Schedule and stages

Stages, deadlines and physical progress.

9 articles

  1. LearnHow to read the Physical Progress vs. Elapsed Time panelUnderstand the two gauges at the top of the Schedule and how the app decides whether the project is delayed, on time or ahead.
  2. Step by stepHow to create a schedule stageCreate a stage with a name, value, dates and sub-stages, within the contract balance, and save the schedule.
  3. LearnWhy I can't create a stage (contract balance)A new stage has to fit within the contract balance. Find out why the balance drops to zero and how to free up value for the stage.
  4. Step by stepHow to use sub-stages with weights and datesSplit a stage into sub-stages with weights and dates: each one gets its own slider and the stage's progress is calculated for you.
  5. Step by stepHow to view, edit or delete a stageSee a stage's details, change its name, value, dates and sub-stages, or delete it and return its value to the contract balance.
  6. Step by stepHow to update stage progress and save the scheduleRecord how much of each stage has been done and save the schedule. When you save, the project progress and status are updated.
  7. LearnProgress regression: why the app asks for a reasonWhen overall project progress goes down, the app asks for a reason before saving and logs the regression in Daily Reports.
  8. LearnWhat Budgeted, Measured, Can Pay, Overpaid and Delayed meanUnderstand the value and deadline labels on each stage card: how much was budgeted, measured and paid, and when a stage fell behind.
  9. Step by stepHow to create a stage's Measurement ReportCreate a PDF for a stage with budgeted, measured and paid amounts, its sub-stages and payment history, to share or keep.

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