Readying & Reviewing

Before a plan is published, you can mark your part as Ready to signal it’s up to date and good to go. Even if you don’t mark it as ready, your tasks will still be included in the published version.

Unresolved Issues

If you own Tasks in the lookahead period, it's your responsibility to make sure they're accurate, up to date and don't have any outstanding Unresolved Issue. This means Task Owners need to be mitigating any Clashes, adding Missing Data and resolving any Overdue Blockers.

To see unresolved issues in your Plan:

• Click your Publishing Deadline in the top right of the page

• This will open the Make Ready Window

• You'll see a count of all your Clashes, Missing Data and Overdue Blockers

• Click any of the counts to open the relevant panel and start resolving issues

Missing Data Panel

The Missing Data Panel highlights tasks you own that are missing required info, based on the lookahead set in the publishing schedule.

Open the Missing Data panel:

• Open the Gantt

• Towards the right-hand side, select

• This will open the Missing Data Panel

• Click into any Task Name in this panel to automatically open the specific columns you need to complete

Blockers Panel

The Blockers Panel highlights Open and Overdue Blockers, with Overdue ones always visible even if they fall outside the lookahead window so nothing critical gets missed.

Open the Blockers Panel:

• Open the Gantt

• Towards the right-hand side, select

• This will open the Blockers Panel

• Click the next to the Blocker to Resolve it

Clashes Panel

The Clashes Panel shows Tasks in your lookahead that share the same work area, helping you spot and resolve scheduling conflicts.

Open the Clashes panel:

• Open the Gantt

• Towards the right-hand side, select

• This will open the Clashes Panel

• Click any Task Name in the panel to see which Task it’s clashing with, and who owns it.

Filter by Unresolved Issue

Filtering by Issue lets you focus on specific Tasks based on what issues they have. It’s a quick way to review and manage work related to a particular issue across your plan.

Filter by Issue:

• Click and

• Select Issue in the first dropdown

• Select from Is, Is Not, Is Empty or Is Not Empty in the second dropdown

• Select your from Clashes, Overdue Blockers or Missing Data in the third dropdown

Pre-made Unresolved Issues View:

Your Project comes with a pre-made Unresolved Issues View.

• Click + Views within the open View Tabs

• Select Unresolved Issues View

Make Ready

Marking your part of the plan as Ready lets your team know your Tasks are up to date and good to go for publishing.

How to Make Ready:

• Click your Publishing Deadline in the top right of the page

• This will open the Make Ready Window

• Select

• Additionally, if you’re confident in your plan, you can still choose to Make Ready even if some issues haven’t been resolved.

  • Select

Reviewing Plans

You can assign a Reviewer to any User, ideal for reviewing Subcontractor's plans, or if someone on the Project is away. Reviewers are notified when plans are Ready and can either approve them or mark them Ready on the User’s behalf.

To set a Reviewer:

• Click your Project Title in the top left then select Users

• Find the user you want to assign a Reviewer to

• Click the + in the Reviewer column

• Select the User you'd like to set as the Reviewer

To mark Plans as Reviewed:

• Click the 0/X Reviewed button in the top right of the page

• Find the Work for Review section in the menu that opens

• Use the to view each User's plan

• Tick off their plan once you're ready to mark it as Reviewed