LPD Project

Masterplan

What is a Masterplan? Learn what the Masterplan is, how Lean PlanDo shows it and what you can change in it.
Masterplan screen Switch between the Masterplan views, zoom the timeline, show only critical works and choose which columns to show.
Activity features in the Masterplan Open an activity's detailed view or mini widget in the Masterplan, and see what each one shows.
Export the Masterplan Export the complete Masterplan for Microsoft Project or Primavera, and see which values can differ after import.
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.
Edit an activity in pre-configuration Change an activity's name, start date, duration and progress in the pre-configuration phase, from the edit form or by dragging its bar.
Rename an activity Change the name of a Masterplan activity at any time from its edit form.
Edit activity dates Advance or delay an activity's dates in the pre-configuration phase, and learn how this sets its base dates.
Remaining Early Start of an activity Set the date the remaining work of an activity can resume, and learn when you must set it.
Edit activity duration Change an activity's duration in pre-configuration to set its base duration, and learn what float means.
Enter work completed (progress) Record work done on an activity before the Masterplan was uploaded, in the pre-configuration phase.
Add an activity in the Masterplan Add a sub activity under an existing activity in the Masterplan, and learn how parent activities and dependencies affect it.
Edit an activity in the Masterplan Change an activity's name, dates, base dates or duration after the Lookahead is generated, and learn how delays and progress are recorded.
Delete an activity Delete an activity from the Masterplan when it is no longer part of the plan. Deleting cannot be undone.
Add a milestone in the Masterplan Add a milestone to the Masterplan as a sub activity with a duration of 0, then set its date.
Delete a milestone Delete a milestone from the three-dots menu in the Masterplan, or from its widget in the Masterplan or Lookahead Gantt chart.
Add an activity dependency Link activities in the Masterplan as predecessors and successors, choose the dependency type and set a lag.
Edit an activity dependency Edit, disable, enable or delete an activity dependency, and see how each change can move the project end date.
Delay or advance an activity Move an activity earlier or later in the Masterplan to match progress on site, whether it has started or not.
Constraints overview Learn what constraints are, the two constraint types, how their status shows in the Gantt chart, and how steps and ETA work.
Add an activity constraint Add a constraint to an activity, set its type, ETA, assignee and steps, so you can track preparation work before the activity starts.
Activity constraint ETA Understand a constraint's ETA and change it, to set how many working days before the work starts the constraint must be cleared.
Manage an activity constraint Open a constraint's detail view, mini widget or timeline view to edit it, check its status and track its steps.
Update an activity constraint due date Delay or advance an activity constraint by changing the due date of its last step, and see where the delay is recorded.
Manage steps in an activity constraint Edit the assignee, due date and status of each step in an activity constraint, and read the delay icons.
Add one constraint to multiple activities or tasks Apply a single constraint to several activities or tasks when one piece of preparation work holds them all up.
Delete a constraint Delete a constraint from an activity or a task, in the Masterplan or the Lookahead Gantt chart.
Project critical path See which activities are on the critical path, read their float, and filter the Masterplan to show only critical works.
Critical milestones Mark a milestone as critical to track its own critical path, colour its flag, and follow its delays in Insights.
Versions Import a new master schedule from Microsoft Project or Primavera P6 and merge it into your active Masterplan as a new version.

