Construction, Simplified.

VISILEAN USER-GUIDE
CONSTRAINT MANAGEMENT
VisiLean Ltd. | Confidential and proprietary
VisiLean Ltd. | Confidential and proprietary 2
 INTRODUCTION
VisiLean offers a dedicated section for Managing your Constraints on the Project

Constraints are any issues/challenges that will potentially hinder you and your teams from executing
a job on-site for when it is planned. Constraints can be recorded in multiple ways on VisiLean:

• Constraints are mapped during Look-ahead Planning for Tasks coming up

• Constraints mapped must be reviewed as the Task comes closer to execution, and only included for
working on-site when the Constraint has been closed and the Task has been made ready.

• Constraints can also be raised for Tasks in-progress that have hit an issue on-site that
needs resolution
• Constraints raised for work-in-progress must be cleared in order for the Task to be completed at the job-
site successfully.

VisiLean Ltd. | Confidential and proprietary 3

 RAISING CONSTRAINTS
There are 3 ways to Raise Constraints on VisiLean

1. From the Property Panel

2. From the Dashboard – Constraints Log
3. From the Mobile App - LiveSite

NOTE:
• Property Panel can be accessed from any of the views – Gantt, Scheduler, Table View.
• Dashboard drill-down will allow you to view, edit, and raise Constraints
• Property Panel will also allow you to raise Constraints, as well as view and edit them
• But these will be only Constraints linked to the selected Task

VisiLean Ltd. | Confidential and proprietary 4

 CONSTRAINTS FROM PROPERTY PANEL
Constraints can be raised from the Task Property Panel

1. Click on a Task 2
2. Click on Constraints button 1
3. Fill out the Constraint Form
4 5
4. Scheduler view will show icon for Tasks with Constraints
5. You can View the Constraint from the Property Panel
3
Note:
• You will not see the “Task” section when raising a
Constraint from the Property Panel.
• It will link to the Selected Task directly.
• If you wish to link the Constraint to more Tasks, “Edit”
the Constraint and add more Tasks to link.

VisiLean Ltd. | Confidential and proprietary 5

 CONSTRAINTS FROM DASHBOARD
Constraints can be raised & edited from Constraints Log in the Dashboard

1. Click on the drill-down button in the Dashboard card

2. Click on “New Constraint”
3. Fill out the Constraint Form
2
3

VisiLean Ltd. | Confidential and proprietary 6

 RAISING CONSTRAINTS – KEY POINTS
Things to keep-in-mind when Raising Constraints
1
7
1. Constraint Title – What is this constraint?
2 3
2. Target Date – By when do you need the Constraint resolved?
3. Priority – How urgent and important is this Constraint?
4
4. Owner – Who is going to resolve this Constraint? 8
5. Category – What category does this Constraint belong to? 5
6. Attachment – Do you have any files to add to this Constraint?
6 9
7. Description – Do you want to add any more details?
8. Task – What Task(s) is this Constraint affecting?
9. Location – Where is this Constraint affecting the work?
Create –
Final button to “Click” once form is filled
NOTE:
• Only Constraint Title, Target Date, and Priority are mandatory fields to raise a Constraint

VisiLean Ltd. | Confidential and proprietary 7

 CONSTRAINTS – LINKING TASKS WITH HEIRARCHY

Search for the Task

Name
Task hierarchy making
Task hierarchy to
better locate it convenient to find
activities
and allocate multiple
tasks affected by the
same constraint
Checkbox to link
multiple tasks
affected by the
constraint

VisiLean Ltd. | Confidential and proprietary 8

 UNDERSTANDING CONSTRAINTS LOG
1 2 4

1. Create New Constraint

2. PDF/CSV Export Constraints Log 3
3. Switch to BIM360 Issues
6 7 8 9 10 11 12 13
4. Apply Constraint Filters
5. Constraint Listing
6. Constraint ID (Auto-generated)
7. Constraint Title
8. Constraint Category
9. Constraint Priority
5
10. Constraint Owner
11. Constraint Target Date
12. Constraint Commitment Date
13. Constraint Completion Date

VisiLean Ltd. | Confidential and proprietary 9

 BIM360 ISSUES
Constraints created from importing BIM360 Issues

Constraints created from importing BIM360 Issues can be visualized, edited, and actioned as well.

