Directional Drilling

Bore Path Planning

TLDR

Bore path planning sets alignment, depth profile, entry and exit points, and clearance from every known utility before a rig mobilizes. The plan accounts for permit cover requirements, product bend radius, soil conditions, and the conflicts found during locating. Strilla Communications plans bores in-house for its own crews and for project teams that need a workable design.

What a Bore Plan Contains

A usable bore plan is more than a line on a route map. It carries the alignment in plan view, a depth profile along the shot, staked entry and exit locations, cover requirements by segment, every known conflict with its measured depth and offset, and the pit layouts at each end.

It also carries the constraints that will actually stop the work: permit conditions, required work windows, facility owner standby requirements, and any restriction on where equipment can be staged. A plan that ignores those is a drawing, not a plan.

The point of putting it on paper is to have the argument before the crew is on site. Every disagreement about depth, clearance, or exit location is cheap to resolve in the office and expensive to resolve with a rig running and a lane closed.

Building the Profile Around Known Conflicts

The profile is built from the ground up, starting with what has been located and exposed. Each conflict gets an actual depth, and the bore is routed under or over it with clearance that exceeds the owner minimum, so ordinary variation during drilling does not eat the margin.

Grade is the second input. Cover requirements are measured from the lowest surface above the bore, so ditch inverts, swales, culverts, and drainage structures set the controlling depth rather than the road crown. A profile drawn against pavement elevation alone will come up shallow somewhere.

Soil is the third. Where sand, muck, or shell layers are expected, the profile is set to reach material that will hold an open hole and to avoid daylighting through a soft zone. On water and wetland approaches, that usually means carrying more depth than the permit strictly requires.

Bend Radius and Product Limits

Every profile change has a radius, and two separate limits apply. The drill rod has a bend radius it can tolerate without fatigue, and the product being installed has its own, usually tighter, minimum. Conduit and cable have to survive being pulled through whatever shape the pilot created.

Planning against the product limit is what prevents damage that is invisible until the fiber is tested. A profile that corrects sharply to clear a conflict can pass a mandrel and still put unacceptable stress on cable during pullback, or leave a duct with a permanent ovality at the bend.

So corrections get spread. Where the bore needs to move, the deviation begins earlier and is resolved over a longer run, which increases shot length slightly and removes a category of failure entirely.

Choosing Entry and Exit Points

Entry and exit selection controls whether the required cover is achievable. A pit set too close to the crossing forces a steep launch angle that either misses cover under the pavement or exceeds bend radius trying to level out. Setting back further costs footage and solves both problems.

Site constraints then narrow the options: right of way width, clear zone limits, drainage structures, driveways, mature trees, overhead conductors above the rig, and where equipment can legally sit during the shift. Exit points on private property need permission arranged in advance, not negotiated with the drill running.

Where a route has handholes, vaults, or splice points planned, pits are placed to serve double duty at those locations so the same excavation supports the structure placement instead of opening the ground twice.

Feeding the Permit Package

Permit reviewers want to see a specific set of things: where the crossing is, how deep it will be, what it passes and by how much, where the pits sit relative to the right of way, and how traffic will be handled. A bore plan built with those questions in mind moves through review faster than one that has to be supplemented twice.

It also protects the schedule after approval. When a permit comes back with a modified condition, having a real profile means the change can be evaluated immediately, and you can be told whether it costs an hour or a week.

The same plan becomes the baseline for the as-built. Deviations made in the field are recorded against it with the reason, so the closeout package shows what was intended, what was actually built, and why they differ.

Keeping one document across permitting, construction, and closeout also removes the version problem. Reviewers, crews, and your engineering team work from the same alignment and the same conflict list, so a change made in one place does not quietly leave the other two working from something older.

What Data Do You Need Before Planning a Bore?

Good plans start with good inputs. The minimum set is the route design, Sunshine 811 locate results, available as-builts from utility owners, and the permit conditions, or the agency's published standards if the permit is not yet issued. Grade information matters too, whether it comes from a survey, design plans, or field measurements at ditch inverts and drainage structures.

