1. Hoylu Knowledgebase
  2. Construction & Pull Planning

Pull Planning: New Project Guide


- Adding and Modifying Trades
-Adding Users 
- Setting Project Date
- Adding Weeks
- Expanding and Collapsing Weeks
- Adding Swimlanes

- Adding Milestones
-Holidays and Extended Weekends

- Variance Reasons

-Insights Panel - Reporting

-Exporting to PDF or CSV.

Adding and Modifying Trades

In the Toolbox, you will find the Task icon with options that are unique and essential to the Pull Planning Module. For example, you can create and assign project Trades as well as create and organize tasks per Trade.

To create a Trade:

1. Open the Task Inbox.

2. Select the Trade drop down. 

3. Click New Trade. 

4. Assign a Name, crew size, add any additional notes, and assign a Color.

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Figure 1: Adding New Trades

✏️ Note: Only the first four letters of a Trade will be visible on the Task, so you can abbreviate or use initials. 

Additionally, if you set a crew size, and a task exceeds the crew, it will trigger the task to highlight red as a warning of breeching crew size. 

 

You can also add and edit Trades a second way:

1. Select the Settings icon in the Task Inbox

2. Choose the Trade Settings option


3. Click the Add Trade button and fill out the necessary boxes

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Figure 2: Adding Trade


4. To edit an existing Trade, select the edit icon on the Trade, make the necessary changes, and click Save.

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Figure 3: Editing Trade 

 

To remove a Trade from the Pull Plan:

1. Select the Trade from the Trade Settings list

2. Click the remove button and then the red Remove button.  0fc52428111c51f8e9da830d88a99023

Figure 3: Removing Trade

✏️Note: Removed Trades cannot be assigned to any new task. 

Any existing task will not change, so your records will stay intact. 


To restore a Trade that has been deleted:

1. Return to the Trade page in the Settings.

2. Select the Eye icon, (which will display all Trades, including ones that have been deleted). 

3. Select the Trade you wish to restore.

4. Select Restore

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                                                Figure 4: Restoring Trades

Adding Users

Trades are the roles within a project. Users are the people who will be assigned those roles, which entails inviting each user into the Pull Plan through their emails. 

To add users to the Pull Plan:

1. Access the Settings in the Toolbox.

2. Select the User assignment button. 

3. Select the Plus User icon.

4. Type the users' email addresses, separated by a comma.

5. Click the Save button.

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Figure 5: Users

 


Once all the participants of a Pull Plan are listed out, you can assign the Users to the correct Owners: 

1. Access the Settings in the Toolbox.

2. Select the User assignment button. 

3. Assign a trade or trades to the User.

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Figure 7: Assigning Users to Trades

✏️  Note: If the User is not assigned to a Trade, whenever that User attempts to make a change on the Pull Plan, a prompt will be displayed. Adding that User to a Trade will bypass that prompt. 

 

Adding Dates to the Pull Plan

The next step in setting up a new Pull Plan will be to set a Project Date. This will adjust labels on the columns, which stand for weeks in the project.

1. Select the Calendar icon located in the first week.

2. Select the date and Save

 Figure 8: Selecting a Date

✏️ Note: The number of the week changed to W11, which indicates that this is the 11th week of the calendar year.

The current week will be highlighted in blue.

Adding Weeks

To add weeks to either side of the Pull Plan:

1. Select the Plus icon on either the far left or far right columns, depending on where you want to expand.

2. Use the arrows to toggle the number of weeks you wish to add or type it in manually.

3. Confirm by clicking Extend

  Figure 9: Adding Additional Weeks

Opening and Closing Week Views

To expand or close a week, click on the square Week icon to show a day-to-day view. 

Figure 10: Expanding Weeks

 

Adding Swimlanes

To better organize your project and create separate sections for each project area, our Module offers an option to create additional Swimlanes within one Pull Planning Workspace. 

