel are relevant Please ask any questions
Press Save
Go to Project tab on the ribbon and select User Field Manager and select Bar
Click Add
Select String and give the column a name making sure there are no spaces in the text e.g
Time_Risk
Click OK
Click Close
The following warning will appear:
Click OK
Elecosoft UK Ltd Apr-18
6 Powerproject
Right click on a column, and select Add Column, User Fields and select Time_Risk
When the Table Definition dialogue pops up, change the title by removing the underscore
When the following dialogue box pop’s up type in the detail contained in the example below
Linking tasks
Once you have entered in your tasks you will need to consider the order that you wish to
approach those tasks. It is possible at this point to move the tasks into order by selecting
the start and finish dates that you wish to use
However, in order for the software to understand the order that you wish to work through
your project, you will need to link your tasks to indicate how they relate to each other
Link types
Links can be drawn starting and ending anywhere along the length of a task and you can
link tasks in many different ways. The type of link used depends on the nature of the
relationship between tasks
In all cases, the direction of the arrow controls where the next task appears (A controls where B
appears)
Mid-link Cursor:
This cursor shape enables you
to link from/to any midpoint
along the length of a task. A
pop up box will indicate your
exact position during the task,
e.g. 3 days into a 10 day task
Place the mouse at the end and at the top or bottom corner of the first (predecessor)
task to display the end link cursor
Left click and drag to draw the link to the start of the corresponding (successor) task.
This tells Powerproject that task B cannot start before task A is finished
Sometimes it is necessary to show that tasks will happen simultaneously. To show this a link is
drawn starting or ending somewhere along the length of a task known as a mid-link.
To draw a mid-link
Place the cursor at the start of the predecessor task. Without pressing, move the
cursor to the right so that the mid-link cursor is displayed
A pop up box will indicate where during the task you are linking from
Left click at the desired position and drag to move the pointer to the desired position
on the successor task
Position the cursor at the bottom right hand corner of the predecessor task. The end
link icon appears
Hold SHIFT
whilst drawing
the link to set the
lag duration
Once you have reached the desired duration release Shift but keep hold of your
mouse button and drag it over to where you want to end the link and let go
Alternatively the lag can be entered into the properties of an existing link
Moving/Editing Links
If you have drawn a link incorrectly, you can simply ‘drag’ the link to the correct position,
rather than deleting & re drawing the link.
The link should have When the link is Pull the link to the
been to the start of selected the Drag/Move correct position on
task 3 cursor is displayed the task
Block linking
If you have more than 2 tasks to link together e.g. a whole section of work, the Add/Delete
Links button can be used
To link tasks that are not next to each other on the chart hold the Ctrl button on the keyboard while
clicking on the tasks you want to link
Click the Add/Delete Links button on the Home tab and then ‘Link tasks’
The cursor changes shape to indicate that you are now in Link Tasks mode.
As you click on or draw further tasks, each new task is linked to the previous task automatically as
long as you remain in Link Tasks mode.
If more than one task meets the search criteria, they will be displayed in a list and you can tick to select
as required.
Links can now be created by typing in the predecessor or successor id number in the relevant
column
That task is centred in the Bar Chart window and is now the subject of the task properties dialog.
Key Dates
Grid Lines
The construction template supplied with Powerproject comes with some grid lines, Year, Month,
Week and Day.
A vertical grid line that occurs at a variable date specified by you can also be added to the project,
e.g. a line that shows at ‘Today’s Date’ or a Key date outlined in the contract.
Press Close
Shading
Powerproject can also put shading behind the tasks within the project, it has no effect on the
project but it can be used to show certain information i.e. bad weather, school term times
etc.
Select the Shading tab from the Date Zone Properties dialogue
Enter the Start and End dates for the shading or a ‘Variable Date’ (see grids) from the list and
then choose a colour.
Click Close to close the properties dialog. This will also ‘Apply’ changes.
Place the cursor at the end of the task so that you have a white arrow in a box
Left click and drag the mouse downwards and to the right to draw a box.
