Daily plans: plan the crew-day
4 min read · Updated 30 May 2026
Why plan the day in WBSync
The plan and the timesheet share one backbone: your 4-level WBS. Because a plan points at the same Activity (L4) rows your crew log hours against, WBSync can reserve the hours up front, reconcile real clock-ins into them, and show you plan-vs-actual without anyone re-keying a thing.
Create and share a plan
From a project, choose Planning → Daily plan and tap Plan today or Plan tomorrow. WBSync titles the plan for you and pre-fills the project's PMs as recipients.
Pick the WBS Activity rows the crew will work, set crew size and hours per person, and name the operatives or staff on each one. Add an optional target quantity when you want to track productivity against it.
Hit Share. Recipients get an email and an in-app notification — and, with the reservation option left on, WBSync pre-creates blank-hours draft entries against each activity so the day's clock-ins land in the right place automatically. Save a reusable recipient list as a distribution group so you're not re-typing the same PMs every day.
Close out at end of day
When the day's done, open the plan and tap Close. Enter the actual quantity installed against each activity and a one-line variance reason where the day didn't go to plan. Those numbers feed the project's Plan compliance KPI — approved hours vs planned crew-hours over the last 30 days.
Who can do what
PMs, supervisors, planners and foremen can create, edit and share plans. A plan can be closed by anyone in that group or by the foreman who authored it. Everyone on the project can view plans. Hours still pass through the normal foreman approval gate before they reach the live WBS — a plan sets the intent, it doesn't approve anything.
What next?
Plans tell you the day. To see the next few weeks — and what's about to slip — head to Look-Ahead →
Frequently asked
Do I have to share a plan?
No. You can keep a draft as a personal checklist and share it later. Sharing is what emails the PMs and reserves the hours against each activity.
What are the reserved ‘draft’ entries?
Blank-hours placeholders against each planned activity. When clock-ins arrive, WBSync fills the real hours into those rows instead of creating duplicates, so the plan and the timesheet stay in step.
Can two foremen plan the same project on the same day?
Yes. Each foreman owns one plan per project per day; multiple foremen on one project is fine — each owns their crew.
Does sharing a plan approve any hours?
No. Hours still go through the normal foreman approval gate before they hit the live WBS. A plan only sets the intent and reserves the slots.
Which plan is Daily Plan on?
Every one. Daily Plan and Look-Ahead are included on all WBSync tiers.