Users with branch owner permissions can view and modify the default schedule settings for the entire branch. You can access the branch-wide schedule settings page through the ‘Site | Build / Build Overview / Settings’ sub-tab.


The layout of this branch-wide settings page mirrors that of the per-project settings page, but it features a prominent orange alert highlighting that any changes made here will impact ALL projects.


This allows us to establish default schedules for all projects and then make specific adjustments on the individual project settings page as needed.



Managing your Schedule's Holiday Settings


Adding (managing) national public, regional holidays, and project shutdown/non-work block-out periods are pretty straightforward.  


To add national public holidays we:

  1. Click on the manage holidays drop-down arrow to the top left of the page 
  2. Tick all of the relevant 'NZ National Holidays' checkboxes 
  3. And click the SAVE button to confirm


Note:  You can expand the list, to select specific holidays if required, by clicking the expand arrow to the left of each description.  


To add a regional holiday we:

  1. Click on the manage holidays drop-down arrow to the top left of the page 
  2. Expand the required regional holidays list, by clicking the expand arrow to the left of the relevant 'NZ Regional Holidays' checkbox
  3. Tick all of the relevant 'NZ Regional Holidays' checkboxes
  4. And click the SAVE button to confirm 


Note:  Expanding the 'NZ Regional Holidays' listing is necessary - to ensure you do not select all of the regional holidays!



To add a project shutdown/non-work block-out period (i.e. an end of year shut down) we:

  1. Click on the 'Dates' field below the Create Project Shutdown Period header
  2. Click on the first non-work date - then move forward to select the last non-work date. This will highlight the selected date range in gold
  3. Click off the calendar, and type in the shutdown description i.e. End of Year Shutdown 2023
  4. Then click the 'Apply' button to confirm

    With all of the above add holiday steps, it will take a few seconds for the calendar to update - or you may need to manually refresh the screen for it to do so.

    Each holiday/non-work day will be highlighted in teal, hovering over any of these will display the description for that non-work day i.e. Anzac Day, End of Year Shutdown 2023, etc


Deleting a holiday/non-work day is also straightforward we:

  1. Click on the manage holidays pencil to the top left of the page 
  2. From the Manage Holidays pop-up, tick all of the relevant holidays and non-work dates you want to delete
  3. And click the red 'Delete 'x' Holidays' button (to the bottom right) to confirm your changes 

    It may take a few seconds for the calendar to update - or you may need to manually refresh the screen for it to do so. 


Managing your Schedules' Working Days Settings


Working days with 'Classic' scheduling are automatically set for Monday to Friday, with weekends being non-work days.  But with 'Advanced' and 'Enterprise' scheduling, you do have the option of making Saturday and/or Sunday working days within your schedule. 



Managing your Schedule Information Settings


You have the ability to set your schedule information defaults across all projects

  • The Task View's 'Show Task Date Clashes' tick box lets you know when a contractor has already been assigned to tasks on that date - alerting you that you may need to contact that trade to ensure they are available on the days that you have scheduled them for.
  • The ‘Task Update Notifications’ - sets whether a scheduled task start date change notification will go out and when.  These can be set to:
    1. In the next 7am Schedule Briefing - this should be set as your initial branch default
    2. Immediately - DO NOT set this as your default
    3. Never - no scheduled task start date change notifications will go out while this is set to never


Managing your Schedules' Contractor Settings

You have the ability to set your contractors' task completion and acceptance process

  • The 'Request Sign-Off on Tasks' process, allows contractors to tell you that they have completed their assigned tasks.  If this check box is not ticked, your contractors will not be able to let you know that they have completed their task, and you will not receive those notifications. 

  • The ‘Accept or Decline Tasks’ and ‘Propose New Start Dates’ are 'Advanced' and 'Enterprise' scheduling features, allowing your trades to confirm the days that you have booked them in for, to decline their availability to complete a task, and/or to let you know what days they are available to complete a task.

  • The ‘Task Contractor Messages’ allows you to customize the messages shown to contractors when they accept or request sign-off of tasks. This can be used to remind contractors of health and safety requirements or other relevant information. 

