Add a daily log

Step 1: Enter the general information

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. On the Project Home page, select Daily Logs under the Documentation section.
  3. Select Actions > Add Manually.
  4. Optionally, update the Project number if needed.
  5. Optionally, select the Prime Contract.
  6. Optionally, update the Daily Log Date.

    The default value is today's date.

  7. In the Recorded By section, select the Company and Contact.

    For example, your firm and your project manager, superintendent, or engineer.

  8. Optionally, enter any Notes.
  9. Optionally, select the Import Previous Day option to import daily log details from a prior day and do the following in the Import Previous Day Options section:
    1. Select the Date.
    2. Select one or more of the following data options:
      • Activities
      • Weather and Site Conditions
      • Manpower
      • Equipment
      • With Quantities

        Applicable to the items selected above.

  10. Select Add & Next.

Step 2: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the daily log.

If you do not prefer to add or upload files in this step, select Skip and Finish.

  1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

    Alternatively, select Add to find and upload files from your local drive.

  2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
    1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records
    2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

    3. Select one or more files from the list.
    4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
  3. Select Add and Finish.

Next step: Review the following topics for additional daily log activities: