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 access Project Settings, users will need Manage permissions for Projects
What is a Daily Report?
The Daily Report feature allows project managers and superintendents to receive project information conveniently delivered to their email inboxes on a daily basis. This guide will walk you through the process of setting up and customizing your Daily Reports in the Project Settings - Day View section.
Begin by selecting a project, then select the "Project Settings" module from the sidebar menu and click the "Day View" tab.
Configuring Daily Report Content, Site Reports & Safety Reports
On the Day View page, you can customize the content of your Daily Report:
1. Content
In this section, you have the option to include various important elements that contribute to a comprehensive Daily Report. These elements have essential information such as Weather, Photos, Photos Markup, Timecards, Check-In records, Purchase Orders, Purchase Orders PDFs, and Punchlist updates.
2. Site Reports and Safety Report
In this sections, you can choose to include specific forms or reports related to the project you would like to be included in the Daily Report. Including these reports provides a comprehensive overview of the activities and safety observations on the site for that day.
Scheduling the Daily Report Delivery
Once you have determined the report content, proceed to schedule the delivery in the "schedule" section.
1. Select Distribution Send Time
Choose the time you prefer to receive the Daily Report in your email inbox.
Ensure that the selected time allows for the necessary paperwork to be completed beforehand.
2. Select Days of the Week
Select the specific days of the week on which you want to receive the Daily Report.
You can choose one or multiple days based on your project requirements.
3. Recipients
Determine the recipients who should receive the Daily Report.
Recipients can include users within your organization or external stakeholders involved in the project.
Ensure that you select the appropriate recipients based on the content of the report.
Finalizing Daily Report Configuration
After configuring all the necessary settings, review your selections to ensure they align with your project's requirements. Once you are satisfied, SAVE the settings to activate the Daily Reports for your project.
