Construction Sites Module

Module Overview

The Construction Sites module is used for planning and managing human and technical resources on individual construction sites. Using this module, you can efficiently assign workers, tools, vehicles, and machinery to specific construction projects for the required time period.

Main Module Features

• Construction site records with complete data (client, address, responsible persons, deadlines)
• Human resource planning for construction sites with availability control
• Assignment of construction tools and equipment
• Assignment of vehicles and machinery including crews
• Communication through construction site notes
• Overview tables and resource occupancy schedules
• Worker notifications via email and SMS

Target Audience

The module is intended for construction companies, project managers, site managers, and anyone who needs to coordinate resources on construction projects.

Integration with Other Modules

• Employees Module - loading workers by positions and permissions
• Asset Management - assignment of construction tools and equipment
• Vehicle Registry - assignment of vehicles and machinery to construction sites
• Vacation Module - display of vacations in overviews
• eSick Leave Module - display of sick leaves in overviews
• Driver Registry - marking drivers in overview tables

Settings and Configuration

User Rights

Access to the Construction Sites module is controlled by the user right rights_constructions. Permission levels:

• 0 - No access to the module
• 1 - Read where assigned (user sees only construction sites where they are assigned)
• 2-5 - Read all (user sees all construction sites)
• 6-9 - Read all and write (can create and edit construction sites)
• 10+ - Read all, write, and delete

Special right: rights_constructionsSeeRozvrhy - allows display of the Schedules tab with monthly and annual views of resource deployment.

Note Type Settings

In the module's administrative settings, you can define note types for construction sites. For each note type, you can set:

• Name - for example "Announcement", "Deadline", "Task", "Project Change"
• Icon - FontAwesome icon for visual distinction (e.g., fa-bell, fa-calendar, fa-tasks)
• Color - color marking for the note type

Job Position Settings

In the module settings, define job positions that will be available for assignment to construction sites. The system then loads only users with these positions into worker selections.

Standard positions used in the module:

• Site Manager - for the "Responsible for implementation" field
• Project Manager - for the "Responsible for implementation" field
• Construction Technician - for the "Construction Technicians" field

User Interface

Main Screen - Tabs

The main screen of the Construction Sites module contains the following tabs for different views:

Overview (Tab 6)

Overview table of worker and vehicle deployment - everything in one display. Allows a quick overview of who, where, and when is working. Contains filters for selecting construction site, profession, crew, specific persons, residence, and vehicle license plates.

Construction Sites (Tab 1)

List of all construction sites in the system. Displayed as a table with these columns:

• Construction site name
• Client
• Address
• Implementation period (from - to)
• Responsible for implementation
• Construction technicians
• Actions (buttons for detail, editing, deletion)

Filtering construction sites:

• All - all construction sites
• Completed - construction sites with ended implementation period
• Planned - active and future construction sites

Resources - People (Tab 2)

Annual and monthly schedule of human resources. Displays a list of all workers who have access to the construction module and their upcoming assignments.

Filter: You can search for available employees in the required period. The system displays only workers who are not assigned to any construction site during that period.

Resources - Tools (Tab 3)

Annual and monthly schedule of construction tools and equipment. Displays tools from asset management that have the type "Construction Tools".

Resources - Vehicles/Machinery (Tab 4)

Annual and monthly schedule of vehicles and machinery. Displays all vehicles from the vehicle registry.

Schedules (Tab 5)

Monthly and annual views of all resource deployment. This tab is visible only to users with the special right rights_constructionsSeeRozvrhy.

Construction Site Detail

After clicking on a specific construction site, a detailed screen divided into several sections is displayed:

Basic Information

• Name - construction site name
• Address - construction site address
• Responsible for implementation - name, email, phone
• Implementation period - date from - to
• Construction technicians - list of technicians with contacts
• Client - client name
• Attachments - buttons to download attached files
• Internal note - text field for internal notes

Notes Section

Table with notes for the construction site. Each note contains:

• Date and time of creation
• Note author
• Note type (with icon and color)
• Note text
• Note attachments

People Section

Table of assigned workers to the construction site with data:

• Surname and first name
• Email, mobile, phone
• Office, position, personnel number
• Cost center, organizational unit
• Assignment period (from - to)
• Actions (removal from project)

Tools Section

Table of assigned tools to the construction site:

• Registration number
• Tool name
• Number of pieces
• Assignment period (from - to)
• Actions (tool removal)

Vehicles/Machinery Section

Table of assigned vehicles:

• License plate
• Vehicle type
• Internal designation
• Name
• Location
• Crew (list of workers assigned to the vehicle)
• Towing/trailer (if the vehicle has a trailer)
• Assignment period (from - to)
• Actions (vehicle removal)

Basic Operations

Creating a New Construction Site

Procedure for creating a new construction site:

1. In the Construction Sites module, click on the Construction Sites tab
2. Click on the green + Add button
3. Fill in the required Name field
4. Choose a Color marking for easy identification in overviews
5. Fill in the Address (optional)
6. Fill in the Client (optional)
7. Select the Responsible for implementation from the list of site managers and project managers
8. Select Construction technicians from the dropdown list (you can select multiple)
9. Set the Date from - start of construction implementation
10. Set the Date to - end of construction implementation
11. Optionally fill in the internal Description
12. Drag Attachments to the Dropzone area or upload them using the button
13. Click the Save button

Note: Required resources (people, tools, vehicles) are assigned after creating the construction site in its detail.

