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.