Milestone and exception review

Work from overdue checkpoints and tasks to the source decision that clears each exception.

Step by step

Set the checkpoint Project Manager

Project Manager records the milestone name, project, due date and milestone owner while the site plan is being prepared.
- Gives the project a due milestone and owner.
- Updates Site milestones, Construction projects
Review the site queue Site Manager

Site Manager opens Site Exception Triage to see overdue milestones and tasks, fixed-but-unverified issues and leading risks.
- Brings overdue and unresolved work together.
- Updates Site milestones, Site tasks, RF is site issues, Construction risks
Open the source Site Manager

The responsible owner follows the queue link to the milestone, task, issue or risk and records the next action there.
- Records the action on the real work item.
- Updates Site milestones, Site tasks, RF is site issues, Construction risks
Check the supporting work Quality Inspector

Quality Inspector reviews available inspection evidence and a submittal decision where the checkpoint depends on a reviewed subject.
- Connects a file and decision to the right subject.
- Updates Inspection evidence, Submittal reviews
Record the outcome Project Manager

Project Manager and milestone owner decide whether the milestone remains Pending, becomes Met or is marked Missed. The source status drives the next queue review.
- Updates the checkpoint's delivery state.
- Updates Site milestones

Site Manager: Chairs the exception review.
Project Manager: Owns programme and milestone calls.
Trade Lead: Resolves tasks; Quality Inspector checks evidence and corrected issues.

Start free, then use Proto to change fields, steps and approvals before your team goes live.