Editing a Construction Site

1. In the construction site list, click on the construction site name or the pencil icon
2. In the construction site detail, click the Edit button
3. Change the required data
4. Click Save

Assigning Workers to a Construction Site

There are two ways to assign workers:

Procedure A: Through Construction Site Detail

1. Open the construction site detail
2. In the People section, click the green + Add button
3. You will be redirected to the Resources - People tab
4. Find the required worker in the list
5. Click on their row
6. A calendar with a monthly overview of their utilization will be displayed
7. If available, you can assign them to the construction site

Procedure B: Bulk Assignment

1. Go to the Resources - People tab
2. Optionally use the filter to search for available workers in the required period:
   • Fill in the Required period (from - to)
   • Click Search available
3. Check the checkbox for workers you want to assign
4. Click the Add in bulk button
5. Select the construction site and enter the assignment period
6. Click Save

Availability check: The system automatically checks whether the worker is available during that period. If already assigned to another construction site, a warning is displayed with information about which construction site the worker is already working on.

Assigning Tools to a Construction Site

1. Open the construction site detail
2. In the Tools section, click the green + Add button
3. You will be redirected to the Resources - Tools tab
4. Find the required tool in the list
5. The system will display the available quantity of tools
6. Enter the Number of pieces you want to assign
7. Enter the Assignment period (from - to)
8. Click Save

Availability check: The system checks whether there are enough pieces of the tool available during the required period. If the tool is already fully utilized on other construction sites, a warning is displayed.

Assigning Vehicles to a Construction Site

1. Open the construction site detail
2. In the Vehicles/Machinery section, click the green + Add button
3. You will be redirected to the Resources - Vehicles/Machinery tab
4. Find the required vehicle in the list
5. Enter the Assignment period (from - to)
6. Select the Vehicle crew from the list of workers assigned to the construction site
7. Click Save

Availability check: The system checks whether the vehicle is available during that period. If already assigned to another construction site, a warning is displayed with conflict information.

Adding a Note to a Construction Site

1. Open the construction site detail
2. In the Notes section, click the green + Add button
3. Select the Note type from the dropdown list
4. Write the Note text
5. Optionally attach files by dragging to the Dropzone area
6. Choose notification options:
   • SMS notification to all users assigned to this construction site - sends SMS to all workers
   • Also send by email to all users assigned to this construction site - sends email to all workers
   • Email as blind copy - email addresses are not visible to each other
   • Include attachments in email - attached files are sent in the email
7. Click Save

Notifications: The system automatically sends information about the new note to all workers assigned to the construction site using the selected method (email/SMS).

Deleting a Construction Site

1. In the construction site list, find the construction site you want to delete
2. Click the trash icon in the Actions column
3. Confirm the deletion

Note: Level 10 or higher permission is required for deleting construction sites.

Advanced Features

Resource Availability Check

The system automatically checks the availability of all resource types before assigning them to a construction site:

Worker Availability Check

When assigning a worker, the system checks whether they are not already assigned to another construction site during the same period. If the worker is occupied, a red warning is displayed with information about which construction site they are already working on.

Tool Availability Check

The system checks the available quantity of tool pieces during the required period. It considers the total number of pieces in asset management and deducts the quantity already assigned to other construction sites.

Vehicle Availability Check

When assigning a vehicle, the system checks whether it is not already assigned to another construction site during an overlapping period. One vehicle cannot be assigned to multiple construction sites simultaneously.

Worker Transportation Planning

The module allows planning worker transportation by assigning vehicle crews:

1. Assign a vehicle to the construction site
2. When assigning the vehicle, select the Crew from the list of workers already assigned to this construction site
3. In the overview table, the license plate of the vehicle they will be traveling in is displayed next to the workers

Benefit: The site manager has an immediate overview of who is traveling in which vehicle and can efficiently plan logistics.