Type the text that you want in the text box
To change the properties of the annotation, left click and then right click on the annotation and
choose properties
Set to display
annotations ‘in
front’ or ‘behind’
tasks on your
chart
Set a background
colour and to
display text in a
‘box’
Tick here to
make the
annotation
appear against
every task or
select a filter to
control which
tasks it appears
on.
To create a Milestone:
Name the task in the normal way. Enter 0 or 0d in the duration column. The 0 will not display as
the default is to not show zeros
Alternatively right click in the bar chart where you want the milestone and choose Insert
Milestone
A Start Milestone will appear at the start of the next available work period whereas a Finish
Milestone will appear at the end of the current work period. E.g. if a task is completed on Friday
afternoon, a start Milestone will appear on Monday morning. A Finish Milestone will appear at the
end of Friday afternoon.
Feeder buffers – which sit within the project protecting key dates
And
Project buffers – Usually the last task in a project protecting the project end date.
A buffer contributes to the Critical Path calculation, but when its start date is affected it will
shrink (or expand) and protect the Critical Path.
Here there has been a delay to the Final Clean which has eaten into the Terminal Float
causing it to drop to 2w 4d
Buffer Columns
To add a Buffer Consumption column and an Original Task Duration column:
Constraints
A constraint flag is an imposed date restriction on a task. Constraints can be set on either the
Start or the End of tasks.
Adding a constraint
To add a constraint to a task:
Types of Constraint:
Start on or after
A soft constraint which will not allow the task to start before
the constraint date, however to could move to a later date
Start on
A hard constraint which will fix the start of the task to a
constraint date
Finish on or before
A soft constraint that will not allow the task to end after the
constraint date, however it could finish earlier
Deadline
A soft constraint which works as a warning but will allow the
project to move beyond the target deadline
Finish on
A hard constraint that will fix the end date of the task to the
constraint date
Work between
A soft constraint that will allow either the start or the end
date to be constrained between
Holding pin
A Constraint which will move with the task if the task is
manually moved
Reschedule
When you have linked your tasks you can reschedule the project. The reschedule performs a
series of actions:
Places the start of the first task at the beginning of the project.
Calculates the optimum start and end dates of all tasks according to the logical links applied.
N.B if you experience problems with the reschedule moving tasks to incorrect positions you will
need to change the reschedule settings to ‘Leave as drawn within constraints’
Click the reschedule tool bar button on the Home tab on the ribbon.
Go to File – Properties.
Week 1 in the Date Zone will default to the project's start date when the project was first created.
This is displayed in the ‘elapsed week’ line.
Place your cursor anywhere in the Date Zone area and right click.
Select Properties.
Select the Dates/Scales tab.
Against ‘Date Zero’ use the date picker from the drop down arrow to choose your new week 1
Click Close
Select the Library Explorer button at the top left of your screen
The Library Explorer will then stay as a Tabbed View in your project, should you wish to leave
the Library Explorer open.
Right click a blank area of the List View then select Show Libraries. The Show Libraries
dialog is displayed.
To add libraries to the Library Explorer e.g Link Categories, select it on the left-hand side list,
then click Add.
To remove libraries from Library Explorer select them in the right-hand side list, then click
Remove.
Click the Library Explorer button found at the top of the screen.
In the left window of Library Explorer, click on the Code Library folder.
In the right window, on a blank part of the screen, right click and select New Code Library.
Call it Responsibility
Allocating codes
Now that the Code has been created we can allocate it to tasks within the project. To do this we
will use the Project View
To expand the list of Code Libraries in the Project View, click the + to the left of Code Libraries
Place the cursor over the Client code entry in the Project View
Press the left mouse button and drag until the cursor is over the task, then release.
You will get the following message. Click Yes to display the new Code Library colour
Select the tasks by holding down Ctrl (Control key) and clicking them
Place the cursor over the Responsibility code entry in the Project View, e.g. Subcontractor
Press the left mouse button and drag the cursor to one of the tasks then let go of the mouse.
Click away to deselect and the bars will display the responsibility code.
In the Project View, Right Click on the Code Library Folder you wish to display and select
Display Library
Un-tick the code that you want to remove and when you deselect the task you will see the
code has been removed.
This column will display the Responsibility that has been applied to the tasks.
