Cases / Planning & controls
Planning & controls

Protect the programme from a long-lead item

Stop a long-lead item stalling the job: find the items whose delivery beats the programme, tie their order dates to the schedule, and report the exposure that is left.

3 steps9 minGeneral contractorProject / construction management firm

How it works, step by step

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

1

Find the long-lead items

Procurement

Go through the procurement schedule for the items whose lead time is long against the programme, from switchgear to bespoke facades, and note the date each is actually needed on site.

Procurement screen in OpenConstructionERP: find the long-lead items

Why: A long-lead item nobody flagged is the one that stops a trade dead. Finding them early is what gives you the weeks you need to order in time instead of expediting at a premium later.

InProcurement scheduleSupplier lead timesOutLong-lead item listRequired-on-site dates
2

Tie order dates to the programme

Advanced schedule

Work back from each required-on-site date through the lead time to the date the order must be placed, and set those order-by dates as milestones on the programme the team works to.

Advanced schedule screen in OpenConstructionERP: tie order dates to the programme

Why: A required-on-site date on its own does not tell procurement when to buy. Backing the lead time onto the programme is what turns a delivery need into an order-by milestone somebody is accountable for.

InLong-lead item listBaseline programmeOutOrder-by datesProcurement milestones
3

Report the remaining exposure

Reports

Report which long-lead items are ordered against plan and which order-by dates are slipping, so the items still at risk to the programme are visible to the team at every review.

Why: A procurement risk you cannot see is one you manage by luck. Reporting the exposure keeps the slipping items in front of the people who can expedite them before they become a delay on site.

InOrder-by datesCurrent procurement statusOutExposure reportAt-risk items
Modules

Modules in this playbook

3 / 184 platform modules

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