01 — The planning & scheduling engine

Quote it once. Get a plan that runs itself.

Estimates flow from the fee proposal into tasks. Each task lands on one person, runs against its estimated hours, and the schedule rebalances itself every night — so you always know what’s planned and who’s on it right now.

Fee → tasks, 1:1 One live timer per person Reorganises nightly
TrackerPlus / My Tasks

My Tasks

1 project · 4 tasks
Project
Riverside House
A. Nguyen
AssignedTaskStatusTrackedEstLoggedProgress
AN
Level 2 GA plan
GA-201
Working on Task 0h 12m 15s12h7.5h
62%
MO
Sections A–D
GA-310
Submitted for Review8h8.0h
100%
LR
Stair details
DT-40
Not Started16h0.0h
0%
SH
Elevations
GA-420
Completed10h9.5h
100%
My Tasks — one active task per person, tracked live against its estimate

Working on Projects

Who's working on what right now

3 working
StaffProjectEst
A. NguyenRiverside HouseFixed fee12h
M. OkaforFitzroy WarehouseHourly6h
J. FournierCoastal PavilionFixed fee8h

From estimate to accountability, in one loop.

Planning and scheduling are the same four steps, run continuously.

1

The estimate is set

Hours come straight from the fee proposal on a fixed-fee job, or the project lead sets them on an hourly one.

2

It becomes a task

Each fee line mirrors 1:1 into a project task, carrying its estimated hours as the budget.

3

One person, one task

The task lands on a staff member’s My Tasks. Only one task runs at a time, on a single live timer.

4

The schedule self-organises

Auto-Organise cascades remaining work across everyone’s real calendar and balances the load.

Where estimates come from

Quote it once. Never rebuild it as a task list.

On a fixed-fee job, every line of the fee proposal carries its estimated hours — and those hours become the task budget. The always-visible time column shows the estimate; logged time turns red the moment it runs past it, green while it’s within.

  • Estimated hours arrive as the task budget — nothing re-typed
  • Logged vs estimate coloured live: red over, green within
  • On hourly jobs the project lead sets the estimates directly
TrackerPlus / Fee Proposal
Stage 3 Developed Design Fixed fee
Stage Total: 46 hoursStage Price: $5,880
Actions Description Scale Plans Elevations Sections Unit Price Time (Hours) Logged
7.5
9
New
-
9.5
Fee proposal — estimated hours become the task budget
TrackerPlus / Gantt
Studio schedule · Jul – Aug 2026
Project / TaskAssignedCompletion
Riverside House60%
Concept designAN100%
SchematicMO60%
DocumentationLR20%
Fitzroy Warehouse70%
Site analysisSH100%
Design developmentJF40%
July 2026
August 2026
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
Auto-Organise cascades remaining work into a conflict-free schedule
Gantt & Auto-Organise

Tasks that schedule themselves overnight.

Each bar shows a solid done segment and a lighter remaining segment. Auto-Organise cascades only the remaining work across each person’s real calendar — leave, holidays and part-time rosters — turning a clashing schedule into a clean one, every night.

  • Done / remaining split rendered straight from completion
  • Schedules only the hours that are left — finished work never re-plans
  • One click Auto-Organise, or let it run nightly
Projected time

Plan on the estimate. Track on reality.

Flip the Gantt from Estimated to Projected and every bar redraws from the time your team has actually logged — a task's projected total is simply the hours logged divided by how complete it is. An 8-hour task that's taken 6.5 hours to get half done projects to 13, so the overrun shows up long before the deadline does. Set project deadlines and task milestones, and each one reads On Track, At Risk or Missed.

  • One board, two truths — toggle Estimated Time and Projected Time
  • Projected total = hours logged ÷ how complete the task is
  • Deadlines and milestones flagged On Track, At Risk or Missed
Show:EstimatedProjected
Estimated
8h
Projected
13h

6.5h logged at 50% complete → 13h projected

Deadline · 12 Aug At Risk
Staff loading

Nobody over-loaded. Nobody idle.

Because every task carries an estimate, the studio’s whole week is just maths. The heatmap shows each person over, under or on target per day — and Auto-Organise rebalances it before Monday.

  • Remaining hours = estimate × (1 − % complete)
  • Respects leave, holidays and part-time rosters
  • Cross-project clashes flagged automatically
TrackerPlus / Staff Loading

Staff Loading

Over scheduledUnder scheduledOn targetOff (weekend, holiday, leave)
Staff Jul 2026
Mon
13
Tue
14
Wed
15
Thu
16
Fri
17
A. Nguyen
8h 45m
7h 30m
6h
7h 30m
3h 30m
M. Okafor
7h 30m
9h 15m
7h 30m
7h 30m
L. Rossi
7h 30m
7h 30m
8h 30m
5h
S. Haddad
10h
7h 30m
7h 30m
7h 30m
8h
J. Fournier
4h 15m
7h 30m
7h 30m
6h 30m
TrackerPlus / Org Chart
Live oversight

Planned structure and live reality, on one canvas.

Two views on one canvas. Planned draws the grey structure you set — who reports to whom, and which lead owns each project. Working lights up in green who’s on a task right now, live against its estimate — the same estimates and tasks the schedule runs on.

  • Working view: green lines = who’s on a task right now
  • Planned view: grey lines = reporting and project-lead structure
  • Drag to re-assign — reporting and project leads follow
0:1
Fee line → task
0
Status workflow stages
0
Active task per person
0%
Remaining-work aware

Let the schedule organise itself tonight.

Mirror a proposal into tasks, work them one at a time, and wake up to a plan that already respects everyone’s calendar.