Monthly Deployment Overview

In the Overview tab, you will find a comprehensive monthly table with the following information:

• Crew (worker's organizational unit)
• Surname, first name of worker
• Position
• Residence
• Driver (yes/no) - information from the Driver Registry module
• Vehicle - name of assigned vehicle
• License plate - license plate of assigned vehicle
• Calendar days - each day of the month is a separate column, color-coded by construction site

Day color coding:

• White - working day without assignment
• Gray - Saturday/Sunday
• Yellow - public holiday
• Construction site color - day assigned to a specific construction site (construction site name is displayed on mouse hover)
• Circle - vacation (if Vacation module is active)
• Red circle - sick leave (if eSick Leave module is active)

Filtering in Monthly Overview

The monthly overview allows advanced filtering:

• Construction site - display only selected construction sites
• Profession - filter workers by position
• Crew - filter by organizational unit
• Surname, first name - select specific persons
• Residence - filter by place of residence
• License plate - filter by assigned vehicle
• Display:
  • All - all workers
  • Assigned - only workers assigned to construction sites
  • Unassigned - only workers without assignment

Export and Print

The monthly overview can be printed or exported to PDF:

• Print button - adds a "Note" column to the table for manual completion and opens the print dialog
• PDF Export - saves the overview as a PDF file

Tips and Best Practices

How to Effectively Plan Construction Sites

• Start by creating a construction site with accurate implementation dates
• Assign the responsible person for implementation and construction technicians
• Before assigning workers, use the "Search available" filter for the required period
• Assign key workers first, then others
• After assigning people, assign necessary tools and vehicles
• Communicate regularly with the site manager through notes

How to Use Color Coding for Construction Sites

• Use a unified color code for similar types of construction sites (e.g., green for new construction, blue for renovations)
• Distinctly different colors for long-term and short-term construction sites
• The color is reflected in all overviews and calendars for easy orientation

How to Check Resource Availability Before Assignment

• Use the Resources - People tab and filter to search for available workers
• After clicking on a worker, check their monthly utilization calendar
• For tools, always check the "Available pieces" field
• For vehicles, check their occupancy calendar
• When attempting to assign to an occupied period, the system automatically displays a warning

How to Use Notes for Team Communication

• Use note types for categorization (announcement, deadline, task, change)
• For important notes, choose notification by both email and SMS
• For sensitive information, use "Email as blind copy"
• Attach relevant documents directly to the note
• Notes are sorted from newest, so the team has an overview of current events

How to Plan Worker Transportation Using Crew Assignment

• First assign workers to the construction site
• Then assign a vehicle and select the crew from the list of assigned workers
• In the monthly overview, each worker's vehicle license plate is displayed
• The site manager thus knows who is the driver and who is traveling as a passenger
• You can filter workers by license plate and see all crews of individual vehicles

Common Problems and Solutions

Cannot Assign Worker (Not Available)

Possible causes:

• Worker is already assigned to another construction site during the required period
• Worker has vacation during this period
• Worker is on sick leave

Solution:

• A red warning is displayed with information about which construction site the worker is already working on
• Check the worker's calendar by clicking on their name in the "Resources - People" tab
• Adjust the assignment period or select another worker
• If necessary, you can first remove the worker from the original construction site

Cannot Assign Tool (Not Enough Pieces)

Possible causes:

• The required number of tool pieces is already assigned to other construction sites
• Not enough pieces are registered in asset management

Solution:

• Check the "Available pieces" field for the given tool
• Reduce the number of required pieces
• Adjust the assignment period to a time when the tool will be available
• Optionally increase the quantity of pieces in asset management
• Check if the tool is not already assigned to other construction sites during that period

Cannot Assign Vehicle (Occupied)

Possible causes:

• Vehicle is already assigned to another construction site during an overlapping period
• Vehicle is in service or out of operation

Solution:

• A warning is displayed with information about which construction site the vehicle is assigned to
• Check the vehicle calendar in the "Resources - Vehicles/Machinery" tab
• Adjust the vehicle assignment period
• Select another available vehicle
• If necessary, you can first remove the vehicle from the original construction site

Cannot See Schedules (Missing Permission)

Cause:

• The special right rights_constructionsSeeRozvrhy is required to display the "Schedules" tab

Solution:

• Contact the system administrator
• The administrator must check the "See schedules in construction sites" permission in the user settings
• After logging in, the "Schedules" tab will be displayed

Notifications Are Not Being Sent

Possible causes:

• Workers do not have contact information filled in (email, mobile)
• Email server is not properly configured
• SMS gateway is not active or does not have enough credits

Solution:

• Check that all workers assigned to the construction site have contact information filled in the Employees module
• Verify that the Email and Mobile fields are correctly filled in
• For SMS notifications, the number must be in Czech mobile number format
• Contact the administrator to check email server and SMS gateway settings

Worker Does Not Appear in Assignment List

Possible causes:

• Worker does not have permission to the Construction Sites module (rights_constructions = 0)
• Worker does not have a position defined in the module settings
• Worker is marked as deleted

Solution:

• Check in the Employees module that the worker has the "Construction Sites" permission set to at least level 1
• Check that the worker has a position that is defined in the Construction Sites module settings
• Make sure the worker is not marked as deleted

Related Documentation

• Employees Module - management of workers and their positions
• Asset Management Module - management of construction tools and equipment
• Vehicle Registry Module - management of vehicles and machinery
• Vacation Module - worker vacation planning
• eSick Leave Module - sick leave records
• Driver Registry Module - driver's license records
• User Settings - user rights management