User guide for RE/RTO

As an RE/RTO, use Lean PlanDo to see how site work and preparation work are planned, to check the progress the main contractor reports, and to follow project status and performance. This guide lists the features you need and links to the full instructions.

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.

Lean PlanDo runs in your web browser, so there is nothing to install. You need an internet connection and a laptop, tablet or phone. Start by signing up or logging in on the web app.

Web app

Sign up and log in

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

If you already have an account, log in with your Email Address and Password, or click Login with email OTP or Login with Autodesk.

For step-by-step instructions, see:

• Sign up
• Log in

Masterplan

The Masterplan shows the whole project plan, with a filter for the project's 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 (the 6-week or 8-week plan where activities are broken down into smaller tasks) is a view of the Masterplan where the project team plans ahead: it breaks each site activity down 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 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 them daily. To see the progress updates of past weeks, open a past week from the week selector on the Do tab.

The RE/RTO plays an important part here. You can comment on any task and attach a photo or document to it. You can also verify the percentage of work done that the main contractor has entered.

• Do tab
• To see completed tasks, see Review past weeks in the Do tab.
• To comment on a task, see Task features in the Lookahead.
• To attach a file to a task, see Task features in the Lookahead.

Mobile app

Install and log in

Install the Lean PlanDo Site app to track and update site work on the go. It is available for Android and iOS. In the app you can:

• See the tasks due in the current week, last week and next week.
• Attach files of any format to a task, in the Attachments tab.
• Comment on a task, in the Comment tab.
• See the status of constraints.

For full instructions, see The Lean PlanDo Site app.