Scheduling

If you just need to reassign tasks individually, you can do so from the Field Update, Gantt, Calendar or Task View.

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 ...

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 (Settings > Holid ...

Holidays that you add to your Holiday List (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 recalculated, but the ...

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 ...

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 ...

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 ...

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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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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. You can also use the "Fi ...

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. ...

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 ...

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 ...

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 ...

Update any schedule template directly from your template library.  Simply head to Templates > Schedule Templates to see the full list in your library. Here you will have a list of your current schedule templates.  From this screen you can rename ...

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. Turn a project's schedule into a template for use again on future projects right in your templa ...

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 ...