Schedule

Created by Emily A, Modified on Mon, 28 Apr at 2:40 PM by Emily A

Schedule Reports Overview

The Schedule Reports section allows users to track the progress of scheduled tasks, their durations, and deviations from the planned timeline. It helps in managing project schedules efficiently.

Navigating to Schedule Reports

Go to Reports in the main menu.
Select Schedule to access the schedule report.

Filters

In the Schedule Reports section, the following filters are available:

Project Name – Filter schedules by a specific project.
Start Between – Choose a date range to filter schedules based on their start date.
Select Assignee – Filter schedules by the person assigned to the task.

After selecting your filters, click Apply to apply them. If you wish to reset the filters, click Clear.

Dashboard Overview

The dashboard will display the following information:

Schedule Count – The total number of schedules based on the selected filters.
Total Duration – The cumulative time of all schedules.
Total Deviation – The difference between the estimated and actual completion time for schedules.

Schedule Table

In the table, you’ll see detailed information about each schedule, including:

Project Name – The project associated with the schedule.
Schedule Name – The name of the schedule.
Phase Name – The phase within the project the schedule belongs to.
Assignee – The person assigned to the schedule.
Completion Percentage – The percentage of completion for the schedule.
Start Date – The date the schedule started.
Estimated Completion Date – The date the schedule was estimated to be completed.
Actual Completion Date – The actual completion date of the schedule.
Total Duration – The total time spent on the schedule.
Deviation – The difference between the estimated and actual completion times.
Created On – The date the schedule was created.

Bulk Actions and Data Export

Bulk Selection – Choose multiple schedules at once to apply actions across them.
Export to Excel – Export selected schedule details into an Excel file for easy analysis and reporting.

How to Configure Schedule Report Automation in IntoAEC

Simplify your scheduling process by automating regular updates with ease.
Follow these steps to set up Schedule Report Automation using the Configure Report Automation icon:

Access the Configure Report Automation Popup

Click the Configure Report Automation icon to open the Schedule Report Automation popup window.

Choose Who Should Receive the Reports

Use the Send To dropdown to select the users who need to receive the automated schedule reports.

Decide How Often Reports Should Be Sent

In the Generate Report dropdown, choose the frequency for sending reports:

Daily(default setting)-The system generates the report within one hour of your selected time.
Example: If the time is set to 6:00 PM, the report will be created between 6:00 PM and 6:59 PM.
Weekly – A weekly summary will be sent at the same time and day the following week.
Monthly – A report for the current month will be sent on the same day and time next month.

Set a Start Date and Time

Select the Start Date and Start Time when the automation should begin.

Note-Be sure to select a Start Time this is required to activate the automated reports.

Save or Cancel Your Setup

Click Save to turn on schedule report automation, or Cancel to exit without saving changes.

By utilizing the schedule report features, you can gain a clear overview of project timelines, monitor task completion, and identify any delays or deviations. The filtering options and export functionality provide greater control over how you view and manage your schedule data, helping you stay on top of your project's progress.