4.09 Deswik - Sched For UGM Tutorial v4.1

Training Tutorial
Deswik.Sched
Gantt Chart Scheduling
Underground Metals
Module ID: 4.09
Duration: 1 day
Deswik Mining Consultants (Australia) Pty Ltd ABN: 28 130 036 832 T: +61 3292 2700 F: +61 7 3831 3312
W: deswik.com E: info@deswik.com A: Level 22, Riparian Plaza, 71 Eagle Street, Brisbane, QLD 4000 Australia
COPYRIGHT
Copyright over this document and any accompanying models or data is reserved by Deswik Mining Consultants
(Australia) Pty Ltd (“Deswik”). This document is only to be used by the Client under the terms outlined herein. It
may not be distributed, reproduced or circulated in any way. It may not be edited or amended in any way, unless
expressly agreed to by Deswik. Products and registered logos referred to in this document are trademarks of their
respective owners and these trademarks are hereby acknowledged.
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CONFIDENTIALITY
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This tutorial is subject to Deswik Standard Terms and Conditions which detail the confidentiality obligations of
both Deswik and the Client. The Client should treat this tutorial and any accompanying documents, models or
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data as confidential at all times.
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V ERSION CONTROL
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A summary of the revision history of this document follows:
Version Build Date Comments

Number Number Modified
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4.1 5.0 Feb 2015 Update processes and images

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4.0 4.3 July 2014 Revision

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1.0 4.0 Aug 2013 Release

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CONTENTS
1. Training Module Instructions 10
1.1. Module Symbols 10
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2. Introduction 11
3. Learning Objectives 12
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3.1. Review Completed Project 13
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3.2. Process Map 13
4. Getting Started 14
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5. Licensing 15
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5.1. Load Deswik Licenses 15
5.1.1 Load Local Licenses

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5.1.1.1 Generate Local Licenses 16
5.1.1.2 Load a Local License 16

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5.1.2 Load Network Licenses 17

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5.1.2.1 Check out a Roaming License 17

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5.1.2.2 Check in a Roaming License 18

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5.2. Troubleshoot License Issues 19
5.3. Open and Close Multiple Projects 19

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5.3.1 Open an Additional Project 19

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5.3.2 Close an Additional Project 20
6. Schedule Display 21
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6.1. Quick Access Toolbar 21

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6.1.1 Scheduler Application Button 22
6.2. Menu Tabs and Ribbons 23
6.2.1 Customize the Ribbon 23
6.3. Task Grid 26
6.4. Gantt Chart 26
6.5. Reporting Grid 27
6.6. Status Bar 27
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6.7. Quick Hints and Tips 28
6.7.1 Navigation Shortcuts 28
6.7.2 Shortcut Menus 29
6.7.3 Tooltips 30
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7. Project Configuration 31
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7.1. Modify Display Settings 32
7.1.1 Defaults 32
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7.1.2 Scheduling Settings 33
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7.1.3 Display Settings 34
7.2. File Backups 35
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7.2.1 Load a Backup File 36
8. Project Setup G 38
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8.1. Review Input Data 38
8.2. Schedule Start Date 39

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8.3. Global Constants 41

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8.4. Create Custom Fields 42
8.5. Create Production Fields 43

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8.5.1 Weighting Production Fields 44

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8.6. Configure Columns 45

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8.7. Import Data 48

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8.7.1 Review Imported Data 49

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8.8. Production Fields with Formulas and Filters 49

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8.8.1 Generate Filters 49
8.8.2 Create Production Fields with Formulas 51
8.8.2.1 Formula Builder Setup 51
8.9. AutoGenerate Custom Field Values 54
9. Viewing Data 58
9.1. Views 58
9.1.1 Gantt View 58
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9.1.2 Network View 58
9.1.3 Show Log 59
9.1.4 Report View 60
9.2. Task Information 60
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9.2.1 General Tab 62
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9.2.1.1 Driving Quantity and Property 63
9.2.1.2 Type 63
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9.2.2 Production and Custom Fields 64
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9.2.3 Dates 65
9.3. Filters 65
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9.3.1 Manual Filters 65
9.3.2 AutoGenerate Filters G 67

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9.3.3 Quick Filters 68
9.3.4 Apply and Check Filters 70

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9.3.5 Disable Filters 71

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9.4. Groups 72
9.4.1 Create Groups 72

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9.4.2 Apply Groups 73

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9.4.3 Group Display Options 74

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9.4.3.1 Collapse and Expand Groups 74

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9.4.3.2 Colored Grouping 75

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9.4.3.3 Display As Options 75

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9.4.3.4 Flat Styled Groups 76
9.4.3.5 Indent and Outdent Tasks 77
9.5. Sorts 78
9.5.1 Create Sort Rules 78
9.5.2 Apply and Check Sorts 81
9.6. Tags 82
9.7. Column Configuration Fields 84
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9.7.1 General Fields 84
9.7.2 Additional Column Configuration Rules 85
9.7.3 Add and Remove Columns via The Task Grid 87
9.8. Time Scales 89
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9.8.1 Configure Time Scales 89
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9.9. Gantt Chart Configuration 93
9.10. Report Options 96
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9.10.1 Report Option Rules and Fields 96
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9.11. Layouts 100
10. Modify Tasks 104
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10.1. Modify Single Tasks 104
10.1.1 Update Tasks via Task Information G 104

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10.1.2 Update Tasks via Task Grid 105
10.2. Modify Gantt Bars 106

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10.3. Modify Bulk Tasks 108

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11. Scheduling Calendars 111
11.1. Shift Roster Setup 111

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11.2. Shift Rules 113

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11.2.1 Non-Work Period 113

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11.2.2 Non-Standard Period 114

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11.2.3 Percent Modification 114

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11.3. Equipment Maintenance Rules 116

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11.4. Apply Calendars 119
12. Dependencies 122
12.1. Dependency Layers 122
12.2. Link Tasks 123
12.2.1 Link via the Task Grid 123
12.2.2 Link via the Gantt Chart 126
12.3. Link Groups 126
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12.3.1 Ignore Groups 127
12.3.2 Link Tasks Within a Group 128
12.3.3 Link Between Groups 128
12.4. Dependency Audits 130
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12.4.1 Dependency Filters 130
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12.4.2 Task Information | Dependencies 131
12.4.3 Dependency Information 131
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12.4.4 Date Range Filters 132
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12.4.4.1 Date Range Filters via the Filters Ribbon 132
12.4.4.2 Date Range Filters via the Time Scale 133
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12.5. Replace Dependencies 135
13. Resources G 138

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13.1. Create Resources 138
13.1.1 Create Individual Resources 138

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13.1.2 Create Resource Pools 142

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13.2. Create Resource Reports 143
13.2.1 Create a Resources Layout 146

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14. Resource Assignment 147

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14.1. Resource Assignment Types 147

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14.2. Resource Assignment Map 148

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14.3. Assign Resources 149

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14.3.1 Resource Assignment Results 152

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14.3.1.1 Indicator Column Results 152
14.3.1.2 Report Results 153
14.3.1.3 Task Grid Information 153
14.3.1.4 Gantt Chart Results 154
14.3.1.5 Resources Dialog Box 154
14.3.1.6 Task Information Dialog Box 156
14.4. Unassign Resources 156
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14.5. Resource Pool Assignment 157
14.6. Multiple Resource Assignment 159
15. Resource Leveling 161
15.1. Resource Leveling Setup 161
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15.1.1 Apply Resource Leveling 162
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15.2. Resource Leveling Analysis 163
15.2.1 Resource Leveling Indicator Column Results 164
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15.2.2 Task Grid Information 164
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15.2.3 Gantt Chart Results 165
15.2.4 Report Results 166
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15.3. Clear Resource Leveling 166
15.4. Step Leveling G 167

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16. Schedule Reports 170
16.1. Schedule Information 170

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16.2. Baselines 171

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16.2.1 Create a Baseline 171
16.2.2 Create Baseline Report Fields 172

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16.2.2.1 Configure Baseline Task Grid 172

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16.2.2.2 Baseline Report Options 173

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16.2.3 Apply Baselines 174

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16.2.4 Baseline Results 175

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16.3. Quantity Constraints 177

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16.3.1 Create Quantity Constraints 177
16.3.1.1 Create Quantity Constraint Targets 177
16.3.1.2 Create Quantity Constraint Rules 179
16.3.1.3 Quantity Constraint Reports 180
16.3.2 Apply Quantity Constraints in Resource Leveling 181
16.4. Create Graph Reports 184
16.5. Export Reports 186
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16.6. Troubleshoot Schedule Issues 187
17. Support 190
17.1. Help Files 190
17.2. Client Portal 190
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17.2.1 Client Portal Access 190
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17.3. Support Contacts 191
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1. TRAINING MODULE INSTRUCTIONS
You can complete this training module in a self-paced environment or as a guided training course. You will use a
variety of tools and functions within Deswik.Sched to complete the course.
This tutorial is a dual-purpose training module containing a mix of reading theory and practical exercises.
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1.1. MODULE SYMBOLS
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Throughout the module, various symbols indicate what to do and account for at that stage of the training. The
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table below explains the purpose and requirements for the various symbols.
Symbol Description Detail
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Exercise The Exercise symbol represents the steps to follow to complete the training project.
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Critical The Critical Information symbol represents details to remember and account for
Information
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when performing this process in the future.
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General The General Information symbol provides further information on the fields or
Information functionality used at this step of the training.
Hints and The Hints and Tips symbol represents information to help navigate to a section of the
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Tips tutorial or to a similar outside process.

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Quality The Quality Check symbol indicates that you need to check the project results. If not
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Check checked, further action or practice might be the result.
Optional The Optional Practice symbol provides ideas and an opportunity to do further
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Practice practice. Although the practice is not compulsory, it might help to embed the learning
objectives.
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2. INTRODUCTION
This training module covers the common tools and functions in Deswik.Sched to create a basic, high-level
schedule.
The module includes the training data and software files to complete the exercises in the tutorial.
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To complete this tutorial, you need to download the Deswik Suite setup file and have a valid license. When you
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attend a training course, the facilitator will provide you with a setup file to download and a temporary license.
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3. LEARNING OBJECTIVES
This module introduces the layout, common tools, and functionality of Deswik.Sched.
At the end of this tutorial, you should be able to:
l Load and manage licenses
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l Identify and navigate the Deswik.Sched workspace
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l Modify project configuration settings
l Define the schedule start date
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l Create global constants, lookup tables, custom fields, and production fields
l Import external data into the Scheduler
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l Create production fields with formulas
l Create and apply filters, groups, and sorts to the schedule
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l Create additional column configurations to view the data
l Configure the time scales and Gantt Chart views
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l Create reports for physical quantities and resource utilization
l Create layouts
l Modify tasks
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l Create scheduling calendars

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l Create shift and maintenance rules

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l Generate task dependencies

Create resources and resource pools
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l Create a resources report

Assign resources and resource pools to tasks
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l Create resource leveling rules to resolve conflicts

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l Create baselines to compare project variations

l Create targets to constrain scheduling periods
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l Troubleshoot common project problems.

