Toolbar & Filters

All filter and display controls run across the top of the page. Changes apply instantly — no Submit button needed.

Search & People Filters

Row & Date Controls

Display Toggles

Header Buttons

Gantt View Modes

The "Gantt:" dropdown in the toolbar switches between eleven different ways to slice the same job data.

Reading the Gantt Bar

Bar color tells you margin health at a glance. Width is the scheduled duration. Patterns and markers carry additional meaning.

Bar Color — PM Jobs

Bar Markers

Hover Tooltip

Hovering any job bar shows a full tooltip: job code, project name, contract value, start → end dates, margin %, and number of assigned crew. Clicking any row in the left panel — or clicking the bar itself — opens the Job Set Up Form drawer for that job.

Left Panel — Job Detail Columns

In non-compact mode, the left panel shows four columns per job:

Resizing the Left Panel

Drag the thin vertical divider between the job label columns and the Gantt timeline to resize both panes. Drag left to give more space to the timeline; drag right to see more job detail columns. The position is saved in your browser and restores on every page load. Minimum width is 240px (keeps Job + Project Detail visible); maximum is your screen width minus 320px.

Scope Sub-Bars

See individual trade windows inside each job row — toggle on the Scopes checkbox to activate.

When the Scopes toggle is on, each job row expands vertically to stack one thin colored lane per active trade scope. Each lane represents the scheduled start-to-end window for a single trade (Roofing, Architectural Siding, Glass and Glazing, etc.).

Scope Bar Colors

Colors rotate through six slots. The order is always the same for a given job — scope 1 (first in the list) is always blue, scope 2 amber, etc.

Scope Date Fallback

If a scope has no dates saved in the database, its lane spans the full job duration instead — so you always see a lane for every active scope, even before exact scheduling is done. Hover any scope bar to see its name and exact dates (or "(job dates)" if no scope dates are set).

Setting Scope Dates

Scope sub-bars use per-trade dates from the Job Set Up Form. Only the assigned PM or PEx may add scopes or change these dates — see Section 07 for the full permission and step-by-step workflow (project dates and scope dates).

CP Pipeline Overlay

CenterPoint deals appear on the Gantt timeline when CP Pipeline is checked — giving a forward look at what's coming before it's in production.

Deal Bar Colors

KPI Strip

The colored KPI chips below the toolbar show live counts pulled from CenterPoint: total won deals, total forecasted, total warm, and pipeline value. These counts respect the current filter state.

Pipeline Data Freshness

CP deal data is cached for 5 minutes in your browser session to keep the page fast. Clicking Refresh busts the cache and reloads live data from CenterPoint. Use this after closing a deal or updating a forecast.

Job Set Up Form

The drawer that opens when you click SU next to any job. Every save writes to the database and re-syncs to CenterPoint.

Opening the Form

Click the SU button in the right-most column of any job row (left panel), click any row in the left panel, or click any Gantt bar directly. The form slides in from the right as a drawer — the Gantt stays visible behind it.

Form Sections

Tabs in the Job Set Up Form

Foreman Recommendations on Mobilization

When the Mobilization tab opens, the form checks each active scope for an empty Foreman position. If job dates and job coordinates are available, it calls the Foreman recommendation API and can fill the empty slot with the next available foreman.

Documents, Estimates, and Materials

Where to Upload an Estimate

Document Library Behavior

Labor Estimate Tab

The Labor Estimate tab turns uploaded estimating workbooks into schedule assumptions, supervision checks, and a full line-item labor report so PMs do not need to reopen the original CE export for day-to-day review.

Planning Gantt calculations

Changing planned crew does not change total labor hours from the estimate — it changes how many people share that work and therefore calendar duration. Top metrics show plan with Est underneath when they differ. Save schedule records the full explanation in job history (Planning Gantt Saved).

Labor breakdown report (expand on tab)

Materials Tab

The Materials tab imports material plan rows when a materials list is included in the estimating documents. It keeps the full itemized grid, groups rows by scope, and sorts each scope group by highest Actual Cost first so the biggest cost drivers are reviewed first.

