Set the whole job up before anyone is on site
Category: Project Setup
Fills in the project, drafts an outline programme, works out the packages and ITPs, finds the temporary works and sets up every handover.
Input Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
| Pre-Construction Information (PCI) | Document Picker | Yes | The PCI for this job. This is the main source for the programme dates and for understanding the s... |
| Drawings, Specification & Scope Documents (Optional) | Document Picker | No | Drawings, the specification, scope documents or method statements. These are what the packages, I... |
| Anything Else We Should Know (Optional) | Text | No | Anything that should steer the set-up - what type of job it is, how it is being let, particular q... |
| Fill in the project details | Boolean | No | Reads your documents and the notes above to fill in the project name, site address, start and com... |
| Project Directory / Contact List (Optional) | File Upload | No | Upload your project directory, contact list or organogram and the companies and people on the job... |
| Build an outline programme | Boolean | No | Reads the PCI and specification and creates key dates, milestones and the primary activities. Thi... |
| Start on Site Date (Optional) | Date | No | Set this if the start date is not clearly stated in the documents. Leave blank to take it from th... |
| Job Duration in Weeks (Optional) | Number | No | Set this if the overall duration is not clearly stated in the documents. Leave blank to take it f... |
| Set up work packages, components and ITPs | Boolean | No | Identifies every trade package and the components inside each one, then assigns the best-fit Insp... |
| Identify the temporary works | Boolean | No | Works out the scaffolding, propping, formwork, excavation support, crane bases, access and protec... |
| Raise subcontractor handover placeholders | Boolean | No | Creates the close-out pack each package will have to hand back, linked to its package, so the req... |
| Replace project details already filled in | Boolean | No | By default stage 1 only fills in blanks, so nothing you have already entered is lost. Turn this o... |
| Invite the people in the project directory | Boolean | No | When on, people found in the project directory you upload are invited to the project if they have... |
| Identify packages even if the project already has some | Boolean | No | Normally, if the project already has work packages the identification stage is skipped and only I... |
| Add high-risk temporary works to the risk register | Boolean | No | As well as the temporary works register, writes each high-risk or design-checkable temporary work... |
| Handover Pack Due (days after package completion) | Number | No | How many days after a package's planned completion its handover pack is due. Leave at 0 to make i... |
| Create a summary report for each stage | Boolean | No | If enabled, each stage saves its own report to the project so you can see how it reached its conc... |
Outputs
Summary
Type: Text/Markdown
Set-up Summary
Outputs
Type: Array
Outputs
Stages Run
Type: Array
Stages Run
Stages Failed
Type: Array
Stages That Did Not Complete
All Stages Succeeded
Type: Text/Markdown
All Stages Succeeded
Stages Skipped
Type: Array
Stages Skipped
Project Details Filled
Type: Number
Project Details Filled In
Project Directory Imported
Type: Text/Markdown
Project Team Imported
Milestones Created
Type: Number
Programme Milestones Created
Packages Created
Type: Number
Work Packages Created
Components Identified
Type: Number
Package Components Identified
Templates Assigned
Type: Number
ITP Templates Assigned
Temporary Works Identified
Type: Number
Temporary Works Identified
Temporary Works Created
Type: Number
Temporary Works Register Entries Created
Handovers Created
Type: Number
Handover Placeholders Created
Completion Time
Type: Text/Markdown
Completion Time
Example Use Cases
Set a brand new job up end to end
Fresh project with nothing in it - fill in the project details, build the outline programme, set up the packages and ITPs, identify the temporary works and raise a handover placeholder against every package.
Configuration:
- Fill In Project Details:
True - Generate Programme:
True - Setup Packages And Itps:
True - Assess Temporary Works:
True - Create Handover Placeholders:
True - Handover Offset Days:
0 - Create Report:
True
Programme already uploaded - set up everything else
The programme came from Microsoft Project, so stage 2 is skipped automatically. Details, packages, ITPs, temporary works and handovers are still set up.
Configuration:
- Fill In Project Details:
True - Generate Programme:
True - Setup Packages And Itps:
True - Assess Temporary Works:
True - Create Handover Placeholders:
True - Create Report:
True
Quality set-up only
Just the work packages, components and ITPs - the project is already set up, and no programme, temporary works or handovers are wanted.
Configuration:
- Fill In Project Details:
False - Generate Programme:
False - Setup Packages And Itps:
True - Assess Temporary Works:
False - Create Handover Placeholders:
False - Create Report:
True
Tags: onboarding · project-setup · project-details · programme · packages · itp-templates · temporary-works · handover · composite
Last updated: 2026-10-01