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The Schedule section in the Budget Form manages schedule activities (deliverables you will produce), not resource assignments. A schedule activity describes what will be created. TIP: You can add activities in the Budget Form, but it is best practice to build the schedule in your external scheduling tool and import it into Dash360. Steps to Integrate Cost and Schedule: Two ways -
  1. Add activities directly in the Budget Form’s Schedule section.
  1. When adding a resource assignment select an Activity ID in the schedule tab.
Confirm each activity accurately reflects a deliverable (clear, measurable outcome).
  1. Link Resource Assignments to Activities:
Choose one of the following -
  1. Auto-Link by Overlap (fastest).
    1. Open the Budget Form.
    2. Use the process wheel and select “Assign All Resource Assignments that Overlap”.
    3. Dash360 will attach resource assignments that time-overlap with each activity.
  2. Link Individually (most precise).
    1. Open the activity (or resource assignment) and link the corresponding items directly.
    2. Repeat as needed for all activities/assignments.
Common Issues: Option A: This is a smart shortcut, but it is not perfect. Plan to review.
  1. Align Timing (Optional but Recommended): If you want assignment dates to match activity dates
    1. From the Budget Form process wheel, choose Respread Resources Linearly by Activity Dates. You can run this for:
      1. For the entire Work Package (Budget Form -> process wheel).
      2. For a single activity (Labor Estimate tab -> process wheel on that activity)
    2. Dash360 will move resource dates to line up with activity dates (one direction only -> resources adjust to the schedule).
  1. Assign Dollarized Weights (Subtotals): You can weight activities based on their fully burdened cost.
    1. Option 1 - Individually
      1. Open an activity and choose “Assign Subtotals as Weights”.
      2. Confirm the calculated weight.
    2. Option 2 - In Bulk
      1. From the Budget Form process wheel, select “Assign Subtotals as Weights” to apply across activities at once.
Additional Notes from Practice: Weights reflect each activity’s share of total effort/cost, enabling accurate % Earned of WP and Earned Value.
  1. Track Progress and Compute Earned Value:
    1. Update % Complete for each activity as work progresses.
    2. Dash360 combines Weights * % Complete to produce % Earned of WP.
    3. EV = WP Budget Estimate * % Earned of WP.
TIPS:
  • Auto-link review: After Assign Activities that Overlap, scan the links. If something looks off, relink manually.
  • Scope control: Most actions (Assign Overlap, Respread, Assign Weights) can run at the WP level (Budget Form process wheel) or the activity level (Labor Estimate tab process wheel).
  • Clarity first: Keep activity names deliverable-oriented (what gets produced) Keep resource assignments accurate and complete (who/what does the work).
Key Concepts:
  • Schedule Activity v.s. Resource Assignment
    • Activity - The deliverable.
    • Resource Assignment - Labor, Nonlabor, Travel attached to do the work.
  • Dollarized Weight
    • A weighting method that uses fully burdened resource costs assigned to an activity to derive that activity’s weight within the Work Package (WP).
  • Earned Value
    • % Earned of WP = Activity Weights * Activity % Complete
    • Earned Value = WP Budget Estimate * % Earned of WP