Quick-start paths by role

Not sure where to start? Pick the path that matches your job. Each one is a short click path with links to the full articles. If you don’t know your access rights, see Roles and what each one can do.

I plan the schedule

Who: planners and project managers with Schedule or Site rights. Creating a site needs an Account admin.

1. Create the site. On the sites page, select New site, enter a Site name and select Create. Sitedrive creates the site and its first schedule and opens the Gantt. → Creating a site
2. Build the space model. In the empty Area column, select + next to “Add space model to start!”. Enter your buildings, staircases and floors, then select Ready. → Building the space model
3. Set working time. Select Schedule settings (gear) › Work time. Check the working week, and use Manage public holidays to import holidays. → Working time and holidays
4. Add teams and people. In Schedule settings, select Teams › New team, then Users › Invite user. → Teams and people
5. Add work packages. In the Gantt tab, add phases and work packages, and set a Team for each. → Work packages
6. Put the work into locations. Open the Takt - Floor level tab and select Define Areas on each phase. → Define areas
7. Fine-tune the plan. Link work with dependencies, adjust durations and takt, and add deadlines. → Takt planning, Dependencies, Deadlines and milestones
8. Share views. Right-click a view tab and select Share to all, or Share… to pick people. → Sharing views and locking settings

I run the site

Who: site managers and foremen, usually with Site, Schedule or Refine rights.

1. Move the site to production. When the plan is ready, change the site from the Planning phase to the Production phase so that reporting can start. → Creating a site
2. See where you are. Open a Takt or Line of balance tab and select Status in the toolbar. Late work shows in orange, work in progress in blue and completed work in green. → Tracking progress
3. Look ahead. Select Focus view to show only the coming weeks. → Filter, highlight and focus
4. Update progress. Select a work package to open its side panel and choose Not started, In progress or Completed. → Tracking progress
5. Deal with problems. Select Issues (! icon) in the header to see every open blocker and issue. → Working with issues
6. Run the weekly meeting. Follow the recipe, then print the lookahead with Print. → Recipe: running a site meeting, Printing and exporting
7. Compare with the plan. Use version history or a baseline. → Comparing progress to plan

I report from the field

Who: crew members, supervisors and subcontractors, usually with Report or Accept rights.

1. Install the app. Get Sitedrive Mobile from the App Store or Google Play and sign in with the email address you were invited with. → Installing Sitedrive Mobile and signing in
2. Find your work. Open the schedule and tap My next work for what’s coming up, or My late work for what’s overdue. → Finding your work on mobile
3. Report status. Tap a work package and choose Not started, In progress or Completed. On the list, Mark as completed does it in one tap. → Reporting status on mobile
4. Report a problem. On the work package, tap Blocker if the work can’t go on, or Issue for extra or corrective work. Add a description and a photo, then tap Report. → Photos, comments, blockers and issues on mobile
5. Keep people informed. Tap the speech-bubble icon to add a comment. → Photos, comments, blockers and issues on mobile

If a work package has no status buttons, it isn’t assigned to your team or to you. Ask your site manager. → Who sees what on mobile

Related

• Key concepts in five minutes
• Finding your way around
• Roles and what each one can do