Adding a Daily Log

Step 1: General information

  1. Click the Projects icon on the left menu.
  2. Select the Project in the Quick Select section.
  3. From the Project menu, select Daily Logs.
  4. Click the Actions button on the far right.
  5. Click Add Manually option from the drop-down menu.
  6. In the data entry form, the Project # should be selected, but you can change it if needed.
  7. Optional: Select the Prime Contract.
  8. The Date is auto-generated but can be changed.
  9. Enter the Recorded By Company (eg. Your Company) and Contact (eg. Your Project Manager, Superintendent, or Engineer).
  10. Optional: Enter any Notes.
  11. Optional: Click the Import Previous Day checkbox to import Daily Log details from a prior day.
  12. Click the Add and Next button.

Import Previous Day Options:

  1. Select Previous Date from drop-down.
  2. Select one or more data options:
    • Activities
    • Weather and Site Conditions
    • Manpower
    • Equipment
    • With Quantities (for items selected above)

Step 2: Linked files

Files such as images or PDFs that pertain to the Daily Log can be uploaded and linked to the record.

If you're not adding or uploading files at this time, click Skip and Finish.

Upload files from your computer

  1. Do one of the following to select the files:
    • Drag the files into the Drag files here area.
    • Click anywhere in the Drag files here area to browse and select the fiels.
  2. Click the Add and Finish button.

Link existing files that have already been uploaded

  1. Click the Link Existing Files button on the right.
  2. Select a View:
    • Current Project / Feature
    • Current Project Drawings and Specifications
  3. Select the Feature.
  4. Select one or more files listed in the grid.

  5. Click the Link and Close button.

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

  6. Click the Skip and Finish button.

Additional activities

Review the following topics for additional activities: