Planner

Regardless of the number of ongoing projects, the Contractors.es system allows you to register a work plan for each of them. The graphical representation of the planner in tabular form is clear and transparent. The Planner module has been divided into categories related to the projects themselves or those directly related to the employees delegated to the selected construction site.

Project schedule

The project schedule allows you to set a work time calendar for each project in the system. The created “Project Schedule” allows you to look at each of the projects:

• what has been planned for a given project (scope of work),

• what is the planned time for the implementation of individual stages of work,

• how many workers have been assigned to these tasks.

NOTE: By default, all users have access to the project schedule, but only those with appropriate permissions can create events on the calendar.

Depending on your needs, you have the option to use three tabs, each containing specific system functions.

I. “Overview” tab.

These are settings related to how the calendar is presented on the user’s desktop.

1. Determination of the time interval (Week or Month) using one of the buttons:

• Weekly view of the calendar.

• Monthly entry of events on the calendar.

2. Both ways of presenting the calendar, both weekly and monthly, can be moved on the desktop using navigation buttons, which allow you to move both back and forth through the following weeks or months.

3. The remaining function buttons above the calendar respectively mean:

   

• “Today”: After pressing this button, events occurring in the time interval (weekly or monthly) will be displayed on the desktop, taking into account the day with today’s date.

• ”Copy”: Allows you to copy a given cell from the calendar table and paste it elsewhere.

• ”Trash”: Allows you to delete a selected entry from the event table.

• ”Refresh”: Updates the schedule view (in case of simultaneous editing by more than 1 person).

REMEMBER: The copy function remains active until it is deactivated by clicking on the icon again. In this way, you can paste the same task multiple times on different days.

NOTE: The copy function in the form leaves settings related only to the number of planned workers assigned to another range of work. The number of workdays always remains at “1” and can be changed by editing the form, available by clicking on its name with the mouse cursor.

NOTE: The selected cell in the calendar table can also be deleted by clicking on its name and then selecting the “Delete” button in the upper right corner.

REMEMBER: The “Arrow” button allows for quick navigation between different tabs related to a given project on the list.

II. “Project” Tab.

Allows the user to find any project in the system by typing the initial letter or syllable in the “Project” field. After making a selection, a calendar of events related to it will be displayed on the user’s desktop.

NOTE: By selecting another project name from the drop-down list, you will go to its schedule preview.

III. “List” Tab.

These will be events defining the ranges of work on all projects. The system will automatically display only those events on the list that have been scheduled. Thanks to the record filtering function, marked with a red arrow in the screenshot below, it is possible to define a time interval for events on “Future, Past and All”.

REMEMBER: The ranges of work located in the “Trash” can be restored to the list by the administrator using the “Restore” action button. They are not permanently deleted from the system. They will reappear on the “active” list in the group with the appropriate time interval.

Entering work scopes into the schedule

Thanks to the capabilities offered by Contractors.es, you can effectively plan the organization of the scope of work, ensuring continuity of working days for employees and efficient implementation of projects according to the schedule.

Example illustrating the completion of the work schedule while maintaining the continuity of employee working days.

Two workers started working on the roof construction on a project that was to last 4 working days. On the fifth day, they were assigned to another job related to roof construction, but on a different project. The graphical placement of colorful chips on the work schedule is a useful tool, facilitating organization and ensuring full use of available dates in the calendar.

The end date and resumption of work for these workers is marked on the screenshot with a red arrow.

You can determine the time and labor resources allocated for a given scope of work in ongoing projects in two ways.

Method I: By adding a new event to the list of already entered work scopes.

1. In the “Contracts → Project Schedule” module, go to the “List” tab.

2. Above the list of entries, click on the “New” button and fill out the form, the meaning of the fields is as follows:

• Start: Enter the start date of the planned scope of work.

• End: Determine the deadline by which the scope of work should be completed.

• Project: Select the name of the project for which you want to add an entry to the planner.

NOTE: Only those projects are available on the list, for which work scopes were specified during the creation of the estimate.

• Planned number of people: Indicate how many workers are to carry out a given scope of work.

3. Save the data using the “Confirm” button.

Method II: Directly from the project calendar, displayed on the screen desktop.

1. Go to the “Contracts -> Project Schedule” section and select the project to which the changes are to apply.

REMEMBER: If you have many ongoing projects, use the function to search for them on the planner using the “Project” tab.