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3.1. REVIEW COMPLETED PROJECT
The training uses a new Deswik.Sched file to guide you through the steps used to build a high-level schedule
project.
To build the project, you import data to create a starting point for most scheduling projects. The data for this
project comes from a fictitious underground metals mine built for training purposes.
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At the conclusion of the training, you should have a Deswik.Sched project similar to the completed project.
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To complete the optional exercise:
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Browse to the folder provided with this training module. Open and review the Deswik.Sched file named
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Completed Project.
If you are using this module outside of a facilitated training session, refer to the completed project. Check that
the inputs and outputs for the various exercises match the completed project.
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3.2. PROCESS MAP
A high-level process map summarizing the steps taken in this tutorial has been included as an attached appendix.
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Use this process map as a guide to track and map the steps taken to complete the training and the completed
project.
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To access the process flow, navigate to the folder provided with this training module, and open the file named
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Process Map.
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4. GETTING STARTED
This training tutorial includes a mix of theory and practical exercises, using a blank Deswik.Sched file to build up a
project. To open of a new project:
Click the Windows Start button, and then click Deswik | Deswik Suite | Deswik.Sched.
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OR
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Double-click the Deswik.Sched shortcut icon on the desktop.
Create a folder to save the Deswik.Sched files that you generate during this tutorial.
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5. LICENSING
Installation and access of Deswik Suite licenses can be on a local file or on a network server.
The DESWIK LICENSE MANAGER displays licenses that are available for use.
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Refer to the clientportal.deswik.com page for further information on Deswik licensing. For details on accessing
the Deswik Client Portal, refer to Client Portal on page 190.
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5.1. LOAD DESWIK LICENSES

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There are two main types of Deswik licenses:
l Local licenses install on the machine and are specific to that machine.
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l Network licenses are accessible from the license server, to roam onto a local machine.
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When Deswik detects a license that is not valid, a warning message displays. You must load a valid license to
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continue.
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When you attend an accredited Deswik training course, the facilitator will provide a temporary license.
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5.1.1 LOAD LOCAL LICENSES
Deswik issues local licenses to clients who have purchased a local license. If you do not have a local license, see
Load Network Licenses on page 17.
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5.1.1.1 GENERATE LOCAL LICENSES
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To generate a license for the local machine or server, send the Host ID of the machine to your Deswik software
distributor.
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The Host ID displays in the lower-left corner of the DESWIK LICENSE MANAGER.
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1. In the DESWIK LICENSE MANAGER dialog box, double-click the Host IDs region to copy the details to the
clipboard.
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2. Paste the Host ID details into a new email and send to your local Deswik Support.
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5.1.1.2 LOAD A LOCAL LICENSE

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When eligible, Deswik Support will issue the local license to load and access Deswik products. You can access and
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manage licenses via the DESWIK LICENSE MANAGER.
Please complete the following exercise:

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1. In the INVALID LICENSE DETECTED dialog box, click Yes.
To open the DESWIK LICENSE MANAGER, click in the upper-right corner of the workspace.
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2. In the DESWIK LICENSE MANAGER, click File | Import.
3. In Windows Explorer, locate a valid license file and click Open.
The valid Deswik.Sched license displays in the main panel of the DESWIK LICENSE MANAGER.
If there is already a license file of the same name in the directory, a message to overwrite the current
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license displays. Contact Deswik Support to determine if you should overwrite the file or not.
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5.1.2 LOAD NETWORK LICENSES
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To access a network license from a local machine, the license manager must reference the server that broadcasts
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the license. After the network server displays in the list of available license servers, the license manager can check
for a valid license.
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If the server detects an idle client, (timeout period exceeds one hour) or if a network disconnection occurs, the
server will check the network license back in.
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1. In the DESWIK LICENSE MANAGER, click Tools | Options to display the OPTIONS dialog box.
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2. Click Add.
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3. Contact your IT Administrator for the Server, License Port, and Admin Port details and type the details
into their respective fields.
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4. Click Check to validate.
If there are any errors detected, check and update the inputs. Once the license server connects, it
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displays in the panel to the left side of the dialog box.

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5.1.2.1 CHECK OUT A ROAMING LICENSE
Machines that do not have a local license installed, can roam a license from a mapped network. A roaming license
is a license that is 'checked out for roaming' from a server.
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Select the product in the list of server licenses and click Checkout for Roaming to roam a license from a server.
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5.1.2.2 CHECK IN A ROAMING LICENSE
When you check out a license for roaming, the license displays under Roaming Licenses in the left-side panel of
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the DESWIK LICENSE MANAGER.

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Click Stop Roaming to check in a roamed license or click Return All to check in all the licenses that you have roamed
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out.
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Roamed licenses that you do not check back in will return to the pool of available licenses after midnight on
the last day of the roamed period.
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5.2. TROUBLESHOOT LICENSE ISSUES
One of the main tools that Deswik Support uses to troubleshoot license issues is the LICENSE DIAGNOSTIC LOG.
If you need to contact Deswik Support about any license issues, open the View Local Diagnostics Log. This
will generate a text file to send to Deswik Support, to help troubleshoot the issue.
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5.3. OPEN AND CLOSE MULTIPLE PROJECTS
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One valid Deswik.Sched license equates to one session. If you need more than one session, you will need a valid
license for each.
You can open many documents or projects in a single Deswik.Sched session.

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5.3.1 OPEN AN ADDITIONAL PROJECT

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Open another project while the Deswik.Sched session is open.

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1. On the Quick Access Toolbar, click to browse for an existing file.

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In Windows Explorer, the Deswik.Sched files display with the Deswik.Sched symbol and a *.dsf file
extension.
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2. Browse to the Deswik.Sched project and click Open.
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Deswik.Sched displays open projects on tabs. The active document will be the active tab.
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5.3.2 CLOSE AN ADDITIONAL PROJECT
Close a project without closing down the Deswik.Sched session.
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Click the document close button to close the active project.
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If you made any changes to the active document, a message to save the schedule file displays.
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6. SCHEDULE DISPLAY
The Deswik.Sched workspace consists of tabs, ribbons, and display areas that house some of the more common
functions. Common functionality is grouped together for ease of use and navigation.
Before using Deswik.Sched, familiarize yourself with the workspace.
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Quick Access Toolbar Menu tabs and ribbons Task Grid

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Gantt Chart Report Grid Status Bar

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6.1. QUICK ACCESS TOOLBAR

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The Quick Access Toolbar lets you save commonly used commands to a single location for quick and easy access.
You can customize the toolbar to meet your specific needs, and you can display it either above or below the
ribbon.
On the ribbon tabs, right-click a command to display the following shortcut menus. You can add or remove
the selected command from the Quick Access Toolbar.
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When you add or remove commands from the Quick Access Toolbar, the settings save to your user profile as
an XML file. Each time you open a new Deswik.Sched session or document, the Quick Access Toolbar
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maintains these settings. You can also access the Quick Access Toolbar commands via the main menu.
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6.1.1 SCHEDULER APPLICATION BUTTON
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The application button is located in the upper-left corner of the Deswik.Sched workspace. The menu contains file
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management commands, including a list of Recent Documents.
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Double-clicking the Start button will close the program after prompting you to save any changes.
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6.2. MENU TABS AND RIBBONS
Use the ribbon to access all the commands. The ribbon display will change, depending on which ribbon tab you
select. Refer to the Help files for more information.
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To access the Help files, click in the upper-right corner of the Deswik.Sched workspace.
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6.2.1 CUSTOMIZE THE RIBBON
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Customize the ribbon to create a new Category | Tab | Group. Tailor the ribbon to your requirements, to
provide quick access to favorite commands.
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1. Click the Deswik.Sched application button to display the menu.

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2. Click Customize Ribbon to display the RIBBON CUSTOMIZATION dialog box.

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3. In the RIBBON CUSTOMIZATION dialog box, click Category in the New… section.
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4. Click the New Group (Custom) that displays in the Customize the Ribbon grid to the right side.
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5. In the Choose commands from grid to the left, highlight the command you need, right-click and select Add
in the shortcut menu.
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Alternatively, click the command in the grid to the left side and drag it to a group in the grid to the right
side, or click the button in the middle column.

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6. Click Rename from the New… section, to apply a custom name to the new ribbon options (optional).
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7. Click OK to save the new ribbon options.

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Custom categories display to the right of the Quick Access Toolbar. They can contain any number of
custom tabs, groups, and commands.
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Right-click to access many of the options outlined above via a shortcut menu.
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6.3. TASK GRID
Project tasks display in the Task Grid (upper-left quadrant of the main workspace when in Report view).
Projects in Deswik.Sched have tasks (activities that have a beginning and an end). You can type tasks into the Task
Grid or copy them from another editing program such as Microsoft® Excel and paste into the Task Grid. You can
also generate and import tasks via Deswik.IS.
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The process of configuring the Task Grid columns, to display data, is covered later in the tutorial.
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6.4. GANTT CHART

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Tasks display in the Gantt Chart, representing a graphical display of the tasks in the Task Grid. The Gantt Chart is
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in the upper-right quadrant of the workspace (Report view).

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Deswik.Sched displays the start and finish dates of all active tasks, and any dependency links between these tasks.
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The process of configuring the Gantt Chart columns is covered later in the tutorial.
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6.5. REPORTING GRID
Track field totals over time, from the Reporting Grid (the lower half of the main screen when in Report view).
The left side of the Reporting Grid displays the fields to report on. The right side of the Reporting Grid displays the
report results.
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Creating reports and analyzing results in the Reporting Grid is covered later in this tutorial.
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6.6. STATUS BAR
Specific project information displays on the status bar, located under the main workspace.
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On the View ribbon, click Status Bar or double-click the status bar to customize it.
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The status bar consists of six panels. The first five panels are for project fields (production, custom, or general
fields). The sixth panel is for a function, when you select multiple production fields.
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6.7. QUICK HINTS AND TIPS

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This section has an overview of the functions that assist in the basic navigation of Deswik.Sched.
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6.7.1 NAVIGATION SHORTCUTS
Included in the table below are some quick navigation shortcuts to start using Deswik.Sched.
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Function Detail Instructions

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Zoom Use this feature to zoom the view in and Hold down Ctrl and scroll the mouse wheel.
out.
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Resize Resize the quadrant that you are Point the cursor to where the four quadrants
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working in. meet and drag the + icon to resize all areas of the
main window.
Reset Splitters Reset the splits evenly between the four In the View ribbon, click Reset Splitters to reset the
quadrants of the main screen. view splitters to the center of the screen.
Task Locate Quickly locate a task within the Gantt Select a cell in the Task Grid and press the mouse
Chart. scroll wheel to display the task in the Gantt Chart.
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Function Detail Instructions
Add a Row In most of the dialog boxes, you can add,

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delete or insert rows.
Delete a Row
l Click to Delete a Row
Insert a Row
l Click to Insert a Row
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Minimize or Collapse or expand the ribbons. Double-click any of the ribbon tabs or press
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expand menu Ctrl+F1 to collapse or expand the ribbons.
ribbons
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Task Access detailed task information for a Double-click a specific task in the Task Grid to
Information selected task. display the TASK INFORMATION dialog box.
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Browse The browse button opens a related
When a field has an browse button next to it,
Buttons command or function to adjust the
click to access the related command.
inputs or settings.
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6.7.2 SHORTCUT MENUS G
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There are several shortcut menus within Deswik.Sched to aid navigation. When you right-click, the menu and
options that display will depend on the cursor location. Some of the common shortcut menus are in the table
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below:
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Task Grid Task Grid Gantt Chart Reporting Grid

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Column Headers Column Headers

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6.7.3 TOOLTIPS
Deswik.Sched has several tooltips that display depending on the location of the cursor. Some of the common
tooltips are in the table below:
Task Grid Gantt Chart Gantt Chart
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Indicator Symbols Task Bar Dependency Link
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Further information and exercises on some of the Deswik.Sched hints and tips is covered later in the tutorial.
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7. PROJECT CONFIGURATION
Customize and configure Deswik.Sched settings to meet the project requirements.
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Click the Deswik.Sched application button , and then click Configuration in the menu.
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The CONFIGURATION dialog box has five tabs. Customize settings by selecting the required tab and modifying
the relevant field or selection.
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31 | Page
7.1. MODIFY DISPLAY SETTINGS
In the first three CONFIGURATION dialog box tabs, you can customize the display settings for the active schedule.
7.1.1 DEFAULTS
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Customize the default project settings for the active schedule.
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In the CONFIGURATION dialog box, click the Defaults tab to customize default project settings.
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Changing default settings will not affect existing tasks in a schedule. Refer to the Help files for detailed
information on the default setting options.
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7.1.2 SCHEDULING SETTINGS
Customize the default schedule settings for the active schedule.
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Click the Scheduling Settings tab to customize default settings.
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7.1.3 DISPLAY SETTINGS
Customize the default display settings for the active schedule.
You can configure the Gantt Chart section of the schedule to always keep the Gantt bars visible in the Gantt
Chart. For this feature to work, sort tasks by their start date. When you scroll down the tasks, the Gantt bars
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will remain visible.
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Click the Display Settings tab to customize default display settings.
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For this feature to work, sort tasks by their start date in the Task Grid.
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7.2. FILE BACKUPS
Deswik.Sched creates a Backup folder when you save the project for the first time. The backup folder is in the
same location as the saved project, and all backups save to this folder.
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1. In the CONFIGURATION dialog box, click the Backup tab to configure the file backup settings.
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2. Select the Backup check box and edit the settings as required.
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7.2.1 LOAD A BACKUP FILE
If required, you can open and edit a backup file as a regular Deswik.Sched file.
For the following exercise to work, save a Deswik.Sched project before running the exercise.
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1. Browse to the Deswik.Sched Backup folder.
2. Right-click the ‘project name’.dsf_LastSave.bak file, and then click Rename in the shortcut menu.
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3. Replace the “.bak” file extension with “.dsf”.
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4. In the RENAME dialog box, click Yes.
The backup file updates to a Deswik.Sched file.
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5. On the Quick Access Toolbar, click to open the project.

