Tactplan Help Center

Getting Started

Learn the basic concepts of Tactplan, how projects and schedules are structured, and how to configure core settings b...

Building the Schedule

Learn how to create and structure your schedule by adding tasks, defining durations, setting dependencies, and organi...

Schedule Views & Filtering

Configure schedule behavior and customize views to better control how schedule data is displayed and managed.

Schedule Data Setup

Set up the core data used across your schedules, including locations, resources, costs, suppliers, calendar, and (cla...

Cost Management

Setup cost items in a cost plan and link quantities and task to get cost a distribution per location across the sched...

Quantities & Takeoff

Manage quantities and takeoff items that drive task durations, resource usage, and progress tracking.

Analysis & Optimization

Analyze schedule performance, costs, and timelines to identify risks, optimize plans, and improve decision-making.

Import, Export & Data Exchange

Learn how to import and export data to integrate Tactplan with other tools and manage data outside the platform.

Tracking & Execution

Track project progress and monitor task completion to keep your schedule up to date and aligned with actual performance.

Administration & Configuration

Manage global settings and personal preferences that affect how Tactplan works across your organization and user acco...