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BUILD PLAN SETUP

Start with the job you actually have.

Choose a starting plan for the kind of work you are doing. Tailor the draft to the project, then review it with your team before it becomes the plan you measure progress against.

See build planning in Novato

FROM JOB TYPE TO REVIEWED PLAN

Build the plan in steps your team can check.

  1. 01

    Choose the kind of job

    Start with residential, commercial or industrial, then choose a matching job template. Set the planned start date and choose how much time to allow.

  2. 02

    Shape the draft around the site

    Answer a few questions about the work. Relevant answers can add tasks to the draft, and tasks already in the template are not added twice.

  3. 03

    Review it with your team

    Check the stages, tasks, order and key dates. Add the people responsible, confirm task owners, dates and completion criteria, then lock the plan when it is ready.

YOU STAY IN CONTROL

Review before you lock the baseline.

Tasks can stay as drafts while your team fills in the owner, planned dates and what done looks like.

Check that key dates depend on the right work and have someone to sign them off. Lock the build plan when it is ready to use as the project baseline.

Once locked, changes to task dates update the forecast, so you can compare the current plan with the baseline.

Prefer to make your own structure? You can set up stages and tasks step by step instead of starting from a template.

COMMON QUESTIONS

What to know about the first draft.

Does Novato make a finished plan automatically?

No. It gives you a job-specific draft to review. Your team checks the work, adds owners and dates, confirms completion criteria and decides when to lock the plan.

What does the planning pace change?

Fast, Typical and Allow for delays adjust the planned timing across tasks and key dates. Use the result as a starting allowance, then review it against the job.

Can I make a plan without a template?

Yes. Set up the stages and tasks step by step, then add the order of work, key dates and responsibilities that suit your project.

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YOUR NEXT JOB, BETTER CONNECTED.

Build it.
Prove it.

See what Novato could bring to your business. Try it with sample data, or talk to us about a project like yours.

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