Site task execution

Step by step

1. Plan the task Trade Lead

   Trade Lead creates a task inside a work package, records priority, planned dates and estimated hours, and chooses the crew assignee.

   • Connects scope, priority, dates and assignee.
   • Updates Site tasks, Work packages, Trades crew

2. Start site work Trade Lead

   Crew Member starts the task. Trade Lead moves it from Backlog to in progress and records the work completed.

   • Changes the task to in progress.
   • Updates Site tasks

3. Resolve a blocker Site Manager

   Site Manager checks tasks marked Blocked, opens the source record and coordinates the person who can remove the obstruction.

   • Brings the held task and any related site issue into review.
   • Updates Site tasks, RF is site issues

4. Review the result Trade Lead

   Trade Lead moves completed work to in review, checks actual hours and percent complete, then records Done when the task is ready.

   • Records progress and task completion against the package.
   • Updates Site tasks, Work packages

5. Record labour Crew Member

   Crew Member enters dated time against the project and, where appropriate, the task. Submitted time follows its separate approval path.

   • Ties dated hours to the worked task and project.
   • Updates Timesheets, Site tasks

Trade Lead

Owns daily task progression.

Crew Member

Performs and records the work.

Site Manager

Resolves cross-trade blockers and Project Manager watches package variance.