PlannerBuildWhat to record for each activity
The downloadable template includes an activity, stage, trade, planned start and finish, prerequisite, status and review note. Dates are blank on purpose. Generic dates would imply a duration that may not fit the scope or site conditions of your job.
Keep names specific. “Confirm window specification” and “Receive window delivery” represent different commitments. Combining them in one procurement activity can hide the decision that controls the order.
An illustrative extension sequence
| Package | Readiness question | Review output |
|---|---|---|
| Pre-construction decisions | Are the relevant details agreed? | Outstanding approvals and decision dates |
| Site setup | Are access and arrangements confirmed? | Setup activities and constraints |
| Structural work | Are current information and preceding work ready? | Package sequence and inspection points |
| Building envelope | Are materials and interfaces ready? | Delivery and installation activities |
| First fix | Are trade interfaces coordinated? | Dependencies and inspection readiness |
| Finishes and second fix | Are areas ready for follow-on work? | Area-based tasks and handovers |
| Testing and completion | What does completion require? | Checks, outstanding items and handover |
This is an organisational example, not technical design advice or a safe method. Adapt it to the contract, professional input and applicable requirements. Include work by others when it affects the programme.
Turn the reference into a dated schedule
- Replace example packages with the actual scope.
- Identify the trade and the outcome for each package.
- Record prerequisites, decisions and delivery commitments.
- Discuss achievable dates with the relevant people.
- Review overlaps and access in the whole-job view.
- Keep a dated copy at each agreed review point.
If a date depends on an unconfirmed supplier commitment, state that uncertainty in the review note. Do not allow a provisional date to become a promised booking merely because it appears in a spreadsheet.
Keep planned and actual work distinct
The initial CSV is deliberately simple. In the application, use actual dates and progress as work proceeds. A task can be partly complete and blocked at the same time. Record the reason so the next review can identify the follow-up required.
When a date changes, inspect successor activities rather than assuming automatic adjustment. Keep formal instructions and agreed changes in the appropriate contractual records. A schedule edit is not itself a variation agreement.
Move from a spreadsheet reference to a project review
The CSV is useful for drafting and discussing scope. PlannerBuild provides construction scheduling views and construction task records so the dates and details can be reviewed together. Enter the activities in the workspace; this CSV is not presented as a supported automatic import.
Explore the demo and check the account plans inside the application for full access. Download editable project backups regularly because local browser drafts are not a substitute for your own backup routine.
Plan Your Next Job ↗