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Chapter Review
Before proceeding to the next chapter, review the list of subjects from the chapter. The acquired skills and
knowledge should include the ability to:
Subject Reference
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Access the DESWIK LICENSE MANAGER dialog box. Licensing on page 15
Check out and check in a network license. Load Network Licenses on page 17
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Locate license diagnostic logs for troubleshooting. Troubleshoot License Issues on page
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Open more than one project in Deswik.Sched. Open and Close Multiple Projects on
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page 19
Learn the objectives of the course, review the completed project, and Learning Objectives on page 12
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the process map.
View the Deswik.Sched workspace.

G Schedule Display on page 21
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Customize the ribbons. Customize the Ribbon on page 23
Use basic shortcut theories to navigate Deswik.Sched. Quick Hints and Tips on page 28
Modify default project configuration settings. Project Configuration on page 31

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Locate and retrieve backup files. File Backups on page 35

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Apply the theories covered in these topics to similar processes.

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8. PROJECT SETUP
The following chapters in this tutorial describe in detail how to set up a simple schedule for use in an underground
metals operation.
8.1. REVIEW INPUT DATA
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Review the spreadsheet supplied with this training module. Determine the production field and custom field data
to import into the schedule.
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Browse to the Datasets folder and open the spreadsheet supplied to review the schedule data.
General fields Production fields Custom fields
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Name Volume UG_HG Mine
Description Volume UG_WST

G Lode
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Task Rate Tonnes UG_HG Level
Tonnes UG_WST Activity Type

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AU UG_HG Development Type

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Meters Cost Center

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The data is in three main categories. More details on these options are in the tutorial. An overview of the fields
is in the following table:
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Field Name Description Example

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General fields General fields are default fields, used to sort and calculate l Start date
various aspects of the schedule.
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l End date
l Task rate
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l Duration
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l Resource
Production fields Production fields contain custom, numeric data to assign to l Volume
schedule tasks. l Tonnes
The values can include filters and formulas (expressions) and can l Density
drive the rate of a task.
l Dilution grade
Custom fields Custom fields contain qualitative data to assign to the tasks. l Mine
They are usually naming or numbering conventions to help l Lode

identify tasks. l Level
l Development Type
38 | Page
Production and custom fields will be set up later in the tutorial. These fields will store the values from the
imported data. If you set the fields up incorrectly, critical errors will occur when importing the data. For
example, if tonnes are set as a custom field, tonnes cannot drive the rate of a task or resource and may not
display or calculate.
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8.2. SCHEDULE START DATE
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By default, the Schedule Start Date is the current date.
When you change a schedule start date, most of the start and finish dates will update, and dependencies are
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considered. Tasks with constraints of any kind will not update.
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For this tutorial, the schedule start date will be set to July 1, 2018.
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1. On the Scheduling ribbon, click Schedule Start to set the start date and time.
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2. Set the schedule start time and date to: 01/07/2018 6:00:00 AM.
You can also open the menu to select the start date and time via the calendar and clock display.
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8.3. GLOBAL CONSTANTS
Global constants are a quick and easy way to associate a name with a constant value in the schedule. Global
constants can be useful when you have the same value used several times throughout a schedule. If a global
constant forms part of a formula, only the constant value needs to change to update the formula.
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1. On the Setup ribbon, click Global Constants to display the GLOBAL CONSTANTS dialog box.
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2. Click to add a new row to the grid.
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3. Enter the following settings:
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You will reference the global constants when you create production fields later in the tutorial.
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8.4. CREATE CUSTOM FIELDS
Custom fields contain qualitative data to assign to schedule tasks. They are usually naming or numbering
conventions such as level, activity and development type.
The concept of fields in Deswik.Sched relates to attributes in Deswik.CAD. Tasks within Deswik.Sched are like
entities within Deswik.CAD. You assign custom fields to tasks just as you assign attributes to entities.
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You can enter the values or labels for each custom field or generate them once you import schedule data.
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1. On the Setup ribbon, click Custom Fields to display the CUSTOM FIELD dialog box.
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2. Click to add a row to the list.

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3. In the New Custom Field Name field, enter Mine.

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4. Repeat the process to add the following custom fields:
a. Lode
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b. Level
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c. Activity Type
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e. Cost Center
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You can generate the label values for the custom fields once the data imports into Deswik.Sched.
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5. After creating the custom fields, click OK to close the dialog box.
6. On the Quick Access Toolbar, click the Save button and name and save the new file to the same location
as the training data provided.
42 | Page
8.5. CREATE PRODUCTION FIELDS
Production fields are custom, usually numeric data that you can assign to any task in the schedule. Production
field examples are tonnes, volume, density, dilution and grade.
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1. On the Setup ribbon, click Production Fields to display the PRODUCTION FIELDS dialog box.
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2. Click to add new row to the upper grid.
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The PRODUCTION FIELDS dialog box has two grids. The upper grid is for the production field details and the
lower grid is for any associated formulas and filters.
43 | Page
3. Create the following production fields in the upper grid:
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The production field abbreviation is automatically assigned after you enter the name. Enter a unique
value if you want to edit the abbreviation. Deswik.Sched references the abbreviation to control functions
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such as task and resource rates. Make the abbreviations simple so later processes can easily reference
them.
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8.5.1 WEIGHTING PRODUCTION FIELDS
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The first time you add a production field, the list of possible weight fields will be blank. As you add production
fields, they add to the list and you can select them as a weight for another production field.
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For example, you might apply a measured tonnes weight to a gold grade (Measured Au) to calculate the correct
grade.
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1. In the PRODUCTION FIELDS dialog box, click to add a row to the upper grid.
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2. Create an AU UG_HG production field that is weighted against the Tonnes UG_HG production field.
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8.6. CONFIGURE COLUMNS
Configure the columns in the Task Grid to change the information that displays. Set up various column
configurations to display the data you need.
For this tutorial, create a column configuration to align with the input data in the spreadsheet.
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1. On the View ribbon, click Configure Columns to display the CONFIGURE COLUMNS dialog box.
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You can also right-click the Task Grid column headers and click Configure Columns in the menu.
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2. Click to add a save to the list.
3. In the New Configure Columns Name field, enter Data Import.
When you create a new column configuration, the active settings are automatically applied.
4. Use one of the following methods to configure columns in the Task Grid:
45 | Page
Add and Insert Rows
Click the add or insert buttons, and then select a value in the Field list.
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Drag fields into the grid
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Drag the required field from the panel on the right side into the Configure Columns grid. Hold down
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Ctrl and click to select multiple fields.
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Use either of these methods to populate similar forms withinDeswik.Sched.
Keep Indicators as the first field for most column configurations. The Indicators field is useful for many
processes such as resource assignments and leveling.
46 | Page
5. Configure the order of the columns to match the order of the import data in the spreadsheet as follows:
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6. Click OK to close the dialog box and apply the Data Import column configuration.
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8.7. IMPORT DATA
After creating and configuring the project settings, you can copy and paste the data into Deswik.Sched.
You can also import the following file types: Microsoft® Project schedule files in *.mpp and *.xml formats,
Datamine® EPS, and Oracle® Primavera. These options are available via the Data Exchange | Import
commands. You can also enter data via manual input or generate data via the Deswik.IS.
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1. Browse to the Datasets folder and open the Input Data spreadsheet.
2. Highlight the data (do not include the column headers on the first row).
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3. Copy and paste the data into the first Name field in Deswik.Sched.
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When you copy data from a source like a Microsoft® Excel spreadsheet, the column order of the source
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file and Deswik.Sched must match. If the columns do not match, data will not import into the correct
fields.
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8.7.1 REVIEW IMPORTED DATA
As stated, if the Task Grid columns do not align with the source data columns, the data will not display correctly.
Before proceeding, confirm that the imported data is correct.
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If the data is not in the correct columns, delete the data from the Task Grid, modify the column configuration
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as required and paste the data again.
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8.8. PRODUCTION FIELDS WITH FORMULAS AND FILTERS
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will create a density production field with an associated formula.
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8.8.1 GENERATE FILTERS

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For further details on filters, see Filters on page 65 or refer to the Help files.
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1. Open the PRODUCTION FIELDS dialog box, and then click Edit Filters to create a filter.
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2. In the FILTERS dialog box, click to display the AUTOGENERATE FILTERS dialog box.
Deswik.Sched will generate filters for Activity Type values.
3. Click to add a new row.
4. In the Field list, select Activity Type, and then click All Possible.
When you click All Possible, all combinations are selected in the grid.
5. Click OK to generate the filters.
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You will reference the Activity Type filter later in the tutorial.
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8.8.2 CREATE PRODUCTION FIELDS WITH FORMULAS
Apply formulas to production fields, and if required to tasks that meet the criteria of a filter.
The HG Density production field will have an associated formula, created from existing production fields.
The HG Density production field also has a Volume UG_HG production field weight, to calculate the correct
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values.
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1. Open the PRODUCTION FIELDS dialog box.
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2. Create a new production field named HG Density
3. Click to add a row to the lower (Formula) grid.
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4. Click the options button in the Expression field to display the FORMULA BUILDER dialog box.
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8.8.2.1 FORMULA BUILDER SETUP
The expression to apply to the Density values will reference existing production fields.
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Double-click the values in the grids to create the expression in the FORMULA BUILDER or type the data into the
upper grid of the FORMULA BUILDER.
1. In the Fields | Production list, double-click Tonnes UG_HG to start creating the expression.
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2. In the Functions list, double-click / (divide by symbol).
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3. In the Fields | Production list, double-click Volume UG_HG.
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4. Confirm that a Formula Valid message displays and click OK
The HG Density production field is now linked to the tonnes and volume values.
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For other users who might use the schedule, enter a brief description (production field) about the
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8.9. AUTOGENERATE CUSTOM FIELD VALUES
Now that you have imported and checked the data, you can update the custom fields with their respective labels.
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1. Open the CUSTOM FIELD dialog box, and then select the Activity Type custom field.
2. Select Text from List of Values in the Data Type list.
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3. Click Yes to generate the labels.
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If you select Text from List of Values, and then click No, a warning will display. You must specify at least
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The grid should automatically populate with all the Activity Type custom field labels.
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The labels will be automatically assigned a color to define the colors of the Gantt bars later in the
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process. To change the colors in bulk, click .

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4. Repeat the process for the Mine, Lode, Development Type and Cost Center custom fields.
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Although you can autogenerate labels for all the custom fields, take care if there are many values (level).
If you do generate labels, it might restrict your ability to change the labels later in the process.
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Chapter Review
Subject Reference
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Review the data to import into the schedule. Project Setup on page 38
Set the schedule start date. Schedule Start Date on page 39
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Create global constants and lookup tables. Global Constants on page 41
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Create custom fields. Create Custom Fields on page 42
Create production fields. Create Production Fields on page 43
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Configure the column display. Configure Columns on page 45
Import data from the spreadsheet. Import Data on page 48
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Create production fields with formulas and filters. Production Fields with Formulas and Filters on page 49
Autogenerate custom field labels. G

AutoGenerate Custom Field Values on page 54
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9. VIEWING DATA
Deswik.Sched has a range of commands and functions available to customize how to view project data.
9.1. VIEWS
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The following options will change the view of the schedule data in the Task Grid, Gantt Chart, and Reporting Grid.
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9.1.1 GANTT VIEW
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The Gantt view will hide the report panes leaving just the Task Grid and Gantt Chart visible.
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On the View ribbon, click Gantt (Schedule Views group) to display the Gantt Chart view.
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9.1.2 NETWORK VIEW

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Use the Network view to display the schedule as a PERT (Program Evaluation and Review Technique) chart. Each
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task has a node that displays a summary of the task information.

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On the View ribbon, click Network (Schedule Views group) to display the Network view.
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The PERT chart, for the selected task displays.
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After you add dependencies to the schedule, select the Network view to display the node connection details.
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9.1.3 SHOW LOG
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The Log Entries window will help identify any problems in the schedule using messages displayed in the log.
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1. On the View ribbon, click Show Log (Workflow group) to view the Log Entries window.
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The Log Entries window displays below the main workspace.

