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Create Daily Construction Report Entries

Background

The Daily Construction report section allows you to track the total number of workers and hours worked for each vendor, company and trade on a project. You can configure additional categories for workforce labour using the Company level admin tool for use on projects. See How do I enable additional workforce labour types for the Site Diary? for more information.

Things to Consider

  • Required User Permissions:

  • Additional Information:

    • Entries made by collaborators are marked as 'pending' until approved by an administrator.

    • There are additional workforce labour categories that can be added to the Daily Construction report in the Site Diary tool. For example, Women, Veteran, Minority, First-Year apprentice worker, Local (City) and Local (County). In order to track hours for these additional workforce labour types, these fields must first be configured in the Site Diary section of the Company level admin tool and then applied to one or more projects. See How do I enable additional workforce labour types for the Site Diary?
      Note: Once configured and applied, the Workforce Hours column with an Add Hours link is visible in the Daily Construction report section.

Steps

  1. Navigate to the project's Site Diary tool.

  2. Scroll to the Daily construction report section.
    You can also use the left navigation menu to quickly navigate to the Daily construction report section.

  3. To create an entry, add information to the fields.

    Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

    Daily construction report - field names and descriptions

    • Company: Select the company name from the dropdown menu.
      Note: Companies must be added to the project's Directory tool to be selected in this dropdown menu.
      See Add a company to the project Directory.

    • Trade: Select the trade associated with the entry from the dropdown menu. You can only select from the trades already added to the project. See Add a custom trade.

    • Location: Select the exact project location from the dropdown menu.

    • Foreman workers: Enter the total number of foreman on-site that day followed by the total number of hours worked.

    • Tradesperson workers: Enter the total number of tradesperson on-site that day followed by the total number of hours worked.

    • Apprentice workers: Enter the total number of apprentice workers on-site that day followed by the total number of hours worked.

    • Others: Enter the number of any other workers and the total number of hours worked.

    • Comments: Enter any comments or additional information that further describes the entry (if required).

    • Attachments: Attach any additional files to the entry. To attach the files, do one of the following:

      • Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area.
        OR

      • Click Upload Files to select a file from your computer.

         Tip
        Certain fields in the Daily Construction report log can be configured as required, optional or hidden in the Company level admin tool.
  4. (Optional:) If additional 'Workforce Hours' fields have been configured in the Company level admin tool, the 'Add Hours' link is visible.
    Dl Dcr add hours

    1. Click the Add Hours link.

    2. Enter the hours for each category you want to track hours for.
      Dl workforce hours

    3. Click Add hours to confirm.

  5. Click Create.
    The diary entry is created or added.