2. Optionally, change the time interval for the way the work schedule is displayed, using the “Week” or “Month” buttons.

3. With the selected range of work, make sure how many working days have been planned for this range of work when creating the estimate. This information is marked with red fields in the screenshot below.

REMEMBER: The total number of workdays marked on the calendar for a given range of work should match the number of days given in the estimate. All days allocated for a given range of work add up.

NOTE: The number of workdays for a given range of work should take into account the total number of working hours of all employees delegated for this time.

4. Click on the selected field in the calendar and fill out the form according to the description of the fields given in Method I.

NOTE: If you change the name of the range of work in the table row to another, the values associated with this range will appear in the row corresponding to this name.

Changing the name of the range of work will not delete the existing entries, but will only place them in the appropriate place in the table.

• The selected range of work will be assigned to the appropriate row, even if the name of this range differs from the name of the row in which the selection was made.

• The selected range of work will be taken into account in the appropriate row, according to the name of this range.

5. Save the entered data using the “Confirm” button.

Example: Entering a work schedule for the execution of external elevation.

The following conditions were established in the estimate:

• Execution time: 20 working days.

• Number of workers: 2.

1. According to the recommendation, the number of working days of all workers we send to the construction site to perform the elevation should add up to the total number of workdays specified in the estimate. If we assume in the estimate that the execution of the elevation requires 20 working days, and we assign 2 workers to the construction site, then the sum of their working days should be 20 days (2 workers * 10 days = 20 days).

2. After clicking on the appropriate place in the schedule, we fill in the fields according to the scheme:

• In the “Planned number of people” field, we enter the value “2”, indicating the number of workers who will be assigned to this scope of work.

• In the “End” field, we enter a date that is 10 days later than the start date given in the “Start” field. For example, if the start date is 01-04-2024, the end date should be 11-04-2024.

3. We save the entered data using the “Confirm” button.

NOTE: The fields being filled in are given appropriate colors, which depending on the degree of correctness in relation to the entered estimate appropriately indicate:

• Green fields - the data fits within the assumption (the estimated working time is lower than planned).
• Orange fields - the data slightly exceeds the assumed threshold (the estimated time is close to the assumed one).
• Red fields - the data exceeds the assumption (the estimated working time is higher than planned).

REMEMBER: Simply entering the number of workers for a given scope of work does not automatically assign them to a specific task on the construction site. The detailed way of filling in the work schedule is described below.

Editing the project schedule

Moving events in the table allows you to control the stages of work and fill in the free spaces with those scopes of work that do not collide with currently ongoing tasks.

The data entered in the project schedule can be edited in two ways.

Method I: By directly previewing the selected scope of work in the table.

1. Select the appropriate scope of work on the project calendar that you want to modify.

REMEMBER: You cannot change the scopes of work given in the estimate for already ongoing projects.

NOTE: If there is a need to add a new scope of work for an ongoing project, please use the “Contracts → Changes in projects” section and submit a new application. After it is accepted, the scope of work will appear on the project list.

2. Click on the card marked in green, orange, or red.

3. In the preview, use the “Edit” function button and make changes in the form, then save them using the “Confirm” button.

Method II: By dragging the table cells in the calendar, the settings of which you want to change.

1. Select the range of work for which you want to change the settings or size in the calendar table.

2. If the change is only to move to another place without changing the content of this field, grab the given field with the cursor and drag it to the destination.

REMEMBER: Moving a field will change the planned working time for this range of work, to which the table cell has been moved.

NOTE: The moved field disappears from the place where it was. If you want the value in this field to remain unchanged, you must use the “Copy” function for this field in the calendar.

3. If you want to change the width of the field in which the duration of a given range of work is specified, grab the appropriately selected side of the edge (right or left side of the cell), reduce or increase its width and release the cursor.

NOTE: When you change the width of fields, the system automatically fills in the values according to the data entered in the form. The number of workers will remain unchanged, the number of days will change according to the dragging of the field to the right or left side on the calendar.

NOTE: If work on a given project has been suspended and will be resumed at a different time, the current number of days that have been allocated for the implementation of this range of work will be included in the total amount of “Planned working time” visible on the black field of the screenshot below.

REMEMBER: Resuming work in the next month will sum up the number of days worked so far in previous months, also including planned work days.

Employee Schedule

The work schedule allows you to assign selected employees from the list to a specific project, taking into account the day of the week and their working hours.