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9.1.4 REPORT VIEW
In Report view, you can display the tasks, the Gantt Chart, and configured report fields and report totals.
The Totaled Fields section of the grid can display a range of totals such as period totals, average and cumulative.
You can track the number of resources and the work they are doing, ensuring they are not over or under
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allocated. You can also track numeric fields (general or production) that you assign to tasks.
Report view is the default Deswik.Sched view.
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On the View ribbon, click Report (Schedule Views group) to ensure the display is in its default view.
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After you add the tasks to the schedule, you can view details and data related to a selected task via the TASK
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INFORMATION dialog box. You can edit data and identify issues that might influence the schedule via the TASK
INFORMATION dialog box.
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Select a task, and on the Setup ribbon, click Task Information to open the TASK INFORMATION dialog box.
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Task Grid
In the Task Grid, double-click a task to open the TASK INFORMATION dialog box.
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The TASK INFORMATION dialog box has a number of tabs that contain the various fields and data relevant to
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the selected task.
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9.2.1 GENERAL TAB
In the General tab, you can view or edit data associated with a selected task such as calendars, field values, and
constraints. The Status section provides details of some the factors that calculate the duration of the task.
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9.2.1.1 DRIVING QUANTITY AND PROPERTY
The quantity to complete for a task based on the production field is the Driving Quantity.
For fixed rate tasks, a production task dictates the rate of a task and becomes the driving property of that task.
The driving property is the production field that drives the task rate as it progresses.
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Deswik.Sched uses the driving quantity, driving property, and task rate fields to calculate the initial duration
of a task.
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When you import data, Deswik.Sched determines the task rate, driving property, and driving quantity and
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calculates the task duration.
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9.2.1.2 TYPE
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The default task type for the project is Fixed Rate. You can change this selection via the Configuration settings.
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Fixed Duration: Assigning more resources to a fixed duration task will not reduce the duration.
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l Fixed Rate: The duration for fixed rate tasks depends on the amount of material to mine for that task.
Assigning more resources to a fixed rate task will reduce the duration.
l Hammock: Create a bridging task between existing tasks in the schedule. The hammock task might be for
resource maintenance.
You cannot use hammock type for tasks with distributions or driving resources.
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9.2.2 PRODUCTION AND CUSTOM FIELDS
On the Production Field and Custom Field tabs, you can review the values associated with the selected task.
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Formula-based production field values are locked and display with a yellow background. You cannot edit
these values in the TASK INFORMATION dialog box.
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9.2.3 DATES
The Dates tab displays all the date fields associated with the selected task, and dates the task might reference.
If a check box is selected, the associated date field is active or relevant to the selected task. If the check box is
cleared, the associated date field is not relevant to the task.
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The Name and Date fields are locked and are for informational purposes only.
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1. Click the Dates tab to review the dates that the task references.
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2. After you review the dates, click OK to close the TASK INFORMATION dialog box.
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9.3. FILTERS
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Filters let you hide and display tasks in the Task Grid. The selection criteria might be based on the task's
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production, custom or general field values or on a date range.
When you apply a filter to tasks and they do not meet the selection criteria, the tasks are hidden in the Task Grid.
You can use filters to govern report fields or calculate values for production fields.
The following chapters will detail the different ways to access and set up filters.
9.3.1 MANUAL FILTERS
The following exercise will detail how to create a filter that will isolate all the Lateral Development tasks.
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1. On the Quick Access Toolbar, click to display the FILTERS dialog box.
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You can access filters via production fields or by clicking on the Filters ribbon.
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2. Click above the grid, to add a new filter named Lateral Development.
When you create a new filter, it will carry over the settings from the selected filter.
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3. Click in the lower-right corner and enter the following settings:

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4. Repeat the process to create a Production Development filter.
For further information on the filter fields, click in the upper-right corner of the FILTERS dialog box to
access the Help files.
66 | Page
9.3.2 AUTOGENERATE FILTERS
The following exercise details how to use the Autogenerate Filters function for the level numbers.
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Refer to the steps in Generate Filters on page 49 and create a filter for the levels:
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Autogenerate Filters dialog box
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Filters dialog box

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9.3.3 QUICK FILTERS
Quick filters work the same way as normal filters. You can create quick filters via the Task Grid shortcut menu.
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1. In the Task grid, find a Vent Rise task.
2. Right-click the Vent Rise cell and then click Filter Selected on the shortcut menu.
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After you select the filter, Deswik.Sched will isolate the Vent Rise tasks in the Task Grid.
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3. Open the FILTERS dialog box to review the new filter.
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9.3.4 APPLY AND CHECK FILTERS
There are two main methods for applying filters. Use one of the following methods to apply a filter.
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Quick Access Toolbar
To apply the filter via the Quick Access Toolbar, select the rule in the Filter list.
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Filters Ribbon
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To apply the filter via the ribbon, select the rule in the Filter list.
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Check that the Level 100 tasks are visible in the Task Grid. No other tasks should be visible.
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Apply the filters and check that they work as intended. Errors will occur in the production and report fields if
filters are not correct.
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9.3.5 DISABLE FILTERS
There are two main methods for disabling filters. Use one of the following methods to disable any filters that may
still be applied.
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To disable the filters, click on the Quick Access Toolbar.
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Filters Ribbon
To disable filters via the ribbon, click Remove All Filters to disable all filters.
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The Remove All Filters command will disable all filters including dependency and date filters. If it appears
data is missing from the schedule, run this command to ensure no filters are active.
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9.4. GROUPS
Grouping is an integral part of data analysis and a powerful tool that can help you organize and locate tasks in
large lists. When you apply a group, all tasks (visible or not) will group according to user-defined fields. A title bar
above each group of tasks also displays a group total.
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9.4.1 CREATE GROUPS
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The following exercise demonstrates a rule to group the tasks by their level number first and then by their activity
type number.
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1. On the Quick Access Toolbar, click the Groups button to display the GROUPS dialog box.
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You can access groups via the Filters ribbon, by clicking Groups in the Tasks section.
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2. Click to create a new rule named Level and Activity Type.

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3. Enter the following settings in the grid:

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9.4.2 APPLY GROUPS
There are two main methods to apply grouping. Use one of the following methods to apply the rule.
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To apply the grouping rule via the Quick Access Toolbar, select the rule in the Group list.
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Filters Ribbon
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To apply the grouping rule via the ribbon, select the rule in the Group list.
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The tasks in the Task Grid and their corresponding Gantt Chart bars reorder according to the group rules. In
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this instance, the tasks group by the Level custom field first and then by the Activity Type custom field.
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Group totals can display calculated values for production fields.
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9.4.3 GROUP DISPLAY OPTIONS
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Grouping can have a significant effect on the task order and the data that displays. There are options available to
change the settings to your preference.
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9.4.3.1 COLLAPSE AND EXPAND GROUPS
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You can collapse grouped tasks to limit the display to group summary bars only.
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1. To collapse a group, double-click any of the group summary bars.
2. To expand a group, double-click the same group summary bar.

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3. Practice clicking on the different group summary bars to observe the collapse and expand function.
4. On the Home ribbon, click Collapse All to collapse all groups.
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5. On the Home ribbon, click Expand All to expand all groups.
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9.4.3.2 COLORED GROUPING
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When you create a group rule, Deswik.Sched assigns a random color for the group and Gantt Chart summary
bars.
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Open the GROUPS dialog box, and then change the Level to Activity Type color settings:
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See Gantt Chart Configuration on page 93 for details on group colors and other display options.
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9.4.3.3 DISPLAY AS OPTIONS
Change the group display to show the summary bars as stand-alone summary bars or as a division of the tasks
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Change the Display settings to view the group Gantt bars as Bar and Tasks.
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Apply the Bar and Tasks display option to divide the group summary bar into its associated tasks. Drag the
time scale to display the summary bar with the task division in more detail.
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9.4.3.4 FLAT STYLED GROUPS
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Groups can also be set to display in a flat style instead of bars.
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1. Click the Deswik.Sched application button
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2. In the CONFIGURATION dialog box, click the Display Settings tab and select the Use flat style grouping
check box.
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3. In the GROUPS dialog box, change the following settings:
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Flat grouping lines replace the group summary bars.
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4. Clear the Use flat style grouping check box in the CONFIGURATION dialog box, to restore the view.
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9.4.3.5 INDENT AND OUTDENT TASKS

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The Indent and Outdent commands present a different concept for grouping tasks. You can group single tasks
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under the preceding task in the Task Grid.

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The Indent and Outdent functions will not work if you apply standard grouping.

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1. Clear all grouping from the schedule.

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2. In the Task Grid, select a group of cells under the first task.
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3. On the Home ribbon, click Indent (Work Breakdown Structure group).
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The selected tasks group under the first task.
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Consider when to use indenting, as the summary task is somewhat ‘destroyed’ in this process. If the task
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came via Deswik.IS, it might expect the task to be separate, not a summary task, which can cause issues.
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Use the Indent Insert command, to create a new summary task (as opposed to creating from an existing
task).
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4. Select the grouped tasks from the previous steps, and click Outdent.
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9.5. SORTS
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Sorting is an integral part of data analysis. You can put tasks in alphabetical order or compile production field
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values from highest to lowest, for example. You can also locate specific tasks or understand the data better. When
you apply a sort, it applies to all tasks (visible or not).
9.5.1 CREATE SORT RULES
Create a rule to sort the tasks in descending order, by the level numbers.
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1. On the Quick Access Toolbar, click to display the SORTS dialog box.
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You can access sorts via the Filters ribbon, by clicking Sorts in the Tasks group.
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2. Click to create a new rule named Level Descending.
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3. Click to add a new row to the grid and enter the following settings:
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4. Repeat the process to create a second sort rule named Start Date with the following settings:
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The Start Date rule is a common rule, which sorts the tasks in chronological order after you apply
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9.5.2 APPLY AND CHECK SORTS
There are two methods for applying sorts. Use one of the following methods to apply the new Start Date rule.
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To apply the rule via the Quick Access Toolbar, select the Start Date rule in the Sort list.
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To apply the rule via the Filters ribbon, select the Start Date rule in the Sorts list.
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9.6. TAGS
The Tag Filter command is like using bookmarks in an editing program. Use tags to locate individual tasks in large
projects.
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1. Click the first task (Level 102 and Decline Activity Type) to select it.
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2. On the Filters ribbon, click to add a tag to the task.
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The tag symbol should display next to the line number in the Task Grid.
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3. In the Task Grid, add another tag to the first task in Level 100.
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Click again, to delete a tag from a task.

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4. On the Filters ribbon, click to display the tagged tasks.

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82 | Page
5. Click the Clear Tags button to delete all tags.
Click the Tag Filter button again, to display all the tasks.
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9.7. COLUMN CONFIGURATION FIELDS
The following chapters provide details on the fields available in Deswik.Sched to view and edit data. Two column
configuration rules will be set up to view the data and resource assignment details.
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9.7.1 GENERAL FIELDS
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Column configuration options include production, custom, and general fields. Apply the fields to display specific
information about a task or range of tasks.
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Familiarize yourself with the general field options. This will assist with the bulk modification of tasks and
troubleshooting of the project.
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There are many general fields to choose from when configuring columns in the Task Grid. Click the expand
button beside the categories to expand and review the available fields.
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84 | Page
9.7.2 ADDITIONAL COLUMN CONFIGURATION RULES
Create column configuration rules for physicals and resources, to display specific data in the schedule.
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1. Open the CONFIGURE COLUMNS dialog box.
2. Create three new rules: Physicals, Resources, and Rates with the following settings:
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Physicals Column Configuration
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Resources Column Configuration
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Rates Column Configuration
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3. After you have set the new rules, apply the Physicals rule to the Task Grid.
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9.7.3 ADD AND REMOVE COLUMNS VIA THE TASK GRID
Configure columns from the Task Grid rather than the column configuration process.
This method is a quick way to check or modify a single field.
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1. In the Task Grid, right-click the Constraint Type column header, and then click Insert Column.
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87 | Page
2. Click Production Fields | Production Fields | Physicals | AU UG_HG.
AU UG_HG is now included in the active Task Grid column configuration.
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9.8. TIME SCALES
Change the time scale to view Gantt Charts and reports over different periods for long and short term scheduling.
Structure the time scales to display data, in tiers (up to four tiers), as needed.
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9.8.1 CONFIGURE TIME SCALES
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In the following exercises, you will create three new time scales to view the Gantt Chart and reports in more detail.
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1. On the View ribbon, click Time Scale to display the TIME SCALE dialog box.
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You can also right-click the column headers above the Gantt Chart to select time scales.
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2. Click to add a new rule named Months.
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Time scales display in a tier format representing the different periods. The default time scale is a two tier
format (Tier 1 is months and Tier 2 is weeks).
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The scheduled start time is 6 a.m. on July 1, 2018, which falls on a Sunday. Set all time scales so the first
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day is set to Sunday, first month is set to July, and time is set to 6 a.m.
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3. Enter the following settings for all the time scales:

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Ensure the time scale settings match the schedule start time, so reports align with the designated
periods in the Gantt Chart. If they do not align, you might report quantities or values from other periods.
90 | Page
4. In the Months rule, enter the following settings to the two time scale tiers:
Tier 1 – Years
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Tier 2 - Months
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5. Repeat the process to create the following time scale rules:
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Name Number of Tiers Tier 1 Tier 2 Tier 3
Days 3 Months Weeks Days
Weeks 3 Years Months Weeks
Quarters 3 Years Quarters Weeks
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6. After the time scales have been set, apply the Days rule to the schedule.
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You can drag the time scale divisions to increase or decrease the column widths.
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9.9. GANTT CHART CONFIGURATION
Configure the Gantt Chart display (colors and labels) options in the active schedule.
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1. In the Gantt Chart, right-click, and then click Gantt Chart Options to display the CHART VIEWS dialog box.
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2. Click to add a new rule.

