Use this document window to enter the history of project events and progress, including a description of physical conditions, a summary of the work accomplished at the job site, lists of resources used and delivered, a log of visitors to the site, and a report of any problems encountered that day. The Daily Report Document Window is categorized into different tabs. You can use these tabs to record the related details. These details are important when you need to explain delays or justify costs, and can be used to defend against litigation.
Buttons, Drop-Down Lists, Icons, and Links:
Edit Document
Click to edit the document.
If you clicked Edit Document 
, Edit Document - High Priority 
, or Edit Document - Low Priority 
, the document is already in edit mode, and the Edit Document button does not display.
Spelling 
Click to spell check the document.
This displays when you are in Edit mode.
Print Form 
Click to print a form.
Print Preview 
Click to display the page that will be printed.
Select an action
Click to display the list of actions you can perform on the current window.
Transmittals Queue
Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.
User Productivity Kit
Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.
The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.
Daily Reports Log
Click to return to the log window.
Control Center
Click to return to the Workspace.
General tab:
Contractor
Click Select Contractor 
to open the Select Contact Dialog Box to select the contact ID and initials of the company and user associated with the report from the drop-down list.
This field is editable only when adding a new daily report.
Date
The date on which the item was created or issued.
Day
Contract Management automatically enters the day of the week that corresponds with the date specified in the Date field. However, you can type in a different day.
Report Number
Contract Management assigns the next sequential number to the new report, but you can change this number manually.
Report Period
The report period, such as Daily, Weekly, and so forth.
Contract
The contract associated with the daily report. Click Select Contract to open the Select Contract Dialog Box to choose a contract to link to the daily report.
Change Management Number
If you initiate Change Management by clicking Initiate CM from the Select an action drop-down list, the Change Management Document Window number appears in this field.
Status tab:
Priority
The priority level for this item, which will appear in the BIC’s Action List.
Ball in Court
The person responsible for this item.
Approved?
Indicates whether the item has been approved.
No is the default. Yes appears when the item has been approved.
Approved By
This section provides fields for an authorized contact to approve the daily report. Enter the contact's name and company by clicking Select to open the Select Contact Dialog Box and typing the date in the Date field.
Work Activity tab:
Use this area to type remarks, including descriptions of progress, milestones, delays, and new conditions that may affect the project.
Additional Comments tab:
Use this tab to enter any additional information that may affect the project.
Equipment tab:
Use this tab to track information about the equipment used on the work site.
Add
Click to open the Daily Equipment Record Dialog Box to enter equipment information.
Source
The company supplying the equipment.
Description
A description of the equipment.
Units
The number of units (pieces of equipment) being used.
Equipment Type
The category for this type of equipment, such as construction or electrical.
Work Area
The area where the equipment is used, such as Office or Job Site.
Idle
Select if the equipment was idle for the day.
Rented
Select this if the equipment is rented. This activates the Acquired and Due Back fields.
Acquired
The date the equipment was rented.
Due Back
The date the equipment is due back.
Remarks
Additional comments or instructions.
Field Force tab:
Use this tab to track information about the personnel working at the site.
Add
Click to open the Daily Labor Record Dialog Box to enter personnel information.
Source
The company that supplied the labor.
Category
The category of the labor by profession.
Work Area
The area where the labor is performed.
Total Supervisors, Total Foremen, Total Journeymen, and Total Apprentices
The number of workers employed in each of these categories.
Total Supervisors, Total Foremen, Total Journeymen, and Total Apprentices Hours
The total number of hours worked by the personnel in these categories.
Remarks
Additional comments or instructions.
Change Number
The change order associated with this daily report, if any.
Visitors tab:
Use this tab to track the names of people or companies that visit the site.
Add
Click to open the Daily Visitor Log Dialog Box to enter visitor information.
Time
The time the visitor arrived.
Visitor
The name of the visitor.
Remarks
Additional comments or instructions.
Materials tab:
Use this tab to record information about the items delivered to the site for the day. Items added here that are linked to a material are added as delivery tickets in the Materials Delivery Tickets tab in the Windows client.
Add
Click to open the Delivery Ticket Dialog Box to add a new material row to the daily report materials list.
Record Delivery Ticket
Click to create a delivery ticket to add multiple materials deliveries to the daily report at one time. The Record Delivery Ticket Dialog Box opens, which lists all materials from the Materials Delivery Log Window.