Contract Tab Updates

The Contract tab collects customer company, property owner contact, billing company, billing terms, payment due date, retainage, workmanship warranty, manufacturer warranty, manufacturer, and related deal details. Warranty values can be filled manually or inferred from parsed materials list warranty rows.

Conditional Document Requirements

Admins can require a supporting document upload whenever a contract Yes/No field is set to Yes. For example, Tax exempt = Yes requires a tax exemption certificate, and Prevailing wage = Yes requires certified payroll / prevailing wage documentation.

Contract Documents: Original vs. Executed

The job document library separates contract paperwork into two categories so the negotiated history stays distinct from the signed agreement:

• Contract — Original & Addenda — the original contract/subcontract plus the addendum, amendment, and redline history negotiated with the counterparty.
• Executed Contract — the final, fully-executed (signed) contract, kept separate from the original and addendum history above.

Task Orders (Subcontractor BOA)

From the Task Orders panel on the Contract tab, generate a branded Task Order / Basic Ordering Agreement (BOA) for each assigned subcontractor.

Completion Score & Mobilization Readiness

The completion score appears in the drawer header and workflow bar as a percentage and item count, such as 70% Complete (26/37). It counts required setup items and explains what is still needed before forecast-complete / mobilization.

Workflow Actions & Activity

The workflow bar above the tabs provides Acknowledge, Assign, and Comment actions for Job Set Up handoffs. These are setup-history actions: Assignments require a comment, create a notification for the selected employee, and write the activity to job history. For role-based job tasks that appear in the Command Center and mobile Tasks tab, use the TASK process.

Precon action items

On Contract review, Labor Estimate, Materials, and Mobilization, a Precon action items panel appears below the workflow bar. Use + Add action to capture follow-ups discovered during preconstruction planning (for example, call a supplier to verify material availability). Each item:

• Assigns to the job PM by default (scope PM, or variance PM email as fallback)
• Creates an Action Queue row on the job (Precon source) in Command Center
• Writes a Precon Action entry to job history and the activity rail
• Records which setup tab the item came from (phase chip)

Complete or snooze items in Command Center or mobile Tasks; the Job Set Up list refreshes when you revisit a tab. This is separate from workflow Assign (handoff history only) and from transcript-ingested precon_action_items in the precon intelligence pipeline.

Save, Activity, and Job Flags

Auto-populate Behavior

For who may edit scopes and how project vs. scope dates work together, see Section 07 — Permissions & Dates.

Permissions & Scheduling Dates

Who may change Definable Features of Work on a job, and how to set the overall project window vs. per-trade scope windows.

Definable Features of Work — Who Can Edit

In JRCO's Operations Center, Definable Features of Work (DFOW) are the trade scopes on a job — Roofing, Architectural Siding, Glass and Glazing, and the other scope types listed in the Job Set Up Form. Adding a scope, removing a scope, or changing a scope's planned start/end dates counts as modifying DFOW.

Adding Overall Project Dates

The main Gantt bar for a job is driven by the project-level Begin date and End date in the Job Set Up Form's Schedule section. These dates are stored on the job record and take priority over WIP-estimated dates once saved.

Adding Scope Dates

On multi-trade jobs, each trade scope can have its own planned window. Scope dates live in the Scope schedule section of the same Job Set Up Form. When the Gantt Scopes toggle is on, each scope renders as a colored sub-bar using its own dates; if a scope has no dates saved, its lane falls back to the full job duration.

Dispatch Board & Equipment Assignment

The Dispatch Board is where all equipment demands are resolved — assets are assigned, conflicts are worked, and allocations are documented. The Job Set Up Form's Lifting section is read-only; all assignment actions happen here.

How It Works

Each scope in a job can have one or more equipment demands (e.g. Crane, Telehandler, Boom Lift). When dates overlap with another job using the same asset, a conflict is flagged. The Dispatch Board surfaces all open demands, conflicts, and resolved assignments in one place. Open it from the CRM Tools hub or directly at admin/dispatch-board.html.

Equipment Status Chips

Each demand row in the Job Set Up Form's Lifting section shows a chip reflecting the current dispatch status:

Resolution Types

When a conflict is flagged on the Dispatch Board, the dispatcher chooses a resolution. Each type is recorded in job history and shown on the Job Set Up Form:

Unassigning / Removing a Share

On the Dispatch Board's Assigned tab, each resolved demand has an Unassign button. Behavior depends on resolution type:

Capacity Strip BETA

A demand vs. supply histogram that appears below the timeline header when Capacity Strip is checked.