Right click on a column header and select Add Column, Code, Task.Responsibility
When the Table Definition box pops up rename the column to Responsibility
Close the dialogue box
When bringing together your programme resources have an important role to play in showing
how a programme is to be delivered. Showing how tasks within the programme are to be
delivered by assigning quantities of labour gives the Project Manager more confidence that a
programme can be achieved within the dates shown
Select the Library Explorer button at the top left of your screen
In the library explorer select Permanent Resources and in the right hand pane, right click and
select New Folder
Repeat this for other resources being used and close the Library Explorer tab when you are
done
First add a column to view how many resources you are loading per task:
Right click on any existing column and select add new column, Allocations, Allocation
To allocate a resource to a task:
Left click on a resource in the project view, hold the mouse button down and drag the resource
to the task in the bar chart, let go
In the Allocation column type in how many of the resource you want to allocate.
Now within the main project right click on the first task to be
affected by the crane and select Add to Hammock
Select the Default Assignment tab and under the Calculation Type select Time Based
At the bottom of the dialogue type in a cost amount and a time unit e.g. £750 per Day
Click on Close and close down the Library Explorer tab as well
Drag the crane cost from the Project View and drop it onto the hammock
Right click on an existing column header and choose add column, Cost or Income, Cost (tick
Zero as blank)
Now if any task between the first and last crane related task is delayed you will see the cost
increase
Before:
After:
Baselines
Baselines are created to record the project at a particular point in time (e.g. for recording the
contract programme), this allows you to compare current information with planned information. A
baseline is a record of all or any part of a project including bars, tasks, links, resource/cost
allocations, libraries, histograms and annotations. Creating a baseline allows you to forecast using
what if scenarios and can be useful with claim situations
Creating Baselines
Select the Project tab and click on Baseline Manager
Enter a name for your baseline and a description of it e.g. Contract Baseline and As agreed
with client.
The Next button will become active once details have been completed. Click to continue to the
next stage.
On the Destination screen, if you want to place the baseline in another location instead of the
directory that has been specified select Browse. If not the baseline will be stored in the same
location on your computer as the live project. You can also change the file name. Here Contract
Baseline has been added.
On the Scope screen, choose ‘All tasks in the current view’ If you are at the top level of your
project this will include any tasks held within expanded tasks or sub charts (N.B you can
alternatively choose to baseline a selection from the programme.)
Check the information is correct on the final screen. Then select Finish.
Once you have completed the new project wizard you will return to the Baseline/What if manager
box. If you click on the name of the baseline you will then see the baseline details:
N.B The baseline has a tick under ‘Current’. If you create a new baseline and you want all the
default reports to pick up data from this baseline instead of your first baseline you must click the ‘Set as
Current’ button, which moves the tick.
Before:
Live task
Baseline
Notice the
variance
between
the live
tasks and
the
baseline
now
In the Appearance section on the bottom left you can change the background and foreground fill
colours and choose a pattern:
Click Close
Showing/hiding a baseline
Click on the Format tab on the ribbon
Click the drop down box marked as Baselines:
In the bar chart, right click and select Format Bar Chart and click the Baselines tab
Un-tick Always show new baselines
Select Close.
Reverting to a baseline
When planning a project you might create one standard plan then experiment with several other
‘what if’ scenarios and baseline each scenario for your records. If you decide that you want to
adopt one of these scenarios as the project plan, you can Revert the project to that baseline.
Click Close
Click OK to revert to the baseline.
All tasks will now move back to their positions recorded in that baseline
Merging
Once a baseline has been created a function becomes available that allows you to merge extra
data into that baseline. It may be that data was missed off or came later so the following shows
you how you can merge that data into an existing baseline.
Click Next
On the Scope screen choose the data you are merging in. All tasks in the current view or
just selected tasks.
In the lower part of this dialogue box choose how you want the existing baseline to be effected by
the merge, if you are only adding in additional data then choose new data only. If the original
nd
data has changed choose the 2 option or a full update would include any deleted data.
Click Next
If the Summary details are correct click Finish
Your baseline will be updated to record the changes made to your project
Early Warnings
Early warnings are not explicitly required as a part of the NEC contract however practitioners
tend to agree that their inclusion is invaluable and if considered with other sections of the
contract, implied.
Right click on line number 1 and select Insert Bar to insert a line at the top of the programme
In the name cell type Early Warnings
Now place your cursor in the barchart on the day the early warning was given and right click,
Insert Milestone
Annotations can be placed against each of these milestones so descriptions can be viewed on the
bar chart
Place the cursor against a milestone until it changes into an arrow in a box, and
left click
Right click inside the box which has appeared and choose from the list, Identification, Task
Name
Click away and the task name will now appear next to the milestone
N.B You can copy this annotation onto all other milestones by holding the control button down on
the keyboard and clicking and dragging the annotation to the other milestones
Compensation Events
The NEC 3 contract deals with delays to completion as ‘compensation events’. In Powerproject
a compensation event can be shown as a new task which is changed into an expanded task to
‘house’ the sub-tasks that make up the delay.
Right click on the line number below where you want to insert and choose Insert Bar
Type in the name of the compensation event
In the duration column type in the duration of the compensation event
This new compensation event will need to be added to the existing programme with the correct
link logic, to see the impact on the critical path
Elecosoft UK Ltd Apr-18
44 Powerproject
Link Temporary Services to the compensation event and the compensation event to
Demolish Existing Structures
Right click on the Compensation Event in the bar chart and select Make Into, Expanded
The Compensation Event now appears in the Project View as a chart in its own right
Click on this and in the empty bar chart add in the additional tasks
N.B The sub tasks of the Compensation Event control the duration of the expanded task above
Link Categories
Link categories allow you to have more control over your links. You can show links that are normal
planned links in one colour and potential delay links in another
The links can be turned on or off from the display and can also be prevented from rescheduling.
Call it Delay link and give it a colour by right clicking on it and choosing properties
Click back on the Bar Chart View Tab
Right click on the link in the programme that you want to change and choose properties
Click on the Link Category drop down list and choose your Delay Link
Click close
Click on the drop down arrow on the reschedule button on the Home tab and select options...
Under Ignore link categories tick the category that you wish the reschedule to ignore.
Click Close
Again, select Add column, Cost or Income, Cost
When the Table Definition dialogue pops up click Close
Save the table as Cost Impact Table
As discussed in the topic above ‘Hammock for Prelims’ a cost is sitting on the Crane Hammock
bar
Before:
When a Compensation event is added to this programme the time based cost sitting on the Hammock
is increased
Elecosoft UK Ltd Apr-18
50 Powerproject
After:
The Planned cost, looking at the Baseline, shows the original cost while the Cost column is now
showing the new increased cost
Using progress
Once the project is underway, you should record its progress at regular intervals. Recording progress
ensures that your project is kept up to date and lets you see if work is progressing as planned or if
there are delays. It also ensures that you know how much work remains to be done to complete the
project and will also give you a projected programme end date.
Create the required progress columns in your for entering your project progress.
Select the View tab > Table > click your progress table from the list:
To view the progress drop line and shading on the tasks on the Bar Chart
You should now see a black line showing in the bar chart, usually on the start date of new projects.
Progress periods allow you to display against each task when work was carried out. We will create
progress periods weekly for the project.
In the right hand pane, double click on the default ‘Project Report Date’.
Rename it to Week 1; choose a Report date 1 week into your project. Edit the Vertical
Progress style (Drop down line colour) and Fill Style (Progress colour on task) if desired
Note that the time of the date defaults to 00:00 (midnight). Therefore, to set a report date of Friday
you would need to change the time or choose the next day at 00:00 to ensure that Friday’s work is
included.
Select Close
Elecosoft UK Ltd Apr-18
Powerproject 53
Right click in the space below Week 1 and select ‘New Progress Period’
Name it ‘Week 2’ then press Enter on your keyboard
The date of week 2 has defaulted to 7 days after week 1 and the next colour has been
selected. Press Enter
The ‘Progress Entry Date’ is shown in the Progress section on the Home Tab.
