Review your committed tasks every week.
The commitments that are acquired each week (with the "Commit" action ) can be viewed from the commitments view. To access this view you must click on the "Review" button available in the Lookahead module or navigate to the "Weekly Plan" module.
When a Weekly Plan is committed, the tasks included in it and their execution dates are fixed in the commitments view . You can make reschedules in the Lookahead, but these will not affect the committed plan.
In the commitments view you can review the information of the tasks to be executed, such as:
- Name
- Responsible
- Company
- Progress
- Crew Size
- Execution days
- Status (commitment fulfilled or not)
- Reason for Variance
Here are the actions you can take:
- Weekly Navigator: Review your committed weekly plans.
- Progress: You can enter the progress of your committed tasks directly in this column.
- Download Options: Download a PDF or Excel document with the information of your weekly planning.
- Close week: Once you have recorded all progress for the week, you can close the week to review the fulfillment of the commitments and enter the Reasons for Variance. If you do not manually close the week, the closing will be done automatically on the last day of each planning period.
- Reasons for Variance: When your week is already closed, you can enter the RFVs corresponding to the tasks that did not reach their progress commitment.
