The Daily Reports log window contains documents that maintain a daily history of project events. Using daily reports, you can include a description of physical conditions, a summary of the work accomplished at the job site, weather conditions, list resources used and delivered, log visitors to the site, and report of any problems encountered that day. This type of information is important when you need to explain delays or justify costs.

From this window, you can look at details for a daily report, add a new daily report, or Generate a Daily Report Based on an Existing Report. You can also print a report or a form.

Buttons, Drop-Down Lists, Icons, and Links:

Add Document

Click to add a new document.

Print Report

Click to print the default report.

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.

Layout

Click to select a different layout for the log window.

Edit Document

Click to open the document in Edit mode.

Find

Click to filter all items in the active table by a particular word or phrase.

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.

Control Center

Click to return to the Workspace.

Columns:

Day

The day of the week the report was created, which you can click on to open the Daily Report document window in View mode.

Date

The date on which the item was created or issued.

Number

A unique number assigned to this item.

Contract Management automatically assigns a unique number to identify the item. You can change this number only when you create a new document.

Contractor/Contact

The name of the company and contact associated with the daily report.

Report Period

The time frame included in the report, such as daily, weekly, or monthly.

Contract

The contract number, if any, to which the item refers. Click to open the Contract Document Window.

Ball in Court/BIC Contact

The company and contact currently responsible for this item.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Approved?

Indicates whether the item has been approved.

No is the default. Yes appears when the item has been approved.

Suitable Conditions

The amount of time that weather conditions were acceptable.

Time 1

The time for the first period.

Temperature 1

The temperature range for the day for the first period.

Precipitation 1

The precipitation conditions for the day for the first period.

Duration 1

The length of time for the first period.

Sky 1

The sky conditions for the day for the first period.

Wind 1

The wind conditions for the day for the first period.

Impact

The type of weather if it impacted production.

Work Activity

Any remarks, including descriptions of progress, milestones, delays, and new conditions that may affect the project.

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.

Select an action

Click to display the list of actions you can perform on the current window.

How to access this log window:

Expand the Logs folder in the Project View and click Daily Reports.

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