In subsequent weeks, we can change this editing the drop down in the
Progress section of the home tab
You will notice the progress line for the date selected will appear down from the report date and ‘jag’
around the left hand side of the appropriate task(s)
5. Enter Progress
Enter the required progress into the ‘Overall Percent Complete’ column to progress the tasks.
You will see shading along the top of the task(s)
6. Reschedule
To see the effects of the progress entered we will ask Powerproject to straighten the progress line
and move any uncompleted tasks to the right of the report date. This will allow us to see any
variance against our baseline.
Select Reschedule
When rescheduling the project with multiple progress periods, you will notice them listed in the
Straighten Progress Period drop down list.
Select to reschedule to a specific period or select the ‘Progress entry period’ to use the
current period selected on the Home tab.
8. Baseline
After each progress period you could keep a record of the weeks’ progress by using a Baseline.
This makes it easier and is useful to see everything that was recorded at the end of each progress
period, especially for potential claim situations. (Please see the ‘Creating Baselines’ for the notes
on this)
By default, the Progress entry date line only option is selected. The software will
automatically show the drop line of the selected report date
If you want a specific progress drop line to show, remove the tick and select the progress
period by placing a tick against that progress period
2. Progress Options
When entering progress by Overall Percent Complete you may want to ensure that the correct options
are set to suit your project.
Under Overall Percent Entry Mode decide if you would like the Actual Duration of the task
to be updated according to the % amount of progress entered (Update duration in step) or
whether you would like the Actual Duration to automatically fill up to the current report line,
pushing the remaining duration to the right of the report line (Fill to progress line)
Under Snapping decide if you would like the progress to snap to the nearest duration (e.g.
Days). If this is not ticked the progress will sit at exactly the progress position stated (e.g. 10
day task with 33% done will leave 6d 5.6h left. If the snapping is ticked it will read 6d
remaining)
Click Close
When using the overall percent complete method of progress entry in Powerproject it is possible to
assign a weight to each task according to its importance. These weights are then reflected in the
amount of progress recorded against Summary Bars, Expanded Tasks and Hammock Tasks.
By default, all tasks are equally weighted, so when each task is completed an equal amount to the
sub chart is shown to be progressed.
In the example below you will see a summary bar with 4 tasks. Task One is 1 day long, Tasks Two,
Three and Four are all 1 week long.
When Task One is complete, the summary bar shows 25% complete. This is because currently all
the tasks within the summary have an equal weighting, regardless of duration.
You can choose to manually weight the activities by adding an Overall Percent Complete Weighting
Field which will allow you to decide the weighting for each task or to weight each task automatically
by right clicking on the summary bar and selecting Calculate Task Weightings:
Once this has been done the summary bar will show the percentage complete based on the duration
of each task, rather than it’s weighting:
When using ‘Overall Percent Complete’ to apply progress, the % entered will remain the same, even if
the overall duration of the task changes. If using a duration Percent Complete the % entered will
always be expressed in relation to the duration of the task & will change if the remaining duration
changes.
You can configure Powerproject to use Duration Percent Complete as the measure of progress.
Specify that the progress% entry field on the Home Tab; Object Edit Toolbar & the Percent
Complete Spreadsheet field update Duration percent complete or Overall Percent Complete
Glossary
Allocation
This is the name given to any item, for example Permanent or Consumable resources that can be
assigned to a task from a library. The allocation can be displayed on the Bar Chart underneath the task.
Bar
Horizontal area, identified by a line number, including information in the Spreadsheet and one or more
tasks on the bar chart.
Bar Chart
The area of the screen where Tasks are displayed graphically.
Baseline
A copy of the project recorded at a single point in time. Powerproject can record and display multiple
baselines allowing for: tracking of major changes; production of what-if scenarios; comparison of
information (e.g. budget cost to actual cost)
Border File
A print function which contains information to be included around your project, including graphics such as
company logo, project information such as the project title and relevant dates.
Buffer
A Task that is used to collect Float and protect the Critical Path through the project. It achieves this by
having a duration which increases or decreases in response to project
Code (Colour)
A facility to allow the assignment of colours to tasks to represent information about the task.
Code Library
This is the library (or folder) that contains Codes, allowing you to have multiple ‘categories’ of codes
Constraint (Flags)
These are used to enforce dates when a Task can happen outside of the logic defined by the links.
