Grid View

The grid screen of the schedule planner shows the list of WBS elements as a hierarchical tree structure with their details and parameters.

• General Contractor -  The 'Master Schedule' lets general contractors create and manage a comprehensive WBS-based schedule for their projects. You can add all schedule items like phases, deliverables, work packages, tasks, and activities as a hierarchical structure and in the order of execution. Alternatively, you can create a schedule using popular scheduler software like Oracle Primavera, MS Project, or MS Excel and import it to a project. 

The GC can assign the deliverables, work items, and tasks to relevant subcontractors (including themselves, for self-performed work), depending on the nature of the work.

• Subcontractor - The 'Contractor Schedule' lets subcontractors/trade contractors/specialty contractors receive the work items assigned by the general contractor, create estimates, break down the assigned tasks as sub-tasks and activities, track progress, and more. They can also push the field-level tasks for the foremen to pull them for execution. 

Each task entry is shown with key details such as planned start date, duration, dependencies on predecessor tasks, planned production quantity, assignee, location, and more. The intelligent built-in algorithms dynamically calculate crucial parameters like the critical path, early and late start/end dates, delays, slack, and more based on task progress and interdependencies. This provides project managers with a real-time, comprehensive overview of the project’s status, empowering them to evaluate schedule health, anticipate delays, and implement corrective measures to keep the project on track.

The feature-rich grid also allows you to customize the view with the following advanced features: 

• Column Selection - The grid opens with the default columns. You can add or remove columns as required. See Column Selection below to learn more.
• Filter Options – Customize filters or sets of filters to streamline the sorting and filtering of entries. For more information, refer to Setup Filters and Filter Groups.
• Groups – Organize entries by sorting them into nested groups using specific parameters. This feature enables easy arrangement and helps identify key items without navigating through extensive lists. For setup instructions, see Configure Groups of Grid Elements.
• Views – Design personalized grids with pre-applied filters and groupings to focus on relevant items for specific purposes. Each view you create appears as a tab, allowing seamless switching between views. You can also share your views with others or access views that have been shared with you. For more details, see Manage Grid Views.

In addition to the above, the scheduler features task-specific conversation, which lets you have context-specific conversations with team members and other contractors involved in any task item. You can initiate a chat for a task, add people to talk with, and exchange your conversation. This helps you to clarify any doubts, queries, and questions arising on any task, at any time, to give instructions to others involved in a task, and more. Click the chat icon in the second column of a row to initiate a chat with the stakeholders involved in that task. 

To view the schedule in the grid view

• Ensure that you are on the project schedule module. If not done already:
  • Ensure that you are on the management console of the project
  • Click the app launcher icon  in the top-right and select 'Schedule'
  • Click 'Planner' on the top

The 'Schedule' screen opens in the 'Grid' view by default. 

• Select 'Grid' on the left to return to the grid view if you are on any other screen
• Choose 'Grid' from the drop-down on the top left

The example shown below is a master schedule managed by the general contractor with the standard outline numbering system:

You can add or remove columns as required. This is optional.

Column Selection

• Right-click on the table header

The left pane shows all available columns.

• Select the rows to be shown on the grid

The available columns are:

Item type indicator - Shows whether the line item is a critical task, milestone, checkpoint, or inspection event.

Outline - The serial number of the line item in the outline numbering system, as per the WBS hierarchy.

WBS - The WBS code number of the task/schedule item. Applies only to the schedule created with custom WBS numbering system.

Task Name - The label of the task/schedule item.

Task Code - The cost code of the item. Auto-populates if the item is added from the estimate. You can also manually enter the code.

Tip: The task name gets auto-populated if you enter the task code. You can edit the task name manually.

Planned Days - The number of days estimated to complete the task. You can enter the values in days. Alternatively, the Planned Days auto-populates if you enter the planned start/end dates manually.

Planned Hours - The effort hours required to complete the task. Autopopulates if the task is added from the estimate. You can change the value manually as required.

Predecessors - The dependency of the task item with its predecessor. You can manually set the dependency.

Plan Start - The scheduled commencement date of the task. The planned start date auto-populates for dependent tasks based on the relationship with the predecessor task.

Plan End - The completion date of the task. Auto-calculated from the Plan Start date and the Planned Days. You can also manually enter the planned end date so that the planned days gets auto-populated.

Delays - The number of days that the task is behind or in advance of the schedule. This is calculated from the planned end and the predicted end. If the task is behind schedule, the number of days delayed is denoted in red. If the task is estimated to be completed in advance, the number of days is denoted in green.

Progress- The current completion percentage of the task.

• Field level tasks - Fetched from the reports from the foreman. The project managers can also manually update the progress.
• Parent-level tasks - Auto-calculated from the progress of the children.
• Assigned Tasks - The subcontractor shares the tasks' progress with the general contractor.

Planned Quantity - The total amount of work done/deliverables planned for the task.

Actual Quantity - The amount of work done/deliverables realized with the current progress state. Fetched from the progress reports of the last-level child tasks.

Unit of Work - The unit by which the work quantity/deliverable is measured.

Contractor - The contractor company to whom the task item is allotted.

Assignee - The team member responsible for tracking the task from the contractor company. You can select the member from the drop-down.

Actual Start - The real commencement date of the task on the field.  Fetched from the actual start date of the first last-tier item of the task branch in the WBS hierarchical tree structure.

Actual End - Auto-populates once the task reaches 100% completion. The real completion date of the parent level task is fetched from the date of the completion of the final last-tier item of the task branch in the WBS hierarchical tree structure.

Actual Effort - Total man-hours expended for that task.

Predicted End - Auto calculated from the planned start date and the current progress.

The following values are auto-calculated from the task dependencies, their relationships, and the critical path. These apply only to non-critical tasks.

Early Start - The earliest date at which the task can be started.

Early Finish- The earliest date at which the task can be completed.

Late Start- The latest date at which the task can be commenced.

Late Finish- The latest date at which the task can be completed.

Slack- The permissible number of days the task can be started after the planned start date without affecting the overall schedule.

Days to finish - The number of days required to complete the task. The remaining days are entered by the foreman while updating the completion percentage of each leaf-level task every time. The days required for the parent-level tasks are aggregated from their children.   

Location - The spot on the site where the task is executed. This is optional and can be entered manually.

Task Status - The current state of the task, whether it is in 'Draft' (unpublished), 'In progress', 'Scheduled', or 'Completed' state.

The right pane shows the selected columns.

• After enabling the required columns, arrange the columns in the right pane by dragging and dropping them to establish the desired order for their appearance in the table. 
• Click 'Apply' for your selection to take effect.