Thanks to the employee work schedule feature, a given employee can:

• be assigned to different workplaces, e.g. he can work at two different construction sites in a week.
• be on several projects in one day, e.g. in the morning he can lay paving stones in one place, and in the afternoon lay floor tiles in another place. These events can be one-time or continuous.

The graphic calendar conducted in this way, with color-coded fields, is clear and readable. Thanks to free coordination and easy changes in the table cells, working with this module is simple and does not cause problems.

REMEMBER: Adding an employee to the schedule automatically sends a notification to the mobile application, informing him about the date and place of work.

NOTE: Notifications are sent only to employees who have an account in Contractors.es and have the mobile application installed on their phone.

Depending on your needs, you have the option to use five tabs, containing specific system functions.

I. “Overview” tab.

These are similar settings as described for the name of this tab in the “Project Schedule” section.

• Weekly entry on the employee schedule.

• Daily recording of events on the calendar.

Above the list of projects in the calendar for each day, the quantities have been marked:

• Unassigned employees - how many employees have not yet been assigned to work.

• Unassigned Subcontractors - how many subcontractors we have “free”. If all are busy, this field will not be visible.

• Free days - planned employee vacations.

Thanks to the above indicators, the user can easily monitor the availability of employees and subcontractors and identify free days in the work schedule. This facilitates planning and prevents potential conflicts related to the availability of human resources.

REMEMBER: To display the employee work schedule for a selected date, just click on the appropriate date on the calendar displayed on the desktop.

II. “Project” Tab.

It allows the user to find any project in the system by typing the initial letter or syllable in the “Project” field. After making a selection, the employees assigned to it will be displayed on the user’s dashboard.

NOTE: By selecting another project name from the drop-down list, you will go to its schedule preview.

Example illustrating the assignment of employees to a selected project from the list.

For the Amfiteatr Szczecinek project, four employees have been assigned to work, which is marked with a red arrow in the screenshot below.

REMEMBER: Assignments for specific days of the week, related to the selected project, are marked in blue.

According to the assignment made, you can notice that:

• On the first day, all employees have to show up at the construction site.

• On the second day, only employee Agata Sikorska was assigned to work, the others were not assigned to any task on this project.

NOTE: Employee Agata Sikorska was assigned to another project because the assignment is marked in a different color than blue.

• On the following days, some employees were assigned, and some were not.

REMEMBER: When you hover over one of the fields, information about the project to which the selected employee has been assigned will be displayed.

III. “Employee” Tab.

It allows the user to find the work schedule of any employee in the system, by typing the initial letter or syllable in the “Employee” field.

NOTE: Only records belonging to the “Field Worker” group are available on the list.

When you hover over a selected day of the week, in addition to information about the ongoing project, the working hours of a given employee will also be displayed. The example is shown in the screenshot below.

The employees’ schedule will continue to display not only their work assignments but also previously planned days off. In the row marked “Days off”, marked with a red arrow in the screenshot below, there are days of planned leave.

IV. “Subdivision / Brigade” tab.

Using the search engine, you can find the work schedule of a specific worker brigade. You can add workers to “Subdivisions and Brigades” by editing the employee’s contact - the “HR” tab.

If the project is to be started by employees of a given brigade, it is worth using the described tab to be able to:

• Check the number of employees already assigned to work from a given department, for whom their assignment is determined by colors in the “Unassigned employees” row:

  • Red fields - indicate employees who are not yet assigned to any scope of work. You can select them for the project and assign tasks to them.

  • Green fields - indicate employees who already have tasks assigned on the calendar. You can change the project for them, but make sure you also fill in the number of employees in the place from which they are transferred.

• Check the number of days off planned by employees at a given time in the “Days off” row. By hovering the cursor over a given day of the week, you will see the data of the employee who will be absent at this time.

• Determine the names of projects to which a given department has been assigned. They are visible when you hover the cursor over the selected field.

V. “Subcontractor” tab.

If you regularly cooperate with a given subcontractor, it is worth marking on the calendar the dates when they are to appear and the type of work they are to perform. In the case of contracts with a subcontractor settled according to the “time and material” scheme, you will count his payment in this way. Otherwise, you will collect information that may be useful, e.g. to determine who exactly was on the construction site on a given day.

Creating a work planner for field workers

You can fill in the work calendar for workers in three ways.

Method I: Directly from the calendar view, which contains a full list of all work assignments.

