Short definitions of the words you meet in Sitedrive. For a guided introduction, read Key concepts in five minutes.
Organisation and access
| Term | Meaning |
|---|---|
| Account | Your organisation in Sitedrive. It holds sites, users, schedule templates, work section libraries and account-wide settings. |
| Account admin | A user who manages the whole account. Account admins can create sites and have full rights on every site and schedule. See Account users. |
| Site | One construction project. It contains one or more schedules and shares its users and teams across them. See Creating a site. |
| Planning phase / Production phase | The two site states. Planning is for drafting the plan. Production is for live execution and reporting. |
| Read-only site | A site you can view but not change, for example an archived site. |
| Schedule | A plan within a site, with its own space model, work packages, working time, views and settings. See Creating a schedule. |
| Schedule template | A reusable work package structure for starting new schedules. See Reusing plans. |
| Access rights | What a user may see and change on a schedule: Report, Accept, Refine (ltd), Refine, Schedule or Site. See Roles. |
| Owner | The user responsible for a work package. Refine and Refine (ltd) users can edit work packages they own, and everything below them. |
| Team | A site-level crew with a name, colour, crew leaders and members. Members can report on their team’s work. Refine users and higher manage teams; Refine (ltd) users can only view them. See Teams and people. |
| Crew leader | A team member marked as the team’s responsible person. |
Locations
| Term | Meaning |
|---|---|
| Space model | The tree of physical spaces in the building, such as Plot › Building › Staircase › Floor. See Building the space model. |
| Space | One node in the space model, for example Floor 3 of Staircase A. |
| Space type | The level of a space: Plot, Building, Section, Floor, Zone, Space or Other. |
| Location breakdown | The set of areas a view or phase uses as its rows. See Location breakdowns. |
| System breakdown | A location breakdown Sitedrive keeps up to date from the space model automatically, such as Section level, Floor level, Zone level and Smallest spaces. |
| Custom breakdown | A location breakdown you have edited, grouped or created yourself. |
| Area | One row of a location breakdown: a single space or a group of spaces where work happens. |
| Define Areas | Choosing which areas a phase or work package is carried out in. See Define areas. |
Planning
| Term | Meaning |
|---|---|
| Work package | A piece of work done by one team. It appears in every view. See Work packages. |
| Sum work package | A work package that groups others. Its dates span its children. |
| Master | A work package that repeats in several areas. |
| Instance | One occurrence of a master in one area. Instances carry the actual dates and status. |
| Phase | A sum work package tied to a location breakdown, for example Interior Rough-in. See Define areas. |
| Task | A checklist item inside a work package. Checking tasks updates the work package’s progress. |
| Dependency | A link that says one work package should follow another. Sitedrive shows when a dependency is broken but doesn’t move work automatically. See Dependencies. |
| Deadline | A target date you track the plan against. See Deadlines and milestones. |
| Takt | A fixed rhythm in which teams move from area to area. See Takt planning. |
| Takt time | The length of one takt slot, from an hour to a week. The available lengths are set in Work time. |
| Work section | An account-wide classification for work packages, from a work section library. See Libraries. |
| Library | Saved sets of work packages you can reuse in a schedule. See Reusing plans. |
| Custom field | An extra attribute you add to a schedule, shown as a Gantt column and on each work package. |
| Work time | The schedule’s standard working hours for each weekday. See Working time and holidays. |
| Work time exception | Dates with different working hours or no work, such as a summer shutdown. |
| Public holidays | National holidays imported as days off from a country calendar. |
| Bill of quantities | Quantities linked to spaces and work, used to calculate durations. Switched on per account. See Quantity-based scheduling. |
Views
| Term | Meaning |
|---|---|
| View | A saved way of looking at the schedule: type, location breakdown, colouring and filters. Views open as tabs. See Views as tabs. |
| Gantt | The work package hierarchy as bars on a timeline. See Gantt. |
| Gantt by area | A Gantt grouped by location, for example work by floor. |
| Grouped Gantt | A Gantt grouped by team, owner or assignee. |
| Takt (view) | A grid of areas against time, with work packages as blocks. See Takt. |
| Line of balance | Work moving through areas shown as lines over time. See Line of balance. |
| Issues view | A list of all blockers and issues in the schedule, open and completed. See The Issues view. |
| Pinned view | A view shared with everyone. It shows a pin icon on its tab. |
| View settings | Settings stored with a view that Schedule and Site users can lock for everyone. See Sharing views. |
| Focus view | A rolling window that shows only the weeks around today. See Filter, highlight and focus. |
| Filter / Highlight | Filter hides non-matching work. Highlight emphasises matching work but keeps the rest visible. |
| Edit lock | A personal toolbar switch that prevents accidental edits. You can still report progress. |
Tracking
| Term | Meaning |
|---|---|
| Status | The state you set on a work package: Not started, In progress or Completed. See Tracking progress. |
| Verified | A completed work package with no open blockers, issues or quality tasks. |
| Late | Work that hasn’t started after its planned start, or is still in progress after its planned end. Shown in orange when colouring by status. |
| Blocker | Something that stops a work package from going ahead. See Blockers, issues and quality tasks. |
| Issue | Extra or corrective work found during execution. It doesn’t stop the work. See Working with issues. |
| Quality task | A check that users with Accept rights or higher mark as done. |
| Progress | How much of a work package is done, as a percentage. |
| Baseline | A saved copy of the plan that you compare the live schedule with. See Comparing progress to plan. |
| Version history | Earlier versions of the schedule that you can view and restore. See Undo, version history and baselines. |
| Sitedrive Mobile | The phone app for reporting from the field. See Installing Sitedrive Mobile and signing in. |