Progress Tracking Estimated reading: 4 minutes Creating Planned Progress Tracking Issue Advanced Workpackage sent by Planner to Site manager with attached Project Design Documentation. BEXEL Manager and BEXEL CDE enable collaboration and communication on progress tracking between stakeholders. The process of sending Advanced Workpackage for works planned to be executed from Planner to Site Manager is described in the steps below: 1. In the BEXEL Manager viewport, isolate and/or select elements planned for execution in the observed period2. Open BCF Manager module3. Click on + button to open the dropdown menu and select New Issue option4. Issue editor opens. Define the issue by filling in the empty fields and selecting appropriate options from the dropdown menus5. To attach documents relevant to the created issue, hit the Documents editor button6. In the Documents editor click on Link Documents button to link documentation relevant to the issue Note To enable the use of the BCF Manager module in BEXEL Manager, the appropriate CDE project must be selected in the Bexel CDE ribbon bar. Creating Request for Progress Inspection and Approval Request for Inspection and Approval sent by Site Manager to Supervisor. On-site photos, videos and scans attached. BEXEL CDE is used for issue inspection and approval. The detailed process of creating the issue for approval is described in the steps below: 7. Isolate and/or select elements for works executed in the observed period8. In BCF Manager module, select the New Issue option 9. In the Issue editor define the Request for Inspection and Approval issue by filling the empty fields and selecting relevant options from the dropdown menus. Hit Create button to create the issue10. To attach on-site photos, videos and scans relevant to executed work, hit the Documents editor button and click on Link Documents button11. In the Link Documents window select the appropriate document to link it to the issue Communicating on Request for Progress Inspection and Approval Progress tracking Communication – Request for Inspection and Approval sent by Site Manager to Supervisor. On-site photos, videos and scans attached. BEXEL CDE is used for issue inspection and approval by the Supervisor. The detailed process of communication between stakeholders on approval issue is described in the steps below: 12. Enter Comment editor to communicate further with stakeholders regarding the issue by writing comments in the appropriate field and submitting them by clicking on Submit Comment13. To add additional documentation, click on the Attach Files button14. In Attach files window, select files from the list and hit Confirm Creating Approved Progress Report Approved Progress Report sent by Supervisior to Planner with approved elements. After inspecting the issue and further communication with On-site manager, BEXEL CDE is used for creating the issue approval report by the Supervisor. The detailed process of issue approval is described in the steps below: 15. Isolate and/or select elements for approved works for the observed time period16. In BCF Manager module select the New Issue option17. In the Issue editor define the Approval Report issue by filling the empty fields and selecting relevant options from the dropdown menus. Hit the Create button to create the issue18. To attach additional documentation relevant to work approval, hit the Documents editor button and click on the Link Documents button19. In the Link Documents window, select the appropriate document to link it to the issue Creating Progress Entry based on Approved Progress Report Progress tracking Communication – Approved Progress Report – used for Progress Entry by Planner. After Progress Approval Report creation, BEXEL Manager is used for creating a progress update by the Planner. The detailed process of progress entry is described in the steps below: 20. In BCF Manager module activate Approved Progress Report by double-clicking on it in the issue list21. Approved elements and issue details will be shown in the Viewport and Issue editor. Approved construction elements from the entry are automatically selected in the viewport Note To enable the use of the BCF Manager module in BEXEL Manager, the appropriate CDE project must be selected in the Bexel CDE ribbon bar. 22. To create a progress entry based on selected elements, first activate the Schedule Editor module and select the appropriate construction schedule from the list23. Click on the Progress button to open Schedule Progress Editor24. In Schedule Progress Editor click New to create a new progress entry 25. In Progress Entry Editor, enter the Name of the approved issue on which the progress entry is based. Choose Start Date and Finish Date for the construction period26. To create a new entry click Add and select option From Selected Elements27. Click OK to create a progress entry 28. The list of progress entries is accessed by activating the Schedule Progress editor module29. Selecting a newly created progress entry from the list automatically opens a detailed view of executed tasks from the active schedule with Export, Group By, Filter and Selection options
