Daily Reports

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

You can create only one daily report for each day.

3. To add assignments, select Assign.

4. To send courtesy copies, select CC.

5. Enter additional details, then select .

Workflow templates are not applicable for Free or Go projects.

If the start step of a template is unrestricted, or you have security permissions for a restricted start step, you can access and create an item with a workflow template from the records list view.

1. In the Daily reports list view, select .
2. On the Create Daily report page, choose a day, then select Add.

You can create only one daily report for each day.

3. If there is only one template available, the New Daily Report page displays. If there are multiple templates available, the Select Template page displays. Choose a template, then select Add.

In the list, a star icon indicates the default workflow template that is selected by your administrator.

4. To send courtesy copies, select CC.
5. If you have permissions, you can make Assignments and require a response from assignees by selecting Assign/Assign to.
6. Enter additional details and information.
7. To save your updates and return to the records list, select .

A pop-up message displays: New Daily Report created.

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

All data that you have access to will be copied.

4. Select Add.
5. Enter additional details, then select .

You can create only one daily report for each day.

1. Open a daily report.
2. Select Weather.
3. Select .
4. On the Add Weather page, enter the required fields.
5. Select Done.
6. Select <.
7. Select .

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

1. Open a daily report.
2. Select Weather.
3. In the weather log, select .
4. Select Delete.
5. Select <.
6. Select

1. Open a daily report.
2. Select Labor.
3. Select .
4. Enter the required fields.
5. Select Done.
6. 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.

7. Select <.
8. Select .

1. Open a daily report.
2. Select Workforce.
3. Select the labor card to edit.
4. Select Done.
5. Select <.
6. After editing the card, select .

1. Open a daily report.
2. Select Workforce.
3. Select the labor card to edit.
4. 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.

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

—Or—

Select < to exit without making a change.

8. After editing the card, select .

1. Open a daily report.
2. Select Workforce.
3. In the labor card, select .
4. Select Delete.

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

5. Select <.
6. Select .

1. Open a daily report.
2. Select Workforce.
3. In the labor card, select .
4. Select Approve.

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

5. Select <.
6. Select .

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

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

5. Select <.
6. Select .

Charlie, the chatbot for Daily Labor Reports, is available to ProjectSight Enterprise and Go users, in English, and requires an active internet connection. If you are interested in AI Assistant beta testing, please contact Michael Peterson at michael_peterson@trimble.com.

The Daily Reports AI Assistant does not support projects with Labor settings configured to Detailed. If Detailed labor settings are configured, the chatbot icon does not display in the Labor section of a daily report.

1. Open a daily report.
2. To open Charlie, in the Labor section, select the Chatbot .

—Or—

Select Labor, then from the navigation bar, select the Chatbot .

The Charlie chatbot home page displays.

3. To see how Charlie can assist with Labor entries, select View capabilities.
4. To enter labor details, type in the text box .

—Or—

Select Microphone to activate the microphone and then speak.

5. Select to expand the text box.
6. To send your text to Charlie, select Send . Charlie may request additional information. If so, provide additional text to respond to Charlie, then select .

If you would like to turn on audio for Charlie, select . To pause audio, select again. To quickly toggle audio on or off, double tap. If you make a selection by double tapping, that selection is remembered across chat sessions.

7. If a chatbot prompt for company, crew, or location is ambiguous, Charlie may display a selectable list with close matches so you can choose an option. Use your voice or enter text to select an item from the list.

—Or—

You may request additional information from Charlie, such as provide me with a list of locations that include 'interior' in the name. For answers that include 10 or more options, Charlie provides a link. Select the link to view and search a list of locations. Choose an option, then select Select to return to the chatbot session.

—Or—

Charlie may request additional information.

Once you make your selections and provide Charlie with necessary information, you are presented with a proposed labor entry that you can accept, reject, or edit.

8. To edit the suggested labor card, select Edit.
9. To edit Company, Crews, or Location, select the field to view and search a list of options, then select an option.

—Or—

To enter a different number of hours, number of workers, or description, select the field and enter the new information.

10. To save your edits, select Save.
11. To accept the labor entry and receive a confirmation that Charlie is applying your changes to the card, select Accept.

