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Site Control: Understanding Scheduled Items
Site Control: Understanding Scheduled Items

Understand the difference between the Schedule Items: Phases and Work Items. Learn the role Tasks play in project timelines

Carrina Jaime avatar
Written by Carrina Jaime
Updated yesterday

With Site Control, we are introducing the concept of Scheduled Items, which include Phases and Work Items. With Scheduled Items, you will be able to create a project timeline and monitor the real-time progress of projects using a Gantt chart view.

Schedule Items represent time-bound events or milestones within a project, focusing on timelines, deadlines, and stages, rather than specific tasks. In Site Control, there will be two types of Schedule Items: Phases and Work Items. Both are considered Schedule Items, differentiated by their association with either a Phase or Work Item type.

Hierarchically, Work Items nest within Phases, while Tasks nest within Work Items. Each Phase is comprised of multiple Work Items, each with its own duration, which impacts the overall Phase and contributes to the project's timeline.

Phases break the project into smaller, manageable stages, making it easier to track progress and updates. Work Items specify deadlines for project deliverables and responsibilities within a particular Phase. Both Phases and Work Items are used to schedule when things need to occur—focusing on timing and deadlines—while Tasks outline what needs to be done by individuals or responsible parties.

Within each Work Item are Tasks, which are actionable steps that measure the progress of the Work Item and can be assigned to team members. These Tasks appear on the List, Board, and Calendar view, offering your field workers visibility into their scheduled activities, to-do lists, and reminders.

As Tasks are completed, they contribute to the progress of their Work Item, which in turn impacts the progress of the Phase. Collectively, the progress of all Phases shapes the overall project timeline.

For example, the Phase "Pre-Construction" could include Work Items such as "Design and Planning," "Bids and Contracts," and "Permit Acquisition." Within the "Design and Planning" Work Item, you might have tasks like "Create Blueprint" and "Hire Designer." These tasks allow for individual accountability and can be managed through personal calendars and to-do lists. While Work Items do not always require tasks, they provide the flexibility to add them when needed.

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