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3. In the New Chart Views Name field, enter Physicals.

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4. Click the Labels tab and enter the following settings:

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93 | Page
5. Click the Colors and Values tab and enter the following settings:
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6. Add a second rule named Resources with the following settings:
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Labels tab
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Coloring and Values tab
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7. After the chart views have been set, apply the Physicals rule to the schedule.
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The Gantt Chart should now display the Volume UG_HG and Tonnes UG_HG values for each task.
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9.10. REPORT OPTIONS
Configure the report options to display a range of data. The data might include production fields, interrogation
results, resources, targets, and financial data.
Report results can be set to display data as a graphical chart (bar graph and line graph for example).
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9.10.1 REPORT OPTION RULES AND FIELDS
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Create report rules so you can display different data with one mouse click. For the following exercise, create two
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new report options to display the physicals data and the task rate details.
You can create resource and production target reports after you add resources to the schedule.
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1. In the Reporting Grid, right-click, and then click Report Options to display the REPORT OPTIONS dialog box.
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2. Click to add a new rule named Physicals.

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3. Click to add a new row to the grid (header row for the Physicals report).
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4. In the Title field, enter Physicals.
5. Click the Format tab and enter the following settings:
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Click anywhere in the Reporting Grid to display the report setup, so you can check how the report
displays, while you are creating it.
Populate the Reporting Grid in the same way that you set up the Task Grid columns. You can add rows to
the grid and type the data into the respective fields or drag the data from the right-side grids.
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6. Click the Totaled Fields tab and populate the rest of the Physicals rule as follows:
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You can add filters to the report fields to provide information on the physical values at different stages.
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7. Add a blank row below the current rows and enter "Level 102" in the Title field.
8. Apply formatting to the Level 102 header row.

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To replicate an existing row, copy and paste the data into a blank row.
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9. Add a new row (under the Level 102 row) and copy the physicals rows into the new row.
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10. In the Filter field of the REPORT OPTIONS dialog box, click the Level 102 filter.
11. Apply the Level 102 filter to all the Level 102 rows.
12. Repeat the process for Level 100/98.
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The final Physicals report should resemble the following image:
Report Options | Totaled Fields tab
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Report Options | Format tab

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Final Report
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9.11. LAYOUTS
Layouts create specific views that you can apply anytime. For example, you may want to have a short-term
planning view as well as a long-term planning view.
Layouts are a combination of several commands, rolled into one:
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l Task Grid column configuration
Time Scale (Gantt Chart and Report Grid)
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l Filters
Sorts
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While you can change views by running the various commands, the Layouts function lets you to apply the
settings to the schedule in bulk. The following exercise uses the physical and resource settings to create layouts.
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1. To ensure the Physicals layout has the correct settings, apply the following setting to the schedule:
Field Required Setting

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Task Sort Start Date

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Task Grouping Level and Activity Type
Column Configuration Physicals

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Time Scale Days
Gantt Chart Configuration Physicals

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Report View Physicals

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2. On the View ribbon, click Layouts to display the SCREEN LAYOUTS dialog box.
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3. Click to add a new rule named Physicals.
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4. Click Update Layout from View to apply the active settings to the Physicals layout.
Scroll through the tabs to confirm the correct fields are set for the Physicals layout.
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To add or change settings, click to access the related command. For example, to change a time scale
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in the layout, click the browse button next to the Time Scale field.
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5. After you have confirmed the settings, click OK to close the SCREEN LAYOUTS dialog box.
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6. To apply the layout, first change any of the schedule view settings.
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7. On the View ribbon, select Physicals from the Apply Layout list.
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The Physicals layout should change any active views to the options specified in the Physicals layout rule.
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102 | Page
Chapter Review
Subject Reference
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Apply different views to the project. Views on page 58
Review task information and identify the main fields. Task Information on page 60
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Create and apply different filter methods. Filters on page 65
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Create and apply task groups and modify groups. Groups on page 72
Create and apply sort rules to tasks. Sorts on page 78
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Apply tags to tasks and isolate tagged tasks. Tags on page 82
Navigate the main fields in the column configuration. Column Configuration Fields on page
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Create and apply time scales to the Gantt Chart and the Reporting
G Time Scales on page 89
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Grid.
Create and apply Gantt Chart configurations. Gantt Chart Configuration on page 93
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Create basic reports using filters. Report Options on page 96

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Create and apply layouts to display various configurations. Layouts on page 100
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103 | Page
10. MODIFY TASKS
This chapter will provide details on some of the main methods to edit single tasks or a selection of tasks.
The fields that you change in the following exercise are for training, they do not represent best practice.
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10.1. MODIFY SINGLE TASKS
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You can change individual tasks via the TASK INFORMATION dialog box or via the Task Grid.
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10.1.1 UPDATE TASKS VIA TASK INFORMATION
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The first method is to update tasks via the TASK INFORMATION dialog box.
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1. Apply the Rates column configuration to the Task Grid.
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2. Double-click any Level Access task to display the TASK INFORMATION dialog box.
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104 | Page
3. Click the General tab, and then change the Task Rate to "40m/mo".
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Check the Task Rate and the Duration columns. The duration of the task should now be 0.52mo due to
the decrease in task rate.
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Before After
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You can change the task values for any open field, not just the task rate, via the TASK INFORMATION dialog
box.
10.1.2 UPDATE TASKS VIA TASK GRID
One method you can use is to update tasks via the Task Grid.
105 | Page
In the Task Grid, click the Task Rate cell from the previous exercise (40m/mo), and then type “60m/mo” to reset
the task rate.
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Locked fields have a yellow background. They are either calculated production fields or read-only fields.
Configure the color via the Configuration | Display Settings tab.
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Custom fields that have assigned labels to them have restricted values limiting the available options for that
field. For example, the Development Type custom field has set values (Lateral, Vertical and Production), so
when you modify a Development Type value, the only values are Lateral, Vertical and Production.
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10.2. MODIFY GANTT BARS

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Make limited changes to the tasks via the Gantt Chart by dragging the task Gantt bars. You can change the task
duration or the start date for example.
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106 | Page
1. On the Quick Access Toolbar, click to clear the active sort.
2. In the Gantt Chart, point to a Gantt bar until the pointer symbol displays and drag the bar to the right.
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When you drag a Gantt bar, it not only changes the start date, it also changes the constraint type for that
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task. Most tasks have a default constraint type (As Soon As Possible). When you change a Gantt bar, the
constraint type will change (Start No Earlier Than). This might compromise dependency links in future
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processes.
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3. Use the methods covered in Update Tasks via Task Grid on page 105 to change the constraint type back (As
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Soon As Possible).
To change the duration of a task, drag the end of the Gantt bar. To complete part of a task, drag the start
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10.3. MODIFY BULK TASKS
To update more than one task, change a single task and apply the settings to the other tasks. In the following
exercise, update the rate for a decline task and apply the new rate to all the decline tasks.
Use the Fill command to apply changes to tasks in the same Task Grid column.
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1. Apply the Activity Type = Decline filter to isolate the decline tasks.
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2. Apply the Start Date sort to the schedule.
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3. In the Task Grid, change the Task Rate for the first decline task to "50m/mo".
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4. Click the Task Rate field with the new rate, and then click the Task Rate column header to select all the
decline tasks.
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5. Right-click the Task Rate field with the new rate, and then click Fill in the list.
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All the filtered tasks should be set to the new rate.

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6. Clear all filters in the schedule and save the project.
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Chapter Review
Subject Reference
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Modify an individual task via the TASK INFORMATION dialog Modify Single Tasks on page 104
box.
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Modify an individual task via the Task Grid. Update Tasks via Task Information on page
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Modify tasks via the Gantt Chart. Update Tasks via Task Grid on page 105
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Modify tasks using the Fill command. Modify Bulk Tasks on page 108
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110 | Page
11. SCHEDULING CALENDARS
Scheduling calendars represent shift rosters with rules to govern non-working time. The rules might govern
holidays, wet weather delays, shot firing or crew fly out times.
It is important to note that time delays, set in a calendar, do not conflict with resource or task delays. Many
high level targets have already included the reduced number of hours of availability.
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Refer to the Help files for critical information about scheduling calendars. The opening paragraphs detail how
Deswik.Sched treats time to calculate the duration of a task.
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11.1. SHIFT ROSTER SETUP

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In the following exercise, you will create a weekly shift roster. The week will start on a Sunday and run for seven
days. Each day will contain two, twelve-hour shifts: a day shift starting at 6 a.m. and a night shift starting at 6 p.m.
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1. On the Setup ribbon, click Scheduling Calendars to display the SCHEDULING CALENDARS dialog box.
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2. Click to add a new calendar named Shift Roster.
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3. Click the Shifts tab, and then enter the following settings:
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4. With the Sunday row highlighted in the grid, click Set As Default to set the Sunday settings as the default rule
to base the other days on.
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5. Highlight all the days in the grid, and then click Match To Default to set all days to the default settings.
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All days should now have day and night shifts matching the default settings as shown below:
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11.2. SHIFT RULES
When you assign a calendar (with rules) to tasks or resources, these rules might affect when you can schedule
tasks. Deswik.Sched uses the following different rule types:
l Non-Work Period
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l Non-Standard Period
l Percent Modification
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11.2.1 NON-WORK PERIOD
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Non-Work Periods define days where there is no work done. In the following exercise, you will create a non-work
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period of 48 hours to cover a holiday period.
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1. In the SCHEDULING CALENDARS dialog box, click the Rules tab, and then click to add a new rule named
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Holiday Break.
2. Click Non-Work Period in the Rule Type list, and enter the following settings:
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Enter an End by date to speed up processing time, as the schedule will have a defined period.
113 | Page
11.2.2 NON-STANDARD PERIOD
Non-Standard Periods define days that differ to the set shift times, such as crew fly out days. In the following
exercise, create a crew fly out rule for every Saturday from 14:00 to 18:00.
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1. Create a new rule for the Shift Roster named Crew Fly Out.
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2. Click Non-Standard Period in the Rule Type list, and enter the following settings:
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11.2.3 PERCENT MODIFICATION

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Percent Modification rules define the percentage of time available during a certain period. A reduced rate of time
might be set for the wet season or for industrial action. In the following exercise, create a monthly percent
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modification rule to reduce productivity.

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The data for the Percent Modification rule is part of the spreadsheet provided with this module.
1. Create a new rule for the Shift Roster named Wet Season.
2. Select Percent Modification from the Rule Type list.
3. Open the spreadsheet and select the Percent Modification worksheet.
114 | Page
4. Copy the data cells (not the headers) and paste the data into the grid.
The grid should populate with the imported data.
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11.3. EQUIPMENT MAINTENANCE RULES
Equipment calendars represent the maintenance down time for resources. You will create resources later in the
process. In the following exercise, create three maintenance calendars.
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1. Create a new calendar named Boomer M1.
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2. Select Shift Roster from the Base Calendar list.
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When you apply the shift roster as the base calendar for an equipment rule, resources will reference the
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When you reference a Base Calendar, the settings from the active rule copy to the Base Calendar Rules
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tab, where you can select or clear them. The base calendar rules also copy to the Additional Rules tab.
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3. Click the Additional Rules tab.

