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Daily Reports

You can use daily reports to track the daily activity of the crews on the job site.

License: Certain actions, such as adding daily reports, require a license as well as security permission. Contact your project administrator if you are unable to perform some actions using the mobile app.

List view

Daily reports list view

Downloads all daily reports
Number of daily reports downloaded
Record status
Approved records are locked and cannot be updated
Date of report
Downloads all the drawings or files linked to this daily report. Any new links will be automatically downloaded when the project is synced.
Total approved labor
Weather condition
Number of notes

Daily Report

Copy from another daily report
Save the record
Date of report
Record status - Approving a daily report does not affect the labor cards.
Total lost productivity. Select to change the unit of measurement.

Weather Summary

A summary of the latest weather entry
If the Project Settings are set to automatic weather entry and the total rainfall is zero, Auto populated displays. If total snowfall or rainfall is entered, those entries will display instead.

Weather - Enter Precipitation

If the Project Settings are set to automatic weather entry and the total rainfall is zero, Auto populated displays. Selectto manually enter a value.
Project Settings (web): Project Settings > Record Settings > Daily Reports > Weather Entry
Select to enter the total snowfall

Rainfall and snowfall units of measurements are set in your web settings.

Weather Log

Manually add a weather entry
Select to enter weather notes
Weather entries - they can be automatically or manually entered
Sub-menu: delete a weather entry

Workforce: Labor card

Workforce labor card

Approve all labor cards
Copy labor data from another daily report
Add a labor card
Total approved labor
Total labor pending approval
Total workers (approved and pending approval)

Workforce: Crews card

Company name
Crew name
Quantity
Number of workers
Notes
Attached photos/videos/files
Sub-menu: approve or delete the card

Equipment Card

Total equipment quantity
Total equipment hours
Select to view the equipment log

Equipment log

Daily Reports equipmengt log

Copy equipment details from another daily report
Add an equipment to the daily report
Total quantity of equipment added to daily report
Total hours of equipment added to daily report
Details for the equipment
Hours for the equipment
Rate for the equipment per hour
Notes

Daily Reports

To create a daily report

In the Daily Reports list view, select .
On the Create Daily report page, choose the date, then select Add.

You can create only one daily report for each day.

To add assignments, select Assign.

—Or—

To send courtesy copies, select CC.
Enter additional details, then select .

To copy from a previous daily report

Open or create a new daily report.
Select .
Select from when to copy the daily report.

All data that you have access to will be copied.

Select Add.
Enter additional details, then select .

You can create only one daily report for each day.

To add or edit a note, see References.htm.

Weather Card

To add a weather entry

Open a daily report.
Select Weather.
Select .
On the Add Weather page, enter the required fields.
Select Done.
Select <.
Select .

The latest weather entry is displayed on the daily report weather summary section.

To delete a weather entry

Open a daily report.
Select Weather.
In the weather log, select .
Select Delete.
Select <.
Select

Labor Card

To add a labor card

Open a daily report.
Select Labor.
Select .
Enter the required fields.
Select Done.
Manually add a worker to the labor card.

This option is available only if the labor card is set to display a "Detailed" grid of workers. This is set in the web application Record Settings > Daily Reports > Document As.

Select <.
Select .

To edit a labor card

Open a daily report.
Select Workforce.
Select the labor card to edit.
Select Done.
Select <.
After editing the card, select .

To add or edit a labor card budget code

Open a daily report.
Select Workforce.
Select the labor card to edit.
In the WORKERS section, select a name to edit an existing worker.

—Or—

Select + to manually add a worker and project-level budget code to the labor card.

These options are available only if the labor card is set to display a "Detailed" grid of workers. This is set in the web application Record Settings > Daily Reports > Document As.

In Add Worker or Edit Worker, select the Budget Code field.
Select a budget code from the dropdown list.
Select Select.

—Or—

Select < to exit without making a change.

After editing the card, select .

To delete a labor card

Open a daily report.
Select Workforce.
In the labor card, select .
Select Delete.

Only labor cards that have not been approved can be deleted.

Select <.
Select .

To approve a single labor card

Open a daily report.
Select Workforce.
In the labor card, select .
Select Approve.

You must have security permission to approve labor cards. Approving labor cards does not affect the status of the daily report.

Select <.
Select .

To approve all labor cards

Open a daily report.
Select Workforce.
On the top-right corner, select .
Select Approve All.

You must have security permission to approve labor cards. Approving labor cards does not affect the status of the daily report.

Select <.
Select .

Equipment Card

To add an equipment card

Open a daily report.
Select Equipment.
Select .
Enter the required fields.
Select Done.
Select <.
Select .

To edit an equipment card

Open a daily report.
Select Equipment log.
Select the equipment card to edit.
After editing the card, select Done.
Select <.
Select .

To delete an equipment card

Open a daily report.
Select Equipment log.
Select an equipment card.
To delete the card, select .
Select Delete.
Select <.
Select .

Linking

To add a web link to a daily report

Open a daily report.
Select + next to Web links.
Enter the web link, then select Done.

To annotate a drawing and link it to this daily report, see Drawing Annotations.

To link records or drawings to a daily report, see Linking Records or Drawings.