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Objectives of the pre-configuration phase

Learn why you review the Masterplan before the first Lookahead, and how date changes affect base dates before and after it.

Pre-configuration is the phase after you upload the Masterplan and before you generate the Lookahead. In this phase you need to pre-configure the Masterplan to:

  • Review and revise the plan, and change activity base dates (the dates an activity has when the first Lookahead is generated) where needed.
  • Update the progress of activities to match the actual progress on site.

In pre-configuration, any change to an activity's dates also changes its base dates. Changing an activity's dates or duration does not ask for a delay reason.

To open the activity menu, double-click the activity bar.

Double-clicking an activity bar to open its menu

In pre-configuration you can edit an activity's name, start date, remaining early start date, duration and progress. (The remaining early start date is the date the remaining work of a started activity or task resumes.)

Activity fields you can edit in pre-configuration

After you generate the first Lookahead, any change to dates counts as an advance or a delay of the activity. It changes the expected dates, while the base dates stay the same.

Last updated 2023-07-10. Part of Masterplan in the Lean PlanDo manual. Lean PlanDo by Lean Station.