Build Out the Schedule

Use InEight Schedule to bring in vendor info and gather their input as your project progresses.

As your team prepares to start work, your scheduler needs to gather activity lists and resources from the vendor and incorporate those details into the overall project schedule.  Choose the best option for your needs:

Option 1: Subcontractor adds details directly in InEight Schedule.

1. Set up the CPM with preliminary details.

2. Grant the subcontractor Scheduler access to the Plan view in InEight Schedule.

3. Now your subcontractor can add activities, sequencing, and resources directly into Plan view.

Option 2: Scheduler imports subcontractor schedule into InEight Schedule.

1. Set up the CPM with preliminary details.

2. Export the plan to Excel (Export > Excel Export).

3. Add activities, logic, and resources to the Excel file.

   You can share the Excel file with the subcontractor to edit directly, or gather details from the subcontractor, and the scheduler adds it to the Excel file.

4. Import the file (Import > Select file > Import).

Get Subcontractor Feedback

Once the activities and resources are loaded into the schedule, you can add the subcontractors as contributors with markup permissions.  This will allow your vendors to share input on durations, logic, and the overall setup of the schedule.

Short Interval Planning

As your project progresses, switch to Short Interval Planning to plan out day-to-day work. 

You can assign subcontractors for Short Interval Planning and use their input to create and update a 3-week look ahead.

1. Add subcontractor as SIP contributor.

   1. Select Schedule configuration > Contributors tab.

   2. Assign the Short interval planner permission.

2. Assign activities to subcontractor.

   1. In Plan view, select the WBS or activity.

   2. Expand the Delegation menu on the right panel.

   3. Select Modify Assignments under Short Interval Planners.

   4. Select a user, then click Save.

3. Subcontractor manages SIP activities.

   1. Select Short Interval Planning from the main menu.

   2. Edit steps, make comments, and add resources as needed.

   3. Adjust schedule using drag and drop feature.

Back to Subcontractor Management main page