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Work Task

Work Task
ndice
Installing Work-Task.....................................................................................................................04 Uninstalling Work-Task................................................................................................................07 Getting started..............................................................................................................................07 Open an existing project...............................................................................................................07 Inputting a new project.................................................................................................................08 Preparing the short-term plan.......................................................................................................09 Inputting teams and staff...................................................................................................09 Inserting activities..........................................................................................................................09 Changing activities........................................................................................................................10 Navigation......................................................................................................................................10 Inserting and changing medium-term activities.............................................................................10 How to transfer activities between weeks?....................................................................................11 Planning for the next horizon.........................................................................................................11 Opening Plans...............................................................................................................................11 Managing Constraints....................................................................................................................12 Adding constraints using the right button of the mouse.....................................................12 Using the CAS module (Constraint Analysis System)........................................................12 Applying filters........................................................................................................13 Printing constraints.................................................................................................13 Reports..........................................................................................................................................13 Visualizing reports on the screen ......................................................................................13 Printing reports...................................................................................................................14 Week printing.....................................................................................................................15 Logo selection................................................................................................................................15 Changing Information.....................................................................................................................15

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Defining start date.........................................................................................................................15 Excluding Projects.........................................................................................................................15 Importing / Exporting.....................................................................................................................16 Exporting............................................................................................................................16 Importing............................................................................................................................16 Controlling the short-term plan......................................................................................................17 What does PPC mean?......................................................................................................17 Problem recording..............................................................................................................17

Work Task
Installing Work-Task
1 - First of all, uninstall any version of Work-Task you have installed in your computer. 2 - Unzip the file WokTask.zip to any folder. 3 - Open the folder with the unzipped files and run the file Setup.exe 4 - Follow the instructions.

Image 01 Welcome to the InstallShield

Image 02 Lincense Agreement

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Image 03 Customer Information

Image 04 Ready to Install the Program

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Image 05 Installing

Imagem 06 InstallShield Completed

Note: In case the installation software requires your computer to be restarted, restart it and if Windows does not complete the installation, run Setup.exe again.

Work Task
Uninstalling Work-Task
The uninstall process according to the following step: Start Uninstall Program Folder Work Task

Getting started
After worktask installation, the user can find it through the following steps: Start Programs Work Task System. Work Task When you start worktask, the New Project dialog box is displayed. The dialog box provides you with ways to start a project. You can: open a project or setup a new project.

Image 07 Getting started

Open an existing project


To open an existing project execute the following steps: File Menu Open Project. In the window shown below (image 8), choose the name of the chosen project and then click on OK bottom.

Work Task

Image 08 Open an existing project

Inputting a new project


To record a new project go to the menu File New Project. The window below will be shown. Fill in the data and click OK. Note: If you wish to create a folder for your new projects, select the place where the folder should be created and click in "Create new folder. We recommend you to keep the projects in the standard folder, which is located inside the programs own folder.

Image 09 Inputting a new project

Work Task
Preparing the short-term plan
Inputting teams and staff
Now that you have created your new project, you have to input the teams. Team Input Open the menu Project

Image 10 Inputting staff

To insert the employees in the teams, select the team and click on the button Input Teams.

Image 11 Inputting teams and staff

The program allows the input of 21 teams with 16 employees each. Input the necessary teams.

Inserting activities
To insert new activities in your planning you must fill in the data in the form INSERT/CHANGE TASK (shown below) and click on the button INSERT CHANGE The weekly schedule may be filled in two different ways: - Day control: In this method it is not necessary to use numbers, only fill in with the letter x. - Employee control: The fields must be filled using the number keys, indicating the number of workers allocated to execute the task.

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Image 12 Inserting activities

Changing activities
To change the activities it is necessary to select the task to be changed in the plan task grid. After the selection, only change the data in the form and click on the button INSERT CHANGE. Note: Both for inserting and changing tasks, if you do not click on the button INSERT CHANGE, the data related to the task will be lost after you close the program.

Navigation
To navigate through the weeks of the plan use: The buttons: Or the keyboard commands: Alt + or Alt +

Image 13 Navigation

To navigate through the tasks of a given week of the plan use: The mouse or the keys: Ctrl + or Ctrl +

Inserting and changing medium-term activities


To insert an activity in a medium-term week you can: - Click on the chosen activity with the right button and click on Reschedule for - Navigate until the chosen week and use the field to add new activities.

