Creating and Editing Projects
The PM Window provides an easy to use interface to enter basic project
information such as a list of activities, their durations, order of precedence,
resource requirements, and so forth. You can also use the "Edit" pull-down menu
(see Figure 6.22) to add or delete progress, baseline, and other
information. All these functions are described in the
Figure 6.22: Edit Pull-down Menu
An activity (or task) can be added to the Project in the PM Window by clicking the
right mouse button in the Table View. If "Add Task" is chosen from the pop-up menu,
then an activity is added at the same level as the selected activity. Subtasks of
an activity can be added by selecting "Add Subtask." These actions are
also available from the "Edit" pull-down menu (Figure 6.22) whenever
an activity is selected in the Table View. Note that the selected
activity is highlighted.
To add a new task at the topmost level of the project hierarchy,
choose "New Task" from the "Edit" pull-down menu.
To add precedence constraints, point the cursor at the right edge of the
predecessor activity till it changes to a cross hair and drag it vertically up
or down to the left edge of the successor activity. By starting and dropping at
different ends of the activity bar, you can create
nonstandard precedence relationships between the
Baseline information is saved in a project so that the current status
of a project can be measured against some base schedule. The baseline
information can be set in several different ways; most of the actions
relating to the Baseline schedule can be performed using the selections
available from the "Edit" pull-down menu (see Figure 6.22).
Progress information can be included by using the
which is similar to the one for PROC CPM. If the PM Window is
invoked without the ACTUAL statement, then Progress Information can
be added to the Project from the "Edit" pull-down menu (Figure 6.22)
by choosing "Add Progress."
- If the project data include a Baseline schedule, saved in the
variables B_START and B_FINISH, the PM Window displays the Baseline
schedule when it is first invoked. This schedule can be replaced
choosing "Replace Baseline" from the "Edit" pull-down menu. This
selection can be used to reset the Baseline schedule to a new schedule
corresponding to one of the current schedules.
- If the project data do not include a Baseline schedule, it can
be set in the PM Window by selecting "Set Baseline" from the
pull-down menu (see Example 6.3).
This selection can be used to set
the Baseline schedule to one of the current schedules
(see Figure 6.23). Thus, selecting
"Resource" from the pull-down menu sets the baseline schedule to
the current resource-constrained schedule. By saving the current
resource-constrained schedule, you can perform some what-if analysis
by changing some of the resource requirements or other parameters of the
project and comparing the resulting schedule with the saved baseline
Figure 6.23: Set Baseline Pull-down Menu
- The individual Baseline values can also be edited in the Table
View by changing the values in the Baseline Start and Baseline Finish
- If new activities are added to the project, the Baseline values
for the new tasks are missing. These can be set to correspond to the
current schedule values by selecting "Fill Missing Baseline" from the
"Edit" pull-down menu.
- If you want to delete the Baseline information from the project
data, you can select "Delete Baseline" from the "Edit" pull-down menu.
Progress Information is updated by dragging the actual schedule
bars horizontally (in a manner similar to the one for changing
durations) in the Gantt View or by modifying the values in the
Progress columns in the Table View. See the "Modify Progress Information" section and
the "Edit Progress Information" section.
For details on how the progress information is used to update the
project schedule, see the "Progress Updating" section in Chapter 2, "The CPM Procedure."
See also Example 6.6.
The duration of an activity can be changed either by typing in the Duration
column of the Table View or by dragging the activity
bar at the right edge by using the left mouse button in the
An activity (or task) can be copied in the PM Window by clicking the
right mouse button in the Table View. If "Copy Task" is chosen from the
then a copy of the selected activity is added at the end of the activities listed in
the Table View. The new task has the same duration
and calendar as the selected task. If the selected task is a supertask,
all its subtasks (and any internal precedence constraints) are copied as well.
Milestones can be created by adding an activity and assigning it zero duration.
A Finish-to-Start relationship between two activities is considered to be a
standard precedence constraint. It is created when the precedence constraint is
drawn by dragging the cursor from the right end of the predecessor
activity bar to the left end of the successor activity bar.
created by starting and ending at different ends of the two activity bars.
For example, a Start-to-Finish relationship is created by dragging the
cursor from the left end of the predecessor activity bar to the
right end of the successor activity bar.
In addition to specifying the type of the precedence constraint, you
can also specify a lag or lead time between the two activities. This lag
value can be edited from the Gantt View. See the "Modify Precedence Information" section.
Subtasks can be created only if the PM procedure is invoked with the
PROJECT statement or from the PROJMAN application.
To create a subtask, click the right mouse button on the parent
activity in the Table View. Then choose "Add Subtask" from the background menu.
The newly created subtask has one more little square box than the parent
task in the Job Nbr
column in the Table View. The empty square boxes denote that it is a leaf activity
(a task with no subtasks). The number of boxes denote a task's
level in the project hierarchy starting with level 0 for the Project
An activity can be deleted in the Table View by clicking the right mouse
button anywhere in the task row and choosing "Delete Task." If the selected task
is a supertask, all its subtasks are deleted as well. Note that, in this case,
a Confirmation Dialog confirms the "Delete Supertask" action.
To delete a precedence constraint, click anywhere on the arc with the
right mouse button and choose "Delete" from the pop-up menu.
Activity alignment constraints can be added/modified as described
in the "Edit Alignment Constraints" section and in the "Modify Activity Alignment Constraints" section.
To edit the baseline schedule, scroll to the Baseline Start and
Baseline Finish columns, and type in the new values of the baseline
start and finish times. Note that you cannot change the baseline values
by moving the Baseline Schedule bars. See the "Add Baseline Information" section.
Calendars are defined by the CALEDATA=
option in the PROC PM statement. This option is
similar to the corresponding option in PROC CPM. Once calendars are defined in the
Project, an activity's calendar can be changed or set in the Table View by editing
the Activity Calendar or Calendar Name columns. You can either type the values or
select them from the pull-down menu displayed by pressing the right mouse button in
either of the Calendar columns. See the "Edit Calendars" section.
The resource requirement information for an activity can be edited in the Table View.
A column for a resource is created in the Table View when it is specified in the
The resource requirement information for each activity is displayed and
can be edited in the Table View. A column for a resource is created in
the Table View when it is specified in the
RESOURCE statement of the
PROC PM invocation, or it is created by the Resource Manager of
PROJMAN. For details about the
the Resource data set, and
Resource Allocation, see Chapter 2, "The CPM Procedure."
Changing the resource
requirement causes the project to be rescheduled using the new
Copyright © 1999 by SAS Institute Inc., Cary, NC, USA. All rights reserved.