User guide for clients

As a client, use Lean PlanDo to see how site work and preparation work are planned, and to follow project status and performance.

Lean PlanDo is a project delivery tool built on lean methods. Your project team uses the Integrated Lean Project Delivery (ILPD) workflow with the Plan, Do, Check, Act (PDCA) cycle to plan, monitor and improve the project. For an overview of the ILPD method, see Getting started.

Sign up and log in

Lean PlanDo runs in your web browser, so there is nothing to install. You need an internet connection and a laptop, tablet or phone.

1. Go to https://app.leanplando.com/.
2. Click Create New Account to register.

If you already have an account, log in with your username and password.

When your email address (your username) is added to a client company in a project, your account is created automatically if you do not have one. Lean PlanDo sends you an email to confirm your account.

For step-by-step instructions, see Sign up.

Once your account is confirmed, log in with your username and password. See Log in.

Masterplan

The Masterplan shows the whole project plan with live site information (actual and expected dates, and progress) and the expected project end date. Its critical path filter lets you keep an eye on the current critical path.

• For an overview, see What is a masterplan?
• To move around the Masterplan and filter the critical path, see Masterplan screen.

Lookahead

The Lookahead is the 6-week or 8-week view of the Masterplan where the project team plans ahead. It breaks each site activity into tasks, in the order the work will happen.

In the Lookahead the team also plans the preparation work, called constraints (work that must be cleared before a task can be done, such as getting site access).

For example, take the activity "Casting of Slab A1". The team breaks it down into tasks such as Rebar, Formwork, Casting and Inspection. Before the activity starts, they also add constraints such as authority approvals, structural design approvals and other preparation work.

• For more on the Lookahead, see Generate the Lookahead.
• For why constraints matter and how they are used, see Constraints overview.

Do tab

Each week the project team has a list of tasks to carry out on site, in the Do tab. The team monitors these tasks and updates their progress daily. You find these progress updates in the Do tab.

• Do tab
• To see completed tasks, see Review past weeks in the Do tab.

Insights

The project team enters the project's data and events, and Lean PlanDo shows them in Insights. This is where your role as client matters most. Here you check project status and progress, key performance indicators (KPIs) and bottlenecks.

• To get started, see Lean PlanDo Insights.
• For an explanation of every Insights widget, see the articles in Insights.

Other features

The features above matter most for a client following project status. To learn about other features, and how other team members plan and monitor, explore the full manual.