Equipment planning

Site work tracks equipment by presence: what a phase needs on site each day, what is already there, and what still has to be hauled in or out. The tool for this is the phase's schedule grid, reached from the Job Details panel on the board or from the job's Site work table.

Open a phase's schedule grid

1. 1

   Open the Job Details panel

   On the board, search for the job and open its Site work tab.
2. 2

   Open the phase

   Click into the phase to see its schedule grid. (The same grid is on the job page: expand the phase's row in the Site work table.)

How to read the grid

The grid's columns are the phase's scheduled days. The rows are its requirements:

• Crew rows show assigned versus required per day. Green means fully staffed, amber partly, red none.
• Equipment rows show on-site presence per day: what carried over, plus what mobilizes in, minus what demobilizes out. Only shortfall days highlight.
• A phase with no scheduled days yet shows its requirement rows with a "not scheduled yet" hint; the numbers appear as you schedule dates.

Click a day column to jump the board to that date. Click a phase card on the board to open its grid in the panel.

Mob and demob

Equipment gets to and from the site on loads:

• A mob load hauls equipment in; a demob load hauls it out. Both are regular loads that belong to the job and show on the Loads list like any other.
• Expand an equipment row in the grid to see each unit's lifecycle: its mob load, its on-site window, and its demob load, with actions to create the loads that are missing.
• A mob or demob load addressed to a phase takes its origin or destination from the phase's job site.

Filling a gap

When a day shows a shortfall:

• Assign a unit by dragging equipment from the Resources rail onto the requirement.
• Create the mob load from the equipment row so the unit gets hauled in before the day it is needed.
• Check the Availability grid to find which units are free; on-site bands show what is already committed elsewhere.