Why Staying Flexible Will Help You Win Projects

There are two popular ways to break down a residential project. The first is based on trades where you plan your schedule around your team and divide the scope based on their expertise. The second is a phased approach that is based on project or client restrictions such as accessibility, specific scheduling requirements or client requests. Whatever the reason, you may be asked to be more flexible in your planning and focus on completing the project in phases or activities to get the job done.

To help you organize your tasks and coordinate your team you will need a project management tool that will allow you to be flexible. Level will make your life a lot easier! With the subproject feature you can break the project up anyway that suits you including by phases, rooms, or dates. Here’s how:

Define Project Phase Breakdown

Depending on the reason why your project is going to be executed in phases will dictate how you’ll break down your project.

  1. Waiting on permits? Then your projects may be based on when and what area permit approvals are received for

  2. If the client has requested certain rooms to be completed first, then you might breakdown your plan into rooms based on the sequence requested

  3. Waiting on long lead material or items? Maybe you want to start with tasks that require materials that are readily available.

  4. Is accessibility an issue? Plan to start working in areas that is safe to enter and work in

Proper upfront planning will save you time, money, and strengthen your client relationship so take the time to figure out the best way to break down your project. Once you figure that out, all that is left is to add tasks under each subproject so you can track progress and make sure your team meets all your project timelines.

Leverage the Power of Subprojects

Every project is different and will have their own restrictions. For example, the client may want to prioritize finishing the kitchen and bedrooms before starting the living room and basement so they can start moving in. In cases like these you might find it helpful to break your project up based on activities, rooms, or phases.

Here’s an example of how you can do it:

  1. Create a new project on Level and fill in the important fields (add a picture, description, tentative end date, etc…)

  2. Add a subproject for each room. By setting the start and completion date for each room, the pecking order will be determined and listed accordingly in the app

  3. For each room/subproject, fill in the important fields (similar to Step 1)

  4. In each subproject, set permission and access for each of your team members

  5. Break each subproject down into specific tasks and set dates, designate tasks to workers, and add any details under “description”

  6. Throughout the project, keep relevant documents and expenses associated with each room within the subproject

  7. Keep informed with the subproject newsfeed and receive live notifications from your team when they complete a task. You and your team can also use the chat feature to communicate from anywhere, anytime


Keep agile and adapt to any project regardless of any restrictions that come your way. Subprojects are a great tool to help you break down your project so that every team member understands your expectations and how to get the job done.

Looking for project management software with features that allow you to adapt to any project? Don’t wait to check it out - Level is free until August 1, 2020! See for yourself how Level is specifically designed to help you with your residential and commercial project management! To learn more, request a demo.