Activity
A schedule task imported from the master schedule. Activities are the primary unit to which Weight Factors are assigned and against which register items are linked via task codes.
Audit Log
An immutable record of all controlled actions in EPCplanner, including imports, validations, rollups, updates and report generations. Entries cannot be edited or deleted by any user including Admin. Provides full traceability for governance, audit and claims support.
Baseline
The original approved schedule, created automatically when the first schedule is imported. Only one Baseline plan can exist per project. Serves as the reference point for all S-curve planned lines and delay analysis.
CBS (Cost Breakdown Structure)
The commercial breakdown of the contract value, imported from the lump-sum price schedule or bill of quantities. CBS is the source from which Weight Factors are generated and against which earned value and payment certificates are produced.
CBS Distribution
The process of mapping CBS items to WBS nodes and activities, distributing the commercial value of each CBS line across the schedule structure. This distribution is the basis for generating Activity Weight Factors and Cost/Invoice Weight Factors.
COD (Cut-Off Date)
The end date of a reporting period. Opening a Cut-Off Date marks the start of an update cycle. Closing a Cut-Off Date triggers Freeze Guard, creates a Historical Snapshot, and locks the period permanently.
ENG Register
The Engineering Register. Tracks engineering deliverables, typically drawings, datasheets, specifications and calculations, through a configurable multi-stage review and approval lifecycle. Stage completions drive physical progress for engineering activities.
Freeze Guard
A database-level control that prevents actual dates, quantities and stage completions from being entered or modified for a closed Cut-Off Date period. Applies to all users including Administrators acting through normal data-entry screens. Ensures closed-period data cannot be altered retroactively.
Historical Snapshot
An automatically created, unalterable record of project state at the time a Cut-Off Date is closed. Captures register actuals, activity progress, S-curve data points and CBS earned values. Available for trend analysis, audit requests and claims support at any future date.
In-Progress Mode
The operational state of a project after the Administrator has completed Project Setup and switched the project from Setup Mode to In-Progress Mode. Only In-Progress projects can open Cut-Off Dates and accept actual progress entries.
Lookahead Schedule
A report listing register stage gates and activities with planned or forecast dates falling within a configurable forward window from the current Cut-Off Date. Used for short-interval planning and workload distribution.
MOC (Management of Change)
A formal process initiated when trend analysis or forecasting output indicates that the current approved plan is no longer achievable. Typically results in a Revision, Recovery Plan or Rebaseline through the Plan Versioning module.
Physical Percent Complete
The weighted measure of actual deliverable completion, calculated from register stage actuals and Weight Factors. Represents a fact-based progress figure derived from actual work completed rather than a subjective estimate. This value is written back to the master schedule during progress synchronisation.
Plan Version
A named, typed record of a schedule import in EPCplanner. Types: Baseline, Revision, Recovery Plan, Rebaseline and Forecast. Each Plan Version has an immutable snapshot, an approval lifecycle (Draft, Pending Approval, Approved, Active, Superseded) and a Plan Event Log. Only one Plan Version can be Active at a time.
PROC Register
The Procurement Register. Tracks purchase requests and procurement packages from requisition through to delivery using configurable stage templates linked to schedule activities. Stage completions drive physical progress for procurement activities.
Quality Check
A pre-update validation that confirms every register item has a valid stage template, linked task code and all required setup fields populated. Items that fail the Quality Check cannot be included in the Register Rollup until the issue is resolved.
RBAC
Role-Based Access Control. EPCplanner uses an 11-role RBAC model where every user is assigned a single role that defines which screens, actions and data they can access. The 11 roles are: Admin, Project Controls Manager, Project Controls Engineer, Planner, Commercial User, Document Controller, Construction Manager, Subcontract Coordinator, QA/QC Engineer, Client and Viewer.
Recovery Plan
A Plan Version type issued in response to schedule slippage, proposing revised activity dates to recover to a specific milestone. A Recovery Plan is accompanied by a Revised Cut-Off Date that locks all actual progress as of that date before the new plan dates take effect.
Register Rollup
The calculation step that aggregates stage-level actual completions from all register items (ENG, PROC and SUBC) into activity-level percent complete values using Weight Factors. Register Rollup must be run before the Progress Update step in each reporting cycle.
S-Curve
A cumulative progress curve showing planned, actual and forecast values over time. EPCplanner generates S-curves at project, WBS, discipline and activity group levels from the same validated dataset. S-curves support Plan Version overlay, allowing Baseline and Recovery Plan curves to be displayed on the same chart.
SUBC Register
The Subcontract Register. Tracks subcontractor work packages and deliverables through configurable stage gates, with progress linked to CBS and payment milestones. Supports third-party register validation for subcontractor-supplied registers.
Task Code
The link between a register item and its parent schedule activity. When a register item is linked to an activity via a task code, its stage completions contribute to that activity's physical percent complete during Register Rollup.
Upsert
Update-or-insert: the import mode used for register data. If a register item with the matching business key already exists in the database, it is updated. If it does not exist, it is inserted as a new record. Prevents duplicates on repeat imports and allows partial updates to existing registers.
Validation
A diagnostic step that compares register item planned and late dates against their linked schedule activity dates and reports day-delta gaps. Validation does not block progress updates but highlights alignment issues for correction before the Cut-Off Date is closed.
Weight Factor (WF)
A numeric value that distributes measurable planning weight across activities, register items or stage gates. When CBS is in use, Weight Factors are generated from the CBS Distribution. Each stage completion contributes proportionally to an item's percent complete. The total of all Weight Factors in a properly configured project equals 100%.
WBS (Work Breakdown Structure)
The hierarchical decomposition of the project imported from the master schedule. In EPCplanner, the WBS is the shared structural reference used by all modules: CBS distribution maps to WBS nodes, register items roll up through WBS, and all reports present data at WBS levels.
XER File
A standard schedule export format produced by enterprise scheduling platforms. EPCplanner can import any XER file regardless of which scheduling tool produced it, extracting WBS, activities, relationships, calendars and resource assignments.