(stopping a task starting before a certain date, or stopping a task finishing after a certain date). Using
Constraint Flags within the project can have a major effect on your Critical Path
Consumable Resource
This is a resource once used, does not exist to be used again. (e.g. Materials)
Cost Centre
These are items that represent the costs you wish to record in a project (e.g. Labour, materials, plant )
They are used to assign costs to Tasks either directly or indirectly via Cost and Income Rates on a
resource. Cost Centres can be used to represent money coming in to the project (Income) aswell as
money leaving the project
Critical Path
This is the sequence of tasks though a project whose duration affects the project end date & the overall
project duration. If any of the tasks on the critical path are changed the end date of the project will
change. It is shown as a red outline on Tasks and as red Links.
Date Zero
Normally at the start of the project, but can be moved without affecting the project. Date Zero is the point
where the elapsed week ruler in the Date Zone starts counting.
Date Zone
This is the area above your project that contains rulers of information (e.g. Elapsed week numbers, week
start).
Exceptions
These are working or non working types used to make up the work patterns used in calenders . e.g.
holidays, working, overtime etc.
Expanded Task
This type of task is similar to a Summary Task in that it is used to group together Tasks within the project.
Unlike a Summary Task, the content is held off the main chart in its own Sub Chart.
Filter
This is a tool that will leave on screen only those items that meet a particular criteria, for example all the
items that a particular contractor is doing (Code based filtering) or everything happening during a 6 week
period (time based filtering) even to show only those items that have been completed (Progress based
filtering)
Float
This appears on items that are not on the Critical Path. Float is the amount of time a Task may be
delayed or extended before the item re-joins the critical path and pushes out the end date of the project.
Free Float
Free float means that if the task is extended or delayed in anyway during its period of float only this item
is affected, nothing else will move.
Lag (Links)
A link that has a delay at its start or finish end. Usually used at the start end of a link to allow a period of
waiting time before the successor task. It is shown as the horizontal part on a Link (e.g. Concrete curing
time, paint drying time or just delivery times).
Library Explorer
An area that allows you to navigate all of the folders of items used in your project. (Cost Centres,
Calendars, Codes, Permanent Resources etc.) Some library items are displayed in the Project View
others can only be viewed & edited from the Library explorer (e.g. Exceptions, Link Categories, and
Currency)
Link
The relationship between two tasks, displayed as an arrow. If shown in red then the link is Critical.
Mid-link
A link that starts anywhere along the duration of a task rather than from (or to) the start or end of the
Task.
Milestones
Milestones are points in time; they have no duration (0 days) and are used to represent key events within
projects. (E.g. Handover)
Permanent Resource
This is a resource that once used, remains to be used again. (e.g. People, machinery)
Progress (Period)
The progress report date; the date at which progress is updated to the project. Can be displayed as a line
going down the screen that will bend to the left to show items behind time and bend to the right to show
items ahead of time.
Project View
The white window that opens on the left hand side of the screen. Used to navigate around the project,
and to view & assign items into the project like Code Libraries, Cost Centres, Permanent Resources,
Consumable Resources and Calendars.
Sort
To Re-order the project according to a set of criteria. E.g. the project tasks could group together all the
tasks according to the code that has been assigned to them.
Spreadsheet (Table)
This is the yellow and white stripped table down the left hand side of the screen (assuming the Project
View is closed) The Spreadsheet is made up of different columns which contain data fields. Columns can
be removed, added and moved within a table.
Summary
This type of task groups together Tasks on screen. The tasks can be rolled up & hidden so only the
summary is shown. Items are grouped because they share certain information, for example, summaries
could be used to group together all the Tasks on different floors. A Summary could also be used to show
different phases or stages within a project. Multiple summaries can be placed inside of each other
allowing a project structure or hierarchy to be created.
Task
The activities that appear within a Bar on the Bar Chart.
Task Pool
A series of tasks that are saved to be re used. Useful if the same sequence of tasks is repeated regularly.
The Task Pools are displayed in the project view.