Delivery Time
The time the delivery was received.
Material Name
The material code for the delivered goods. Click to open the Materials Delivery Document Window.
Quantity
The amount, weight, or number of units delivered.
Location
The location where the materials were delivered.
Ticket Number
The ticket number or other identifying number from the delivery receipt.
Description
A description of the delivered goods.
Remarks
Any comments about the delivery, such as missing or incorrect items.
Contract
The contract the materials delivery is associated with
Schedule tab:
You can include underway activities whose early start and/or early finish dates include the day of the daily report from a linked P6 EPPM project. Contract Management then displays the Activity ID, percent complete, remaining duration, total float, and description of each underway activity from the project in this section.
Add
Click to open the Daily Schedule Record Dialog Box to include schedule activities that are underway on the date of the daily report. Contract Management creates a line for each activity.
Get Activities
Click to automatically get activities from the linked P6 EPPM schedule.
Get Activities only displays when Contract Management is connected to a P6 EPPM project.
Update from Schedule
Click to refresh the dates of the P6 activity.
This action will update the dates and the Started and Finished checkboxes in Contract Management based on the current date information in P6.
Update from Schedule is only available if the project is linked to a P6 project.
Worked On
A check indicates that the activity has been worked on.
Activity ID
The associated P6 EPPM schedule activity linked to this daily report.
Title
The name of the item.
ES/A
The start date. A check in the A column indicates that the activity has started.
Note: ES stands for Early Start. A stands for Actual.
EF/A
The finish date. A check in the A column indicates that the activity has finished.
Note: EF stands for Early Finish. A stands for Actual.
PCT
The percentage of the activity that is complete.
OD
The original time duration for the activity. This field is represented in hours.
RD
The remaining time duration for the activity. This field is represented in hours.
TF
The total float.
FF
The free float.
Custom Field columns
Each custom field assigned to the issues table is shown with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder (All Projects) in the Project View and choosing Custom Fields.
Weather tab:
Use this tab to track weather conditions for the day. The weather tab is subdivided into the three subordinate tabs.
Details subordinate tab:
Length of Suitable Conditions
Select the amount of time that weather conditions were acceptable from the drop-down list.
Period 1, Period 2, and Period 3 tabs:
Time
Enter the time for the period.
Temperature
Select the temperature range for this day.
Precipitation
Select the type of precipitation, such as drizzle, snow, rain, if any.
Duration
Enter the length of time for the period.
Sky
Select the condition of the sky, such as clear, cloudy, or overcast.
Wind
Select the wind speed for the day.
Impact
Select the type of weather if it impacted production.
For example, Standing Water or High Winds could impact work.
Issues tab:
Link
Click this to open the Select Issue Dialog Box to link an issue to this item.
Issue Title and Name
The names and titles of issues linked to this item. Click to open the Issue Document Window.
Attachments tab:
Attach File
Click this to open the Attach File Dialog Box to add an attachment to this invoice.
Attach from Repository
Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
Attach URL
Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.
Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.
Attachment
The name of the attachment associated with this item. Click to open the attachment.
Subject
A brief description of the item.
Location
The location to which the file is uploaded.
Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.
Path
The full path to the file.
File Size
The size of the attached file.
Date Attached
The date the file or link was attached.
Attached By
The user who attached the file or link.
Custom Fields tab:
This tab only displays when one or more custom fields have been defined for the module. Each custom field assigned to this module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (All Projects), and clicking Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add Custom Fields.
Versions tab:
Use the Versions tab to maintain a history of your document changes. This tab only displays when you open the document in View mode, not in Edit mode (open the document by clicking the document name, not the Edit icon beside the document name). On the Versions tab, you can view and access previous versions of the selected document and identify who created the versions and when the versions were created. You can create and preserve a new version of the document at any stage during a project. To create a new version of the current document, choose Version Document from the Select an action drop-down list. You can use the Contract Management Administration Application to configure the Version Document feature to automatically create a new version of your document each time you save the document (see Configure the Content Management Version Document and Attachment Feature for more information).
Version
Lists different versions of the current document in reverse chronological order.
Click view 
to open each version. Each version shows the information available in the document when the version was created.
User Account
Shows the name of the user who created the corresponding version.
Date
The date on which the item was created or issued.
How to access this document window:
to add a new daily report.
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Oracle and/or its affiliates. All rights reserved.
Last Published Wednesday, June 17, 2015