Cases / Planning & controls
Planning & controls

Build the baseline programme

Turn the agreed scope and the priced BOQ into a baseline programme: list the activities, set durations and logic links, add the milestones and calendars, check the critical path, then baseline it so progress has a fixed line to be measured against.

5 steps12 minGeneral contractorProject / construction management firm

How it works, step by step

5 steps across the platform - what you do at each one, and why it matters.

1

List the activities from the scope

BOQ

Walk the priced BOQ and the scope and turn the work into a list of activities at the level you will actually manage: a floor of blockwork, a run of drainage, first fix to a wing, not one line per BOQ item and not a single summary bar.

Why: The programme only holds up if the activity list matches the work that has been priced. Building it straight off the BOQ is what keeps the schedule, the money and the site talking about the same thing.

InPriced BOQAgreed scopeOutActivity listWork breakdown
2

Set durations and logic links

Schedule

Give each activity a realistic duration from the quantities and the crew you plan to run, then link the activities in the order they must happen so that moving one moves the ones that depend on it.

Schedule screen in OpenConstructionERP: set durations and logic links

Why: Durations without links give you a wish list, not a programme. It is the logic between activities that lets the schedule show what a delay really costs downstream.

InActivity listQuantities & crewsOutActivity durationsLogic links
3

Add milestones and calendars

Advanced schedule

Mark the fixed dates that matter, start on site, sectional handovers, practical completion, and set working calendars that respect holidays, shift patterns and the weather windows the trades cannot beat.

Advanced schedule screen in OpenConstructionERP: add milestones and calendars

Why: Milestones are the dates the client and the contract care about, and calendars are what stop the programme promising work on days no one is on site. Without them the finish date is fiction.

InLinked activitiesContract datesOutKey milestonesWorking calendars
4

Check the critical path

Advanced schedule

Follow the chain of activities that drives the finish date and read it against common sense. Look for missing links, negative float, and activities that show no slack when everyone on site knows they have some.

Why: A critical path that does not match how the job will really run will send you chasing the wrong activities the moment things slip. Sanity-checking it before you baseline is cheaper than finding out on site.

InScheduled networkMilestone datesOutVerified critical pathCorrected logic
5

Baseline and issue

Reports

Lock the programme as the baseline, snapshot the planned dates, and issue it so that from now on every update is compared to this fixed line rather than to last week guess.

Why: Progress means nothing without a line to measure it against. Baselining is the moment the programme stops being a draft and becomes the yardstick the whole job is judged by.

InChecked programmeCritical pathOutBaselined programmePlanned-date snapshot
Modules

Modules in this playbook

4 / 184 platform modules

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