Design Manager has the ability to optionally create unique time lines or Schedules for each Project. A Schedule allows for ten separate Phases and their corresponding Durations. The Duration of the Phase is the usual number of days required to complete the activity.
You can create a generic set of Phases within the Company Settings and when done so will automatically be displayed within a new Project under the Schedule tab. You can also create a Schedule with Phases and Durations within a project.
To create a generic set of Phases within the Company Settings, click on the Settings or gear icon in the bottom left. Then Click on Workflow Settings.
In Workflow Settings, click on the Schedule tab.
Enter the name of the Phase or activity and the Durations or number of days for the Phase. You do not need to fill in all 10 Phases. For example, if your generic Schedule only has 5 Phases, you can just enter 5 Phases. Design Manager will automatically create a start and end date based on the duration when a new Project is created. When finished, click on Save.
When a new project is created, you can edit the generic Schedule in the Project to be more specific or Project based. To do this, navigate to the Project and click on the Schedule Tab.
The Start Date of the first Phase is the Opened Date of the Project from the Project Info tab. Design Manager then adds the number of days in the Duration of the Phase to the Start Date to determine the End Date. The Start Date is always the first day of the Phase. You can edit the Phase, Start Date, Days and End Date fields by just clicking in those fields. For example, to change the start date, click on the field that shows the date and select the correct date. This will automatically update the other Phases.
Design Manager will calibrate the intervals of the color-coordinated Phase Chart depending on the total length of time between the Start Date of the first Phase and the End Date of the last Phase. Each Phase is automatically assigned an individual color. The colors, however, cannot be changed by the user.
You can add a phase to this Project Schedule by clicking on the green Add Phase button to the top right.
You can create a PDF document of the Project Schedule by clicking on the Print button to the top right.
Note: When a generic Schedule is added to the Company Settings, it will only be added to future created Projects. The Schedule will not be added to existing Projects.
To create a Schedule in a Project, navigate to the Project and click on the Schedule Tab.
To start adding Phases, click on Add a Phase.
Enter the Phase Name, Start Date (defaults to the project open/start date), and Duration. Check the End Date and adjust if needed. When finished, click OK.
You'll see the Phase added in the chart. To add more Phases, click on the Add Phase button on the top right. You can add up to 10 Phases per Project. After all Phases have been added, you can edit each Phase by clicking in the field on the chart that you want to edit.
After all Phases have been added, you can edit each Phase by clicking in the field on the chart that you want to edit.
You can create a PDF document of the Schedule by clicking on the Print button on the top right.
Here is an example of the Schedule PDF document.
