Construction Projects

Anyone using Asana for Construction Projects? Looking for templates and feedback on whether or not Asana is good for managing construction. I’m used to using MS Project and other supporting tools but want to know more about Asana.

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Hi @Sean_Kendall, welcome to the Asana Community Forum :wave:t2:

You can find a list of all Asana-created templates by selecting "Use a template’ when creating a new project.

While I can’t offer any specific advice relating to construction projects, I’ll leave this thread open so members of our Community can offer some suggestions! :slight_smile:

Thanks but none of the templates are geared towards construction. Would be starting from scratch I guess. ??

Yes, that’s correct @Sean_Kendall. There are no Asana-created templates geared towards construction. You can of course create your own template for this purpose! :slight_smile:

I am working on a basic construction scheduling template, but running into issues with adjusting “due dates” for new projects without having to manually adjust EVERY task. The dependencies are tricky and the Auto-Adjust does not appear to account for single-day, non-critical tasks - I’m hoping Asana has a solution for this, but I’m just getting started, so I may be missing something.

I am surprised there’s no standard sample template for a simple Construction project of any sort. I’m a little concerned that maybe it’s because it really isn’t setup for that sort of project management. Hope you find a solution! Beat of luck.

Sean

Hi @Sean_Kendall, I can maybe help you as we use asana for construction and it is very helpful, this shouldn’t be hard, only issue is I am not sure what kind of construction you are in, please reply with a bit more information, like if you need it for office or field work, or maybe for both together, do you need it for budgeting or whatever else.

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Thanks Moishe,

It’s for new build residential, multi-res, and small commercial. Would use it for scheduling, gant charts, action items, tracking timesheets and external costs (materials, subcontracts, rentals, etc)

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Thanks @Rebecca_McGrath
@Sean_Kendall I replied to you by private message, I think the best way would work out with a phone call, let me know if you would like to. Thank you!

Hi Moishe and Sean. I am also looking to use Asana for construction projects, from the owner’s side. Would you mind sharing your template with me? Surprised there isn’t one already on Asana or Monday. Thank you!

Hi, @Bob_Cottrell, I can help you set it up, I don’t have a ready template for what you’re asking. I can help you set it up easily I believe.
I do have other construction templates and great ideas.
Thank you.

Hi, I’m also interested in construction templates and would be interested in working with someone to develop one. As i see it there are multiple templates that would be needed.

  1. Estimating and bidding projects. I receive Invitations daily to bid on projects… probably about 20 projects a week at least. Some are from different General Contractors for the same projects and some are unique projects… All of them have varying deadlines. and within those invites there is bidding workflow… Download drawings, Import to take-off software, download/import addendums, perform quantity take-off, Send take-off to supplier for pricing, assemble price, send to client. and then follow up in a couple of weeks to see how you faired on the bid, analyze bid results.
  2. Once a project is awarded… this now moves into a project management workflow. receive and sign contract, prepare shop drawings for Client/consultant review, wait 10+ days, receive approved shop drawings, order materials from supplier.
  3. then this moves into… site operations/installation. Pickup/deliver materials, Acclimatize materials (industry specific task), Schedule Installation, complete work, address deficiencies if necessary, submit warranties and other close out docs.
  4. Then Accounting, submit progress invoices, Submit change order invoices (If applicable), Collect stat declarations, submit holdback invoices.
  5. take pictures, upload to website, get more business. lol.

I’d love to create some templates that can achieve all these tasks and more. I actually think it can be done on Asana from what i see. Not sure if there is an easy way to integrate contacts database? Currently using the free version and have not tried the premium ones yet. Would love to hear back from people on this. Shoot me a msg anytime!!

Hi @beau1,
PM’d you, I can definitely help you with the right set up and to organize you needs.
Thank you!

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Hi, im also looking for the same type of information. Is there anyway you could share it to me aswell?

Thank you

Good Morning, Our business is brand new to Asana( like yesterday lol)I have a similar situation regarding construction projects. . I work for a home builder and designer with multiple projects going at the same time. Any ideas how we can see all our projects on one timeline(gantt chart)? As you can imagine tasks /dates are always moving so we are try to see full picture. Not sure which template would work best for us. Any help /advice you can give would be appreciated.

Hello, Did you happen to find anything that worked for you? I’m in the process of finding a template that will work for us as well . We run a home builder/ renovation business with multiply projects going at the same time. We newly installed asana and trying to figure it out. Any advise would be appreciated!

Hey @Eileen_Dancho,

you can definitely achieve setting all this up in Asana. If you need assistance you might want to work with an Asana expert to help you set up everything the way you need it so it works for all the workflows you require. Because construction projects can be really different from case to case.

It depends on a lot of factors and requires background knowledge on how things operate atm, which parties are involved, how they operate, what steps do you handle, any steps you don’t handle but still have to factor in, and a lot of more information required in order to help setting up a proper structure in Asana with Project templates, Asana team/s, custom fields set up, rules, task templates and much more.

Here is a small example for a process of “cutting, painting, assembling, installing a product” and monitoring the hours allocated and hours consumed.

There are various templates and tips for different processes which you can use as guidance and then tailor everything to your needs.

Yes you can have one project where all tasks of all projects are tagged under, then you can see the process of everything. Similar to the set up I suggested in the other link I posted above.

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Hi Eileen
I’ve spent a fair amount of time in the last few weeks trying different things. I looked at my workflow and wrote down in detail all the steps of my business from estimating to execution to accounting.

At first I made every project a project starting from estimating and then I realized that it was a bit too overwhelming to look at it that way. I am a commercial construction subcontractor and I have about 15-20 bids due a week or more never-mind the execution of the work. I started looking at things a bit differently. And this is what works for me.

I looked at Bidding/estimating is a ongoing “company project” and from my emails I add or forward each new bid opportunity to my bidding/estimating project folder. From there I set a bunch of sub tasks. Create some columns that I find useful like what products(s) I’m going to quote, my job numbering, the bid amount, the other Contractors that have asked me to bid the same job, whether I won or not and a column for the winning bid… if someone gives me that info. I’ll make some notes in appropriate spots.

Then from there I close out each task of the “bidding project” as complete when it’s done. I don’t delete it because a job quoted today often comes around 6 weeks or more later. You can filter completed vs incomplete and not have to see a huge list.

One of the cool things about Asana is that you can turn your tasks into projects. So when I win a project I turn the task into a project and have some sections for “project management” “execution” “accounting”

Not sure if that helps you much but that’s generally how I made use of it so far. I heard that there are some new features like a “multi-selector” coming out this month which I look forward to. As it stands right now when I bid on multiple elements of a project and my products column only allows for one selection.

Hey MFC! Do you think you could help me out as well. First time using Asana and I’m trying to onboard my company to it.

We’re not a huge team around 10 working in the office, and we handle maybe 5-10 projects at a time.

I would have wanted to use Asana similarly to those above mainly the following;

  • Shared gantt charts
  • Punch lists
  • Expenses
  • Purchasing
    Just the usual nothing special :slight_smile:

Would appreciate any help.

Hi, Daniel,
PM’d you, I can definitely help you with the right set up and to organize your needs.
Thank you!