Step 2: Plan Your First Worksite

Before You Begin

Are you on the Projects module and looking for how to plan a construction site schedule? From the browser, locate the Distribution tab and then click on Scheduling. There is another method to find the module more quickly, it is Search. Click in the Search field or CRTL + K to open the Search menu. Type in the name Schedule to find it and click on it.

How to add a construction site to the schedule?

  1. When you arrive in Planning, you have a grid with columns of dates.

  2. To start, you choose an empty box in one of the columns. You can double-click the box or right-click your mouse and select Add.

  3. Then you press the Choose Project button. You have the choice to create or select an existing project. If you want to create your own project, click on the + button. These are the same steps for creating a project (see the Create a project page).

  4. When you have created or chosen your project, the application takes you to the Logistics section. The information in this section applies to one day of a construction site only. Fill in the information regarding the type of activity on the construction site, the number of workers and so on. You can always view your project or modify the elements by clicking on its name. Next, click the Edit button (pencil icon) to make changes to your project.

  5. When you are finished filling out your job site information, you press the Apply button to save and to return to the schedule, press the Close button.

Congratulations, you have planned your first worksite.


When you have completed your planning, you can begin preparing your workers' schedule.