Leveraging Artificial & Human Intelligence to Drive Plan Realism.

BASIS delivers realistic plans quickly through smart suggestions based on your historical project knowledge and a simple team member feedback process.


Include historical projects, standards, productivity rates and more in the Knowledge Library then use this knowledge to build realistic plans and validate the realism of existing plans.

The Knowledge Library

The BASIS Knowledge Library is the source for smart suggestions within BASIS. Store previously completed schedules, planned, or in-progress Primavera XER or MS Project files, productivity rates, risk registers, and more in the Knowledge Library. Improve the quality and relevance of suggestions by assigning context to stored knowledge. 

Knowledge Cleansing & Context

Incorporate projects into the Knowledge Library without having to go through the effort of cleansing or normalizing the data. BASIS can calibrate suggestions based upon the performance of the project (i.e., anomalies or poor performance can be calibrated when suggestions are made during planning).

Give your stored knowledge context by setting Knowledge Tags in the Knowledge Library (e.g., tag by project type, location, contractor, etc.). Optionally assign factors to Knowledge Tags to calibrate historical knowledge by assignment (e.g., different locations may require more/less time or cost to execute the work).

Knowledge Cleansing


Quickly build a new plan or evaluate an existing plan with the power of our AI-based planning assistant.

BASIS sits alongside your existing planning, scheduling, and risk management solutions turbocharging your planning process.

Sketch Mode vs. Plan Mode

In Smart Planning, there are two different modes for creating your project timeline: Sketch and Plan. In Sketch Mode, start by ‘sketching’ your top-down, high-level plan. Define units and quantities at this stage, but don’t worry about adding activities or logic links. In Plan Mode, add detail (activities and logic) to the plan you created in Sketch mode. 

Sketching out a Level I through Level III plan is accelerated while the quality of that high-level plan is improved through the BASIS AI engine. 

AI-Based Suggestions

Throughout Smart Planning, BASIS continually provides suggestions for durations, costs, and common risks based on the scope of your project. BASIS sources multiple suggestions from the Knowledge Library, using various dimensions to make an informed decision as to which suggestions are most relevant and ranks them in order of confidence. 

If none of the suggestions are what you want, you can teach BASIS that it gave you the wrong suggestion. BASIS will continually learn from interactions with you to improve the quality and relevance of suggestions.

Sketch Mode and BASIS Suggestions

BASIS Realism

A realistic plan begins in Smart Planning with the use of intelligent AI-based suggestions. Waypoint markers in BASIS visually indicate how aligned your plan is with relevant information resident in the Knowledge Library. If the plan is out of alignment, in a single click BASIS will align durations and cost with the selected data from the Knowledge Library.

In addition to BASIS waypoints, BASIS provides a checklist as a quick and easy means of seeing which line items are in/out of alignment with your knowledge. Thumbs up/down icons automatically change as you adjust your plan. Think of this column as your realism checklist. You are trying to establish a plan with as many green thumbs ups as possible! These then drive the overall BASIS Realism Index.

Incorporating Subnets

BASIS makes detailing out a plan easier through the ability to import pre-defined subnets (stored in the Knowledge Library) from the BASIS suggestions.

Rate-Driven Planning

Derive activity durations from productivity rates stored in the Knowledge Library. Simply indicate the quantity, productivity rate and crew count to generate accurate durations.

Level I - III Planning

Generate plans at the concept select or pre-construction phase of a project. The combination of BASIS suggestions and rate-driven durations/cost expedites plan creation.


Capture feedback on your plan from experts in the field through a simple markup process.



In the Markup view, team members provide feedback in their own ‘sandbox’ without impacting other’s markup or the underlying plan. Capturing team opinion is expedited by eliminating the team's exposure to complex CPM jargon and concepts. The team provides their feedback in a simple scorecard view, or for more advanced users, by directly interacting with the plan timeline. Team members can also add Project Register items (risks, ideas, opportunities, issues, change requests, etc.). Once markup is complete, the lead planner can view all feedback in the consolidated Review view.


Analyze team feedback and incorporate their expertise (or not) while visualizing the impact on your plan in real-time.


In the Review view, the lead planner can view all markup and determine what feedback they want to apply to the schedule, including changes in duration, start dates, and Project Register items. Planners can immediately visualize the level of consensus amongst team members and identify which experts (and their markup) to incorporate into the plan, visualizing the impact on both durations and finish dates in real-time.

The BASIS Review process supports the execution of interactive planning sessions and risk workshops allowing the team to collectively analyze the impact of their contribution on the plan timeline, while continually comparing the project to relevant information from the Knowledge Library. The outcome is a plan calibrated by the Knowledge Library and validated by the expert team in the field.

Review View


Understand the realism of your plan with BASIS indices.


Realism Index

A duration weighted score (0-10) that provides insight into how closely your project scope aligns with comparable items in the Knowledge Library.

Markup Status

Percent of completed markup items from your team and an indication if they 'buy-in' to the plan, or not. Compare Markup Realism to the BASIS Realism Index to determine if the team's opinion aligns with your Knowledge Library.

Plan Continuity

Percentage of the plan that has been detailed into activities. This indicates if I have areas of the plan that require additional detail.

Plan Detail

Percentage of the plan that has continuous work with no gap between sequential activities. Lower levels of Plan Continuity indicate potential opportunities for acceleration.


BASIS integrates with standard scheduling and risk management tools. Start your project with a realistic plan.

BASIS plans can be imported from and exported to Oracle Primavera P6 or Microsoft Project. Risk and uncertainty added in the Markup process can be captured and exported for consumption by Risk Analysis tools such as Oracle Primavera Risk Analysis and Deltek Acumen. 


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