The Construction Schedule Worksheet is an essential tool for supervisors to confirm that subcontractors and suppliers assigned to tasks are available on the scheduled date. The Supervisor will enter who they spoke with in the Confirmed With section, the date they made the call in the On Date, and the For Date is the date they confirmed they will attend. Supervisors should then update the start date in the schedule to match the For Date to ensure the schedule reflects the most up-to-date information.
There are four ways users can complete the worksheet:
Print and Manual Entry:
Print the report in the worksheet format.
Manually complete the data with pen and paper.
Enter the data into the system using one of the following methods.
Access via Worksheet Button:
Open the Construction Schedules page.
Click the Worksheet button to access the Construction Worksheet.
Direct Entry in Schedule Task List:
Open the construction schedule you want to edit.
Enter data directly in the Confirmed With, On Date, and For Date fields in the task list of the schedule.
This will update the worksheet without navigating away.
Task Detail View:
Complete the Confirmed With, On Date, and For Date fields in the task detail view.
This will also update the worksheet fields.
Note: Only jobs with schedules that are proceeding and not finalised are available in the worksheet view.
Accessing the Worksheet
You can view all the tasks from a specific Construction Schedule and edit values of the Confirm with, On Date, For Date fields.
Open the Construction Schedules page.
On the Construction Schedules page, click Worksheet.
The Construction Worksheet includes the following details:
Number: Task number.
Task Name: Name of the task.
Type: Task type, such as CP (Critical Path), SUM (Summary), CCO (Cost Centre), or empty.
Start Date: Start date of the task.
Resource: Subcontractor or Supplier assigned to the task.
Resource Phone: Contact phone number of the Resource.
Completion Date: Completion date of the task.
Confirmed With: Person who confirmed the task.
On Date: Date the task was confirmed.
For Date: Date scheduled for task execution.
Filling Out the Worksheet
Open the Construction Worksheet.
To the left of the job box, click the Find icon.
In the Find Schedule form, select the job for the Construction Worksheet.
Click Add Selected. Information about the Customer and Site Address will be fetched from the job and displayed in the corresponding fields.
To show completed tasks, move the Show Completed Tasks toggle to the right.
To fill out the name of the person who confirmed the task, double-click the Confirmed With box and enter the name.
To select the On Date or For Date, click the respective box and choose the appropriate date from the date picker.
Fill out the information for the relevant tasks.
When complete, click Process.
Tip: These fields are also available directly on the task list of the job schedule.
By following these steps, you can efficiently manage and update your Construction Schedule Worksheet, ensuring accurate tracking and confirmation of tasks.