Add Subtasks

Modified on Mon, 28 Jul at 1:17 AM

You can add sub-tasks to parents at any level in the hierarchy of the WBS-based schedule and set their timelines in alignment with the respective parents. The subtasks are numbered with the next outline level of the parent task.

To add a sub-task

  • Navigate to the schedule interface. The 'Grid' view opens by default. 
  • Click 'Grid' on the left to return to the grid view if you are on some other screen in the schedule menu.

The example shown below is the master schedule accessed by the GC. The subcontractors access the contractor schedule interface.

  • Right-click on the parent task and choose 'Add' > 'Add Sub Task'

A new row gets added at one level lower than the parent task.

Enter the values for each item as shown below:

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.

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

Note: The auto-save feature of the scheduler saves the values you enter for each item

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