Field data fills the gaps. A site walk shows what no drawing does: new driveways, fences, trees, signs, valve boxes, meter cans, and signs of private lines. Potholes add measured depth at each conflict. A plan is only as good as the field work behind it, which is why the walk and the exposure work are part of planning, not a separate task.

When inputs are missing, the plan says so. A segment with no records and no exposure is marked as unknown, with a plan to investigate before drilling, instead of being drawn as clear.

  • Route design and conduit configuration
  • Sunshine 811 locate results and owner records
  • Prior as-builts for the corridor
  • Permit conditions or published agency standards
  • Grade at ditch inverts, culverts, and structures
  • Site walk notes and pothole measurements

When Should a Bore Plan Change After It Is Issued?

A bore plan is a working document. It should change when the field differs from what it assumed: a conflict deeper or shallower than expected, a new obstruction at a pit location, a permit condition that moves a crossing, or ground that behaves differently during the pilot.

Changes follow a simple rule. The crew does not improvise a new profile around a surprise. The issue is reported, the profile is revised against the same limits for cover, clearance, and bend radius, and the change is recorded with its reason. Small adjustments can be made the same day. Larger ones may need the permit authority or facility owner to agree first.

This is what keeps the as-built honest. The final record shows the plan, the change, and why it was made, so anyone reading it later understands the bore that is actually in the ground.

Key takeaways

  • A bore plan sets alignment, depth profile, entry and exit points, and clearance from every known utility before the rig mobilizes.
  • Depth in a bore plan is drawn against the controlling low point along the route, such as a ditch invert, not against the road crown.
  • Entry setback controls launch angle, so moving pits farther from a crossing is often the only way to reach required cover within bend radius.
  • A plan that marks unknown segments as unknown is more useful than one that draws them as clear.

Key terms

Bore profile
The side view of a planned bore showing depth along its length, from the entry angle down to working depth and back up to the exit. It shows required cover at grade breaks and clearance at each crossing conflict, and it becomes the baseline for the as-built.
Entry angle
The angle at which the drill rod enters the ground at the start of a bore. A steeper angle reaches depth sooner but leaves less room to level out within bend radius. Entry angle and setback distance together decide whether required cover can be reached.
Conflict table
A list of every known facility the bore will cross or run near, with its owner, type, measured depth, offset, and the clearance required. It is built from locate tickets and pothole measurements, and it decides where the profile goes at each station.
As-built baseline
The issued bore plan used as the reference for recording what was actually built. Field deviations are recorded against it with reasons, so the closeout package shows the intended path, the installed path, and why the two differ.
What goes into a bore plan and why it matters
Plan elementSourceWhy it matters
Plan view alignmentRoute design and site walkKeeps the bore inside right of way and clear of surface features
Depth profileGrade data and permit cover requirementsHolds cover at ditch bottoms and other low points
Conflict tableLocate tickets and pothole measurementsSets clearance with margin at every crossing
Entry and exit pointsSetback layout and site constraintsMakes required cover reachable within bend radius
Bend radius checkDrill rod and product dataPrevents conduit and cable damage during pullback
Permit condition summaryIssued permit or published standardsPuts work windows, casing, and notifications in front of the crew
Horizontal directional drill bore profile

What this means for your project

Bore path planning is the cheapest point in a project to change your mind. Moving a pit, changing a crossing angle, or routing around an unknown segment costs a revised drawing. The same change made with a rig on site costs a shift, and made after pullback it costs a second bore.

Planning also steadies the schedule. A route with every conflict measured, every pit placed, and every permit condition summarized gives you production estimates you can rely on. Surprises still happen, but they become exceptions you can track rather than a daily pattern.

The plan is also the start of your documentation. Permit reviewers, crews, and your engineering team work from one alignment and one conflict list, and the as-built records each change against it. That continuity is what makes the closeout package trustworthy.

