Click “Projects” in the side menu, and click the “New Project” button. Fill in the required details and click “Create Project”. Also visit the “Trades” and “Project Access” tabs to set which trades are on the project, and which non-manager users can access the project.

“Trades” are the specific scopes or work or resources you plan to schedule using CrewSnap. These can be your specific crew like drywall or finishers or specific like an employee or equipment piece. You are able to then update your forecast needs for those Trades and see the utilization and forecasting for that element.

Click “Trades” in the side menu, and click the “+ New Trade” button. Fill in the required Name field, add your Notes and select your “Trade Cell Color” and click “Create Trade”. You can also assign Tags to your Trade in this step.

“Tags” allow you to define how the software can work best for you. You can assign a Tag for geographical location, specific personal or resource or even client. Here’s some examples of tags you might want to use:
“BEST” = Client – Best Development
“PM-BS” = Project Manager-Ben Smith
“FM-JD” = Foreman- John Doe
“LOC-SW” = Office Location- SW Office
“PrevWage” = Payroll Type- Prevailage Wage
“EQP-SL” = Equipment need- Scissor Lift
“LEEDAP” = Credentials- LEED AP
“EXP-WF” “EXP-MS” – Project Experience- Wood Frame, Metal Studs
These are just examples, you can name tags anything you’d like.
You set up tags for your company in the company settings (gear icon), then click on Tag Manager.
Tags can then be used to sort project Reporting to customize how you see your data.

Click “Forecasting” in the side menu, and select your Project from the dropdown in the Upper Right. You can toggle the “Week Start” to Monday if that fits your needs, you can also toggle on “Total Crew Days”. If you want to update Actual usage, you can toggle on past dates to keep an accurate log of resources.

Forecasting automatically starts at today’s date or 1st date of your project if it is in the future, select the Trade field, enter your Crew value for each week and select Tab to move to next week field. Total Crew Days automatically updates with Future and Previous dates.

Once Forecasting is complete, select “Save Changes”.

Click “Reporting” in the side menu, and sort/filter based on “Projects” and “Tags” (multi-select forthcoming). You can also select the report date and range.

There are 3 Report Types and the abilty to include a Graph with each option.

Default (Projects & Totals):
Shows you the Trades per project on a weekly basis for your project(s). Also shows you a graph of the crew manhours per week and sums at the bottom.

Projects Only:
Only shows you the Projects, without the sum of ALL Trades at the bottom.

Totals Only:
Shows you the sum of ALL Trades, but not Project-specific counts.

Once you have your data assembled select the “Print” buttom to generate a PDF of your data (additional export options coming in future updates).