Conditional: Add Member Schedules to Team Schedule (Team Leader)

This step will normally be unnecessary, because member schedules are usually added to the team schedule automatically as they join the project. Certain unusual circumstances (for example, an individual joining a project twice, or deleting and manually recreating their personal EV schedule) may interfere with this automatic operation. When a problem occurs, an individual's personal schedule may not appear in the team rollup, and you may see "Task List Missing" errors. You can resolve such problems by following these steps:

  1. Make certain that the individual has successfully exported their project data. Ask the individual what name they gave their earned value schedule. (This is normally the same as the name of the project, but individuals sometimes choose a different name.)
  2. Open the Team Dashboard if it is not already running. Import all team data.
  3. In the Team Dashboard window, choose Task and Schedule from the File menu. In the window that appears, select the earned value schedule corresponding to your team project, and click Open.

  4. In the window that appears, check to see if there is an erroneous entry for this individual (i.e., an entry highlighted in red with a "task list missing" error). If so, highlight the erroneous entry, and click the Remove Schedule button.
  5. Next, click the Add Schedule button. An Add Schedule dialog window will appear.

  6. Look for an entry that starts with the name the individual gave their earned value schedule, and ends with their name in parentheses. Select that entry and click OK. If you do not see an appropriate entry, ensure that the individual has successfully exported their data, then import all team data and try again.
  7. After successfully adding the individual's schedule to the team schedule, click Save to save the team schedule. You can then click the Close button to close the team schedule window.