  • The ‘Contractor Access’ section allows you to choose which parts of the schedule, if any you want your contractors to see.  We've two switches here, the first switch allows you to control whether contractors can see other task assignees, and the second is whether you want to notify contractors when you have marked their assigned tasks off as completed.


Bulk Replace Assignee Across ALL Schedules

While the project schedule's ‘Replace Assignee’ action allows you to reallocate all of a project's tasks assigned to one task assignee to another - the Bulk Replace Assignee allows those with branch owner access to swap out an assignee from all projects they are assigned tasks to, and complete a number of handy actions at the same time - via the Site|Build / Build Overview / Settings 'Bulk Replace Assignee across ALL Schedules' tool.
 

NOTE:  This action will remove the current task assignee, and add the new task assignee to the People sub-tab of all of the projects affected 



How to Bulk Replace Assignee across ALL Schedules 

 

To Bulk Replace your schedule task's assignee across ALL projects, you first need to go to your branch's Site|Build / Build Overview / Settings screen

  1. From here, scroll down to the 'Bulk Replace Assignee across ALL Schedules' section
  2. Click the Current Assignee dropdown, and select the task assignee you would like to replace

    You can also tick the following checkboxes if appropriate:
    - 'Also remove from the Project People List' - to immediately remove their access to any of their assigned task projects
    - 'Notify about removal from schedule' - to let them know all of the projects they have been removed from
  3. Then, click the New Assignee dropdown, and select the new task assignee you would like to replace the old assignee with

    - You can also tick the 'Notify about their newly assigned tasks' option here - to let them know all of the projects they have been added to.  


    NOTE: Clicking the 'Notify about their newly assigned tasks' check box allows you to choose whether this notification should be an overnight or immediate email.  With the ability to add a comment to the new assignees notification email too.

  4. Once you've made your selections click the 'Replace Assignee' button to confirm



  5. This will open a 'Replace Assignee in the Schedule' pop-up
    - warning you of the change you're about to make
    - also listing all of the projects the replacement is being made to

    To finalise the process you need to type (in capitals) the word 'CONFIRM' and then click the 'Replace Assignee' button to confirm

    This will replace the old task assignee, with the new task assignee - and if selected, remove the old task assignee from the project's people list, and send email notifications also.  


Managing your Clients' Schedule Access Settings

Client access to your projects is only possible if you have set them up with a client login - and have given it to them! For those clients that you have given project access to, you have the ability to set your clients level of schedule access:

  • Firstly, you have the ability to turn on up to 4 different schedule views:
    • Milestone Gantt view - the top-level milestone-only view - generally, this is the best view to give your clients to provide schedule access, with minimal detail
    • Task List view 
    • Task Gantt view 
    • Task Calendar view

  • The following switches only become available if you've given your client access to one of the three 'task views' above 
    • The 'Allow clients to view all visible tasks' switch allows your client to see other visible tasks in the schedule i.e. other tasks that they are not assigned to
    • The 'Allow clients to view task assignees' switch allows your client to also see the primary task assignee i.e. the contractor assigned to the task


NOTE:  Client schedule access via the Build Overview/Settings page will become the default across all of your projects. Therefore, it is generally best (safer) to NOT tick any Client schedule Access options here, and instead manage this at the per-project level.



Managing your Projects' Schedule Mode Settings


This section is only relevant if you have the optional 'Enterprise' scheduling module - which we go through in detail, in our 'Enterprise' Schedule training. 

 

Otherwise, the default scheduling mode for our 'Classic' schedule clients is 'Classic Scheduling' - where you can move:

  • This single task
  • This task + all future milestone tasks
  • This task + all future scheduled tasks



NOTE:  RAVE's add-on Enterprise Scheduling 

Includes task linking (predecessors/successors) and the use of constraints (i.e. must start on) to provide complete control over your scheduling.  The Enterprise scheduling mode is primarily for building companies who want to have greater control of their scheduling, or who have used the likes of Microsoft projects.