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AdeptTracker Professional 3.0
About this Release:
We are happy to announce that the important issues previously reported have been fixed, so this version has achieved unprecedented stability.
If you wish to report a bug, simply send an email to support@adepttracker.com. Any feedback would be appreciated.
1. New features in this release
Changes since AdeptTracker 3.0 Beta 2.
Added Renumber IDs functionality.
Added Renumber WBS functionality.
Fixed bugs.
Changes since AdeptTracker 3.0 Beta 1.
Added Manual Resource Leveling functionality for a specified summary task.
Added Quick Resource Leveling functionality for a specified summary task.
Added Backward Schedule functionality for a specified summary task.
Modified the Resource Balance Browser functionality.
Added a "Manually and Stably" option to the "Automatic Resource Leveling settings".
Fixed bugs.
A major enhancement in AdeptTracker 3.0 is the automatic ability to resolve the overallocation. The resource leveling functionality has been implemented in this release. Another major enhancement is the ability to specify working and nonworking time for an individual resource.
In addition, we have improved some of the UI elements since the AdeptTracker 3.0 Preview 1 released.
Changes since AdeptTracker 2.2.
Added Automatic Resource Leveling functionality.
Added Manual Resource Leveling functionality.
Added a window to show the details of resource allocation.
Added Backward Schedule.
Added Resource Calendar. A calendar that specifies working and nonworking time for an individual resource.
Enhanced worktime settings. Working Hours can be edited for an individual day.
2. About the license to AdeptTracker 3.0
If you have purchased a license to AdeptTracker 1.x or 2.x, an upgrade from the previous version to AdeptTracker 3.x is free of charge.
3. Simple guide to new features
3.1 Manual Resource Leveling
This functionality is used to resolve the overallocation. In order to level the resource, select the Level Resource Manually from the Tools menu, specify the options and click OK.
Here are the options in the Resource Leveling dialog box.
If the Level resource from is checked, AdeptTracker can only resolve the overallocation after the specified date.
Look for overallocations on a basis:
Click a time period for the sensitivity with which leveling will recognize overallocations. This setting establishes the point at which you want leveling to intervene.
Hour by Hour basis:
Level resources where there is more work scheduled for a resource for an hour than can be completed within that hour.
Day by Day basis:
Level resources where there is more work scheduled for a resource for a day than can be completed within that day.
Leveling can adjust individual assignments on a task : Select this check box to allow leveling to adjust when a resource works on a task independent of the other resources working on the same task. This is a global setting for all tasks and is selected by default. If you want to selectively allow leveling on individual assignments for specific tasks, you can check or uncheck the Leveling can adjust individual assignments on a task in the Resource Leveling page of the Task Properties dialog box. For details, see 3.5 .
Do not create splites: Select this check box if you do not want leveling to interrupt tasks by creating splits. This is a global setting for all tasks and is selected by default. If you want to selectively allow leveling on individual assignments for specific tasks, you can check or uncheck the Do not create splits in the Resource Leveling page of the Task Properties dialog box. For details, see 3.5.
3.2 Automatic Resource Leveling Options
The Manual Resource Leveling functionality levels the resource only when the menu has been selected. If you want, AdeptTracker also can resolve the overallocations automatically at the time you modify the task if you have specified proper options.
In order to specify the Automatic Resource Leveling Options, select the Automatic Resource Leveling Settings from the Tools menu.
Level Resource:
If the Manually is selected, the automatic resource leveling will be disabled. AdeptTracker will not resolve the overallocations until you select the Tools/Level Resource Manully menu.
The Manually and stably option is similar to the Manually option. The difference is that, if the Manually and stably is selected, AdeptTracker will ignore the As early as possible attribute of task and not promote any task ahead.
If the with Optimization is selected, AdeptTracker will resolve overallocations automatically when any task is modified. All the tasks will be move to the earliest start time. In this mode, AdeptTracker can create a compact plan; however, the task cannot be delayed freely. In some cases, you have to set the Earliest Start Date in the Task Properties dialog box for a task in order to delay it.
If the Simply is selected, AdeptTracker will resolve overallocations automatically when any task is modified. Only the task having an As early as possible attribute will move to the earliest start time. In this mode, a task can be delayed freely, but the duration of project may be not be optimized.
The in Stable order with Optimization option is similar to the with Optimization option. The difference is that, if the in Stable order with Optimization is selected, AdeptTracker will try to keep the order of task unchanged if possible.
The in Stable order option is similar to the simply option. The difference is that, if the in Stable order is selected, AdeptTracker will try to keep the order of task unchanged if possible.
Look for overallocations on a basis:
Click a time period for the sensitivity with which leveling will recognize overallocations. This setting establishes the point at which you want leveling to intervene.
Hour by Hour basis: Level resources where there is more work scheduled for a resource for an hour than can be completed within that hour.
Day by Day basis: Level resources where there is more work scheduled for a resource for a day than can be completed within that day.
Leveling can adjust individual assignments on a task: Select this check box to allow leveling to adjust when a resource works on a task independent of the other resources working on the same task. This is a global setting for all tasks and is selected by default. If you want to selectively allow leveling on individual assignments for specific tasks, you can check or uncheck the Leveling can adjust individual assignments on a task in the Resource Leveling page of the Task Properties dialog box. For details, see 3.5.