This is a method that allows you to browse all ongoing projects on the calendar, where employees are assigned to specific scopes of work. Thanks to the graphical representation of the calendar, you can clearly plan work for the remaining employees who have not yet received an assignment.

1. Go to the “Contracts → Planner → Employee Schedule” menu and select the project for which the assignment is to be made.

2. Click on the blue arrow next to its name to preview the existing entries.

NOTE: Pay attention to the availability of human resources in the cells marked with red arrows, which can be assigned to a given project.

REMEMBER: When you hover your mouse cursor over a cell specifying the amount of unassigned workforce yet (fields: Unassigned employees, Unassigned subcontractors), a list of people for whom you can make a work assignment will be displayed.

2. In the “New assignment” row, click on the selected date.

NOTE: If a subcontractor has been assigned for the selected project, an entry with his name and schedule will be visible under the “New assignment” row, which can be viewed using the blue arrow.

3. Fill in the displayed form, the meaning of the fields is as follows:

• Scheduled start of work: The day work begins.

• Scheduled end of work: The day work ends.

NOTE: You can enter a one-day assignment and only later drag it to the right on the calendar to the date that is to mark the end of work. You can also use the copy and paste function.

REMEMBER: The time range for the start and end of the workday is calculated based on administrative settings for default employee working hours. You can extend the working hours of employees, but overtime pay will be appropriately calculated according to “Non-standard percentage rates”.

NOTE: Changing the date on the calendar will automatically enter the assignment on the schedule in the cell with the newly selected term.

• Lunch break: This is an unpaid additional break during work. Depending on the country and company policy, it may be disabled by the administrator.

• Project: Choose the project name to which you want to assign the workforce.

• Scope of work: Define the type of work the employee is to perform.

• Subcontractor: For employees, leave the option “No”.

• Department: Optionally, select the department responsible for the chosen “Scope of work”.

REMEMBER: If you choose “Department”, you will limit the list of employees who are simultaneously assigned to it and are field workers. Lack of department selection will allow for the choice of all field workers who have not received an assignment within a given time frame.

• Employee: Click with the cursor on the employees for whom you want to make an assignment.

NOTE: For each employee, their current location in relation to the address selected from the project list is visible.

REMEMBER: If you want to select all employees from the list, use the arrows located above the list. Arrows pointing in the opposite direction allow the return of employees to the “available” list.

• Non-standard percentage wage rates: If you have agreed with the employee on a particular day that you will pay differently, you can change the wage settings.

• Note: Additional description, information regarding the created work assignment.

4. Save the entered data using the “Confirm” button.

After entering one employee on the work calendar according to the scheme described above, the employee schedule will look as follows:

Method II: By selecting a specific project from the list, for which you want to make a work assignment.

This is a method that allows you to quickly and clearly fill the project work schedule with the human resources available to the company.

1. Go to the “Planner → Employee Schedule” menu and in the “Project” tab, search for the project in which you want to plan the working time for employees.

2. The list will show the previously entered employee work schedules. You can edit or delete them.

3. Click with the cursor on the “New assignment” row and fill out the form according to the field description given in Method I.

Method III: From the work schedule preview of a selected employee from the list.

Using this method allows us to monitor the current location of the employee, his current tasks for the next few days, and the creation of new work schedules.

1. Start the process the same way as in Method II, but this time select the “Employee” tab.

2. Then search for a specific person for whom you want to create a work schedule and create it according to the repeatable procedure.

3. You can edit or delete his visible current work assignments.

4. Save the entered data using the “Confirm” button.

Assignment to two different projects during the day

An employee can be assigned to work on two projects at different hours of the same day. If he is dealing with specialist tasks that do not require a full day in one place, you can set a work schedule for him in the following order:

1. Go to the “Employee” tab in the “Contracts → Planner → Employee schedule” section and search for the employee you want to enter a split workday for.

NOTE: If the employee has already received an assignment on a given day, you can edit it by changing the place or time range.

REMEMBER: Changes to the employee schedule are only possible for days with a future date.

REMEMBER: When planning work assignments between distant projects, consider the time the employee needs to travel between them. You can include this time in the previous project, the next one, or take a break between projects (you don’t pay for travel).

2. Click on the date on the calendar for the first assignment, and then specify the start time.

3. Fill out and save the form according to the description available here, remembering to specify the end time.

4. Add another assignment to the employee, taking into account a different start and end time of work. You can choose a different project and scope of work from the list.

