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- Construction PM
- Process
- Project setup to site plan
Project setup to site plan
Give a construction project its owner, package scopes and first dated site tasks.
Step by step
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Project setup Project Manager
Project Manager records the site name, client or contractor, delivery method, programme dates, scope and project manager. The project begins Planned and moves to Active when work starts.
- Names the site, organization and manager.
- Updates Construction projects, Clients contractors, Trades crew
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Work package planning Project Manager
Project Manager creates a package under the same project, assigns an owner, sets dates and estimated hours, and describes the work that package covers.
- Sets scope, owner, dates and estimate.
- Updates Work packages, Construction projects
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Crew assignment Site Manager
Site Manager checks the active crew directory, weekly capacity and current assigned hours before choosing an assignee for each task.
- Gives each task an assignee and planned effort.
- Updates Site tasks, Trades crew
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Site execution Trade Lead
Trade Lead follows tasks on the board as they move from Backlog to in progress, in review, Blocked or Done. The task keeps its package, dates and labour figures.
- Updates task status, progress and actual hours.
- Updates Site tasks, Work packages
Who does what
Roles and permissions- Project Manager
- Owns the site and package scope.
- Site Manager
- Allocates daily work.
- Trade Lead
- Follows the task board; Crew Member performs assigned work.
Set up Construction PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.