View source for PE Schedule Guidelines

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Email from Tim Morris to Engineering on 6/25/20

Subject:&nbsp;PE Schedule Guidelines

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The recent automation that we were finally able to add to the PE Schedule has been a huge game changer. Clay and I are now able to review jobs, add new jobs to the schedule and make start date updates about 3 to 4 times faster and more accurate than before. The only down side is the fact that, since it is a shared excel file, our major updates can easily get overwritten by other user updates. As we discussed in last week’s meeting, please do not keep the PE Schedule open for an extended period of time. If you do have it open for a long time, do <u>not</u> save the file. The new approach really needs to be open the file, get what you need, then get out.

We would like to start following these guidelines until we are able to incorporate the PE Schedule directly into the ERP.

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'''<span style="color:#7030a0">1)&nbsp; If you open the PE Schedule and do not make any changes, do not save the file.&nbsp; Close without saving.</span>'''

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'''<span style="color:#7030a0">2)&nbsp; If you open the PE Schedule and are not certain if you made any changes, do not save the file.&nbsp; Close without saving.</span>'''

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'''<span style="color:#7030a0">3)&nbsp; If you had the PE Schedule open for longer than 30 minutes, do not try to make any changes or save the file.&nbsp; Close the file without saving.&nbsp; You can then&nbsp;reopen, make your changes, save, and close the file.</span>'''

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I appreciate your help and patience with this. Honestly, you can keep the file open all day, but just don’t save it. I am try to figure out why the PE Schedule keeps resetting the major scheduling changes, so with all of us following these few procedures, hopefully we can figure out why. I know Excel is not the ideal platform for the department scheduling, but it is the best thing we have right now and really easy to use. Could be worse; could be in Pro-5.

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Thanks everyone. If you have any questions or do not understand these new issues with the PE Schedule, please give me call.

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Tim