Project Phases
Define major phases (sitework, foundations, structure, MEP, finishes) to group related activities and reporting periods for phased handovers.
A professional schedule reduces misunderstandings, helps allocate resources, and creates a defensible record of planned versus actual progress. It supports dispute mitigation, enables timely permits and inspections, and makes change-order impacts visible to owners, contractors, and lenders.
Typical participants prepare, review, or rely on the construction schedule depending on project size and contract structure.
Clear role definition ensures timely inputs, reduces rework, and preserves the schedule as an actionable project control tool.
Define major phases (sitework, foundations, structure, MEP, finishes) to group related activities and reporting periods for phased handovers.
List discrete tasks with clear start/finish criteria so progress can be measured objectively during inspections and progress meetings.
Assign realistic durations based on crew productivity, calendar constraints, and lead time for long-lead materials to avoid optimistic planning.
Model logical links (finish-to-start, start-to-start) to show sequencing and reveal the true critical path for delay analysis.
Assign crews, equipment, and material deliveries to activities to identify resource conflicts and optimize leveling.
Keep a locked baseline and record periodic updates with actuals to document slippage, approved changes, and recovery plans.
| Field name, purpose, and configuration | Editable by PM only | Controlled by permissions |
|---|---|
| Assign start and end dates automatically | Enable auto-calculation | Reduce manual date errors |
| Required sign-off field for milestones | Set signer role | Owner, PM, and inspector |
| Version control and baselining | Enable automatic snapshots | Preserve prior baselines |
| Notification cadence and recipients | Weekly digest | PM, owner rep, and key trades |
Choose a platform that supports required integrations, access controls, and export formats so schedules can be shared and preserved consistently.
Confirm the platform meets your security, retention, and audit-trail requirements before relying on electronic approvals for contract milestones.
Submit baseline per contract — often at mobilization or within 10–30 days.
Provide progress updates weekly for owner and lender reporting.
Issue comprehensive schedule and earned-value reports monthly.
Submit time-impact analyses with each change order request.
Deliver as-built schedule with final documentation at project completion.
Owner and contractor approve the initial plan and baseline dates.
Weekly updates capture actuals and percent complete.
Assess delays when changes or disruptions occur.
Provide final schedule reflecting actual sequences and durations.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
I can process and execute all of these documents online with 100% compliance and built-in security.
We felt most comfortable with strong security and compliance features when choosing a signing platform.