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Glossary Terms for Basic Users
Glossary Terms for Basic Users

Touchplan terms that every basic user should know

Sarah Cusack avatar
Written by Sarah Cusack
Updated over 3 years ago

Active Line: The line that separates the high-level sequencing from the look-ahead schedule.

Constraint Ticket: The circle ticket at the bottom right side of a phase plan used to identify constraints in the project.

Custom Fields: A field found on the left-hand dashboard which allows you to create custom options, such as dropdowns, text boxes, or numbers, to be applied to your specific tickets.

Milestone Ticket: The diamond ticket at the bottom right side of a phase plan used to identify milestones in the project.

Look ahead schedule: The week-by-week schedule left of the active line, in the form of a Gantt chart to show specific days.

Phase Plan: Plans that break up the overarching goal of completion. These are the smaller pieces of work that roadmap to the overall milestone of the project. A good example of phase plans would be precon, foundations, structure, etc…

Pin History: Allows users to view any changes made to a specific task across an entire plan.

Plan Milestone: The final milestone in a phase plan, symbolized by the yellow diamond located in the top, right corner.

Predecessor Links: A link between two tickets with a critical relationship.

Promise Period: The green-shaded area in the look-ahead schedule upon clicking “Promise Now”. Once you promise the week’s work, black pins will show up on those week’s tasks.

Pull Plan: A technique, which stems from the Last Planner® System, which creates a coordinated plan including milestones, tasks, and constraints for a phase of a project.

Swim Lane: The area on the phase plan that can help visually organize tickets within phase plans by highlighting specific locations, areas, or disciplines of work.

Task Ticket: The square ticket at the bottom right side of a phase plan used to identify tasks in the project.

Variance Reason: The specific reason why planned work is being shifted on sight. Variance reasons can either come from delays or ending a task earlier than expected. It is important to track these, as it can be valuable to see what’s holding up the worksite and what is speeding it up.

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