The capacity strip shows how many crew-days of demand are scheduled for each week, compared to JRCO's available headcount. Red columns mean demand exceeds supply — a crew crunch is coming. Blue columns mean balanced or over-supplied capacity.

Group By

When the Capacity Strip is on, a Group: Trade / Branch / Trade+Branch selector appears. This controls how demand is bucketed in the histogram.

Clicking a Column

Click any week column in the strip to open a detail panel showing which jobs are driving demand that week and which crew members are available. This helps you identify exactly where a crunch is coming from and who could be moved.

Workload, Demand & Gaps

Three workforce-planning views reached from the buttons in the top-right of the toolbar: ⊞ Workload, Demand Grid, and Gap Heatmap.

The Gantt answers "when is each job running?" These three views answer the people side: "who is carrying how much, how much crew does the work require, and where do we come up short?"

⊞ Workload View

Click ⊞ Workload to replace the Gantt with the Workload Analysis table. It rolls up active (non-pipeline) jobs onto PM, PEx, and field staff (Superintendent / Foreman / Crew). Use the All / PEx / PM / Field tabs to filter by role. Field staff use assignment dates from Mobilization (not the full job bar) for concurrency and date coloring.

Expanding a Person

Click the ▶ caret (or anywhere on a person's row) to expand their full job breakdown. Every person's breakdown uses the same aligned columns:

Demand Grid

Click Demand Grid to open the weekly manpower demand table (reuses its browser tab if already open). Each row is a job's trade slot — job code, slot count, trade, and the assigned name — and each column is a week. Cells count a slot only in weeks that overlap its assignment dates (set in Mobilization), so ramp up and punch-out show as lower totals at the start and end of the job.

Gap Heatmap

Click Gap Heatmap to open the craft × period gap heatmap. It uses the same supply/demand rules as the Demand Grid — slot demand from jobs, supply from the org roster, adjusted for travel — and computes the gap (demand − supply) for each craft (Superintendent, Foreman, Crew) across each region and time period. Cells are colored by gap severity so red blocks show exactly which craft, which region, and which weeks are short-staffed — your early warning to hire, sub out, or reschedule.

Quick Reference

Common questions and where to find the answer.

Follow & Notifications

Subscribe to any job and receive instant alerts when its schedule, team, status, or daily field report changes — in-app or by email.

Following a Job

Every job row in the Gantt has a small blue Notifications (bell) icon in the rightmost Actions column, next to the light-green Details and green Set Up icons.

What Triggers a Notification

The Notification Inbox

Click the bell icon in the page header to open the notification drawer from the right side. Notifications are grouped by job, then sorted newest-first within each group.

Notification Preferences

When you follow a job, the default settings are: all five categories on (Schedule, People, Status, Issues, Daily SitReps), In-App delivery on, Email delivery off. You can customize per-follow.

Email Notifications

Email notifications are sent from JR&CO Project Updates. Every email contains:

Managing Follows

TASK Process

Use TASK to assign a specific job follow-up to the active PM, Foreman, or Superintendent and track it through the Command Center and mobile job view.

Where Tasks Are Created

Open the Command Center and click Assign Task. This is different from the Job Set Up Form's Acknowledge / Assign / Comment workflow. Job Set Up workflow actions document setup handoffs; TASK creates an actionable queue item assigned to the person currently filling a role on the job.

Who Can Assign Tasks

Only users with Project Management access as PEx, PM, admin, or platform admin can create job tasks. The system resolves the assignee from the job's active role assignments. If no active PM, Foreman, or Superintendent is found for the selected role, the task is not created and the page shows an error.

Assigning a Task

What Gets Created

Where Assigned Users See Tasks

Assigned users see open, acknowledged, or snoozed tasks in the Project Mobile job view under the Tasks tab. The mobile link can open directly to the job and selected task. The Command Center also shows the task in the queue with a task icon, role badge, category, severity, due date, and status controls.