Problem Statement

Gathering actual data from our projects to compare to our original estimates can be complicated and time-consuming. While there will generally be an as-built schedule at the end of the job, it generally will not be broken down in a way that relates back to the groupings that were used during estimating.

Solution

Create a Custom Field for “Estimating Code” and include this information as activities are being planned out. As the tickets are updated and the project is completed, the plans turn into an as-built record of what happened on the job. Because each of the activities will have the appropriate code associated with it, the data can easily be pulled from Touchplan, sorted, and compared against estimated values.

To learn more about how you can use Custom Fields to track estimate codes, visit our Solution Notes.