Scheduling

Schedules

Color Key

Comments

  - Deleted row

  - Added row

  - Moved row - row has been moved to another parent

  - Changed row - any cell value has been changed

  - Changed cell

  - Selected row

  - Focused row

  - Focused cell

  - Focused cell in edit mode

  - Focused cell in read only edit mode

  - Cell cannot be focused

  - Read only cell

  - Master row in master / detail relationship

  - Master row displayed in detail table

  - Child page

  - Row under mouse cursor

  - Cell under mouse cursor

Configuration Options

Function

Comments

Show deleted rows (in red)

If checked, deleted rows are still visible and colored and can be undeleted. If you check Auto updates, this option has no effect.

Auto sort rows after change

If checked, after user modify value in column according to is grid sorted, row is sorted and moved to the new position

Auto update changes to server

If checked, all modifications (value changing, rows moving, adding, deleting) are immediately uploaded to server. Does not wait for server response, grid is still accessible. After server response clears changed flags. If it is not checked, updates can be send by submit button .

Mouse hover

What blinks under mouse cursor. Hovering all cells can slow down browser responses.

Show dragged object

If checked, dragging rows or moving columns are attached to the mouse cursor.

Show row's left panel

If it is not checked, the left panel is hidden and its functions can be performed by keys only.

Show sorting icons

If sorting icons in header are visible.

Show pager

If checked, the pager with page names is visible on the right of the grid.

Show all pages

If checked, all pages are visible at once and can be accessed by sliding scrollbar or moving cursor. The page is rendered only when is scrolled to the window.
If it is not checked, only one page is visible at a time and other pages can be accessed by clicking on pager or by PgUp and PgUp keys.

 


Filter Row

Comments

Filter row is a special row, usually displayed on the top line, beneath the header. There the user can set filter conditions for every column.

Filtered can be only variable rows. Some rows can be marked as always visible. These are often rows with children rows in tree to filter only some levels.

A cell in filter row contains filter operator and its parameter value. Some operators are used for some column types only. Filtering is fired after operator or value changes.

You can select filter operator from menu. By default filter is disabled.

Group Row

Comments

Group row is special row, usually displayed on the top, under header and fixed rows. You can group rows to tree according same values in appropriate column(s).

Grouped can be only variable rows. Some rows can be marked that cannot be grouped. In tree there will be only one level of rows to be grouped.

You can select predefined grouping from select box.

Or you can drag column caption to the group row to be grouped by this column. If some column(s) are placed there already, you can put the new column to appropriate place. To remove column from grouping, just drag its caption from group row outside.

Other

Comments

If you move focus to another cell in edit mode, the changed value is accepted as if you pressed Enter.

After confirm new value after edit, calculated cells are recalculated. If Auto sort is set and sorting is enabled by this column, row is moved to another position by sort order. If Auto update is set, value is submitted to server.

Control Keys

Function

Comments

Arrow keys

Change focused cell

Tab

Moves focus to next cell

Shift + Tab

moves focus to the prior cell

Tab

in edit mode edits next editable cell

Shift + Tab

in edit mode edits prior editable cell

Enter or F2

starts edit focused cell

Enter

in edit mode confirms edit changes

Alt + Enter

in edit mode in multi line textarea confirms edit changes

Ctrl + Enter

in edit mode in multi line textarea confirms edit changes

Esc

in edit mode cancels edit changes

Gray plus

in edit mode confirms edit changes

Gray minus

in edit mode cancels edit changes

Space

selects or unselects row

Ctrl + Space

selects or unselects all rows

Del

deletes or un-deletes row

Ctrl + Del

deletes or un-deletes selected rows

Ins

inserts new row to cursor position

Ctrl + Ins

inserts new row into children of focused row

Ctrl + Enter

expands / collapses row's children

Home

focuses first variable row

End

focuses last variable row

Page Up

moves focus up by one page

Page Down

moves focus down by one page

Ctrl + Enter

not in edit mode expands or collapses row's children

Gray plus

not in edit mode expands row's children

Gray minus

not in edit mode collapses row's children

Copy & Paste

Function

Comments

Ctrl + C

copies values from all selected rows to clipboard. If no row is selected, copies focused row. Only if grid is not in edit mode. Data are in plain text, cells are separated by tabulator, rows are separated by enter (CRLF). This data can be pasted back to the grid or to any text editor or spreadsheet program like MS Excel. Not in Opera browser.

