Scheduling

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Updating and saving the schedule

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Importing Schedules into CoConstruct

While there isn't a direct import option for schedules within CoConstruct, our data team can easily import a new schedule template from Excel or an MPP file. The attached template can be used to organize and prepare your Schedule data to be imported ...

Building Your First Schedule

CoConstruct's scheduling feature allows you to build out your project's schedule, assign tasks to trade partners and team members and communicate with those individuals to keep your job on track.  Building your schedule from scratch To add and edit ...

How do I change the milestones list on a project?

The list of "Progress" milestones for a given project is set by you when creating your schedule. While you can have any number of levels of tasks and sub-tasks, the top level of tasks will set your milestones shown on the Project Overview. You decide ...

How do holidays affect the schedule?

Holidays are considered "non-working days" for purposes of your project schedules.  When CoConstruct calculates task dates based on predecessors and work days, it will skip over any holidays that have been entered on your account (Main Menu > Sett ...

If I enter a holiday, will all of my schedules instantly update?

Holidays that you add to your Holiday List (Main Menu > Settings > Holidays) will not immediately take effect on your schedules. When you visit your schedules after adding a new holiday, you will find that the new dates are automatically recalc ...

Why can I sometimes not update values on the Published Schedule?

There are a couple of reasons that you may not be able to update values on the Published schedule. 1. If there is currently a Draft Schedule for the project, you will not be able to update the Published schedule version.  This prevents conflicts betw ...

What if a schedule task should last less than a day?

If a task should last less than a day, such as an inspection that may last one hour, you can set the "Work Days" value to 0 days. The start and finish dates will both be on the same day. Setting the "Work Days" value to 0 or 1 really only matters if ...

Can someone else edit the Draft Schedule at the same time as me?

No, CoConstruct only allows one team member to edit the Draft Schedule at a time to prevent you from overwriting each other’s changes. If you plan to be working on updating multiple changes in the schedule, it's recommended to select the "Save Draft ...

How do I delete a schedule?

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What is the difference between Public Notes and Private Notes on schedule tasks?

Public Notes on schedule tasks can be seen by builder and trade partner users alike. These are a great way to communicate important details about the task to the assignee and any other information that your trade partners will need to complete the ta ...

What is the difference between a Draft Schedule and a Published Schedule?

The "Published Schedule" on a project is the live schedule that everyone is operating by.  Any trade partners or clients with access to the project schedule will only have access to the "published" information.  Additionally, all notifications sent ...

Do my clients see the Milestones?

The list of milestones for a given project is set by you when creating your schedule. While you can have any number of levels of tasks and subtasks, the top level of tasks will set your project's milestones. You decide how many milestones, what they ...

When do I use comments versus notes on the Schedule?

We suggest using the public notes, private notes, and files to document standard information and processes that relate to that item. Use the comments for conversations and any other ad-hoc notices about those tasks. For instance, a framing inspecti ...

What is the best way to communicate privately with my builder team?

Private conversations can take place on the messages or any of the comments pages throughout the site, using the visibility icons to exclude clients and/or trade partners. When you post a comment, all of the people on your team who have access to the ...

Will holidays that I enter on the Holiday List repeat each year?

Holidays can be added one day at a time and will only apply to the current calendar year, as shown in the Current Holidays box.   Holidays entered here should be days that you'll be observing across all of your project schedules.  These dates will au ...

How do I delete schedule tasks and milestones?

To remove schedule tasks and milestones, select the task or milestone task from your project schedule and click the "X" button at the top of the page to delete the task. You can delete a group of tasks all at once by holding down the Ctrl, Shift, or ...

The Baseline Schedule: Measuring Performance

What do you like to do when a project wraps up? Meet up with your team for a meal or drinks? Get a long overdue full night of sleep? Well, one thing that is probably part of your post wrap up routine (or that should be) is a post-mortem. That's where ...

How can I view and edit multiple project schedules at once?

The Task Manager The Task Manager allows you to see ALL tasks in one place, and edit them all if you wish. You can see all or some tasks across all projects with a List, Calendar, or Gantt view by heading to the "Task Manager" option in the menu bar ...

What is a circular dependency?

While working with predecessors on a schedule, you might come across a situation in which the system won't let you add a predecessor to a task. If this happens, the predecessor box will turn red and the predecessor will not update after you enter it. ...

Assignees: Notify the Right People at the Right Time

Now that you have your schedule set up and ready to go for your project, you'll want to make sure your settings are correct to notify your trade partners and internal assignees of tasks at the right time. There are a couple of requirements for CoCons ...

What do the different colors and shapes mean on the Schedule?

The various views of the Schedule have a lot of great information available to you. Some of the most pertinent information can be quickly conveyed by various coloring and shapes. Field Update View In the Field Update View, you might start seeing you ...

