Performance Management refers to the ongoing process of tracking and managing performance while a job is in progress. RedTeam offers a variety of tools for you to use to stay organized and on schedule during this time. The Milestones section allows you to create and track specific tasks essential to the compliance of the the contract. Progress Reports are created and saved daily to get an accurate report of the day's activities on a job site, and any issues that may have arisen. Deliverables are formally managed during this time as well.
Keep in mind that many processes (Transactions) in RedTeam exist within one or more larger Procedures. You may want to view these Procedures for more context on a subject. Be sure to use the RedTeam article to search for any other questions or issues you may have.
1. Add a Milestone (No Gantt Schedule active)
The Progress tab in the Projects section of RedTeam is designed to let you manage processes while your job is in progress, such as Daily Progress Reports and Milestones. These Progress processes are a compliment to good scheduling. Good scheduling helps to control production constraints, facilitate the timely procurement of materials, and otherwise ensure the completion of a project as soon as possible. Milestones are used as "checkpoints" in a project to evaluate and validate how a project is progressing. To create new Milestones if you do not have an active Gantt Schedule for your project, follow the instructions below.
Steps:
From the Project's Home menu, select "Milestones".
Click the New (+) icon
Select "Add Milestone".
Fill in the required fields for the Milestone
Click "Save"
2. Import Milestones
The Progress tab in the Projects section of RedTeam is designed to let you manage processes while your job is in progress, such as Daily Progress Reports and Milestones. These Progress processes are part of good scheduling in a project. Good scheduling helps to control production constraints, facilitate the timely procurement of materials, and otherwise ensure the completion of a project as soon as possible. Milestones are used as "checkpoints" in a project to evaluate and validate how a project is progressing. Milestones are often general, and the same ones are used throughout a number of jobs. If this is the case for your company, you may import Milestones from other existing Projects by simply entering the Project number.
Steps:
Click "Manage"
Select "Milestones".
Click "Import".
Enter the Workorder number.
Click "Add"
3. Publish Gantt Schedule to the Online Planroom
You can make a Project’s Gantt Schedule available in the RedTeam Online Planroom so that it can be viewed and downloaded by field employees, superintendents, and subcontractors. To do this, you will publish the Gantt Schedule, then commit the Schedule Update that it creates.
Steps:
From the Project's Home menu, select "Gantt Schedule".
Click "Edit" in the top right.
Click "Publish".
Review the Schedule information, including the Schedule and Rows Range and the Pagination (single or multiple pages) before exporting.
Click "OK"
To make the Schedule available in the Online Planroom, click the tools icon and click "Commit".
The Project Preferences must also be set to include schedules in the planroom for them to appear in the Online Planroom.
4. Commit a Daily Progress Report
Every Daily Report is created in Draft status and will appear green. While in Draft status, a record may be Edited, Committed, or Deleted. If you have the correct permissions, you may Commit a Draft Daily Report. To do this, follow the instructions below. If you do not see the option to Commit, please contact your Admin or send a "Help Me" ticket from the Help Center for assistance.
Steps:
Locate the DRAFT Daily Report in the list.
Click the tools icon.
Click "Commit"
The Committed Daily Report will now appear blue.
5. Create a Daily Progress Report
Daily Reports from the field are critical to the progress and overall management of a Project. Daily Reports can be entered from the web or from a mobile device running the RedTeam Mobile app.
In order to enter a Daily Report on a Project, you muct have the correct permissions, access to the Project, and be a member on the Project Team.
The Observations fields are customizable for your company. They can also be restricted to certain user Roles. You can update these fields and their Roles from the Configuration menu -> Progress Report Observations.
Steps:
From the Project's Home menu, click "Progress Reports" See Figure 1
Click the New (+) icon See Figure 2