NOTE: You cannot add new events during hours that have already been reserved by previously made work assignments for a given day, until the first assignments are modified.

NOTE: In the “Scheduled end of work” field, an hour corresponding to the total number of working hours of the day is automatically generated. Changing the end time of the workday, above the working hours of the day, will result in the charging of additional rates treated as “overtime”.

REMEMBER: You can also create a shared workday for crews by selecting the “Split/Crew” tab instead of “Employee” for the selected project.

Example: Division of an employee’s working time during one working day.

During a work week, the employee must appear on two different projects 60 km apart to perform specialist work on each of them. Two time slots have been set: 7:00 - 12:00 and 13:00 - 17:00.

To create a weekly work schedule taking into account the above assumptions, we proceed according to the scheme:

1. In the “Employee” tab available in the “Contracts → Planner → Employee Schedule” section, we find the person for whom we want to plan the work week in this way.

2. We click on the date on the calendar starting the work week, e.g. October 16, 2023.

3. In the “Other project” row for 7:00, we click with the cursor and fill out the form, remembering to choose the first project name, scope of work, and end time 12:00.

4. We save the data with the “Confirm” button.

5. In the schedule, we make an entry in the same way for the second interval, specifying in the form the start of work at 13:00, the second project name, the scope of work, and the end time 17:00.

6. In the preview of the work schedule entries for the selected employee, the created schedule will look as follows:

7. On the list of all employee assignments, a split workday entry for one of them will be marked as follows:

REMEMBER: If you want to adjust the duration of the assignment, you must edit one of them so that the employee’s working time does not overlap on two projects at the same time.

NOTE: Shifting the work assignment to the same project will result in the removal of the existing entry on a project with a different name.

You can copy the created work schedule for the following days of the week as follows:

1. Open the preview of the work schedule selected from the employee list.

2. Click on the “Copy” function button and select the assignment you want to move to the following days.

3. Click on the next calendar fields, and the system will fill them with the copied entry.

REMEMBER: The “Copy” function button is active until the icon is highlighted in gray. Until then, you can place the copied content in the calendar table.

4. Proceed in the same way with the second range of work.

Adding a work schedule for the entire Brigade

For the entire Brigade delegated to the project, you can easily and quickly create a work schedule in which each employee from this brigade will receive a notification about the place and time of work. You do not have to search for each employee on the list and create an assignment for him. You can do this automatically, according to the description below:

1. Go to the “Contracts → Planner → Employee Schedule” menu and select the “Subdivision/Brigade” tab.

2. Search for the name of the brigade for which you want to enter the work schedule e.g. painting/walls and save your choice with the “Confirm” button.

REMEMBER: The system will automatically load the current work schedule of the members of the selected brigade. These can be both group entries and individual employee assignments that have been previously saved.

REMEMBER: When you hover over the blue field, the data of the employees who are subject to a different assignment will be displayed.

3. In the “Other project” row, select the date for the work schedule being created and click on it with the cursor.

4. Fill out the form, the meaning of the fields is repeatable, and save the data using the “Confirm” button.

REMEMBER: Check if the list of employees assigned to a given brigade in the system is correctly completed. The procedure for adding employees to specific brigades is described here.

NOTE: If any employee from the selected brigade already has work scheduled on another project at the same time, the system will inform about the schedule conflict. Click on their name, and they will not be included in the work schedule being created.

REMEMBER: You can always remove an entry from the planner with an employee assignment and create a new assignment. Alternatively, you can also use the editing function in the entry preview to make changes and save them as new.

NOTE: When the number of employees in a given work brigade will be less than required to perform a specific scope of work, you can select employees outside the brigade. Make a new assignment for this project and scope of work, omitting the “Department” field in the creation form.

Creating a work schedule for a Subcontractor

For a project in which a subcontractor cooperating with you is to participate, you can create a work time schedule, which will be settled based on daily reports submitted by his foreman.

To create a work assignment for a subcontractor, follow the scheme:

1. Go to the “Contracts → Planner → Employee Schedule” menu and select the “Subcontractor” tab.

2. Search for their name in the list and save the selection with the “Confirm” button.

3. An optional work schedule for the selected subcontractor will be displayed on the dashboard, provided it has been previously entered into the system.

