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Navigating the Project Day View

How to understand and use the Project Day View

Kelly Shee avatar
Written by Kelly Shee
Updated this week

Dashboard > Select a Project

Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.

In order to View a Project's Day View, users must have View permissions for either Projects or Projects (assigned) - If Projects (assigned), the user must be assigned to the project

Each Project has a Day View that will provide you with all the details of the date selected in the calendar at the top of the page.
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In this Day View, you can access the following features

Create Report

Create a Project Report based on the items showing in the Day View. You can customize your report by checking items you wish to see from your Project's Day View.

  1. Click on the blue "+ Create Report" button at the top left of your screen, and a pop up window will appear, allowing you to choose what to include in your Report.


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  2. Select "Generate" to generate your report.

Day View in Project Settings

Clicking this icon will take you directly to your Day View tab in your Project's Settings, where you can set up your Project Reports.
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Here is where you can choose what you wish to include in your report, when you want to schedule your report for distribution, and to whom you wish to distribute your report.
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Learn more about setting up your Project Reports in our article here!

Date

Here you can set the date you wish to view for your Project. By default, this will usually set to the day's date, but you can select any date you would like to review.
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Note: Whatever date is selected in your Project's Day View will be the Assigned Date for any Site or Safety Report filled out on the Day View

Project Countdown

Here is where you'll see what time you have left before your Project's completion date.
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Notice Board

Here you'll find the Project Notices created in your Company Settings that provide users with the information needed for that project within a specific cadence (daily, weekly, monthly)
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You can perform a number of actions in the Notice Board:

Hide

Click on the eye icon to hide the Project Notices from showing under your Notice Board.
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Create Project Day View Notice

You can create new Project Notices directly to your Project's Notice Board by clicking on the "+" symbol at the far right of the screen.

  1. Select Type of Notice: Choose from options like Information, Site Bulletin, Safety Bulletin, and Media to categorize your notice.

  2. Once you have selected the Type of Notice, a new screen will appear and you will have the option of selecting the Priority: Define how urgent or critical the notice is

  3. Populate Layout Fields: Add a title, subtitle, text, any additional external or internal notes that convey the information effectively and tags that might help to identify your notice from others.

  4. Attach a Report: Associate any relevant reports for easy access.

  5. Add Attachments or Images: Include any necessary PDFs, images, or spec books.

  6. Configure Notice Settings: Specify which users and projects should receive the notice. This is where Cadence, User Titles, Projects, and QR Workflow options come into play.

    • Cadence: Decide if you want your notice to be posted Daily, Weekly, or Monthly, and when that cadence will begin

    • User Titles: Tailor who sees the notice by adding specific User Titles.

    • Projects: Choose where the notice should appear on the Notice Board.

    • QR Workflow: Customize options related to QR workflows.

  7. Click Save: Ensure all your changes are retained.
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Filter your Notices

Filter your Notices by Titles. As noted above, you can create your Project Notices to be viewed by specific titles. Using the Filter, allows you to view only those Notices created for the Title selected. Click on the Filter icon, and select from the dropdown of Titles.
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Siteflow

All the Siteflows created for your project are listed in the Day View.
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Click on the QR Code to bring up the PDF to scan or print. Once scanned, users will be taken through the flow created within the siteflow.

Click on the Name of the Siteflow, and you will be able to view all the events related to that Siteflow!
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Learn how to create a Siteflow in our article here!

Daily Weather

This will provide you with the weather on the job site throughout the day (12am - 11pm)
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Photos

Any photos uploaded to your Photos module will appear in your Photos view. As well, you can upload any new photos with the "+" icon.

Timecards

View when Team members have checked in or check them in yourself using the "+" within each user's Timecard box.
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Note: the Timecards view is only available when "Time Tracking" is checked for your users

Site Reports

View all Site Reports created for that day, or create a new one for the date selected using the "+" icon.
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Safety Reports

View all created Safety Reports for the day, or create a new one for the date selected.
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Learn more about creating Project Reports in our article below!

Project Settings - Day View

Related Articles
Project QR Codes
Company Settings - Project Notices
Siteflow - Create a Flow
Siteflow Notices
Company Settings - Modules
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