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Lookahead Plan

The specter lookahead plan supports various methodologies and can be understood as a LEAN board, tact planning or LPS view.

Niklas Beese avatar
Written by Niklas Beese
Updated over 6 months ago

In this article we will show you

  • how to plan tasks over several weeks

  • how to reschedule delays simply or with documentation

  • how to customize the information and structure of your lookahead plan

  • how to save and print your view


1. Planning with the Lookahead Plan

Video: Lookahead Plan in specter (translated with AI)

Timestamps

0:00- Activate weekly preview in specter and adjust position

0:45- Planning in the weekly preview

3:22- Plan weekends specifically (Ctrl key)

3:55- Move tasks in case of delay (without documentation)

4:51- Document delay: Specify reason & reset start date

5:27- Move tasks & adjust structure/info in the preview

6:40- Print preview & save own view

7:26- Restore your own view and continue planning

Step-by-Step Guide

Open the Lookahead Plan.

Option A – Drag-and-Drop

Use drag-and-drop to select the time period in which the task should take place — e.g. four days or several weeks.

Then drag the desired task onto the selected time frame.

By default, weekends are skipped. To include them, hold down the Ctrl key while dragging.

Option B – Select Dates

Click on the word Plan below the task.
Select a date or date range in the calendar.

  • One click = single-day task

  • Two clicks (start and end) = multi-day task

⏱ Shift Tasks in Case of Delays

Option 1: Simple Rescheduling

If a task is delayed, drag it to a later time.
When multiple tasks are selected consecutively, their sequence is preserved.

Option 2: Document a Delay

  1. Right-click the task

  2. Select the Delayed status

  3. Provide a reason (e.g. bad weather)

  4. Set a new start date

  5. The task will be rescheduled automatically — maintaining its original duration and updating the start date.

⚙️ Customize Structure and Displayed Information

  1. Click the Settings icon (gear) in the top right of the Lookahead Plan.

  2. Enable or disable fields such as:

    • Object status

    • Delay reason

    • Task group

    • Grid position

  3. Use the arrow icons to reorder the columns as needed.

💾 Save and Print Your Custom View

  1. Adjust the view — e.g. change the column layout or zoom level.

  2. Click Views > Save View, enter a name, and save your layout.

  3. You can return to saved views at any time or overwrite existing ones.

  4. To print your current Lookahead Plan, click the print icon in the top right corner.

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