Use to switch to BIM360 Issues

VisiLean Ltd. | Confidential and proprietary 10

 FILTERING CONSTRAINTS Click here

Constraints can be Filtered to review exactly what you need

• Filters panel can be accessed with the dedicated “Filter” button

• The panel will show from the Left-hand-side
• You can select multiple parameters to narrow down to your exact need
• “Clear” – to instantly remove any applied selections or Filters.
• “Apply” – to apply the selected parameters for Filtering the Constraints

NOTE:
• Selecting any parameters WILL NOT APPLY the Filters - NEED TO CLICK “APPLY”
• Advanced Options – Will allow you to select from the following dates:
• Creation Date
• Commitment Date
• Completion Date Advanced Options

VisiLean Ltd. | Confidential and proprietary 11

 CONSTRAINTS LOG
Constraints can be Edited & Updated from Constraints Log in the Dashboard

1. Click on the Constraint Summary bar

2. Constraint Details card will Open
3. “Edit” - Update Constraint
4. “Delete” – Delete the Constraint
1 3
5. “Get Task” – View linked Task(s)
6. “Get Attachments” – View linked Files 2
7 8 6 5 4
7. “Upload File” – Add a File to Constraint
8. “Add Link” – Add a URL to Constraint

NOTE:
• Upload Attachment first from “Select File” and then click on “Upload File”
• Only Project Admins have the option to Delete a constraint

VisiLean Ltd. | Confidential and proprietary 12

 CONSTRAINT DETAILS CARD
Constraints Detail Card is accessed by Clicking on the Constraint Summary bar

The detailed review section of the Constraints Log offers all the important information related to the Constraint.

Summary Bar

Latest Note will be seen here

Details Card

VisiLean Ltd. | Confidential and proprietary 13

 EDIT CONSTRAINTS – WEB APP
1

Things to keep-in-mind when Editing Constraints

1. Constraint Author & Creation Date

2. Linked Task(s) – Add or remove Tasks linked to Constraint
3. Notes – Add a Note to document information 2
4. History Record – Click to see complete history log
5. History Log – Review every action taken against the constraint
6. Save – Remember to Save after making any changes 4
3

Note:
• You can Edit/Change any of the information added to the
Constraint from this section at any point, except for: 5
• The Target Date
• The Author and Creation Date
6
VisiLean Ltd. | Confidential and proprietary 14
 EDIT CONSTRAINTS – WEB APP
Process for Updating Assigned Constraints

1. Click on “Commit”
2. Commitment Date - Select the Date by which you, as
3
the Owner, are committing to resolve this Constraint
3. The Status will auto-change to “Committed”
4. Click on “Save”

Note:
• Repeat the same process for Closing a Constraint 1
• Completion Date – The date on which the Constraint
has been closed 2
• Status will auto change to “Closed”

VisiLean Ltd. | Confidential and proprietary 15

 CONSTRAINTS FROM MOBILE APP
Review & Manage Project Constraints from the job-site

Access Constraints on-the-move:

Find all the constraints – open, unassigned, closed

Create Constraints on-the-move:

Enter the title, owner, action, category, add tasks, target date &
set priority

Update Constraints on-the-move:

Get the constraints details & Edit the constraints when needed

Direct Access to Tasks:

Access the tasks attached to the constraints

VisiLean Ltd. | Confidential and proprietary 16

 RAISING CONSTRAINTS – DASHBOARD
< Add Constraint
2

1 3

Dashboard – Click on the Constraints Log – Create Constraint -

Constraints section Click on “+” icon to raise new Constraint Fill the Form

VisiLean Ltd. | Confidential and proprietary 17

 RAISING CONSTRAINTS – TASKS
< Add Constraint

3
4

Task Listing – Task Card – Click on Chat Icon Click on Attachment – Create Constraint -
Access your Task Top-right Corner Click on Constraints Fill the Form

VisiLean Ltd. | Confidential and proprietary 18

 RAISING CONSTRAINTS – KEY POINTS
Things to keep-in-mind when Raising Constraints
1