To create a Swimlane, drag and drop a Task or a Sticky Note on the column, below the thin gray line at the bottom of the Module. 

Figure 11: Adding Additional Swimlane

😎 Pro Tip: Use Sticky Notes with big text to label each Swimlane!

Adding Milestones

To add a Milestone to the Pull Plan:

1. Choose a color of the Milestone from the edge of the Toolbox.

2. Drag and drop a Milestone Sticky from the Toolbox at the top of the Pull Plan, above the dark gray bar.

3. Label the Milestone


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Figure 12: Adding a Milestone

✏️ Note: Make sure you add the Milestone above the dark gray bar so it will snap to grid and show a diamond marker on subsequent swimlanes. 

Holidays and Extended Weekends

To add Holidays or Extended Weekends to your Pull plan you must be an Admin of the Workspace. 

Then:

1. Click the day title you'd like to mark off as a Holiday/Extended Weekend. 

2. Once it turns red and crosses out, you have successfully changed it. If you want to change it back, use either the undo button or click the title again. 

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Figure 13: Setting Holidays or Extended Weekends 

 

Note: Learn how to change specific ticket preferences here

Variance Reasons

You can add, edit and remove Variance Reasons for when Tasks are marked Incomplete. 

To edit or add to the list of Variance Reasons:

1. Go to the Inbox.

2. Open the Settings.

3. Click the Variance Reasons button

 

Figure 14: Variance Reasons

To add to the list:

1. Select the Plus icon.

2. Add a name and any relevant notes.

3. Choose an icon for that Variance Reason

4. Click the Save button.  

Figure 15: Adding a New Variance Reason

 

To edit a preexisting Variance Reason:

1. Click on the Variance Reasons button on the Inbox settings.

2. Select the Variance Reason you wish to change.

3. Make the necessary changes and add any additional notes

4. Click the Save button.

Figure 16: Editing a Variance Reason

To delete a Variance Reason:

1. Click on the Variance Reasons button on the Inbox settings.

2. SelectVariance Reason.

5. Click the Remove button.

Figure 17: Deleting a Variance Reason

 

Once the Variance Reason is removed, it can still be restored.

1. Click on the Variance Reasons button on the Inbox settings.

4. Click the Eye icon on the top right corner to display a full list of existed and previously-deleted Variance Reasons.

5. Select the Removed Variance Reason you would like to restore.

6. Click the Restore button.

Figure 18: Restoring a Removed Variance Reason

 

Hoylu Insights Panel - Reporting (Charts)

 

To Access the Insights Panel:

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1. Click on the menu icon in the upper right navigation bar

2. select Insights or Weekly Plan to access the corresponding charts.  

OR 

1. Click on the PPC %, crew size tally or task tally at the top of an open or closed week.

2. You will now see charts

Insights Panel - Open

 

Figure 19: Opening a Report

 

Stats

 Stats in the Hoylu Insights Panel will give you a quick overview of the number of Tasks on the Project, the overall PPC (Percent Planned Complete) for the project, as well as the total Effort or days planned on the entire project.

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Figure 20: Stats


Charts Options (Task Type, Variance Reason, PPC(Percent Planned Complete)

1. Select the drop-down next to the word Charts on the report

2. Select the type of report you'd like to view  

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     Figure 21: Changing Reports

 

    Change Report View: 

1. Select the arrow under the right view to change By Week or By User. 

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                Figure 22: Changing Report View

 

Exporting to PDF or CSV.

 

To export the Workspace to PDF or a CSV. file:


1. Select the options menu in the top right corner of the Workspace

2a. Select "Export to PDF" to export as PDF

2b. Select "Export to CSV" to export as CSV. file 

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  Figure 23: Export to PDF or CSV.

 

 To activate the headers and footers in a PDF version: 
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1. Enter your Insights Panel.  


2. Select the Export to PDF button where your print box will appear. 


3. Select More Settings from the display box and make sure Headers and Footers is check marked.  


4. Hit Save.