Image 14 Inserting and changing medium-term activities

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How to transfer activities between weeks?
You can replan an activity from one week to another. To transfer a chosen activity, first you have to select it. Then, clicking the mouse right botton on the selected activity you can choose which week you want to transfer it. At the end of the process you can click on the OK bottom.

Image 15 Replan to

Planning for the next horizon


In the planning for the next horizon, the program takes weeks 2,3, etc and transforms them into weeks 1,2,etc of the next plan. Also, the program identifies the incomplete activities of the first week of the current plan and insert them in the first week of the next plan In order to use this function in Work-Task you should open the last plan inserted in your project and Planning for the next horizon access the menu Tools After clicking on this menu, a week selection screen will appear. There it will be possible to check the creation of a new week.

Image 16 Planejando para prximo horizonte

Opening Plans
You can access any plan previously created in your project through the menu: File Select the desired planning week and click OK. Open Plan.

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Image 17 Opening Plans

Managing Constraints
Adding constraints using the right button of the mouse
Constraints are always related to an activity inserted in the plan; therefore, in order to add a constraint you must: - Click on the activity with the mouse right button. - Click on the option Add constraint. - Fill in the constraint fields. - Click on Add.

Image 18 Managing Constraints

Using the CAS module (Constraint Analysis System)


The CAS was created to make the management of your constraints easier; it can be open Constraints. through the menu Tools When CAS is opened the following Color code will appear: - White Text, Red Background Expired Expires in more than two days. - Black Text, White Background - Red Text, White Background Expires in up to two days (maximum).

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Image 19 CAS module

Applying filters
CAS offers 2 types of filters for the display of constraints: -Class Filter Shows only the constraints associated to the selected class -Date Filter Shows constraints according to their dates (Expired, About to expire, Pending, All)

Printing constraints
on File To print the constraints you must select the filters you judge appropriate and click Print.

Reports
Visualizing reports on the screen
Visualizing reports on the screen is achieved through the menu Tools Graphs. The window above will be opened (Image 20); on its upper part you can select which part of the report must be displayed on screen as well as the weeks that compose the period report.

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Image 20 Visualizing reports on the screen

Printing reports
Differently from the on-screen report, the printed report is displayed in full; you cannot choose which part you want to visualize. Print report. To print the report click on File On the window that will be displayed you will be able to choose the printer and the period to be considered in the printed report.

Image 21 Printing reports

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NB: During on-screen visualization or report printing, a window might pop-up asking you to select a few problems. This occurs when the program automatically detects more than the three main problems in a project.

Week printing
To print the week that is being displayed on the screen use the menu File necessary, change printer and click on Print. Print Week; if

Logo selection
The program allows you to use your company logo on the screen. In order to do this choose the Logo Select Logo image (.jpg, .bmp, .gif) through the menu Tools The selected logo will also be used on the head of the printed report, week print-out and constraint print-out. Logo Blank If you do not want to exhibit your company logo, use: Tools

Changing Information
In order to alter a projects data (Person in charge, Foreman, Trainee) click on menu Project Change Information, change the necessary data and click on Change.

Image 22 Changing Information

Defining start date


The definition of the start date is made for each plan. At the creation of a new plan, a start date is generated automatically: 7 days after the start date of the previous plan. However. The date can be altered after the creation of the new plan through the menu Project Define start date (Current Plan).

Excluding Projects
Each time a project is created on the computer, more than one file is created. To make project exclusion more user friendly a routine was created. The user must locate the project in the computer, select it and click on the Delete button. Exclude Projects Access to this window is through the menu File

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Image 23 Excluding Projects

Importing / Exporting
Exporting
In order to export a project you must access menu File Export Project. Select the source, the project and the target destination, click on Export. Exportation is carried out through a .ZIP file.

Image 24 Window of Exporting

Importing
For the importation process you must locate the .ZIP file created during exportation and the location where the project must be placed.

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Image 25 Window of Importing

Controlling the short-term plan


After inserting the tasks of a given plan, you should keep it updated, altering the percentage of finished tasks and the problems occurred during task execution.

Image 26 Percentual

What does PPC mean?


PPC shows the percentage that was executed in each week. It is divided in 2 fields: - PPC week Percentage of tasks excluding extra tasks - PPC Extra Task Percentage of tasks including extra tasks

Problem recording
The program allows you to record 2 problems per task. In order to record the problems you must select them in the field INCLUDE / CHANGE TASK and click on the INSERT MODIFY button (Image 27). The 2 problems must always be different. Otherwise the program will consider one of them as No Problem.

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Image 27 Problem recording

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