Manage Active Look ahead Schedule - Subcontractor

Once the General Contractor (GC) publishes the schedule, its status changes to 'Active'. During this phase, Subcontractor Project Managers can actively manage their assigned tasks for accurate tracking of daily production, labor allocation, and overall progress. Maintaining an up-to-date Active Look Ahead schedule is critical for keeping the GC and other trades informed of the actual pace of work and any emerging site conditions. You can perform the following actions from an active look ahead schedule:

• Add Crew Members to a Task
• Log Actual Quantity to a Task
• Update Task Progress
• Manage Real-Time Constraints

To open a look ahead schedule

• Click the main menu at the top-left
• Select 'Schedule' under the 'Scheduler' section
• Select 'Look Ahead' on the left menu

The current active look ahead schedule opens by default:

Add Crew Members to a Task

The project manager can assign crew members to tasks from the office based on project needs. This is especially useful for tasks that require specialized skills or focused attention, ensuring the right personnel are allocated to the right work.   You can add crew members to a task in three different methods:

• From Look ahead Grid
• From Task overview Tab
• From Daily overview Tab

Note: Crew members can be added to tasks only in the Active Look Ahead schedule and only for tasks that belong to your company.

From Look ahead Grid

• Click theicon in the 'Action' column of the lookahead grid

• Locate the desired crew member and click their corresponding serial number to select them for the assignment. 
• Click 'Confirm' button to add the crew members to the task

From Task overview Tab

• Click the eye icon next to the task name to open the task details panel on the right side of the screen.
• Ensure the 'Overview' tab is selected at the top of the panel.

• Click thebutton under 'Crew Assigned' in the 'Details' section
• Locate the desired crew member and click their corresponding serial number to select them for the assignment. 
• Click 'Confirm' button to add the crew members to the task

From Daily overview Tab

• Click the eye icon next to the task name to open the task details panel on the right side of the screen.
• Ensure the 'Daily Overview' tab is selected at the top of the panel.

• Click thebutton under 'Crew Assignments'
• Locate the desired crew member and click their corresponding serial number to select them for the assignment. 
• Click 'Confirm' button to add the crew members to the task

Log Actual Quantity to a Task

Tracking the daily installed quantities provides a direct comparison against the planned quantities agreed upon during the review phase. You can add actual quantity of work in three ways

• Enter Actual Quantities via the Gantt View
• Enter Actual Quantities via the Task Overview Tab 
• Enter Actual Quantities Via the Daily Overview Tab

• Click into the field under the 'Actual' column and enter the quantity completed for that day.

Update Task Progress

As fieldwork advances, the overall completion percentage of the task must be updated to reflect current progress.

• For Tasks Without Planned Quantities : If a task does not have planned quantities, you must manually update its progress percentage.
• For Tasks With Planned Quantities: If a task has planned quantities, its progress percentage is calculated automatically based on the daily actual quantities you log as mentioned below.

To update task progress

• Locate the assigned task within the Active Look Ahead schedule grid.
• Click the 'Progress' column to open the Set Progress pop-up window. 

• Click and drag the progress slider at the top of the window to reflect the current completion percentage  
• Click the calendar icon to select the Actual Start Date.
• Click 'Update'. See Update and Share Task Progress for more details

Manage Real-Time Constraints

Even during the execution phase, unexpected roadblocks can arise. Active tasks must be monitored for sudden issues like material shortages or site access problems. See Manage Task Constraints in Lookahead Schedule for more details.

Note: Once a task reaches 100% complete further constraint management (adding, editing, or resolving) is disabled.

• Click the eye icon next to the task name to open the task details panel on the right side of the screen.
• Click + Flag a Constraint to add a new Blocking or Warning constraint.

• Select the constraint category from the first drop-down menu (e.g., Material, RFI, Permit).

  • Select the severity from the second drop-down menu:

    • Warning: Flags a potential issue but does not stop work (changes task status to 'At Risk').

    • Blocking: Strictly halts execution (changes task status to 'Blocked').

• Enter a detailed explanation of the roadblock in the description text box.

• Click the '+ Add' button to attach the constraint to the task.

• Click the three-dot menu to edit, resolve or delete existing constraints as conditions change or Resolved when a roadblock is cleared.