Create Project Schedule from Budget

To streamline your project planning, Linarc automatically transforms your locked budget line items into an initial list of scheduled tasks and deliverables. This auto-generated list provides a solid foundation for building your comprehensive project schedule, ensuring that every planned activity remains securely anchored to a funded budget item and your approved scope.

Using this draft schedule as your starting point, you can easily develop a full project timeline by:

• Adding new work items or milestones to capture every operational detail.
• Breaking down high-level deliverables into granular sub-tasks and daily activities to match your project's Work Breakdown Structure (WBS).
• Setting precise start and end dates for each item on the timeline.
• Establishing logical dependencies between tasks (such as finish-to-start) to create a realistic and actionable workflow.

To set up the project schedule

• Ensure that you are on the Grid view of the scheduler. If not:
  • Click the app launcher icon in the top-right, then select 'Schedule'
  • The scheduler opens in the grid view by default. To return to the grid view from any other screen:
  • Click 'Planner' at the top and select 'Grid' on the left.

The scheduler grid opens with all budget line items as schedule line items auto-populated:

From this screen, you can:

• Add subtasks

  • Right-click on a task item, then choose 'Add' > 'Subtask' to insert a child task under it.

  • Repeat this process to build out successive levels of the WBS hierarchy. See Add subtasks for more details.

• Define details for lowest-level items

  For work packages or deliverables at the lowest level, specify:

  • Task dependencies and relationships
  • Duration (planned days)
  • Labor or manhours
  • Planned quantity of work
  • Planned start date

• Once dependencies and predecessors are set, the start dates of dependent tasks are auto-populated. You can override them manually if required.

  • The end date is auto-calculated.
  • See Add WBS Elements and Task Items for more details.

• Parent-level task roll-up - Duration, manhours, and start/end dates of parent tasks are automatically calculated from their child items.

• Critical path - The scheduler dynamically recalculates the critical path as you add tasks and define dependencies.

• Add events

  • To insert a milestone, inspection, or checkpoint event, right-click on the relevant item, hover over Add, and select the desired event type.

Once you you have added the schedule items publish them to record them and push to the field.

See the following sections to know more:

• Specify Constraints For Scheduled Tasks
• Apply Formatting to Rows and Cells
• Apply Gantt Chart Color
• Add subtasks
• Add a checkpoint
• Add an inspection event
• Add a milestone
• Add dependencies
• Remove a task
• Publish a task
• Update task progress

To read about the schedule management in Linarc, see the 'Scheduler' section of this knowledge base.