   

4. In the “Other project” row, specify the date for the assignment being created and click on it with the cursor.

5. Fill out the form, the meaning of the fields is repeatable except for the fields:

• Subcontractor Agreement: Choose from the list the agreement to which the work order applies.

NOTE: If the field does not contain any agreements on the drop-down list, you must first attach an agreement to the selected project for it to be visible.

• Subcontractor Foreman: Specify the person responsible for supervising the work.

REMEMBER: The “Subcontractor Foreman” does not simultaneously perform the function of a foreman in your subdivisions. This is a separate contact assigned to the company you are cooperating with.

• Planned number of Subcontractor workers: It is only important for contracts settled on the basis of “Time and material” for which the working time of workers will be multiplied by their quantity and the settlement rate.

6. Save the entered data using the “Approve” button.

REMEMBER: The number of workers specified in the subcontractor work schedule creation form will be visible in the mobile application used for logging in at work (accounting for working time) and communication.

Changes in employee planners

In the work schedule calendar, you can make the following changes:

• completely remove the allocation,
• edit an existing entry,
• copy the record and paste it elsewhere,
• move the entry on the calendar.

I. Removing work assignments.

Using the “Trash” icon.

1. First, click on the icon.
2. Click the entry on the calendar that you want to delete.

REMEMBER: You cannot delete records from the calendar table whose deadline has already passed and the employee was logged in at work (i.e., they have been recognized as already settled) or which are currently ongoing (when the employee is logged in to the project).

NOTE: The system automatically blocks editing or deleting from the database records that have been marked as settled by the button in the salary report. You also cannot delete records where the employee logged in at work - to delete such a record, you must first edit it and delete the employee’s login hours.

REMEMBER: Leaving the “Trash” icon active (black fill on white) means that the record deletion function in the calendar is still enabled. Click again to disable the deletion mode.

Alternatively, you can drag and drop events into the trash.

II. Editing existing entries.

1. Select and click on the entry in the planner that you want to edit.

2. Use the “Edit” function button, make changes in the form and save them using the “Confirm” button.

REMEMBER: You cannot edit entries if the employee has already started work on a given day (e.g. logged into the application) or the assignment deadline is the current time.

III. Copying and changing the location of the copied entry.

The system allows you to copy selected table records in two ways.

Method I: Using the “Copy” function button.

1. Click the “Copy” button.
2. Click on the assignment you want to copy.
3. Click on the chosen destination (date/project) where you want the selected entry to be copied.

REMEMBER: Leaving the “Copy” icon active means that the record copying function in the calendar is still enabled. The record can be pasted multiple times. To change the copied record, click on another record.

REMEMBER: It is not possible to copy the selected record in order to create a work assignment for the same employee on two different projects at the same working hours.

Method II: By dragging the edge of the event.

1. Hover the mouse cursor over the edge of the field marked with a red arrow.

2. On the vertical edge of this field, an arrow symbol with two points (right-left) will appear, indicating the possibility of dragging the given cell in the chosen direction.

3. Release the arrow on the day of the planned work assignment end.

NOTE: Copying assignments created for a given project for the entire work week of employees is possible by using the mass copying function.

In the case where the scope of work on a given project is to last evenly for several days, workers can be automatically assigned on the work calendar until the end of the week.

REMEMBER: This method of bulk copying is only available for events assigned to one project.

III. Moving entries on the planner.

To move an entry on the planner, follow these steps:

1. Select on the planner the work assignment you want to change the place on the schedule.

REMEMBER: You cannot move the workers’ schedule if the system has recorded the start of work.

2. Grab the assignment with the cursor and drop it at the target location.

3. The entry on the planner will be updated according to the change made.

NOTE: This method allows you to move workers’ assignments not only between days but also between projects.

Employee schedule based on valuation

The graphic table of the planner’s calendar, on which we enter workers’ assignments, clearly shows to what extent labor resources should be used to ensure continuity of work for each worker. Depending on the order in which the work scopes on the project were set, the selection of workers should also take into account their knowledge in the chosen field of work.

REMEMBER: When setting work for workers, it is beneficial to create “Work Brigades” in the system beforehand. The process of creating brigades is described here. This way you can be sure that a given brigade is familiar with a specific scope of work and the time spent on their execution should be relatively profitable.

NOTE: Each worker can only belong to one brigade.

REMEMBER: A worker who has been assigned to carry out a project in a given work brigade cannot be re-selected for another project at the same time.

