Calendar Dialog Box of the Schedule Tab

Use the Calendar dialog box, available from the Schedule tab of the Project Planning form, to set the Start and Finish dates for your dependent tasks.

These fields default to display the start or finish dates for the task, as entered on the Labor tab of Project Planning. When you change the dates on the Schedule tab, the dates automatically update on the Labor, Expense, Consultant, and Unit tabs.

You can only create dependent relationships for items that are at the lowest level of the Work Breakdown Structure (WBS). These are the lowest child-level, or lowest leaf nodes, of the WBS. They display under a parent level but have no WBS children of their own. For the purpose of task dependencies, these are referred to as "tasks" but they may be phases, tasks, labor codes, or lower indent levels, depending on the WBS structure.

Parent Topic: Screens

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, select Planning > Project Planning.
  2. Click the Schedule tab of the Project Planning form.
  3. Select a grid row that has a scheduled task.
  4. Double-click in the Start or Finish fields and click the drop-down arrow to open the Calendar.

Contents

Field Description
Month and Year When you open the Calendar dialog box, the month and year for the currently entered calendar date automatically display in a calendar format. You can click a date in this view to select it as the Start or Finish date, or change the view to a different month or year.
To change the view, you can:
  • Use the right and left arrows to scroll through the different months and years and select a different date.
  • Click the Month and Year heading at the top of the calendar once to change the calendar view to display a twelve-month view. The current year displays at the top of the calendar and is the new heading. Select a specific month from this view to change the calendar display.
  • Click the Year heading at the top of the calendar to change the calendar view to display a twelve-year view. The range of the years on the calendar displays at the top of the calendar and is the new heading. Select a specific year from this view to change the calendar display.
  • Click the Year Range heading at the top of the calendar to display a hundred-year view. The range of years displays at the top of the calendar. Select a specific range of years from this view to change the calendar display.

After you click off the date field, the green task bar shifts on the interactive Gantt chart so that it starts and finishes on the specified dates. The parent or group level and associated black bracket also update accordingly. You cannot enter or select a date that is earlier than the first date in the plan's calendar.