Do not create splites: Select this check box if you do not want leveling to interrupt tasks by creating splits. This is a global setting for all tasks and is selected by default. If you want to selectively allow leveling on individual assignments for specific tasks, you can check or uncheck the Do not create splits in the Resource Leveling page of the Task Properties dialog box. For details, see 3.5.
3.3 Quickly Level Resource menu
The Tools/Quickly Level Resource menu includes three sub-items, which are similar to the Level Resource Manully menu. Selecting any of them will level the resource manually.
The differences are:
The Quickly Level Resource will not request any additional parameters.
The Quickly Level Resource will provide less optimization.
If the with Optimization is selected, all the tasks will be moved to the earliest start time. In this mode, AdeptTracker can create a compact plan.
If the Simply is selected, only the tasks that have an As early as possible attribute will be moved to the earliest start time and the duration of project may be not optimization.
The in Stable order with Optimization is similar to the with Optimization. The difference is that, if the in Stable order with Optimization is selected, AdeptTracker will try to keep the order of task unchanged if possible.
The in Stable order option is similar to the simply. The difference is that, if the in Stable order is selected, AdeptTracker will try to keep the order of task unchanged if possible.
3.4 Backward Schedule
This functionality is similar to the Manual Resource Levelling. The difference is that, the Manual Resource Leveling will delay some tasks when an overallocation is detected, and the Backward Schedule functionality will move the involved tasks ahead to resolve such overallocations.
To use this functionality, select the Backward Schedule from the Tools menu.
The Backward Schedule can ensure the project can be finished at a specified date.
In the Backward Schedule Options dialog box, a new project finish date can be specified when the Set Project End Time is checked. And other options are the same as the Resource Leveling dialog box.
3.5 The new task attributes about Resource Leveling
In version 3.0, there are additional attributes to control the behavior of Resource Leveling. Double click a task in the task sheet of the Gantt Chart, click the Resource Leveling tab in the Task properties dialog box.
Enter a priority number in the Resource Leveling Priority. The task which has a priority number is larger will start earlier than the task which competes for the same resource.
Leveling can adjust individual assignments on a task:
Select this check box to allow leveling to adjust when a resource works on the task, independent of the other resources working on the same task.
Do not create splites:
Select this check box if you do not want leveling to interrupt task by creating splits.
Use Global Settings: Select this check box if you want to apply the Global settings to this task. The Global settings can be specified at the Automatic Resource Leveling Settings dialog box and the Resource Leveling Manually dialog box.
3.6 Task Assignment Viewer
This is a window to show the details of resource allocation in the selected task.
Select the Task Assignment Viewer from the View menu, after the Task Assignments window open, click a task in the Task Sheet of the Gantt Chart.
Select a resource in the Select a Resource to show the assignment of this resource in the list below.
Check the Show Details to show the data in the Total Units column in the list, the Total Units is the units assigned to all tasks in the range from Start to Finish.
Check the Show Time to show the time part in the Start and Finish column.
3.7 Modifications in the Worktime Settings dialog box
In version 3.0, working hour can be edited to individual days.
Select the Worktime Setting from the Project menu, click a work day, uncheck the Use default in the Worktime Setting area, enter new shift in the From and To boxes, click the Save as default work time, the shifts specified in the From and To boxes will be set to the default shifts settings for all work days.
3.8 Specify working and nonworking time for an individual resource
Switch to the Resource view, select a resource in the sheet, select the Resource worktime setting from the Project menu to edit the resource calendar.
3.9 Manual Resource Leveling for summary task
There are two new items in the Tools menu; they are the Schedule Summary Task and the Quickly Level Resource for Summary Task.
They include six subitems:
Schedule Summary Task\Level Resource Manually
Schedule Summary Task\Backward Schedule
Quickly Level Resource for Summary Task\with Optimization
Quickly Level Resource for Summary Task\Simply
Quickly Level Resource for Summary Task\in Stable order with Optimization
Quickly Level Resource for Summary Task\in Stable order
This functionalities is similar to the menu item with same name. The difference is that these six items only level the tasks in the selected summary task instead of the entire project, and the other tasks will not be modified. If no summary task is selected in the Gantt Chart, these six subitems will be disabled.
3.10 The modified Resource Balance Browser
Select the Resource Balance Browser from the Tools menu to open this window. This window had been modified in the version 3.0.
In this window, you can review the assignments globally.
If the Show OverAssigned Only is checked, only the OverAssigned assignment will be included in the Periods list.list.
If a resource is selected in the Select Resource, only the assignment with the selected resource will be included in the Periods list.
If the date range is specified in the From and the To boxes, only the assignment within the specified range will be included in the Periods list.
If the Show Free Periods is checked, the term which a resource is not allocated to any task is included in the Periods list.
If an entry in the Periods list is selected, all the tasks involved in this entry will be listed in the Task in the selected Period.
3.11 Renumber IDs
Select the Renumber IDs from the Project menu to make the ID of tasks sequential.
3.12 Renumber WBS
Select the Renumber WBS from the Project menu to make the WBS code of tasks sequential.
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