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.

Start with one pour. Not your whole operation.

Try Planning Ops on one real pour this week. Keep your spreadsheet open right beside it.

14-day free trial · no charge until day 15 · cancel anytime