About Schedule and Workplan

The Schedule tool lets you import schedules from third-party tools in formats such as Primavera P6, Microsoft Project, and Asta Powerproject. Once imported, you can view, share, and collaborate on schedules.

Schedule

• Gantt chart view shows the schedule visually.
• You can link each schedule activity to related objects across the platform.
• Version control lets you view and compare schedule versions.
• Schedule Managers can import, delete, and manage access to schedules.
• Permission levels control the actions project members can perform.
• You can protect sensitive information by controlling which schedule attributes project members can see.

Workplan

The Workplan tool gives managers access to critical project information while on site. You can quickly open project schedules and plans, monitor progress, and review scope, budget, and timeline details.

Plans show foremen and crews the updates that might affect their work. Each plan's list of tasks shows upcoming job sequences. Detailed task attributes help supervisors make decisions. In Forma, you can update task details such as status and percent complete directly in the app.

Commitments and metrics

When you commit to a task, you commit to complete it by its planned date. Committed tasks are visually distinct. Only authorized members can change them, and authorized members can still replan when needed.

The Metrics tab tracks how reliably teams keep commitments. It shows Percent Plan Complete (PPC), root causes for delays, and other key indicators to help improve planning accuracy. You can monitor progress across timeframes and team assignments.

How Schedule and Workplan work together

You can pull activities from the high-level schedule and detail them in plans. You can see when plans diverge from the schedule activities.

Schedule information appears in the Workplan functionality in the Forma app, so field teams can see project progress and upcoming work.