Apart from the basic project details, you will also see a Scope of Work (SOW) tab on the project dashboard. When you click on the ‘SOW’ tab you will find all the activities from project Scope Of Work listed there.
These activities are imported from a default solar installation project template when the project is created. You can edit this default scope of work (SOW) by clicking the link at the top.
By clicking the edit link, you can open the project SOW in a Google Spreadsheet and easily make changes in the same sheet. All the changes you make will be saved and reflected in project SOW on your dashboard.
You can also copy the project activities from an Excel sheet and paste them in the Google Sheet. If you are using MS Project or Primavera for scheduling your project, just export the project schedule to a CSV file and then copy the project activities from CSV to paste them into Fuzen’s Google Spreadsheet.
Create a project plan/schedule #
After you have created a solar installation project, you can proceed to list all your important project activities in the Task List spreadsheet.
There, you can set the planned schedule and scope of work (SOW) for those activities.
When you go to the project dashboard, you will find the scope of work (SOW) for that specific project listed in the Task List spreadsheet. To open the Task List spreadsheet just link the link shown in the image below.
When you click on the Edit The project Tasks link, it will open a Google Spreadsheet with all your project activities (or project SOW) listed. The Task List sheet will have some default project activities which are imported from the default solar project template, whenever a new project is created in Fuzen.
You can directly edit the spreadsheet to change the project SOW.
You can edit these project activities, their WBS numbers, priorities etc. It is even possible to customize the format of this task list sheet by adding new columns. You can also directly connect with our support team and they will help you customize the Task List sheet as per your own project template.
To set up the planned schedule date, you can enter the details in either two of the – Duration, Planned Start or Planned Date columns. If you enter duration and planned start date, then planned end date will be automatically determined.
The actual start and end dates will be determined based on the progress updates actually sent by your project team, once the work commences.
If you have already scheduled your project in MS Project or Primavera, you can export that schedule to a CSV file. Then copy the project activities from CSV and paste them to the Task List spreadsheet, to easily import your project schedule to Fuzen.
Define Project Scope of Work #
But before commencing with the project work, you will first need to define the planned scope of work or SOW for each activity.
You can do this by entering the appropriate amount of work to be done in the ‘Planned SOW’ column and then select the correct unit to measure the work.
If you are unsure about the unit to be used just enter the planned SOW as 100% – so enter 100 in the planned SOW column and select ‘%’ as the unit. For example, certain documentation or site survey activities will need to be measured in terms of their % completion.
The ‘Actual SOW’ and ‘% Progress’ columns are updated automatically based on the actual work done reported by your project team via the ‘Progress Update Form’.
Once your project scope of work and schedule is finalized, you will be ready to delegate the listed project activities to members of your project team.