Lookahead

Generate the Lookahead Generate your project's first 6 or 8 week Lookahead once the Masterplan is pre-configured, and see what the Lookahead screen shows.
First Lookahead generation See how Lean PlanDo reschedules started and unstarted activities when you generate the first Lookahead, and how it records the delay.
Task features in the Lookahead Open a task's detailed view or mini widget in the Lookahead, and see what each tab and menu item does.
Change the Lookahead day Change the weekly Lookahead day in Project Settings, and see how the interim week moves your project to the new day.
Create a single task Create one task under an activity in the Lookahead, and set its name, dates, sequence number, company and supervisor.
Create multiple tasks Split one activity into several tasks at once in the Lookahead, with optional links between them.
Add a task prefix Turn on task prefixes for an activity so every task name shows where it belongs, such as its zone and building level.
Add a quantity to a task Quantify a task as a physical count, such as 3 columns, so you can update its progress in units instead of percentages.
Edit a task Change a task's name, description, dates, duration or sequence number, and see how the change affects its activity.
Delay or advance a task Move a task earlier or later to match site progress, and record the delay reason when the task has base dates.
Delete a task Remove a task you no longer need from the schedule, and see which tasks cannot be deleted.
Add a task dependency Link two tasks in the Lookahead so a successor task follows its predecessor, within one activity or across activities.
Edit a task dependency Change the type or lag of a task dependency, disable it or delete it, so the Lookahead matches the planned construction sequence.
Cyclic dependency behaviour Learn why Lean PlanDo shows an error when a dependency would make an activity or task both successor and predecessor.
Add a task constraint Add a constraint to a task in the Lookahead, set its steps and due dates, and read its colour and status.
Task constraint ETA Learn what a task constraint's ETA means and how to edit it in the Lookahead.
Manage a task constraint Edit, reassign or delete a task constraint in the Lookahead, and read the delay icons.
Update a task constraint due date Delay or advance a task constraint by changing the due date of its last step.
Manage steps under a task constraint Edit the status, due date and assignee of each step in a task constraint.
Commit a task to the Do tab Commit a constraint-free task in the Lookahead so it appears in the Do tab for the Do week.
Uncommit a task from the Do tab Uncommit a task in the Do week when its work cannot go ahead, from the Lookahead, the detailed view or the Dashboard.
Workable backlog Read the Should Do, Can Do, Will Do and Did counters in the Lookahead and Do tab headers.
Save an activity as a template Save an activity's tasks and constraints as a template so you can reuse them on similar activities in the Lookahead.
Apply a template Apply a saved template to an activity in the Lookahead to create its tasks and constraints automatically.
Export two weeks of Lookahead tasks Export the first two weeks of your Lookahead, with tasks, as an Excel file.

Do List

Do tab Understand the Do tab: the committed weekly work plan, with its constraints, workflows and tasks for the Do week.
Update task progress Record daily progress on committed tasks in the Do tab, using the progress widget or the detailed view.
Reset task progress Correct wrong progress on a task by undoing the last entry or resetting all progress.
Update a task constraint from the Do tab Change the status, due date or assignee of a constraint's steps from the Do tab.
Confirm and lock the Do week Confirm the week's progress and constraint updates in the Do tab, and see what must be done before you can.
Review past weeks in the Do tab Look back at the tasks and constraints done and confirmed in past weeks, using the week selector in the Do tab.
How progress is calculated Learn how Lean PlanDo calculates planned, actual and expected progress for leaf and summary activities.

Insights

Lean PlanDo Insights See what Lean PlanDo Insights shows about your project's performance and how to open it.
Project status Read the Project Status widget to see if your project is on time and when it is expected to finish.
Project progress Read the Weekly Project Progress (Time) S-curve to compare planned, actual and expected progress.
Commitment and reliability Understand the four weekly indicators of commitment and reliability, and how each one is calculated.
Workable backlogs Read the Weekly Workable Backlog graph: Should Do, Can Do, Will Do and Did tasks for each Do week.
Plan reliability Read the plan reliability pie charts to see how many activities started, lasted and finished as planned.
Critical project delays See which critical path activities and constraints delayed the project, by how many days, and why.
Delay classification See the delay reasons in Lean PlanDo, how Insights groups them, and how to read the Delay Classification chart and table.
Delay responsibility Read the Delay Responsibility charts in Insights to see which parties caused the most delays.
Work delays Find every recorded delay on the Insights Weekly tab, and change a delay's reason or responsible party.
Activities performance analysis Use four Insights charts to find the most delayed, extended, shortened and early finished activities in your project.