What's Included

  • Plan view alignment with staked entry and exit locations
  • Depth profile referenced to actual grade, including ditch inverts and structures
  • Conflict table with measured depth, offset, and required clearance per facility
  • Bend radius check against both drill rod and installed product limits
  • Pit layout, equipment staging, and access constraints for each end
  • Permit condition summary including cover, casing, work windows, and notifications
  • Contingency alignment where obstruction or refusal risk is identified
  • Baseline drawing used later for as-built comparison at closeout

Our Process

  1. 01

    Gather Route Data

    Locate tickets, existing as-builts, permit conditions, survey or grade information, and site walk observations are collected into one picture of the corridor before any line is drawn.

  2. 02

    Verify the Unknowns

    Conflicts and suspected private facilities are exposed and measured. Areas with no records are treated as unknown and investigated rather than drawn as clear.

  3. 03

    Design the Profile

    Depth is set from controlling grade points and required clearances, corrections are spread inside bend radius limits, and entry and exit are placed to make the cover achievable.

  4. 04

    Review Constraints and Contingencies

    Permit conditions, staging limits, work windows, and standby requirements are checked against the design, and an alternate approach is identified for the highest risk segment.

  5. 05

    Issue and Maintain the Plan

    The plan goes to the crew and to your project team, and field deviations are recorded against it so the as-built reflects reality with reasons attached.

Capability Overview

DeliverablePlan view alignment, depth profile, conflict table, pit layout
Depth basisPermit and owner cover requirements measured from controlling grade
Clearance basisFacility owner minimum with designed margin
Radius checkDrill rod and installed product limits, product governing
InputsLocate tickets, exposure measurements, as-builts, permit conditions
UsePermit submittal support, crew execution, as-built baseline

Frequently Asked Questions

Do I need a bore plan for a short crossing?
Even a short crossing needs the basics: verified conflicts, required cover, and staked pit locations. What changes with length is the amount of profile design involved. A driveway crossing needs a layout and exposure work. A long road or water crossing needs a full profile with grade points, clearances, and radius checks documented.
Can you plan bores for a route my own crews will drill?
Yes. Planning is a service we provide independent of who drills. You get the alignment, profile, conflict table with measured depths, pit layouts, and the permit condition summary. If our review says a segment is not drillable as designed, you get that assessment with the alternatives before anyone mobilizes.
What makes a bore plan fail in the field?
Three things dominate. Depth drawn against pavement instead of the ditch invert, so cover comes up short at a low point. Clearances designed at the owner minimum with no margin. And entry setbacks too short for the required cover, which forces a steep launch angle the profile cannot recover from without violating bend radius.
How long does bore path planning take?
It depends on route length, the number of conflicts, and how much exposure work is needed. A single crossing with good records can be planned quickly. A long route with many crossings, poor records, and several road owners takes longer because each conflict has to be located and measured. We give you a planning schedule up front, tied to locate response and exposure work, so permitting can follow on a known date.
What is the difference between a bore plan and an engineered design?
An engineered design shows where the network goes and what it contains. A bore plan shows how a specific segment will be drilled: the depth profile, entry and exit points, clearance at each conflict, pit layout, and constraints. Many routes have a design but no bore plans. The bore plan turns the design into something a crew can drill and an inspector can check against the permit.
Do bore plans include traffic control and pit locations?
Yes. Pit locations are part of the plan because they control the launch angle and whether required cover can be reached. Equipment staging, access limits, and traffic control needs are listed so the permit package and the crew work from the same layout. Where a pit has to sit in a travel lane or on private property, the plan flags it early so approval is arranged before mobilization.
Can a bore plan shorten permit review?
It often helps. Reviewers look for the crossing location, depth, clearances, pit locations, and traffic handling. A submittal that answers those questions the first time avoids extra rounds of comments and resubmittal. Review time still depends on the agency and its workload, so a good plan shortens the back and forth rather than the agency's own queue. That alone can save weeks on a route with many crossings.

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