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5. On the Additional Rules tab, add a new rule named Service 500hr and enter the following settings:
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Boomer M1 maintenance is on every third Tuesday, from 20:00 to 06:00.

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6. Repeat the process to create a new calendar rule named Boomer M2.
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Boomer M2 maintenance is on every third Wednesday, from 08:00 to 18:00.

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7. Repeat the process to create a new calendar rule named Drilling.
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Drill Rig maintenance time is on the second Tuesday of every month.

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8. Click OK to close the SCHEDULING CALENDARS dialog box.

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11.4. APPLY CALENDARS

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You can apply the Shift Roster calendar to the schedule, to view the various rules in the Gantt Chart. Apply
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equipment calendars to the related resources after you create the resources.
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1. Click the Deswik.Sched application button to display the menu.
2. Click Configuration to display the CONFIGURATION dialog box.
3. Click the Scheduling Settings tab, and then select Shift Roster in the Project Calendar list.
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4. Click OK to apply the Shift Roster rule to the schedule.
The Gantt Chart displays the various shift roster, non-work, and non-standard periods.
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Chapter Review
Subject Reference
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Create weekly rosters containing multiple shifts. Shift Roster Setup on page 111
Create non-standard, non-work and percent modification rules. Shift Rules on page 113
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Create equipment maintenance rules. Equipment Maintenance Rules on page 116
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Apply calendar rules to the Gantt Chart. Apply Calendars on page 119
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12. DEPENDENCIES
In most cases, the tasks in a project relate to each other. The relationships between the tasks are dependencies
that drive the schedule for the project.
In Deswik.Sched, these dependencies display as arrows or links between the tasks. The process to create a
dependency between two tasks is linking the tasks.
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12.1. DEPENDENCY LAYERS
You can use dependency layers to assess the effect of dependencies on the schedule. For example, you can use
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layers to:
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l Turn off dependency layers to assess the effect on the schedule.

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l Color the dependencies on each layer to visualize the type of tasks the dependency is linking.
Replace dependencies to change all delay periods on a certain layer.
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1. On the Dependencies ribbon, click Dependency Layers to display the DEPENDENCY LAYERS dialog box.
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2. Create the following dependency layers:
l Ore Drive Linking

l Decline Linking
l Manual Linking
l Linking
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Layer #1 is the default dependency layer.
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12.2. LINK TASKS
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Link tasks one of the following ways:
Manual linking via the Task Grid

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l Manual linking via Deswik.IS

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Details on creating dependencies via Deswik.IS are in the associated tutorials.

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12.2.1 LINK VIA THE TASK GRID

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The first method is to link tasks in the Task Grid.

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1. On the Quick Access Toolbar, apply the Activity Type = Ore Drive filter.
2. Clear any Sorts from the schedule.
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3. On the Dependencies ribbon, enter the following settings:
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4. In the Task Grid, highlight a group of tasks.
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5. On the Dependencies ribbon, click to link the selected tasks.
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The Gantt bars should now have links with a one day lag between the finish of the predecessor task to
the start of the successor task.
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6. Select the linked tasks in the Task Grid and click to clear links from the tasks.
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You can also clear task links from the Quick Access Toolbar.
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12.2.2 LINK VIA THE GANTT CHART
The next method is to link tasks the Gantt Chart.
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1. Hold down Ctrl and click and drag from one task to a successor task in the Gantt Chart.
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2. Clear the links from the tasks, following the process from the previous exercise.
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12.3. LINK GROUPS
Group linking lets you apply specific rules to govern the relationships between or within task groups.
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Linking Method Action
Ignore Groups Link tasks and ignore any task groups in the schedule.
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Link Only Within Groups Only link tasks that fall within the same group in the schedule.
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Link Only Between Groups Only link tasks that fall within different groups in the schedule.
The accuracy and effectiveness of group links depend on the group, sort, and filter rules that you apply.
126 | Page
12.3.1 IGNORE GROUPS
Ignore Groups is the default dependency link option. Task's link regardless of what group you apply to the
schedule.
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1. Apply the Activity Type = Stockpile filter.
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2. On the Dependencies ribbon, change the Lag back to 0d (no lag).
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3. Click any Task Grid column header, to select all the filtered tasks.
4. Click to link the selected tasks.

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5. After you check the links, select all the tasks and click to clear links from the tasks.
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12.3.2 LINK TASKS WITHIN A GROUP
The next method is to link tasks within a defined group.
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1. On the Dependencies ribbon, select Link Only within Groups from the Linking list.
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2. Select all Ore Drive tasks and click to link the selected tasks.
All tasks within a group should link and there should be no link between the groups.
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3. After you check the links, select all tasks and click to clear links from the tasks.
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12.3.3 LINK BETWEEN GROUPS

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The next method is to link tasks between groups.
1. On the Dependencies ribbon, select Link Only Between Groups from the Linking list.
2. Select all Ore Drive tasks and click to link the selected task groups.
128 | Page
Links display between the last task in a group and the first task in the following group.
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Use the methods covered in the previous chapters to link and unlink tasks using the various linking
options. Combine these options with different filters, sorts, and group options to assess the impact to the
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schedule.
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3. Select all the tasks and click to clear links from the tasks.
For this tutorial, maintain the dependency links within the groups. This is to show the results of resource
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leveling later in the tutorial but may not represent best practice for actual projects.
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4. Select Link Only Within Groups from the Linking list and click to link the selected tasks.
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Check that all the tasks remain linked only within their groups.
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12.4. DEPENDENCY AUDITS
There are different methods you can use to check and troubleshoot the results of the dependency links.
The following exercises will cover some of the options to check dependency links.
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12.4.1 DEPENDENCY FILTERS
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Use a dependency filter to view how a task connects to other tasks. When you apply a dependency filter, only the
set number of predecessor and successor tasks display in the Task Grid.
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This can be especially helpful when there is a delay in the schedule, to isolate the tasks causing the delay.
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1. In the Task Grid, select any task that has a linked predecessor and successor task.
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2. On the Filters ribbon, type “1” in the Predecessor and Successor Dependencies fields.
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3. Click to filter the tasks.
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With the Dependency Filter applied, only the selected task and its predecessor and successor tasks
remain visible.
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4. Click again, to clear the filter.
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12.4.2 TASK INFORMATION | DEPENDENCIES
The Dependencies tab of the TASK INFORMATION dialog box displays a list of all the predecessor and successor
tasks which are currently linked to the selected task.
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1. In the Task Grid, double-click any task to open the TASK INFORMATION dialog box.
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2. Click the Dependencies tab to view the linked predecessor and successor tasks.
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3. Click the Go To Predecessor and Go To Successor buttons to navigate to the linked tasks.
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Think about the naming conventions for the tasks so it is easy to determine which tasks might affect the
start of the selected task. This will help with troubleshooting later in the process.
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12.4.3 DEPENDENCY INFORMATION
You can display dependency information via the Gantt Chart.
To view a dependency tool tip, point the cursor to a dependency link in the Gantt Chart.
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To view the DEPENDENCY INFORMATION dialog box, double-click a dependency link in the Gantt Chart.
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The DEPENDENCY INFORMATION dialog box displays more details, including commands to reverse or delete the
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dependency link. You can also right-click a link and click Dependency Information in the shortcut menu.
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12.4.4 DATE RANGE FILTERS

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Apply date range filters to limit and clarify the displayed data. You can apply these filters in conjunction with other
filters to limit the data that displays.
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Apply date range filters via the Filters ribbon or by selecting a date range in the Gantt Chart time scale.
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12.4.4.1 DATE RANGE FILTERS VIA THE FILTERS RIBBON

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1. In the Date Range group of the Filters ribbon, enter the following settings, and then click to filter the
tasks.
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With the Date Range filter applied, only the tasks that fall within the specified date range remain visible.
If any part of a task falls within the date range, it will remain visible.
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2. Click again, to clear the filter.

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12.4.4.2 DATE RANGE FILTERS VIA THE TIME SCALE

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1. In the Day tier of the time scale, drag a date range to apply the Date Range Filter.
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2. On the Filters ribbon, click Remove All Filters to clear all filtering from the schedule.
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If your data appears to be missing, click the Remove All Filters button to clear any date range filters that
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12.5. REPLACE DEPENDENCIES
Search for a dependency and either remove or replace it with a new dependency. In the following exercise, replace
the Ore Drive Linking dependencies with the Manual dependencies.
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1. Apply the Activity Type = Ore Drive filter and the Start Date sort.
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2. On the Dependencies ribbon, click Replace Dependencies to display the REPLACE DEPENDENCIES dialog box.
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3. Enter the following settings, and then click Replace.
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Manual Linking dependencies replace the Ore Drive Linking dependencies.
Before Replace Dependencies
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After Replace Dependencies
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4. Clear all filters in the schedule and save the project.
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Chapter Review
Subject Reference
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Create dependency layers to link tasks. Dependency Layers on page 122
Link tasks via the Gantt Chart, and via the task grid. Link Tasks on page 123
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Link tasks with group, sort, and filter settings. Link Groups on page 126
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Check dependencies via various information sources. Dependency Audits on page 130
Apply dependency filters. Dependency Filters on page 130
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Apply date range filters. Date Range Filters on page 132
Find and replace dependencies. Replace Dependencies on page 135
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13. RESOURCES
When creating a schedule, it is important to create a list of all resources available for the various tasks. All tasks in
your schedule will then draw from the resources that are available for assignment to scheduled tasks.
13.1. CREATE RESOURCES
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Create individual resources to assign to tasks or add them to a pool of resources.
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13.1.1 CREATE INDIVIDUAL RESOURCES
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Create the following resources first:
Resource Name Description Task Assignment Resource rate
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Boomer M1 Jumbo Lateral tasks 200/mo
Boomer M2 Jumbo
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Lateral tasks 250/mo
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Drill 01 Drill Rig Production tasks 300/d

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1. On the Resources ribbon, click Resources to display the RESOURCES dialog box.
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2. Click to create a resource named Boomer M1.

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3. Click the General tab and enter the following settings:
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4. Repeat the process to create the following resources:
Boomer M2
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13.1.2 CREATE RESOURCE POOLS
A resource pool is a collection of two or more resources available for assignment to the tasks. Resource pools can
be more effective than individual resources. Pools allow all equipment to move between tasks, based on the
priority of the task and the resource.
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Resource pools also improve the allocation of the resources by allowing them to move around between tasks. This
ensures the resources are not stuck in an area of the mine site if there are no tasks available.
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1. On the Resources ribbon, click Resource Pools to display the RESOURCE POOLS dialog box.
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2. Click to create a resource pool named Jumbo Pool.
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3. Select Boomer M1 from the Resource list, and then click Assign.
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4. Repeat the process to assign the Boomer M2 resource to the Jumbo Pool.
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13.2. CREATE RESOURCE REPORTS
Follow the process described in Report Options on page 96 to create a Resources report. In the following exercise,
create a report to show the number of resources needed to complete the work.
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1. In the Reporting Grid, right-click and then click Report Options in the shortcut menu.
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2. In the REPORT OPTIONS dialog box, click to create a new report named Resources.
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3. Create a header row for the report named Resources, and then create another header row named Number
Required.
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4. Click the General tab to display the list of general fields.
5. Click Work in the list, hold down Ctrl, and then click each resource in the Resources to Apply grid.
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6. Drag the selections into the report grid.
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7. Add another header row named Duration.
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8. Repeat the process to populate the report with the following settings:
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The order that you select the resources in the Resources to Apply tab will determine the order that they
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9. Format the report with the following settings:
Report Options | Format tab
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Reporting Grid
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Report values will display after you assign resources to the tasks.
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13.2.1 CREATE A RESOURCES LAYOUT
Follow the process described in Layouts on page 100 to create a resource specific layout.
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1. Like the Physicals layout, browse to the areas outlined below and apply the following settings to the
schedule:
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Section Required Setting
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Task Filter No Filtering
Task Sort Start Date
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Task Grouping Level and Activity Type
Column Configuration Resources
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Time Scale Days
Gantt Chart Configuration G Resources

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Report View Resources
2. On the View ribbon, click Layouts to display the SCREEN LAYOUTS dialog box.
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3. Create a new layout named Resources.

