eFactoryPro Wiki

15.1 How do I assign a duration to a Task in the CLIENT from the Schedule Board?

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In Q3 2021, the scheduling portion of Work Execution Management will be released in the Planner Portal.  At that time, all scheduling work should be done in the Planner Portal: Planning (efactorypro.com) 

Steps in the screenshots correspond to the numbers in the headings.

The Schedule Board is just for scheduling.  Remember that with eFACTORYPRO, we now measure the percentage of your work that is planned as well.  If you are going in to add a duration to a Task before scheduling it, consider adding the date planned, and at least one step so that it can count toward your planned metric as well.

1. From the Main Menu, go to Service > Schedule Board.

3. The breadcrumb shows you are in the Task from the Schedule Board.

4. Assign a duration.

5. Click Save.

In this case, we added a Date Planned, changed the Planned Start, and added a Step as well to make it count toward our Planned metric.  

7. The Task now shows a duration.

8. It can be scheduled on the board by dragging it to the proper date.

A video on this topic can be found by clicking the following link:

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