Job Planner

The Job Planner is a long-range view of Job timelines, crew planning, and staffing capacity, separate from day-to-day worker scheduling. It is accessed from its own tab alongside Job List and Job Scheduler.

Only Active Jobs can be planned in the Job Planner.

The Job Planner has two views, toggled from the top right: Planner and Calendar.

The Planner View

The Planner view lays out Jobs as bars on a timeline, grouped in a list on the left.

Today. Jumps back to the current date. The arrows on either side move back and forth along the timeline.
Search Jobs. Finds a specific Job by name.
Undo. Reverses the most recent change.
Expand/Collapse details. Switches the left-hand Job list between a simple name list and a full details table.

Drag a phase bar to shift its dates, drag either end of a phase bar to change its duration, or select a phase bar to open it for editing.

Dragging a phase bar or changing its dates through the Plan modal updates the Job's start date, which reorders the Job list. The list is sorted by date, then alphabetically.

Expanded details table

Selecting Expand details adds these columns to the Job list: PO, Supervisor, Lead, Type, Est hrs, Est Completed, Actual Hours, Crew, Days, Start and End date.

Timeline range

1 Month, 3 Months, 6 Months, 1 Year.
Custom range. Enter a number, choose a unit from the dropdown, and select Apply.
Show weekends. Toggle on to include Saturday and Sunday in the timeline. Off by default.

Filters

Supervisor.
Crew Lead.
Job stage.
Job type.

Summary rows

Four rows about the Job list show daily totals across the selected timeline:

Planned Crew Size. The total planned crew size across all Jobs for that day.
Workers Scheduled. The total number of workers scheduled for that day.
PTO/sick/vacation. The total number of workers on approved time off for that day.
Workers Available to be Scheduled. The number of workers not yet scheduled and not on time off that day.

The Calendar View

The Calendar view shows planned Jobs laid out day by day.

Week/Month. Switches how many days are shown.
Today. Jumps back to the current date. The arrows on either side move between weeks or months.
Date picker. Jump to a specific date.

Each day lists the Jobs planned for that date along with their current phase and crew size. Select Plan another job under any date to plan a new Job starting that day or select an existing Job block to edit its plan.

Job Phases

Job Phases let you break a Job into segments, each with its own projected dates and planning notes, which are useful for multi-stage projects where different parts of the work happen at different times. Job Phases are managed from the same Plan modal in both the Planner and Calendar views.

Planning or Editing a Job Plan

Select a Job bar in the Planner view, or select a Job block or Plan another job in the Calendar view.
Set the Projected start and Projected end dates for Phase 1.
Enter any Planning notes for the phase, up to 2000 characters. Use this field for assumptions, subcontractor details, access notes, or sequencing notes.
Set the Planned crew size.
Select the Job Supervisor and Crew Leader from the dropdowns.
Select Save plan.

Estimated Complete % on this modal matches the completion percentage in the Job Finances and WIP Report.

Adding a Job Phase

Select +Add phase to add another phase to the Job. Set the Projected start and Projected end dates and any Planning notes for the new phase, and repeat as needed for additional phases.

Select Save Plan once all phases are set.

Removing a phase or clearing dates

Select Remove phase to delete a phase entirely. Select Clear dates to remove the projected start and end dates for a phase without deleting the phase itself.

Select Save Plan once all changes are made.