Guide
How to move off your pour spreadsheet without disrupting a single job
You don't switch in a day — you switch one pour at a time
The fear with new software is the flip-the-switch day: the Monday everything has to be in the new system or the week falls apart. So don't have one. Here's how subs actually move off the spreadsheet — one pour at a time, with nothing at risk.
Week 1 — run both, use Planning Ops only for cancellations
Keep your spreadsheet exactly as is. Add your next real pour to Planning Ops with its contacts. The only new habit: when something changes, click instead of texting eight people. That's it. One button, on the one task the sheet does worst.
Week 2 — schedule next week's pours in both, compare
Put next week's pours on the board too. Watch the weather color the cells, watch the conflict badge catch the double-booked crew, watch the yards total themselves. Compare it to the sheet side by side and see which one you trust by Friday.
Week 3 — bring the crew in as free viewers
Add your crew and GCs as free, read-only viewers. They keep getting the same emails and PDFs they already get — nothing for them to learn. Now the board is the source of truth, and everyone's looking at the same one.
Week 4 — archive the spreadsheet (or keep it)
By now the live board is doing the work. Archive the spreadsheet, or keep it for finance — some do. There's no deadline. You moved the whole schedule over without a single disrupted job.
What you don't lose
- PDF and Excel exports for the GC — still one click.
- Your column structure and the way you think about the week.
- Your habits — the only person who changes one is whoever runs the schedule.
Start with one pour → Run it alongside your spreadsheet this week and keep only what earns its place.