Creating starter schedules from takeoffs

Working with 10-Scheduling > 10-3 Schedules > Creating starter schedules from takeoffs

Creating starter schedules from takeoffs

If you have a detailed takeoff created for a job, you can create a starter schedule from the takeoff. The following data populates the starter:

Task
Task description
Task type (Each task is assigned 1-Work.)
Duration (Each task has a beginning duration of 1.)
Vendor
Start and finish relationship

Also, consider the following important points before creating a start schedule from a takeoff:

You must have detail lines in your takeoff for the selected job in order for the starter schedule to populate.
Not all scheduled tasks exist in a takeoff. Some tasks that are not associated with parts need to be manually added to the schedule (for example, inspections). After the starter schedule has been created, review the schedule to make any necessary adjustments.
Before you create the schedule, be sure that the takeoff contains tasks associated with each part. To check, from 9-5 Takeoffs, click the Takeoff Details—Recaps tab, and then at the bottom of the window, click the Task button. Review each task.

To create a starter schedule from a takeoff:

Open 10-3 Schedules.

In the data control box, enter the job number for the job you want to schedule.

In the Phase list, click the phase you want to schedule.

In the Options menu, point to Import, then click Takeoff Tasks.

The data populates the schedule. For each task, the duration can be adjusted from the default duration of 1 to reflect the estimated duration of the task.

Links to more information . . .

Displaying takeoff hours by job or job phase

Importing tasks

Creating schedules

More resources

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