Ctrl + V

pastes values from clipboard to selected rows. If no row is selected, copies first row to focused row. Only if grid is not in edit mode. Cells in data are tab separated, rows are CRLF or CR or LF separated. Changes only cells that can be edited. If pasted data has less columns than grid, pastes them from actual focused column, otherwise from first column. Not in Opera browser.

Mouse Functions

Function

Comments

Click to cell

focuses and edits (editable) cell

Click to

selects or un-selects row. You can select or unselect more rows by clicking first icon and dragging over next rows.

 

deletes or un-deletes row

 

in header selects or unselects all rows

 

in header (un) deletes selected rows

 

in header sorts rows by this column descent, next click sorts ascent. You can click anywhere in header cell to perform sorting. Sort direction and order is indicated by sorting icon:

 

first column descending,

 

first column ascending,

 

second column,

 

third column,

Dragging column's edge in header

resizes column

Dragging column's header

moves column to new position, you can move column inside its section only. New potential position is marked by blue line inside columns.

Dragging any cell

moves row to new position indicated by icon in the tree:

 

cannot drop to this position,

 

drop in front of this row,

 

drop behind this row,

 

drop into row's children, to the end.

 

If you drag selected row, all selected rows are dragged together to new place, but only if they are all of the same type.

 

You can drag rows even among more grids, if these are present. In master-detail you can drag rows from detail to master to move rows from one detail row to another.

When dragging

When mouse moves above icon, the row expands its children.

 

When mouse moves above header or head rows, the grid scrolls up, above toolbar or foot rows, the grid scrolls down. To scroll you can use mouse wheel too

 

When mouse moves above pager, the grid switches to page under mouse cursor.

Click to

hows calendar to change date value.

 

expands row's children

 

collapses rows' children

Ctrl + Click

selects or unselects clicked row.

Shift + Click

selects range of rows between focused and clicked, include these two. If any row in the range is selected, unselects the range.

 


Toolbar

Function

Comments

Submits changed data to server and accepts all pending changes, if server validated them, otherwise marks invalid values.

Reloads data from server and cancels pending changes.

Refreshes pages if grid slows down (if too many pages were already rendered)

Prints the grid, opens new browser window with printable version of the grid

Exports all data to spreadsheet program

 

Adds new row to the cursor position if parent row accepts children.
Or if there are selected rows, the menu is displayed and you can choose to move or copy selected rows or to ignore selection and add new row.

 

Adds new row to focused row's children, to the end, if this row accepts children.
Or if there are selected rows, the menu is displayed and you can choose to move or copy selected rows or to ignore selection and add new row.

 

Enables or disables sorting. When enabling sorting, re-sorts grid according to actual sorting.
You can disable sorting, if you need to choose new sorting according to more columns to avoid multiple re-sorting, especially in paged grids.

 

Enables or disables calculations. When enabling calculations, re-calculates all cells.
You can disable calculations when editing large grids.

 

Expands all rows. For large grids expands only some rows to avoid locking browser. Starts expanding from focused row.

 

Collapses all rows.

 

Displays menu to choose what columns will be displayed.

 

Displays Scheduler configuration window. These settings are saved to client cookies and therefore are persistent. See Configuration description below.

 

Displays this help

 

You can resize grid by mouse dragging this icon on the right bottom corner. By double click you can restore to original size

 

 


Timesheets

Each timesheet can contain time for one or many resources and projects. Self-performed labor, subcontracted labor and equipment time can all be entered on one timesheet. Timesheets can be routed for approval using PMWeb Workflow and post to the project Cost Ledger.

Header Fields

 

Field Name

Comments

From, To

These fields are required. To cannot be earlier than From.

Resource

This field is not required. if you select a resource here, only that resource can be entered in the Details Grid.

