Documentation for planning and project control

Planning documentation covers the rules the system enforces, not only the buttons. It explains how a schedule is built and rescheduled, which checkpoints must be answered before a task can be submitted or completed, how selections reach the customer and come back approved, where documents are versioned, and how resources are reserved for a project. Each page ends with the modules that read the same records, so a setup decision can be traced.

Documentation pages for planning

  • Construction scheduling and Gantt planning

    Plan home-building phases, activities and milestones in a calendar and Gantt view with working days, dependencies, baselines and critical-path information.

    More about construction scheduling and Gantt planning
  • Construction task management

    Coordinate company, project and personal construction tasks by phase in one dispatch list, with multiple assignees, subcontractors, checkpoints, progress and controlled acceptance.

    More about construction task management
  • Home buyer selections management

    Manage allowances, priced product options with supplier and lead time, customer decisions and their contract or schedule impact in a dedicated selections workflow.

    More about home buyer selections management
  • Construction document management

    Store plans, photos, contracts and reports in private company storage with project folders, automatic plan revisions, controlled downloads and optional photo inspection.

    More about construction document management
  • Project resource and cost planning

    Plan labor, subcontractors, equipment, tools and material by quantity, unit, unit rate and deployment period in the project file before those resources are committed.

    More about project resource and cost planning

See planning running on a project like your own

A demo opens the modules on this page with the roles and permissions your own team would work under, on a project that resembles one of yours.