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4. Click Update Layout From View to apply the current display to the Resources layout.
5. Scroll through the Layout tabs to confirm the Resources layout references the correct fields.
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14. RESOURCE ASSIGNMENT
You can now assign the resources to the schedule tasks. The effect that resource assignment has on the tasks
depends on factors like the assignment type and method.
14.1. RESOURCE ASSIGNMENT TYPES
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Before you assign a resource to a task, it is important to know the different resource assignment types. There are
three types to consider:
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Assignment Detail Example
Type
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Driving A resource is assigned as driving if the duration of the The rate of a block of overburden
task is determined by the production rate and the material to remove, is driven by the
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number of resources available. production rate of the assigned
shovel.
Required G
A resource is assigned as required if a specific number A lifting task with one day duration
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of these resources are needed at any given time, has a crane assigned as required. The
regardless of their production rate. crane will remain for the entire day,
regardless of its own resource rate.
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rate still determines the task’s duration. The number of development in a month, but each
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resources used to complete the task is determined by heading can only advance 80 m. Each
the ratio of the task Rate against the resource rate. heading is assigned 33 % of the
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resources effort.
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14.2. RESOURCE ASSIGNMENT MAP
Resource assignment results will depend on the type of resource and the assignment method.
The map below shows an overview of the assignment methods and the expected results, when you assign
resources to tasks.
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To summarize, when you assign an individual resource, it physically assigns to the tasks. However, when you
assign a resource pool, the physical resource does not assign until you run resource leveling.
148 | Page
14.3. ASSIGN RESOURCES
You can assign resources to single tasks or to multiple tasks that you select or filter from the Task Grid. In the
following exercise, assign the Boomer M1 resource to tasks and check the results.
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1. Ensure the Resources view is still applied.
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2. In the Task Grid, highlight a selection of Level Access tasks.
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3. On the Resources ribbon, click Assign Resources to display the ASSIGN RESOURCES window.
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You can also right-click a task in the Task Grid, and then click Assign Resources.
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The Assign Resources window displays to the right of the workspace.
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You can assign more than one resource via the Assign Resources window. This method may cause
problems as the assignment options might be different for each resource.
4. Select the Boomer M1 resource in the All Resources list.
150 | Page
5. Check the Options settings.
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6. Click Assign to assign the resource to the selected tasks.
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14.3.1 RESOURCE ASSIGNMENT RESULTS
After you assign the resources to the tasks, check the results to ensure they are correct.
The values shown in the following examples may vary depending on the assigned resources.
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14.3.1.1 INDICATOR COLUMN RESULTS
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The Indicator column in the Task Grid displays symbols that provide specific information about a task or a
resource.
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Point the cursor to the symbol to display the resource assignment tooltip.
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The indicator column also displays symbols that represent other task information. The table below details
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some of the other symbols that may display:

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Symbol Description
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Constraint type: Must Start or Finish On

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Constraint type: Start No Earlier Than

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Conflict: Task starts before one of its predecessors

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Task has been completed
A resource has been assigned to the task
Task delayed due to resource leveling
The task has a tag filter
A note has been added to the task or the resource
Resource availability varies over time
A resource pool has been assigned to the task
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14.3.1.2 REPORT RESULTS
The Resources report created earlier will reflect the resource assignment details. This includes the resource
utilization and task duration for each resource.
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14.3.1.3 TASK GRID INFORMATION
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The Resources column configuration created earlier displays the results of the resource assignment including:
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l The Resources column displays the name of the resource assigned to that task.
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In this instance, the resource rate determines the duration of the task.
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After you assign a resource pool to a task and level the schedule, the resource displays in the Physical
Resource column. Prior to leveling the schedule or if you clear leveling, the Physical Resources column will be
empty.
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14.3.1.4 GANTT CHART RESULTS
The name of the resource assigned to the task displays in the Gantt Chart. The Gantt Chart also displays any down
times for the equipment as specified in the scheduling calendars.
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14.3.1.5 RESOURCES DIALOG BOX

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You can view a list of the resource's assigned tasks.

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2. Click the Assigned Tasks tab.
The Assigned Tasks tab will list the tasks associated with the selected resource.
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14.3.1.6 TASK INFORMATION DIALOG BOX
You can view a list of the resources assigned to a selected task.
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1. In the Task Grid, double-click a task that has a resource assigned to it.
2. In the TASK INFORMATION dialog box, click the Resources tab.
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The Resources tab will list the resources currently assigned to that task. You can also assign or remove
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resources via the TASK INFORMATION dialog box.
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14.4. UNASSIGN RESOURCES

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The process of removing resources from tasks is similar to the process of assigning resources. For this tutorial, you
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1. In the Task Grid, highlight the tasks that have resources assigned to them.
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You can also click the Remove button in the Assign Resources window.
Check the same settings as covered in Resource Assignment Results on page 152 to confirm removal of
the resource from the tasks.
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14.5. RESOURCE POOL ASSIGNMENT
As stated, when you assign a resource pool, the physical resource does not assign until you run resource leveling.
The process of assigning resource pools is identical to assigning single resources.
Remember, resource pools can be more effective than assigning single resources. They allow all equipment in
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a pool to move between tasks based on the priority of the task and the resource.
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Resource pools also improve the allocation of the resources by allowing them to move between tasks. This means
the resources are not limited to an area of the mine site if there are no tasks available.
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2. Open the Assign Resources window.
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3. Select the Jumbo Pool from the Resource Pools list and confirm the following settings:
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4. Click Assign to assign the resource pool to the selected tasks.
Check the same settings from Resource Assignment Results on page 152, to confirm assignment of the
resource pool to the tasks. The Indicators column displays the resource pool symbol. Report results will
show the pool assignment rather than the individual resource assignment.
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Indicators Column
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Report Results
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At this stage (before resource leveling), the rate applied to the tasks is the fastest rate of the resources
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within the pool.

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For further details about assigning resource pools, refer to the Help files.
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14.6. MULTIPLE RESOURCE ASSIGNMENT
Assigning resources to individual tasks can be labor-intensive in large projects. You can create rules via the
Multiple Assignments command to govern the assignment of resources to tasks. For the following exercise,
assign multiple resources to the tasks. Filters can control what resource you assign to the tasks.
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1. On the Resources ribbon, click Multiple Assignments to display the MULTIPLE ASSIGNMENTS dialog box.
2. Click to add a rule named Assign All Resources.
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3. Click to add a row to the grid and enter the following settings:
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remove all active resource assignments before running the new rule.
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4. After the rule is set, click Assign to run the rule.

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5. Click Remove All Filters to display all the tasks.
Check the settings as covered in Resource Assignment Results on page 152 to review the multiple
assignments results. Note that the filters have restricted the assignment of the resources to their
associated tasks.
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15. RESOURCE LEVELING
Resource leveling is the process of resolving issues when a resource is over-allocated. Deswik.Sched makes it easy
for you to ensure that resources are not over- or under-allocated.
After you assign resources or pools to tasks in the schedule, the resource leveling process will identify any
resource over-allocation issues.
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Resource leveling achieves similar results to using dependencies. Resource leveling gives you more flexibility in
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the schedule. In particular, you can add more resources to achieve faster results. When you use
dependencies, the schedule is essentially set in stone and changes are difficult to make. Only apply
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dependencies to the schedule that are necessary before running resource leveling. Too many dependencies
can result in under-utilized resources.
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Refer to the Help files for an overview of the main functions and operations of resource leveling.
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For this tutorial, you will create simple resource leveling. The Advanced Scheduling module will offer further
training and information on resource leveling.
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15.1. RESOURCE LEVELING SETUP
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Deswik.Sched will sort the tasks based on the priorities and apply leveling to the Gantt bars from left to right. By
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default, if priorities are not set and there are no dependencies in the schedule, tasks will level in the order they
were entered into the Task Grid. In the following exercise, create a rule to resolve conflicts by descending level
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number.
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161 | Page
1. On the Resources ribbon, click Resource Leveling to display the RESOURCE LEVELING dialog box.
2. Click the Priorities tab, and then click in the Scheduling Properties section to create a new rule.
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3. In the SCHEDULING PRIORITIES dialog box, click to create a new rule named Level Priority.
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4. Enter the following Level Priority | Resource Leveling settings:

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15.1.1 APPLY RESOURCE LEVELING
After you create the new rule, you can run resource leveling to resolve any resource assignment conflicts.
162 | Page
1. In the RESOURCE LEVELING dialog box, select the Level Priority rule in the Scheduling Priorities list.
2. Click Level. A message displays to confirm leveling is complete.
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15.2. RESOURCE LEVELING ANALYSIS

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When you assign a resource pool to a task and level the schedule, the resource assignment updates to a physical
resource. The actual physical resource depends on:
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l Resource priority, the order the resource occurs in the resource pool list
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l Resource availability
l Internal proximity constraint rules, that is the minimum distance defined for a resource. This prevents
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assignment of other resources to tasks that fall within a certain distance of the first task.
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When you assign a physical resource to a task, the duration recalculates, using the resource rate and calendar.
Check the settings as covered in Resource Assignment Results on page 152 to review the resource assignment
results.
163 | Page
15.2.1 RESOURCE LEVELING INDICATOR COLUMN RESULTS
If resource leveling does delay a task, a symbol will display in the Indicator column advising of the delay.
Point to a symbol and the tooltip (resource leveling delay) will display.
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Due to the rule created earlier in Resource Leveling Setup on page 161, some tasks are delayed to resolve
scheduling conflicts.
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15.2.2 TASK GRID INFORMATION

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As stated, when you assign a resource pool to a task, a physical resource assigns to the task after you run resource
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leveling.
The Physical Resource column displays the name of the actual resource, assigned to the task after leveling
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the schedule.
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164 | Page
15.2.3 GANTT CHART RESULTS
Due to the configuration settings, the Gantt Chart displays the following resource leveling results:
Gantt bars are colored by the physical resource assignment
The Gantt bar color matches the task's physical resource color. The resource colors were set in Create
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Individual Resources on page 138.
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Physical resource name displayed in the Gantt Chart
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As per the settings you defined in Gantt Chart Configuration on page 93, the name of the physical resource
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displays next to the Gantt bar.

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Refer to the Help files for further information and examples of resource leveling. Step Leveling on page 167
also displays the effect of resource leveling in the Gantt Chart.
165 | Page
15.2.4 REPORT RESULTS
The Resources report created earlier, now reports the utilization and duration for each resource.
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15.3. CLEAR RESOURCE LEVELING
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When you clear resource leveling, the task’s resource assignment returns to the resource pool. The physical
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resource is removed from the task and the duration returns to its value before leveling.
Please complete the following exercise. On the Resource ribbon, click Clear Resource Leveling.
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You can also click Clear Leveling in the RESOURCE LEVELING dialog box.
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Clear leveling so that you can view the results of step leveling in the next exercise.
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166 | Page
15.4. STEP LEVELING
You can run resource leveling in steps, showing progress in the Gantt Chart as each task levels. Step leveling lets
you view and identify what tasks might be restricting the start of other tasks.
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1. Open the RESOURCE LEVELING dialog box and select the Pause after each iteration check box.
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2. Click the Level Priority rule.
3. Click Step.
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167 | Page
4. Continue to click Step to progress to the next iteration.
Scheduling conflicts are resolved in steps or iterations.
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The Help files provide more information on what resource leveling is assessing at each step.
5. After you view the results of step leveling, clear the Pause after each Iteration check box.
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6. Click Step to complete resource leveling.