Project

This field is not required. If you select a project here, only that project can be entered in the Details Grid.

Revision

This field is read-only. Revisions are editable copies of a record. You may create as many revisions to a record as you wish. A new record is designated revision 0. Only the newest revision can be edited. Older revisions are locked as “Inactive”.

Date

This field is read-only. The date the revision was created.

Status

The default status is “Draft”. This field may be edited at any time to reflect the record’s movement through an approval process. See Workflow for details about automating the approval process.

Timesheet #

This field is read-only.

Funding Code

This field is not required. If you select a funding code here, only that funding code can be entered in the Details Grid.

Period

This field is not required. If you select a period here, only that period can be entered in the Details Grid.

Post to Non-commitment Costs Checkbox

Timesheet lines are always posted to the Cost Ledger as “Actual Costs - Non-commitment“. If this box is checked a second Cost Ledger transaction is created for each line allocated to “Non-commitment Costs”.


Details Fields

Details Grid

Field Name

Comments

Resource

This field is required. If a resource was selected at the top of the page this field is locked at that resource.

Project

This field is not required. If a project was selected at the top of the page this field is locked at that project.

Cost Code

This field is not required.

 

Note: If you do not enter a Cost Code the line is not posted to the Cost Ledger.

Task

This field is not required. It is a list of the schedule tasks for the project selected. See Schedules.

Sa, Su, M, T, W, Th, F

These fields are not required. Enter hours for the resource here.

Total

This field is read-only. It is the sum of Sa, Su, M, T, W, Th and F.

% Complete

This field is not required.

Classification

This field is not required. It is a user-defined list.

Pay Type

This field is not required.

 

Note: If you do not enter a Pay Type the line is posted to the Cost Ledger as $0.00.

Notes

This field is not required.

Period

This field is not required. If a period was selected at the top of the page this field is locked at that period.

Funding Code

This field is not required. If a funding code was selected at the top of the page this field is locked at that funding code.

Creating the Next Timesheet

PMWeb makes it easy to create the next timesheet in the series. Open a timesheet that has a Status of “Approved” and click the Next button. A copy of the timesheet is created with From and To advanced by a week.


Risk Analysis

PMWeb Risk Analysis allows you to list all potential projects risks, assign dollar and time values to them and then create contingency plans for responding.

 

The Risk and Contingency Grids

Header Fields

 

Field Name

Comments

Project

This field is required.

Phase

This field is not required. See Phases.

Analysis #

This field is required.

Description

This field is not required.

Revision

This field is read-only. Revisions are editable copies of a record. You may create as many revisions to a record as you wish. A new record is designated revision 0. Only the newest revision can be edited. Older revisions are locked as “Inactive”.

Date

This field is read-only. The date the revision was created.

Status

The default status is “Draft”. This field may be edited at any time to reflect the record’s movement through an approval process. See Workflow for details about automating the approval process.

 


Details Fields

Risk Grid

 

 

Line #

This field is read-only.

Risk

This field is not required.

Type

This field is not required. It is a user-defined list.

Responsible

This field is not required. It is a user-defined list.

Probability

This field is not required. Enter a value from 0-100%.

Impact

This field is not required. It is a user-defined list.

Cost

This field is not required.

Time

This field is not required.

UOM

This field is not required. It is a user-defined list.

Task

This field is not required. See Schedules.

Notes

This field is not required.

Use

This field is not required.

Adding Risks

To add a risk click the Add Risk button in the Risk Grid header.

Contingency Grid

 

 

Line #

This field is read-only.

Contingency

This field is not required.

Type

This field is not required. It is a user-defined list.

Responsible

This field is not required. It is a user-defined list.

Impact

This field is not required. It is a user-defined list.

Cost

This field is not required.

Time

This field is not required.

UOM

This field is not required. It is a user-defined list.

Task

This field is not required. See Schedules.

Notes

This field is not required.

Use

This field is not required.

Adding Contingencies

To add a contingency click the Collapse/Expand Icon on a saved risk to display the Contingency Grid. Click the Add Contingency button in the grid header.

 

Note: You can enter an unlimited number of contingencies for each risk.