On the Planning tab of a project there is an overview above the Gantt chart. You see at a glance how far the project is, whether the handover still holds and which work packages are falling behind. This feature is included in every package.
The five tiles
- Totale voortgang (Total progress): how far the project is as a whole.
- Planningstaken gereed (Planning tasks done): the number of completed tasks out of the total.
- Geplande oplevering (Planned handover): the handover date according to the current planning.
- T.o.v. oorspronkelijke planning (Compared to the original planning): how many working days the handover is later or earlier than originally planned, or Op schema (On schedule).
- Aandachtspunten (Points of attention): tasks that are late or blocked.
Status bars
Below the tiles are status bars. The Planning bar is always there and shows Op koers (On track), Aandacht (Attention: progress is behind), Risico (Risk: the project is behind the original planning or the handover date has passed) or Afgerond (Completed).
- The Wkb bar shows the number of open deviations. You only see it with the Wkb & Quality Assurance add-on (€79 per month) and the permission to view quality.
- The Meerwerk (Extra work) bar shows items of extra work awaiting approval. You only see it with the Project Finance & Post-calculation add-on (€99 per month).
Work packages
A work package groups parts of the planning, for example per phase or per building section. You enter it as free text on each part. The field is also in the default project planning, in project templates and in the form for a new project, so new projects get it too. Parts without a work package are listed under Overig (Other).
The Werkpakketten (Work packages) block shows the progress per work package, weighted by the duration of the parts. A completed part counts as 100%. If a running part has no progress of its own, Beamcore estimates it from the working days that have passed. You recognise such an estimate by an asterisk.
Timeline per work package
Between the overview and the Gantt chart is the Tijdlijn per werkpakket (Timeline per work package), with a column per week.
- Click a work package to expand or collapse its tasks. The first work package is open.
- Each task has a bar filled according to its progress. Red means late or blocked.
- A task without dates shows Nog geen datum (No date yet). The Vandaag (Today) line shows where you are now.
The planning tasks table
Below the timeline is the table with the columns task, work package, status, progress, start, end and person responsible. You can switch on duration, hours, original date, completion, notes and files as extra columns. Notes and files with feedback are also available via the Details action. The existing Gantt chart with dragging and PDF stays underneath. How to manage parts is explained in Adding, completing and reopening planning parts.