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Builder Scheduler: How do I Reschedule Upcoming Builder Tasks?

Builder Task (Inspections, QA Checklists, etc.) will sometimes need to be rescheduled based on weather, trade performance, incomplete tasks, failed inspections, etc.

***As soon as you know that a Builder Task (Inspections, etc.) will not be completed on its expected date, The best practice is to proactively change that date to when you think it will be completed. This helps the Trades who are scheduled after the Builder Task to plan effectively.

***Click Here to skip ahead to the Laptop view of Reschedule Upcoming Builder Tasks.

 

 

Reschedule Upcoming Builder-Owned Tasks- Laptop

  1. You can find your Builder-Owned Tasks by clicking To-Dos or Upcoming on the left-hand menu, or by clicking Tasks Expected to Finish on the To-Do list on the right-hand side of your Dashboard.
    Builder_ReSchTask_Lap_1
  2. When you open your To-Do list, your most current Builder-Owned Tasks are listed in the Tasks Expected to Finish column in the center of the screen. Click on the name of the task on the Task Card to access more task information.
    Builder_ReSchTask_Lap_2
  3. For this example, we have a City Inspection for Frame that is scheduled for 5/23. It won’t be ready on 5/23 so we need to update the Expected Start Date.
    Builder_ReSchTask_Lap_3
  4. Click the Expected Start Date.
    Builder_ReSchTask_Lap_4
  5. Select the new Expected Start Date for the inspection from the calendar drop-down.
    Builder_ReSchTask_Lap_5
  6. A Schedule Impact window will pop-up and tell you how much the proposed date change will increase or decrease your cycle time. Click Confirm Date Change to complete the date change for this task.
    Builder_ReSchTask_Lap_6
  7. That's it. The Expected Start Date is now updated. Any downstream tasks that are affected will have their start dates automatically changed by the system.