Syncing Your Project Schedules
Link Project Schedules to Production Schedules, Instantly.
Introduction
Building Swell provides a user-friendly platform for integrating your various project schedules seamlessly. This article guides you through the process of syncing your schedules and ensuring a smooth workflow transition.
Step-by-Step Guide
Review the Current Template
Before starting, understand the template you need. Within an Excel sheet:
- Look for headers like "Order Name" or "Task Name".
- Identify which project the task belongs to.
- Specify the start, finish, or onsite date.
- Determine the route the task should follow.
- Mention the quantity.
Import
- Convert your existing project schedule to match the template or create a new Excel sheet accordingly.
- Navigate to the three-dot menu at the top right corner of Building Swell.
- Choose the "Import" option.
- You have two methods: Drag your file directly to the interface or use the "click to upload" option.
- Ensure the columns in your file match the required fields in Building Swell. Columns correctly aligned will display a green checkmark, while discrepancies will show a gray checkmark.
- Column Matching: in cases where columns do not automatically match, manually select the correct column from your file to align with Building Swell's requirements.
Review
- Click on "continue" to get a review list of potential issues or discrepancies.
- Errors, such as duplicated values or incorrect start dates, will be highlighted in red. Make the necessary amendments.
Finalize
- Review changes before finalizing the import. For example, some units might have non-editable dates because they are in progress.
- Click on "apply changes" to finalize the import.
Tips
- Template Consistency: Consistently using a standardized template ensures smoother imports and fewer errors during the syncing process.
- Error Review: Use the checkbox to filter and focus only on entries that have errors, streamlining the review process.
- Route Impacts: Remember that specified routes and existing production logic in Building Swell might override imported dates. Ensure you review these changes before finalizing.
Conclusion
Syncing your project schedules with Building Swell streamlines your production management process. It ensures accurate scheduling, up-to-date task tracking, and efficient production. Ensure you regularly review and sync to keep your schedules aligned with the system.