1. Constraint Title – What is this constraint? 2

2. Owner – Who is going to resolve this Constraint? 3
3. Target Date – By when do you need the Constraint resolved? 4
4. Priority – How urgent and important is this Constraint? 5
5. Category – What category does this Constraint belong to? 6
6. Task – What Task(s) is this Constraint affecting?
7
7. Location – Where is this Constraint affecting the work?
8
8. Description – Do you want to add any more details?
9. Attachment – Do you have any files to add to this Constraint? 9

NOTE: Click on “Create”

• Only Constraint Title, Target Date, & Priority are mandatory fields

VisiLean Ltd. | Confidential and proprietary 19

 EDIT CONSTRAINTS
Review Constraints from Dashboard or Task directly

• Click on “Constraints” from the Dashboard

• You will see Constraints List
• Click on any Constraint to Edit/Update

OR
• Access Task listing from the Dashboard
• Click on any Task
• Task Card will show “Constraints” folder
• Clicking on that will show Linked Constraints
• Click on Constraint to Edit/Update

Constraints Log – Task Card –

Click on any Constraint Constraints section

VisiLean Ltd. | Confidential and proprietary 20

 2

EDIT CONSTRAINTS 1
3

Process for Updating Assigned Constraints

4
1. Owner Profile
5
2. Chat – Add Notes & Access History of the Constraint 3
3. Constraint Status 6
4. Click on “Commit” to provide Commitment Date 7
5. Provide Commitment Date after clicking “Commit”
(Same process for “Closing” Constraint – Points 4 & 5)
6. Edit Category of Constraint
7. Add more Tasks affected by this Constraint
8. Review any Attachments added to the Constraint
9. Add Attachments – File and Photos to Constraint
8
10. Add Notes – type a message (or voice note) 11
11. Click a Photo directly by opening “Camera” App 9 10

VisiLean Ltd. | Confidential and proprietary 21

 FAQs
Q: Can a Constraint be linked to more than 1 Task?
ANS: Yes, you can add multiple Tasks affected by a Constraint. You can also have Constraints not linked to any Tasks.

Q: Can the responsible person be anyone from the project, irrespective of their organization in VisiLean?
ANS: Yes, you can assign the Constraint to anyone on the project on VisiLean.

Q: Can the Constraint Categories be customized/edited?

ANS: Yes, you can define your own Constraint Categories from the “Settings” section – Constraint Categories tab.

Q: Who can edit or update Constraints?

ANS: Following is the break-up of Access Control for Constraints:

• Standard Users can only update Constraints assigned to them.

• Package Managers can update Constraints assigned to, or raised by, anyone within their Organisation.
• Project Admins can update any Constraints on the Project.

VisiLean Ltd. | Confidential and proprietary 22

 FAQs
Q: Can the Constraint ID be edited?
ANS: No, Constraint IDs are system generated by default.

Q: Can anyone delete Constraints? What about re-opening a Closed Constraint?

ANS: No, only Project Admins can Delete or Re-open Constraints.

Q: How can I export my Constraints data?

ANS: You can export your Constraints (apply Filters to export selected data) by the CSV and PDF export options in the Constraints Log.

Q: Can the Start and Completion of Tasks be restricted if there are Open Constraints linked to it?
ANS: Yes, you can restrict the Start and Completion of Tasks affected by Open Constraints from Project “Settings” – “Parameters”.

Q: Can one revert the status by removing the commitment date or the completion date of the constraint?
ANS: No, but the Owner of the Constraint has the option to change the commitment date and completion date.

VisiLean Ltd. | Confidential and proprietary 23

 FAQs
Q: During a Project Plan update (P6/MSP/Asta Update), do the Constraints linked to the Tasks get detached?
ANS: No, the relation of Constraints to Tasks will be retained after any schedule update.

Q: Do the Owners of Constraints receive push notifications on the Target Date?

ANS: Yes, the Owner of the Constraint will receive push notifications on the Target date, as well as the Committed date to resolve the constraint.

Q: If a task is rescheduled, does it affect the Constraints linked to it?

ANS: No, Task reschedule will not affect the Constraints linked to it.

VisiLean Ltd. | Confidential and proprietary 24

 THANK YOU

For more info mail us : [email protected]

VisiLean Ltd. | Confidential and proprietary 25