Creating a work schedule and assigning workers to the project, you will perform in the following order:

1. Create a valuation for the selected project in the way described here.

2. Change its status to “In progress”, according to the description here.

REMEMBER: After changing the status to “In progress”, further editing of “Work Scopes” will not be possible. Before changing the status, make sure that the entered work scopes are correct.

3. Go to the “Contracts → Planner → Project Schedule” menu and find it on the list using the “Project” tab.

4. Using the blue arrow, open a project preview in which a list of work scopes will be visible, consistent with those given in the quote.

5. Complete the “Employee Schedule” in the manner described here, taking into account the estimated number of days given in the “Work Scopes”.

REMEMBER: The implementation of “Work Scopes” should not exceed the “Estimated completion date” given in the project quote.

NOTE: If the given “Work Scopes” do not collide with each other and can be performed evenly, then set the “Work Time Schedule” to the maximum number of days given in the “Work Scopes”.

REMEMBER: If one work scope is related to the next, e.g. the screed must dry before tiles can be laid on it, then planning further work should always take this event into account.

Example: Creating a “Work Schedule” based on a quote “In progress”.

The quote created in the system includes three “Work Scopes”, for which the number of days allocated for implementation has been determined, illustrated in the screenshot below.

To complete the “Employee Schedule”, we proceed in order:

1. We check the planned project start date in the “Start Date” column, visible next to the project on the “Contracts → Projects” list.

   For our example, it will be October 16, 2023.

2. We determine the maximum day of work completion, taking into account their consistency. Our project should be completed within a maximum of 20 working days (this is how many days were allocated for the longest work scope “Facade”).

3. We determine the number of workers for individual work days:

• • Facade: 20 working days: 4 workers will work for 5 days (in the period 16-20.10.2023).

• Roof: 8 working days: 2 workers will work for 4 days (within the period 17-20.10.2023)

• Chimneys: 3.75 working days, 1 worker will work for 3 days (within the period 17-19.10.2023)

4. We open the “Contracts → Planner → Work schedule” menu and enter the above arrangements on the calendar. We can do this in two ways:

Method I: By holding and releasing the enabled cursor in the selected time range.

• for “Facade”, click the cursor on the date October 16, 2023 and hold it until the date October 20, 2023. The selected time range will be light blue.

• release the cursor on the date October 20, 2023 and in the displayed form fill in the number of workers, entering: 4.

• for the remaining “Work Scopes” we proceed in the same way.

Method II: By clicking on the start date of work from a given range.

• for “Facade”, click the cursor on the date October 16, 2023 and fill in the form fields: “End date” by entering October 20, 2023 and “Planned number of people”, entering: 4.

• for the remaining “Work Scopes”, we fill in the schedule in the same way.

5. The created graphic table of the work calendar will look as follows:

6. We go to the “Contracts → Planner → Work schedule” section.

REMEMBER: If this is the first project for which we are creating a schedule, the list of unassigned workers and subcontractors above the table will be full and marked with a red background.

7. In the “New assignment” row, click the cursor on the date October 16, 2023 and fill in the form for the first work scope, setting:

• Work Scope: Facade.

• Department: Facade/Insulation.

REMEMBER: If you want to assign individual workers from the list, not the entire brigade, skip the “Department” field.

• Worker: We select and click the cursor on four workers belonging to the “Facade/Insulation” department.

REMEMBER: The time range refers only to the specific day on the calendar where it is entered. We can only set a range of hours in it, without changing the date on the calendar. Leave the “Scheduled end of work” field unchanged.

8. Save the form by clicking “Confirm”.

9. The created graphical table of the employees’ calendar for the first “Work Range” will look as follows:

10. Using the “Drag events” function on the calendar, set the end date to October 20, 2023.

11. The calendar will display the current assignments for “Facade” work. Click on the date October 17, 2023, starting the next “Work Range” and fill out the form according to the description in point 7.

12. The entries created for the two “Work Ranges” on the calendar will look as follows:

13. Drag the entries for the marked workers on the calendar to the “End of work range” date. For “Roof” it will be October 20, 2023.

14. Proceed similarly for the last “Work Range - Chimneys”, marking one worker on the calendar on October 17, 2023. After saving, drag his assignment to the end date October 19, 2023.

15. The workers saved on the “Work Schedule” are arranged in alphabetical order. After the number of days with assignments, we see to which “Work Range” they belong.