Managing OnPlan™ Schedules
      Back to home
      1. ConstructionOnline Knowledge Base
      2. Scheduling
      3. Managing OnPlan™ Schedules

      Guide to ConstructionOnline’s Auto-Shift™ Mode

      Streamline construction schedule task management in ConstructionOnline™ with Auto-Shift Mode

      BACKGROUND

      Auto-Shift Mode is an innovative addition to ConstructionOnline’s OnPlan™ Scheduling feature that automates schedule management. When enabled, Auto-Shift Mode automatically updates the end date of tasks marked complete to the current date. These intuitive updates save time, reduce manual adjustments, and help builders keep projects on track, ensuring jobs are completed on time and under budget. 

      THINGS TO CONSIDER

      • Auto-Shift Trigger: When a Schedule Task is marked complete with Auto-Shift Mode toggled On, the end date automatically updates to the current date. If the task's start date falls after the current date, it will automatically shift to align with the current date as well. 
      • Dependent and ASAP Tasks: Auto-Shift rescheduling applies to dependent tasks (based on Predecessor Relationships) and ASAP tasks. Dependent tasks will adjust to maintain the logical flow of your schedule, provided relationships are correctly set.
      • Conflict Alerts: If an Auto-Shift adjustment violates one or more Predecessor Relationships, ConstructionOnline will display a warning message to alert you of the conflict. You can then choose how to proceed: 
        • Mark the task complete, but don't shift the task date
        • Mark the task complete, shift the task dates, and remove the predecessor relationships
        • Cancel: don't mark the task complete and don't shift the task dates 

      HOW TO MANAGE AUTO-SHIFT MODE

      1.  Navigate to the desired Project. 
      2. Use the Feature Selector to locate the "Calendars & Schedules" section.  
        1. If you have chosen to have the Schedule feature appear as a Project Quick Link, you may also access the OnPlan Scheduling feature from the Project’s “Overview” tab. 
      3. Select the Scheduling feature.
      4.  Under the “Schedule Settings” section of the toolbar, locate the Auto-Shift Mode toggle switch. 

        ConstructionOnline's Auto-Shift Mode On
        1. By default, ConstructionOnline toggles Auto-Shift Mode On for all Project Schedules upon creation. (When toggled On, the switch appears green.)
        2. Disable Auto-Shift Mode by toggling the switch. (The switch will turn gray to signify that it is turned Off.)

          ConstructionOnline's Auto-Shift Mode toggle turned off 
          1. While Auto-Shift Mode is generally recommended for efficiency, you may choose to disable it if you prefer to manually manage end dates for certain tasks or require more granular control over schedule adjustments. 

      ⚠️ Important: Auto-Shift Mode is a global setting—toggling it On or Off in one Project applies the change to all Projects within your Company Account.

      Therefore, we recommend confirming its status before making intended adjustments to any Project Schedule. 

      ADDITIONAL INFORMATION

      • Subscription Level:  ConstructionOnline's OnPlan Scheduling features are available for companies with current ConstructionOnline subscriptions at ConstructionOnline LT, Residential Pro, Professional, Team, Business, and Enterprise levels.
        • OnPlan Scheduling is also available as a Per-User Add-On for all other plans. 
      • Permissions: Admin Users and Company Users with the Schedules permissions “Can Create, Edit, and Delete” can manage Auto-Shift Mode.
      • CO™ Mobile App: Currently, Auto-Shift Mode can only be managed via browser access to ConstructionOnline. 

      HAVE MORE QUESTIONS?

      • Frequently asked questions (FAQ) regarding OnPlan Scheduling can be found in the FAQ: Scheduling article. 
      • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.