Tasks management

Click on the area label (here “Main facilities”) :

The following window pops up:

Select the activity you want to associate:

Your task is now associated with the area.

To create a summary task, click on the Project in the left panel explorer of the Gantt chart, then click on the “Add a task” button:

In this example we'll create the following summary task:

• name: “Phase 1 : 1/2 ROUNDABOUT North”
• ID: '1'

After clicking on OK, you can see in the Gantt chart that the task has been created, but as a simple task.
To turn it into a summary task, simply drag and drop a child task into it. Here we'll do it with the “Construction facilities” task:

With Phase Manager, it is possible to create your tasks directly or to import them from an XLS file through the clip-board.

Open the file to be imported (in this case Demo Project V5.xlsx), then select and copy into the clipboard all tasks data header included:

Explanations:

1/ The summary tasks are imported first (IDs 2 → 6)
2/ Each task is referred to a summary task, via the “Parent” column.
3/ Each task must have a parent: in the absence of a summary tasky, the subproject (here PM-00001) is then mentioned, which is therefore here the parent of the summary tasks.

Go to the menu Options > Import tasks/links .

In the import window that opens, insert the data from the clipboard by clicking on the Paste button:

The preview area shows you that the data has been read from the clipboard. You can then assign each column to a Phase Manager field, either manually or by importing an existing exchange profile.

Here we'll load the profile Import ProfileEN.pmx (delivered with your installation).

Click on the Load profile button:

Then browse your hard drive for the exchange profile and click on Open .

Then check that the display is as follow:

You see that the fields from you data set have been correctly assigned to the corresponding Phase Manager fields; you can click on the Import button at the bottom right of the window and then confirm the import :

Note on the warning window:
A window tells you that some fields have not been imported:this is informative, and concerns the empty fields “Area” and “Dates” for the summary tasks; Area having no meaning, and Dates are inherited from its child tasks:

After closing the import window, you can see that tasks have been imported, and that the WBS matching our imported phases has been created:

You can import import your areas and axes. Click on the button Areas in the Import interface

Phase Manager enables extensive management of the RoW and impact of tasks. The example below illustrates those new functionalities by creating a daily sequential book.

The task 'RT V1 20+200 - 20+700' below is associated with two areas or axis, namely V1 and V2 :

Here are the details of the settings:

V2 axis :

• 'Impact : checked' → the axis is impacted by the task throughout its duration, even if it does not take place there → this impact will be materialized on our deliverable.
• 'Full axis vs KPs : Start and End distance are set' → the impact will only concern a part of the axis (between the distance points set).
• 'Execution : Fixe' → the impact is permanent on the entire segment of the axis throughout the duration of the task.

V1 axis :

• 'Execution : Mobile' → the segment occupied on the axis by the task will move (as it lasts 3 days, we will be able to see this progression on the 3 successive pages of the sequential book).
• 'Lenght Before / After : 0.1' → the task will have a 100 m right-of-way before and after the work (this right-of-way will also be displayed on the deliverables).
• 'Full axis vs KPs : Start and End distance are set' → the task takes place on the specified axis portion..

On the first two daily pages of the considered 3-day sequence, we can visualize:

• in yellow: the impact on axis V2
• in red: the task that is progressing on axis V1
• in grey: the Right-of-way of the task on axis V1

Day 1 :

Day 2 :