Plan and Track

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  1. Project Report
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  2. P&L report
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  3. Work Order
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  4. Total actual and budgeted costs, sorted by materials, labor, and subcontractors.
  5. Search for a job phase within your project plan.
  6. View and download Gantt Chart.
  7. View current dates for this phase.
  8. This is a phase. When it is blue, it is considered a job phase, in which you can add materials and labor to your cost. We can switch it to a subcontractor phase, which will turn it green, in order to assign a subcontractor to complete this work. The icons, from left to right, indicate whether the phase is a catalog item (click for more details), allow space to write in and view a work order for this phase, and view/write a comment for users performing work on this phase to view.
  9. You can set dependencies to ensure the order of work that is completed. For example, you can say Interior/Drywall cannot be started until Site Prep is marked as complete.
  10. Total costs / budgeted costs for this phase.
  11. Material added to this plan.
  12. Ordered Quantity of this material.
  13. How this item was added to the plan. This could be via catalog, Purchase Order, or a Bill.
  14. Labor cost/budget
  15. Resources assigned/scheduled for this phase.
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  16. Phase status. Phases can be marked as Pending, Active, or Closed when work is completed.
  17. Order materials and create a purchase order.
  18. Labor actual time/scheduled time.
  19. Schedule resources onto this phase.
  20. Assign a subcontractor to perform work on this phase.
  21. Use this plan as a template for future jobs. When creating a new job, you can start from a template, which will load up all of this project plan’s information onto the new job. This can provide a head start for your next project, if you expect the work to be similar.
  22. Switch this job to edit mode to make changes to this plan.