In some builder organizations, a builder task that needs a new start date (like a failed inspection) requires an update request be sent from the Construction Manager to a Resource Planner or Scheduler
Send Update Request to Resource Planner- Laptop Version
It's a best practice to request a new start date for your builder tasks as soon as you know that the task will not start on its expected start date. This helps the trades downstream from this task to make their own schedule adjustments.
- You can find your tasks in the Upcoming section of the Dashboard or by clicking Upcoming on the left-hand menu. Click on the name of the task to request a new start date.
- You can also access your most urgent tasks by clicking the (1) To-Dos tab on the left-hand menu. (2) Click on the name of the task to request a new start date.
- Make sure the task status (1) is set to Not Started. (2)The Expected Start date in this example is 09/09/2024. (3) Click Send Update Request to select a new start date.
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Click the (1) Propose Start field and (2) select the new best approximate start date on the drop-down calendar.
- Click the (1) Due to Weather checkbox If the reason for the update request is weather related. Then click (2) Send for Approval to send this update request to the Resource Planner.
- The task will display the Update Request Details until the Resource Planner accepts the update request. After that, the task can be found in the Upcoming Task section under the new start date.
Send Update Request to Resource Planner- Mobile App
- You can access your most urgent tasks by tapping the To-Dos section on your Dashboard.
- Click on the name of the task to request a new start date.
- At the bottom of the Task Details screen, click Send Update Request.
- Make sure (1) Proposed Start is selected, (2) then select the best approximate start date. With your selections complete, click Send for Approval at the bottom of the screen.
- Updater request successfully sent will display on the screen. Click Okay to return to the dashboard.
- The task will display the Update Request Details until the Resource Planner accepts the update request. After that, the task can be found in the Upcoming Task section under the new start date.
