GET FEEDBACK
Use Case
The scheduler details out activities for a portion of the pipe work and then reaches out to the Piping Field Engineer, Superintendent and Foreman to have them review the activities. The Piping team makes several suggestions about the duration and sequence of the activities.
This section covers how the scheduler can use InEight Schedule to solicit schedule feedback and how subject matter experts can use the Markup View of the same tool to provide feedback.
Start Review Cycle
As the scheduler, you can bring in Subject Matter Experts (SMEs) and other project stakeholders to validate the schedule details and increase its accuracy. To start this process, first assign contributors and then initiate the review cycle.
Assign Contributors
Contributors can be team members from within your organization or stakeholders who are not regular users of InEight Schedule.
Follow the steps below to see an example of how this works.
Step 1
In this case, you want to solicit feedback on a portion of the pipe work from the Piping team.
You click on the WBS item that corresponds to this part of the schedule.
Step 2
From the Iris panel, you expand the Delegation section and then click the ellipsis under Markup Requests.
Step 3
In the Markup Assignments pop-up window, you select the Piping field engineer, the superintendent, and the foreman.
You then click Save.
Step 4
The team members have now been assigned as markup contributors for this WBS item.
Access the following links to learn more about markup assignments:
Initiate the Review Cycle
Once contributors are assigned, you’re ready to begin the review cycle.
Open the Project View menu and select Manage Review Cycle.
From this view, you can confirm the contributors assigned to the review cycle and input a message that will display at the start of Markup.
Once the details have been confirmed, click Start Review Cycle.
After the Start Review Cycle button is clicked, a notification email is sent to contributors.
Access the following links to learn more about initiating the review cycle:
SMEs Provide Feedback
As a project SME, you receive an email which invites you to provide feedback on a section of the schedule. The link provided takes you to the Markup view, where you can see the relevant area of the schedule.
Markup contributors will only see the schedule items that have been assigned to them.
After reviewing the durations, logic, and timeline, you’re ready to provide feedback. You can input your feedback for each individual activity by adjusting the Start Date, Finish Date, or Remaining Duration. Whether your values are similar to the current schedule or markedly different, it’s a best practice to input your best suggestion exactly. This will help the scheduler increase accuracy and validate the schedule.
Input Values
Double click on the activity you want to change. In the pop-up window, enter the new value and click Save. Your suggested update will now be visible in the schedule.
Complete Your Review
After you enter your feedback for each activity, click Ready for Review. This indicates to the scheduler that you have reviewed each activity and completed your markup. Next the scheduler will review your suggestions along with those of other contributors.
Your updates will appear as suggestions only. The scheduler will determine how best to apply the feedback to the schedule.