Quick Start Skills For Builder Super/Scheduler
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      2. Builders: Scheduler & Super
      3. Quick Start Skills For Builder Super/Scheduler

      Builder: What is the Job Schedule?

      The Job Schedule displays a list of Tasks for Builder and Trade companies and designates responsibilities required to complete a Job.

      The Job Schedule is updated in real-time by each company responsible for its own Tasks.

      Tasks within the Job Schedule can be grouped into Stages based on Builder preferences.

      As the Builder, you are responsible for assigning Tasks to Trades, selecting a start date, and releasing the Job to construction.

      Why is the Job Schedule useful?

      The Job Schedule provides information directly from the users on the job site and therefore creates the most up-to-date Job Schedule for all parties involved.

      The Job Schedule can be grouped into Stages to group certain tasks that

      Stages within a Job Schedule can collectively group tasks together that must be completed before moving on to the next stage

      Where to locate the Job Schedule

      You can locate the Job Schedule by clicking on any Job Name within TradeTrax.

      What Information is displayed in the Job Schedule?

      Within the Job Schedule, there is a lot of valuable information that can be seen in this section such as the following which we will go more in-depth into each section below:

      • Duration

      • Dependencies

      • Stages

      • Release to Construction

      • Starting a Job

      • Adding Tasks

      • Working Days (Job settings)

      What is the Duration of a Job Schedule?

      The Duration of a Job Schedule is the number of working days that the Job has been In Progress for from the start of a Job to the completion of a Job.

      What are Task Dependencies within the Job Schedule?

      Dependencies specify the relationship between tasks and are indicators for when those tasks are able to start or end in coherence with other tasks.

      Dependencies link multiple tasks or stages.

      For tasks that must be completed in a specific order or events, dependencies can help provide accurate start and finish dates for tasks.

      The relationship between two tasks with Dependencies will be referred to as Predecessor and Successor tasks.

      Predecessor Task = First task or Task A

      Successor Task = Second task or Task B

      TradeTrax uses four types of Dependencies within Job Schedules

      Finish-to-Start (FS) - The Predecessor task must be completed before its Succesor task can begin.

      Task A must be completed before Task B can Start.

      Start-to-Start (SS) - Both the Predecessor task and Successor task start at the same time

      Task A and Task B can Start at the same time

      Start-to-Finish (SF) - The Successor task must be completed before the Predecessor task can begin

      Task B must be completed before Task A can begin

      Finish-to-Finish (FF) - Both the Predecessor task and Successor task finish at the same time.

      Task A and Task B can Finish at the same time.

      What are Stages?

      Stages are high-level control points within a project that consists of tasks and subtasks. Typically broken up within different phases or milestones within a project.

      Why are Stages useful?

      Stages are a useful tool because they help keep a schedule on time, ensure cohesive scheduling throughout, and also typically provide a deliverable at the end of each stage. This allows there to be space for a decision to be made on whether to proceed to ensure the maximum viable product is being produced. The end of a stage is likely to link to a significant milestone, achievement or major risk being faced.

      What does it mean to Release a Job to Construction?

      When a Job is Released to Construction, it means the Trades will have access to viewing all the Job Details proposed by the Builder.

      How to Release a Job to Construction

      Once these prerequisites are met, the option to Release a Job to Construction will appear on the top right hand corner:

      1. All Accounts (Trades) should be assigned to their respective tasks

      2. All Tasks must have Scheduled Start date

      :light_bulb_on: ProTip: Double check the Job Tasks and Dependencies are all set within the Job Schedule

      What does it mean to start a Job?

      When a Job is Started within TradeTrax, it means the first task of the Job has begun. This initiates the Job and the cycle time tracking of the Job.

      How to start a Job

      To Start a Job, simply click the dropdown status labeled Not Started and change it to In Progress upon the start date of the first task on the schedule, and Confirm the Target Cycle Time

      :light_bulb_on: Prior to starting a Job it's recommended to double-check a few things first:

      1. All Accounts (Trades) should be assigned to their respective tasks

      2. All Tasks must have a Scheduled Start date

      3. Check the Job Tasks and Dependencies are all set within the Job Schedule

      How do I add Tasks to a Job Schedule?

      In order to add tasks to a Job Schedule:

      1. Click on any Job within TradeTrax.

      2. Click add Task at the top right of the screen.

      3. In the pop up window, search for the task.

      4. Select the task you want to add from the Global Task Library.

      5. Type in the tasks' expect start and expected finish date.

      6. Type in the expected task duration.

      7. Choose the accounts task assignee’s whether Builder or Trade. This is the company who is responsible for the completion of the task.

      8. Fill out the rest of the details asked:

        1. Builder Super

        2. Builder Scheduler

        3. *Optional checkbox to add another Task

      9. Click the Add Task button to add the task to the schedule.

      What are Working Days?

      Working days are the typical expected days during the week when tasks are scheduled to be started or completed. On average the usual work days within a week may be Monday - Friday. The dates that are optional work days can be adjusted in this section if that would better meet your organization's needs.

      Why are Working Days important?

      This setting will modify the dates of tasks with dependencies. This will help ensure any time dates are moved within TradeTrax, they are scheduled accordingly to your organizations working days.

      How can I update Working Days?

      1. Click on any Job within TradeTrax.

      2. Click on the gear icon at the top right hand corner of the Job Schedule.

      3. Select the days within the week your organization considers to be Working Days.

      4. Click Apply below to incorporate changes to your schedules.

      What are Non-Working Days?

      Non-Working days are dates your organization has agreed upon to not be worked whether its due to public holidays or absentee days. These holidays can be defined in this section so the scheduled task dates' update accordingly. With this setting, the task dates will automatically update the tasks that have dependencies so no tasks are scheduled on the Non-Working days.

      How can I update Non-Working Days?

      1. Click on any Job within TradeTrax.

      2. Click on the gear icon at the top right hand corner of the Job Schedule.

      3. Under “Non-Working” Days, type or paste in the dates you wish to list as Non-Working Days for your organization.

      4. The following Format is required: MM/DD/YYYY.

      5. Make sure the dates are all separated by commas.

      6. Click “Apply” below to incorporate changes to your schedules.