Replacing a Project Schedule with a New Template

If you need to update your project's current schedule with a new or different template, simply head to the schedule Gantt or Task view.  Click the "Copy Template" button in the upper right-hand corner of your project's schedule page. You will see a p ...

Editing a Schedule Template

Sometimes you may need to make updates directly to your schedule templates.  To access your templates, go to your Main Menu > Templates > Schedules. Here you will have a list of your current schedule templates.  From this screen you can rename ...

Creating a Schedule Template from a Project

If you have a project schedule that you want to use for another current job or keep to use on future projects, you can turn that schedule into a template. To turn a project's schedule into a template so it can be used again on future projects, go to ...

How can I attach files to schedule tasks?

You can add files to schedule tasks from the task pop up on your published or draft schedule. Click to open the task pop up and you will see the option to "Add a file" in the lower right. Use this option to attach a file to this schedule task, add a ...

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Clients +Partners

How can I change if clients can see the schedule?

The default setting for showing schedules to clients only affects future projects that you add. To check or change the setting for an existing project, go to the main menu, click on the "Projects" tab, and then click "Edit Projects." Find the proj ...

Can my clients see the schedule?

You can control whether your clients can see the schedule on a project-by-project basis. To check or change the setting for a project: Go to your Dashboard > click on the "i" info icon for your project > "Edit project setup". On the project's ...

Clients: Sharing the Schedule

Sharing the project schedule with your clients is a great way to allow them to feel like a part of the building process without having to answer calls and emails daily about what's being done.  It's also a helpful way to show them the impact of dela ...

What do the checkmarks after the trade partners’ names on the schedule mean?

A checkmark after a trade partner’s name indicates that the partner has been confirmed for that task, meaning that he or she has committed to performing that task on that project on those dates. Trade Partners are confirmed either by the partner clic ...

What if a trade partner confirms a task on the Published Schedule while I’m editing the Draft?

CoConstruct will still record the confirmation for the existing published task. When you go to publish your Draft Schedule, CoConstruct will look at each task to determine if that confirmation is still valid. For instance, if the trade partner confir ...

Does the clients' milestone list update automatically?

Yes, the clients' milestone list will update automatically as a result of your manual updates to the schedule. Check marks will appear next to each milestone on the clients' main menu once you have updated that all of a milestone’s corresponding task ...

Can clients view comments on the Published Schedule?

No, clients cannot view or participate in comment exchanges on the Published Schedule. This is private for your builder team and trade partners. If you have shared the schedule with your clients, they see a limited read-only view that will provide ta ...

How can I control builder user permissions for updating project Schedules?

Users with admin access can control and limit non-admin users' ability to update project Schedules. To do so, go to Main Menu > Users > My Team and click the "Edit" link next to the desired builder user. If you check the "Update Schedule" permi ...

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Examples

Keeping it all Together: Syncing Project Tasks to your Personal Calendar

CoConstruct's built-in calendar feed integration lets you view your schedules, tasks, and lead activities in the calendar of your choice! Calendar integration overview Calendar integration in CoConstruct makes use of the widely supported iCal format, ...

Date calculations for Finish-to-Finish dependencies with 0-day tasks

If you plan to use some of the more advanced dependency types along with 0-day tasks in your project schedules, there are a few things to keep in mind to understand how the scheduling module in CoConstruct will interpret certain values. If you have a ...

Control the Chaos with Better Time Management

Taking full advantage of CoConstruct's project management and time tracking tools will help to control the chaos in your team's everyday lives and keep everyone on track. By following this outline, you'll be able to communicate with your team on wher ...

Bathroom Remodel Schedule Examples

The attached Bathroom Remodel schedule examples were provided by other users and are intended for review and inspiration of how to best organize and lay out your own templates. ...

Kitchen Remodel Schedule Examples

The attached Kitchen Remodel schedule examples were provided by other users and are intended for review and inspiration of how to best organize and lay out your own templates.    ...

New Home Schedule Examples

The attached New Home schedule examples were provided by other users and are intended for review and inspiration of how to best organize and lay out your own templates. ...

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Reports +Automation

Reporting on your schedule

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Predecessors: Automate Your Workflow

Predecessors are used in CoConstruct to help you link tasks together and create dependencies.  Using predecessors in your project schedules is important for a number of reasons: It allows you to quickly set the expected workflow and dates of your sc ...

How can I communicate weekend work to my team and trade partners?

When calculating dates on tasks, CoConstruct skips over non-working days and any dates that you have on your Holiday List (accessible from the "Settings" tab on the main menu). You can communicate weekend work to your team and trade partners in sever ...

Stay on Track: Updating and Saving the Schedule

No matter how much you perfect your schedule templates in building the ideal workflow, your schedules likely never play out as planned.  Weather, delayed decisions, scheduling conflicts, mistakes - they're all bound to happen here and there. Keeping ...

Different views - Your project's schedule

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