Template
A template is a project file that is used when creating a new project. A Template typically contain items
needed in all new projects i.e. Calendars, Permanent Resources, Cost Centres, Code Libraries, Task
Pools.
Total Float
Total float means that if the task is extended or delayed during its period of float, then all items directly
after it (those containing Float) will also be affected as well.
UDF
A User Defined Field. The software already has a large range of data fields that can be used. UDF’s are
created by the user for additional reporting needs e.g. to record notes or have a tick box to indicate
whether an H&S check has been completed.
View
A view is the method used for the software to remember screen settings. When saved the
‘View’ will remember if the Project View is opened or closed, it will remember the current column
configuration within the Spreadsheet. It will also remember the current settings of the Bar Chart, the Date
Zone and finally whether there are any Filters or Sorts running within the program. Putting all of this
together a view is the ability to change all of these settings to a predefined set by only doing one click of
the mouse. The software can have unlimited number of views saved.
NEC Exercise 1
Time Risk
Go to Project tab, User Field Manager and in the dialogue choose Bar
Click Add and create a ‘Time Risk’ UDF into which you type in your ‘Time Risk’
In the table right click on a column header and select Add Column, User Fields,
Time_Risk
Type in a Time Risk amount for your tasks
Linking
Terminal Float
The completion date will be the 10th Friday after the project start date.
On the next line after Planned Completion, draw a task from your Planned
Completion date to the Completion date and call it Terminal float
Add a milestone on the next line and call it Completion Date
Link these tasks together and reschedule
Make this new Terminal Float task into a buffer task
Assign a start on or after constraint flag to the Completion Date milestone
Save
NEC Exercise 2
Adding Responsibilities
Creating a Table
Resource Allocating
In the Project View to the left of the screen click on the + symbol next to Permanent
Resources, Garden Labour
Left click on a resource and drag your chosen resource to the required task, letting
go of the mouse button when allocated
In the Allocation column type in how many of each resource you are employing for
each task
Save
NEC Exercise 3
Hammocks
From the menu at the top of the screen click on the Home tab and create a
Hammock at the bottom of the programme and call it Scaffold
Add the Walls task and the Watertight milestone to the hammock
Creating Costs
Looking at cost
Go to the View tab, table shortcut button and from the list choose the ‘Default Table’
Right click on any existing column and choose Add Column, Cost or Income, Cost
When the Table Definition dialogue pops up rename the column to Planned cost
and point it to the current baseline
Add another cost column and rename this to Current cost (Leave the Data pointing
at Live)
Save this table as Cost Table
Allocating Cost
From the Project View on the left of the screen left click on the Scaffold cost drag it
and drop it onto the Scaffold hammock
The cost will automatically show how much the scaffold cost is
N.B the Planned cost column will show as blank as there is no baseline on this
project yet
Save
NEC Exercise 4
Baseline
Compensation Event
The client has decided that they would like the addition of a skylight to the roof , therefore a
compensation event needs to be added into the programme
Insert a 4 day Skylight task between Roof and Watertight, connecting it to the
programme using finish to start links
Right click on the task and make it into an Expanded task
Double click on this task and add the following tasks:
o Add hole to roof 2d
o Fit Skylight 1d
o Finish/Weather tight 1d
In the Project View click back on Programme
Make the Terminal Float (buffer task) into a normal task (right click on the task, Make
into, Task)
Reschedule
N.B the difference to the Contract Completion and the baseline and also the
increase in scaffolding costs
Make the Terminal Float task back into a buffer task and move the flag to the new
Completion Date
In the bar chart, right click and select Format Bar Chart, Baselines
Click Close
NEC Exercise 5
Progress
Adding Progress
Week 1
Baseline
Week 2
On the Home tab, in the progress area, change the progress to week 2
In the % Complete column mark Design as 100% complete
Press Reschedule against week 2
Save
2. Find out your Serial Number and write it here. You’ll need this should you have to call
our Helpdesk
3. Use your serial number to create a login to the Customer Support Portal at
http://support.elecosoft.com for access to FAQ’s, advice & the latest software releases.
Support lapsed?
A current support contract provides unlimited access to our Helpdesk & access to the
latest software releases via our Online Support Portal.