Preconstruction schedules are designed to be viewed in the Worksheet view, not as individual schedules or Gantt charts. The worksheet view allows supervisors to see all preconstruction tasks for all jobs simultaneously on a single board, aiding in efficient tracking and updating of task completion and necessary dates.
Create a New Preconstruction Schedule
In order for a job to appear in the worksheet, it must first have a preconstruction schedule created. Follow these steps to set up a new preconstruction schedule for your job:
Open the Preconstruction Schedules page.
Click the Create New Schedule button in the top left.
In the Create New Schedule form, select the job and preconstruction schedule template.
Click Create.
In the new schedule screen, click Process to save the schedule.
Click Back to Preconstruction Schedules to return to the list.
Viewing and Updating the Worksheet
You can view all the preconstruction schedules in one place and update the completion dates of tasks:
Open the Preconstruction Schedules page.
Click the Worksheet button. The Preconstruction Worksheet page opens.
Note: The applied filters on the left will determine which jobs are displayed in the worksheet view.
Worksheet Fields
The Preconstruction Worksheet shows the list of Jobs. DPP jobs are highlighted in red, jobs with an Authority to Commence date are highlighted in green, and you can view only jobs with a slab date by enabling the Show with Slab Dates Only toggle in the top right of the page.
For each Job, the following information is displayed:
Job #: Number of the Job.
Owner: Owner of the Site where the preconstruction work is performed.
Site Address: Address of the Site where the preconstruction work is performed.
Job Stage: Stage of the Job.
Job Accepted:
Salesperson: Salesperson who accepted the Job.
RFQ Printed: Date when the RFQ for the Job was printed.
Floor Area: Floor area of the Site where the preconstruction work is performed.
Contract Value, $: Contract value of the Job in dollars.
Estimator: User who estimated the work amount in the Job.
Administrator: Select the administrator of the Job from the list of users.
Authority to Proceed Signed: Date when the Authority to Proceed for the job was signed.
Start: Select the start date of the Job.
Custom Fields:
The remaining columns and fields are configured in the preconstruction schedule template. It is recommended to break each step in the preconstruction process into SUM tasks with two sub-tasks for "Ordered" and "Received." Each SUM task will have a different colour for easy distinction.
Tip: Avoid adding more than three tasks per SUM task in the preconstruction schedule template to maintain worksheet readability.
Pro Tip: Include contact details for vendors required during the preconstruction process (e.g., draftsman, soils reports) in the schedule template to simplify ordering without leaving the worksheet.
How the Worksheet Works
The system generates a list of Preconstruction Schedules using the selected Preconstruction Schedule Template for the Worksheet. Users can select the completion date for tasks, and specify Salespersons and Job Administrators.
The worksheet should be used daily by the job administrator to visually track the completion of preconstruction tasks, ensuring the process moves efficiently and quickly. Administrators should scroll horizontally through the list to follow up on incomplete tasks.
Enter the dates each task was completed.
Click Process to save changes.
Note: If the Authority to Proceed is sent for electronic signature and signed by the client, the ATP date in the worksheet is automatically updated.
Tip: If a task is not relevant to a job, either leave it blank or enter an arbitrary date (e.g., "01/01/0000") for clarity.