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168 | Page
Chapter Review
Subject Reference
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Create individual resources and resource pools. Create Resources on page 138
Generate resource assignment reports. Create Resource Reports on page 143
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Define the three different resource assignment types. Resource Assignment Types on page 147
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Assign resources to tasks. Assign Resources on page 149
Identify the results of the resource assignments. Resource Assignment Results on page 152
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Assign resource pools to tasks. Resource Pool Assignment on page 157
Create rules to run bulk resource assignments. Multiple Resource Assignment on page 159
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Create leveling rules. Resource Leveling Setup on page 161
Level the schedule. G Apply Resource Leveling on page 162

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Identify the results of the resource leveling. Resource Leveling Analysis on page 163
Clear leveling from the schedule. Clear Resource Leveling on page 166
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Step through resource leveling. Step Leveling on page 167

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169 | Page
16. SCHEDULE REPORTS
Deswik.Sched has many functions to allow quick and easy reporting of the project at specific points in time. The
following exercise details some common reporting functions available in Deswik.Sched.
16.1. SCHEDULE INFORMATION
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The SCHEDULE INFORMATION dialog box displays data for the active schedule. This data includes dates and times as
well as an audit trail of when you save the schedule.
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Click Schedule Information on the Scheduling ribbon to access the schedule data.
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The SCHEDULE INFORMATION dialog displays a list of the active schedule details.
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170 | Page
16.2. BASELINES
A task baseline is a snapshot of the schedule as it currently stands. When you apply a baseline, the Gantt Chart
shows the schedule progress, compared to the active schedule.
The ideal time to create a baseline is when the current estimations (task duration) are accurate or to track
changes from a specific time.
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16.2.1 CREATE A BASELINE
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In this exercise, create a baseline to capture the schedule at a set time. You will reference this baseline in the
reports and displays created in later exercises.
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1. On the Setup ribbon, click Baselines
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to display the TASK BASELINES dialog box.
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2. Create a new rule with the following settings:
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The Gantt Chart displays a second duration bar for the tasks which represents the baseline.
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171 | Page
16.2.2 CREATE BASELINE REPORT FIELDS
To view the results of the baseline adjustments and the impact to the schedule, configure the following:
l Task Grid column configuration

l Report Options.
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16.2.2.1 CONFIGURE BASELINE TASK GRID
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In this exercise, create a new column configuration named Baseline – Scenario 1.
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Please complete the following exercise. Repeat the process described in Configure Columns on page 45 with
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the following settings:
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172 | Page
16.2.2.2 BASELINE REPORT OPTIONS
In this exercise, create a new report named Baseline Reporting.
Please complete the following exercise. Repeat the process described in Report Options on page 96 with the
following settings:
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To create baseline report formulas, select the options in the Fields | Report panel.
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173 | Page
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Apply formatting to the report and view the results in the reporting grid.
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16.2.3 APPLY BASELINES

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In the following exercise, you will reduce the rate of one resource and re-level the schedule. You can then review
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and compare the effects of the resource reduction in the schedule.
You can apply baselines to any field that might affect the task start and finish dates.
2. Select the Boomer M1 resource in the panel to the left of the dialog box.
174 | Page
3. In the Default Resource Rate field, change the rate to 180/mo.
4. Click Reapply Resource Rate.
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5. On the Resources ribbon, click Clear Resource Leveling.
6. Open the RESOURCE LEVELING dialog box and re-level the schedule with the new resource rate.
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16.2.4 BASELINE RESULTS
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Check the baseline fields from the previous exercise, to review the results of the resource rate reduction.
Task Grid
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Review the Start and Finish dates in the Task Grid:

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175 | Page
Gantt Chart
Refer to the Gantt Chart to compare the old and new duration summary bars:
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Baseline Report
Refer to the Reporting Grid fields to review the impact on the schedule with the new resource rate applied:
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176 | Page
16.3. QUANTITY CONSTRAINTS
When you level a schedule, quantity constraint rules will include or ignore a task, depending on the rule. If a task
does not reach the target, the task is taken. If a task does reach a target, the task is ignored.
Quantity constraints do not guide the leveler on which tasks to take to hit the target. To guide the leveler, you
should set a target.
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16.3.1 CREATE QUANTITY CONSTRAINTS
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This chapter details the quantity constraints settings you need to create and update. You can also generate
reports to view the quantity constraint results.
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16.3.1.1 CREATE QUANTITY CONSTRAINT TARGETS
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Create a quantity constraint target so you can apply the quantity constraint rule when you level the schedule.
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1. On the Leveling ribbon, click Targets to display the TARGETS dialog box.
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177 | Page
2. Click to start the Target Name wizard, and enter the following settings:
Target Type
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Scheduler Duration Links
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Target Name
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178 | Page
The new target saves in the Production Field Target list.
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3. Click to add a row to the Targets grid and enter the following settings:
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16.3.1.2 CREATE QUANTITY CONSTRAINT RULES
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After creating the target, you can reference the target in the quantity constraint rules.

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1. On the Leveling ribbon, click Quantity Constraints to display the QUANTITY CONSTRAINTS dialog box.
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2. Click to add a new rule named Tonnes.

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179 | Page
3. Drag and drop Tonnes UG_HG from the Available Fields With Targets panel to the Selected Fields To
Constrain panel.
You can also click (between the panels) to move the fields.
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16.3.1.3 QUANTITY CONSTRAINT REPORTS

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Quantity constraint reports can reference fields to track and analyze the results of resource leveling.
For quantity constraint reports, adjust the time scale (Gantt Chart) to match the target dates. For example, if a
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target starts at 06:00 on Sunday, July 1, 2018, ensure the time scale for the reports have the same settings.
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180 | Page
1. Apply the time scale named Weeks to the schedule.
2. Repeat the process described in Report Options on page 96 and create a Quantity Constraint report with
the following settings:
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Report Options Configuration
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Reporting Grid
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For optional practice, follow the process described in Layouts on page 100 and create a quantity
constraints layout.
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16.3.2 APPLY QUANTITY CONSTRAINTS IN RESOURCE LEVELING
Now that the quantity constraint rule and report is set, you can apply the rule when you level the schedule.
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1. Open the RESOURCE LEVELING dialog box.
2. Click the Constraints tab, and then select the Tonnes rule in the Quantity Constraints list.
181 | Page
3. Click Clear Leveling to clear any active resource leveling still applied to the tasks.
4. Click Level to re-level the schedule with the Tonnes quantity constraint rule.
Refer to the Reporting Grid to review the results of the leveling with a quantity constraint applied. The results
will display in green, yellow or red, indicating the status of the target for that period.
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Color Detail
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Green Figures presented in green fall in the nominated target range, indicating they have met the target.
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Yellow Figures presented in yellow fall below the nominated target range, indicating they have missed the
target.
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Red Figures presented in red fall above the nominated target range, indicating they have also missed the
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target.
For optional practice, use the following table to change the settings. Compare the results of the quantity
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constraints with the different options applied.

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Field Instructions Detail

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Tasks Can Be 1. Insert the Task Can Be Split column and As the tasks cannot be split, targets should
Split set all the tasks to False present highly variable values.
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2. Re-level the schedule.
Modify the 1. In the TARGETS dialog box, adjust the With the different values applied, resources can
target minimum and maximum fields to be assigned to different tasks to meet the
quantities different quantities. targets.
2. Re-level the schedule.
The report presents variable results when Tasks can be Split is set to False.
182 | Page
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183 | Page
16.4. CREATE GRAPH REPORTS
You can configure the reports to display graphs and each field can be set to display a different graph type. In the
following exercise, create a graph report showing the baseline in graph format.
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Repeat the process described in Report Options on page 96 and create a Baseline Graph report with the
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following settings:
Fields tab
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Format tab
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Chart Options tab

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184 | Page
The report fields should display as a Continued Line graph. Compare the scheduled and baseline results.
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To apply the same chart type to multiple lines, click Apply Chart Mode in the REPORT OPTIONS dialog box, and
enter the Apply Chart Mode Options as required.
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As optional practice, create reports displaying the various chart types (Bar, Line, and Area) to view the
difference between the graphs.
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185 | Page
16.5. EXPORT REPORTS
You can export reports to Microsoft® Excel or CSV format. This lets you manipulate the data further or include it
in another report. In this exercise, export the report to Microsoft® Excel format.
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1. On the Scheduling ribbon, click Export Reports to display the EXPORT REPORTS dialog box.
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2. Enter the following settings in the grid, and then click Export.
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3. Browse to the file location specified in the Export Reports | File field and open the report. Click through the
different worksheets to confirm all the data has exported.
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186 | Page
16.6. TROUBLESHOOT SCHEDULE ISSUES
Issues can occur during the scheduling process. Some of these issues are common across many scheduling
projects. The Help files contain workflows to help you troubleshoot some of these common issues.
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1. Open the Deswik.Sched Help files.
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2. Go to the Troubleshooting page via the menu to the left side.
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187 | Page
3. Click the links to review some of the common issues and solutions, which might occur during the scheduling
process.
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188 | Page
Chapter Review
Subject Reference
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Review schedule information. Schedule Information on page 170
Create and apply baselines. Create a Baseline on page 171
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Create baseline reports. Create Baseline Report Fields on page 172
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Set a production field as a quantity constraint. Create Quantity Constraints on page 177
Use quantity constraints in resource leveling. Apply Quantity Constraints in Resource Leveling on page
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Set the reports to display as a graph output. Create Graph Reports on page 184
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Export reports to different formats. Export Reports on page 186
Locate the Help file information for

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Troubleshoot Schedule Issues on page 187
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troubleshooting.

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189 | Page
17. SUPPORT
If you need any further support and assistance, the following options are available.
17.1. HELP FILES
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The Help files contain concise and user-friendly support documents on the majority of Deswik Suite tools and
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functions.
To successfully navigate the Help files, base your search criteria around keywords.
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For example, for information on adjusting a filter to a certain view, search the Help files for the keywords "filters" or
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"view".
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If you know the menu location of the command you need help with, search the Help files via the Contents tab, which
is set out in the same structure as the menus and ribbons.
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17.2. CLIENT PORTAL
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The Deswik Client Portal provides access to a variety of support and information channels that include:
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l Current released Deswik Suite installs and patches

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l How to guides
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l Direct secure mailbox channel to Deswik Support
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l Roadmap of upcoming functionality and estimated release dates.

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17.2.1 CLIENT PORTAL ACCESS
To access the Deswik Client Portal, a user account must be created by Deswik Support.
To register for a user account, follow the link below:
https://clientportal.deswik.com/register
Once a user account has been generated, you can access the Deswik Client Portal by going to:
https://clientportal.deswik.com/account/login
190 | Page
17.3. SUPPORT CONTACTS
Deswik offers a range of support offerings to help you get the best experience from your Deswik software
purchase. Deswik has support and training locations around the world. You can reach us via phone, email or the
web.
To phone or email us, please contact a Support Center in your region:
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Location Contact
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Australia +617 3229 2708
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OR
1300 653 032
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support@deswik.com
Canada +1 778 375 3202
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support_na@deswik.com
South Africa +27 11 958 0273

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support_sa@deswik.com
United Kingdom +44 1494 678 920

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support_uk@deswik.com
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191 | Page

4.09 Deswik - Sched For UGM Tutorial v4.1

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Training Tutorial

Module ID: 4.09

Version Build Date Comments

4.1 5.0 Feb 2015 Update processes and images

4.0 4.3 July 2014 Revision

1.0 4.0 Aug 2013 Release

1. Training Module Instructions 10

1.1. Module Symbols 10

5.1.1 Load Local Licenses

5.1.1.2 Load a Local License 16

5.1.2 Load Network Licenses 17

5.1.2.1 Check out a Roaming License 17

5.1.2.2 Check in a Roaming License 18

5.2. Troubleshoot License Issues 19

5.3. Open and Close Multiple Projects 19

5.3.1 Open an Additional Project 19

5.3.2 Close an Additional Project 20

6.1. Quick Access Toolbar 21

6.1.1 Scheduler Application Button 22

6.2. Menu Tabs and Ribbons 23

6.2.1 Customize the Ribbon 23

6.3. Task Grid 26

6.4. Gantt Chart 26

6.5. Reporting Grid 27

6.6. Status Bar 27

6.7.1 Navigation Shortcuts 28

6.7.2 Shortcut Menus 29

7.2. File Backups 35

8.2. Schedule Start Date 39

8.3. Global Constants 41

8.4. Create Custom Fields 42

8.5. Create Production Fields 43

8.5.1 Weighting Production Fields 44

8.6. Configure Columns 45

8.7. Import Data 48

8.7.1 Review Imported Data 49

8.8. Production Fields with Formulas and Filters 49

8.8.1 Generate Filters 49

8.8.2 Create Production Fields with Formulas 51

8.8.2.1 Formula Builder Setup 51

8.9. AutoGenerate Custom Field Values 54

9.1.1 Gantt View 58

9.1.3 Show Log 59

9.1.4 Report View 60

9.2. Task Information 60

9.3.2 AutoGenerate Filters G 67

9.3.4 Apply and Check Filters 70

9.3.5 Disable Filters 71

9.4.1 Create Groups 72

9.4.2 Apply Groups 73

9.4.3 Group Display Options 74

9.4.3.1 Collapse and Expand Groups 74

9.4.3.2 Colored Grouping 75

9.4.3.3 Display As Options 75

9.4.3.4 Flat Styled Groups 76

9.4.3.5 Indent and Outdent Tasks 77

9.5.1 Create Sort Rules 78

9.5.2 Apply and Check Sorts 81

9.7. Column Configuration Fields 84

9.7.2 Additional Column Configuration Rules 85

9.7.3 Add and Remove Columns via The Task Grid 87

9.8. Time Scales 89

9.10. Report Options 96