# Glossary

Short definitions of the terms used in Sitedrive and in this guide, from account to work package.

Language: en
Canonical: https://support.sitedrive.com/en/kb/glossary

Short definitions of the words you meet in Sitedrive. For a guided introduction, read [Key concepts in five minutes](https://support.sitedrive.com/en/kb/key-concepts).

## 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](https://support.sitedrive.com/en/kb/account-users).

Site

One construction project. It contains one or more schedules and shares its users and teams across them. See [Creating a site](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/creating-a-schedule).

Schedule template

A reusable work package structure for starting new schedules. See [Reusing plans](https://support.sitedrive.com/en/kb/reusing-plans).

Access rights

What a user may see and change on a schedule: Report, Accept, Refine (ltd), Refine, Schedule or Site. See [Roles](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/define-areas).

## Planning

Term

Meaning

Work package

A piece of work done by one team. It appears in every view. See [Work packages](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/dependencies).

Deadline

A target date you track the plan against. See [Deadlines and milestones](https://support.sitedrive.com/en/kb/deadlines-and-milestones).

Takt

A fixed rhythm in which teams move from area to area. See [Takt planning](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/libraries).

Library

Saved sets of work packages you can reuse in a schedule. See [Reusing plans](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/views-as-tabs).

Gantt

The work package hierarchy as bars on a timeline. See [Gantt](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/takt).

Line of balance

Work moving through areas shown as lines over time. See [Line of balance](https://support.sitedrive.com/en/kb/line-of-balance).

Issues view

A list of all blockers and issues in the schedule, open and completed. See [The Issues view](https://support.sitedrive.com/en/kb/issues-and-notifications-views).

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](https://support.sitedrive.com/en/kb/sharing-views).

Focus view

A rolling window that shows only the weeks around today. See [Filter, highlight and focus](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/blockers-additional-and-quality-tasks).

Issue

Extra or corrective work found during execution. It doesn't stop the work. See [Working with issues](https://support.sitedrive.com/en/kb/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](https://support.sitedrive.com/en/kb/comparing-to-plan).

Version history

Earlier versions of the schedule that you can view and restore. See [Undo, version history and baselines](https://support.sitedrive.com/en/kb/undo-version-history-and-baselines).

Sitedrive Mobile

The phone app for reporting from the field. See [Installing Sitedrive Mobile and signing in](https://support.sitedrive.com/en/kb/mobile-installing-and-signing-in).

## Related

-   [Key concepts in five minutes](https://support.sitedrive.com/en/kb/key-concepts)
-   [Permission matrix](https://support.sitedrive.com/en/kb/permission-matrix)
-   [FAQ and troubleshooting](https://support.sitedrive.com/en/kb/faq)