—Or—

To reject the entry, select Reject.

12. Enter another labor request for Charlie.

—Or—

To restart a conversation with Charlie, select , then select Yes.

13. To return to the Daily report, select x.
14. To save your labor entry, select .

Charlie, the chatbot for Daily Labor Reports, is available to ProjectSight Enterprise and Go users, in English, and requires an active internet connection. If you are interested in AI Assistant beta testing, please contact Michael Peterson at michael_peterson@trimble.com.

The Daily Reports AI Assistant does not support projects with Labor settings configured to Detailed. If Detailed labor settings are configured, the chatbot icon does not display in the Labor section of a daily report.

1. Open a daily report.
2. To open Charlie, in the Labor section, select the Chatbot .

—Or—

Select Labor, then from the navigation bar, select the Chatbot .

The Charlie chatbot home page displays.

3. To see how Charlie can assist with Labor entries, select View capabilities.
4. If you would like to turn on audio for Charlie, select .

To pause audio, select again. To quickly toggle audio on or off, double tap. If you make a selection by double tapping, that selection is remembered across chat sessions.

5. To enter labor details, type in the text box .

—Or—

Select Microphone to activate the microphone and then speak.

6. Select to expand the text box.
7. To send your text to Charlie, select Send . Charlie may request additional information. If so, provide additional text to respond to Charlie, then select .
8. If a chatbot prompt for company, crew, or location is ambiguous, Charlie may display a selectable list with close matches so you can choose an option. Use your voice or enter text to select an item from the list.

—Or—

You may request additional information from Charlie, such as provide me with a list of locations that include 'interior' in the name. For answers that include 10 or more options, Charlie provides a link. Select the link to view and search a list of locations. Choose an option, then select Select to return to the chatbot session.

—Or—

Charlie may request additional information.

Once you make your selections and provide Charlie with necessary information, you are presented with a proposed labor entry that you can accept, reject, or edit.

9. To edit the suggested labor card, select Edit.
10. To edit Company, Crews, or Location, select the field to view and search a list of options, then select an option.

—Or—

To enter a different number of hours, number of workers, or description, select the field and enter the new information.

11. To save your edits, select Save.

12. To accept the entry and receive a confirmation that Charlie is applying your suggestion, select Accept.

—Or—

To reject the entry, select Reject.

13. Enter another labor request for Charlie.

—Or—

To restart a conversation with Charlie, select Restart, then select Yes.

14. To return to the Daily report, select x.
15. To save your labor entry, select .

Charlie, the chatbot for Daily Labor Reports, is available to ProjectSight Enterprise and Go users, in English, and requires an active internet connection. If you are interested in AI Assistant beta testing, please contact Michael Peterson at michael_peterson@trimble.com.

The Daily Reports AI Assistant does not support projects with Labor settings configured to Detailed. If Detailed labor settings are configured, the chatbot icon does not display in the Labor section of a daily report.

After you have prompted Charlie to create a labor card and offered necessary clarifications, a suggested labor card displays. You can then accept, reject, or edit the suggested labor card.

1. To edit the suggested labor card, select Edit.

An editable card displays.

2. To edit Company, Crews, or Location, select the field to view and search a list of options, then select an option.

—Or—

To enter a different number of hours, number of workers, or description, select the field and enter the new information.

3. To save your edits, select Save.

The editable card displays.

4. To accept the labor entry and receive a confirmation that Charlie is applying your changes to the card, select Accept.

—Or—

To reject the entry, select Reject.

5. Enter another labor request for Charlie.

—Or—

To restart a conversation with Charlie, select , then select Yes.

6. To return to the Daily report, select x.
7. To save your labor entry, select .

1. Open a daily report.
2. Select Equipment.
3. Select .
4. Enter the required fields.
5. Select Done.
6. Select <.
7. Select .

1. Open a daily report.
2. Select Equipment log.
3. Select the equipment card to edit.
4. After editing the card, select Done.
5. Select <.
6. Select .

1. Open a daily report.
2. Select Equipment log.
3. Select an equipment card.
4. To delete the card, select .
5. Select Delete.
6. Select <.
7. Select .

1. Open a daily report.

2. Select + next to Web links.

3. Enter the web link, then select Done.