Pre-Construction Schedule Management

Pre-Construction Schedules provide a capability to track the completion of pre-construction tasks for a specific Job, view dependencies of tasks, and visualize the entire pre-construction progress on the Gantt chart.

List of Pre-Construction Schedules

You can manage Pre-Construction Schedules and correctly plan all the required pre-construction activities and visualize them with a Gantt chart.

1. To manage Pre-construction Schedules, on the navigational sidebar, select Schedules.
2. Once the Schedules section expands, select Pre-construction.

The Pre-Construction Schedules section opens, as follows:

Here you can see the list of all Pre-Construction Schedules. For each Pre-Construction Schedule, the following information is displayed:

Job	Number of the Job which the Pre-construction Schedule is created for.
Customer	Name of the Customer that the Pre-construction Schedule attributes to.
Site	Site where the pre-construction work is performed.
Start	Start date of the Pre-construction Schedule.
End	End date of the Pre-construction Schedule.
Duration	Duration of the Pre-construction Schedule.
Claim Rule	Draw rule applied to the Pre-construction Schedule.
Supervisor	Supervisor who is responsible for running the Pre-construction work.
ToDo’s	Flag that the Pre-construction Schedule contains ToDo items.

You can perform the following operations on Pre-Construction Schedules:

• create a new Pre-Construction Schedule
• edit the existing Pre-Construction Schedule
• delete the no longer needed Pre-Construction Schedule
• manage tasks within Pre-Construction Schedules

Creating / Editing Pre-Construction Schedules

Creation of a new Pre-Construction Schedule depends on the following factors:

1. Job is not finalized.
2. Job is not in the Not proceeding status.

Note

You will not be able to create a new Pre-Construction Schedule if you do not have a permission to create Pre-Construction Schedules.

1. On the Pre-construction Schedules page, click Create New Schedule.
2. In the Create New Schedule form, specify the following information:
   

   Select job	Select the job which the Pre-Construction Schedule is created for.   Besides the Job number, you can enter the Customer name or the Site address.
   Pre-construction Template	Select the pre-construction schedule template to use for the Pre-Construction Schedule creation.

3. When complete, click Create. The Pre-Construction Schedule page opens.

Once you have created a Pre-Construction Schedule, you can view the list of pre-construction tasks, as follows:

For each Pre-construction Schedule, the following information is displayed:

Job	Number of the Job which this pre-construction schedule attributes to.
Customer	Full name of the customer who the pre-construction work starts for.
Site Address	Address of the site where the pre-construction work will be performed.
Pre-construction Schedule	Name of the pre-construction schedule template used for performing the pre-construction work on the site.
Start Date	Date when the pre-construction work starts.
End Date	Date when the pre-construction work ends. It is calculated automatically by the system on the basis of pre-construction duration in the pre-construction schedule template.
Duration	Duration of the house pre-construction phase in days.

All this information is read-only. You cannot modify it.

Editing the Pre-Construction Schedule

1. On the Pre-Construction Schedules page, locate the one you want to edit.
2. Hover over this pre-construction schedule until the action icons appear.
3. Click the Edit  icon. Alternatively, you can click the corresponding row on the list with pre-construction schedules.
4. On the Pre-Construction Schedule page, make the appropriate modifications.
5. When complete, click Process.

Deleting the Pre-Construction Schedule

1. On the Pre-Construction Schedules page, locate the one you want to delete.
2. Hover over this pre-construction schedule until the action icons appear.
3. Click the Delete  icon.
4. Confirm the removal of the pre-construction schedule.

Searching for Pre-Construction Schedules

You can search for specific Pre-Construction Schedules by Job Number and Customer.

1. Above the list with Pre-Construction Schedules, locate the search box.
2. Into the search box, enter the Job Number or Customer name.
3. Click the Find  icon or press Enter. The system will show the list of Pre-Construction Schedules that match the search query.

To clear the search query, click the Clear  icon located within the search box.

Showing Pre-Construction Schedules

By default, the system hides Pre-construction Schedules for Jobs if there is an authority to commence, and Jobs in the Finalized and Not Proceeding statuses. If needed, you can show them again on the list with current Pre-Construction Schedules.

To the right side of the list with Pre-construction Schedules, locate the three toggles labeled as Authority to Commence, Finalized, and Not Proceeding.

Move the appropriate toggle right to show Pre-construction Schedules for Jobs in the Authority to Commence, Finalized, and Not Proceeding statuses.