Subcontractor - Create and Manage Contractor Schedule

The Contractor Schedule interface displays the work assigned by the General Contractor (GC) to a subcontractor as top-level scheduled tasks—representing deliverables or work packages. Subcontractors can expand these tasks into subtasks and activities at multiple hierarchy levels to create a detailed contractor schedule.

What the Subcontractor’s Project Manager Can Do:

1. Plan and Publish Tasks
   • Break down assigned tasks into subtasks and last-level activities.
   • Set timelines, dependencies, and constraints for these tasks, ensuring deadlines remain within the GC’s assigned parent task schedule.
   • Publish the updated contractor schedule for team visibility.
2. Link Tasks to Cost Items
   • Map each subtask to its corresponding estimate line item for accurate cost tracking.
   • Enable automatic generation of Schedule of Values (SOVs) from linked data.
3. Review Look-Ahead Schedules
   • Review periodic look-ahead plans to anticipate upcoming work.
   • Propose new schedule to tasks that has roadblocks 
4. Track Progress
   • Receive progress updates directly from foremen or update task progress manually.
   • Share aggregated completion percentages of parent-level tasks with the GC.
5. Log Costs
   • Record expenses under various cost categories for each task to maintain accurate and ongoing cost visibility.
6. Update the Schedule
   • Continuously review and adjust the schedule based on progress, changes, or field conditions.

Access the schedule

• Ensure that you are in the project schedule. If not:
  • Click the main menu on the top right
  • Click 'Schedule' under 'Scheduler'

The schedule shows the deliverables and work packages assigned to you by the GC with their details in a customizable table. 

• Click here for more details on the columns.

You can add new tasks and break down the assigned tasks as subtasks in a hierarchical structure in many ways:

• Click 'Add New Row' at the bottom to add a top-level or root-level task 
• Right-click on an item and choose 'Add' > 'Add Subtask' to add a new sub-task item, for example, the deliverables, activities, etc.
• Right-click on a line item and choose 'Insert Above' to add a new row at the same level of hierarchy
• Select the item(s) and paste them in the new rows using the options at the top. You can also use keyboard shortcuts to select, copy, and paste items. 
• Repeat the process to add task items of successive levels. 
• Team members with required permissions can assign estimated amounts to each lowest-level item, for example, the leaf-level items in the WBS tree, from the relevant line item in the project estimate. 

Once a task item is assigned funds, it inherits the task code and the required effort hours from the estimate line-item. See Allocate Funds from Estimate to Scheduled Tasks to learn more.

• The duration, manhours, and start/end dates are auto-calculated for the parent-level tasks from their children.
• Subtasks created by you should also be self-assigned and published to enable pushing them to the foremen.

See the following sections to know more:

• Add WBS elements and task items
• Specify Constraints For Scheduled Tasks
• Clone Rows and WBS branches
• Add subtasks
• Add a checkpoint
• Add an inspection event
• Add a milestone
• Add dependencies
• Add Dependencies in Gantt View
• Add planned quantities of work
• View task details
• Remove a task
• Publish a task
• Update task progress
• Export and Print Schedule Snapshot as PDF