Planner
What a planner does in Superwise each day, the screens to use most, and the order to follow on the first day.
- Who can use it
- People whose role lets them view and add tasks and schedules. Each screen needs its own permission.
A planner decides what work happens, in which order and when. In Superwise you build the schedule of a project, keep it up to date, and compare it with the progress that site logs.
What you do each day
- Build or change the schedule of a project.
- Check the tasks and the bars on the Gantt chart.
- Read the progress that site has logged.
- Keep the documents of the project in order.
- Keep the planning masters up to date, such as templates and working calendars.
The screens you use most
| Screen | Menu path | What you do there | Book |
|---|---|---|---|
| Schedule | Planning > Schedule | Build and change the schedule | Schedule |
| Tasks | Schedule > Tasks | See the tasks of the project | Schedule |
| Gantt | Schedule > Gantt | See the tasks on a time line | Schedule |
| Progress Log | Schedule > Progress Log | Read the progress that site logged | Schedule |
| Documents | Planning > Documents | Keep drawings and files | Documents |
| Templates and working calendars | Company settings > Planning | Prepare reusable plans and the days of work | Planning |
Also see Schedule summary for a report of the schedule.
What to do on the first day
- Choose your project in the project picker.
- Open Schedule > Tasks and see what is already planned.
- Open Schedule > Gantt to see the same plan on a time line.
- Open Schedule > Progress Log to see what site has logged.
- Open Company settings > Planning and look at the templates and working calendars. See Planning.
- Open Planning > Schedule when you are ready to change the plan.
