Creating Daily Reports Record

Creates a Daily Reports record. You can list the equipment, visitors, workforce, and materials used at the site during a time period. After completing the Daily Reports form, you can either submit the record or send it for review. If you select Submit, the form moves to the last step in the workflow and no further action is required. If you select, Review, the form is sent to the selected assignee for review.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to your project. Ensure that you are in the User mode.
  2. Expand the Ongoing Reporting node.
  3. Click Daily Reports.
  4. From the BP log page, click Create.(Required) In the Title field, enter a title.
  5. In the Contract Reference field, click Select to associate a contract with this report.
  6. Update the optional fields under the Report Details, Comments, Weather, Discrepancies and Deficiencies sections of the form. On the Photos section, select if you took any photographs and if you attached them to this report. Under the P6 Activity Details section, select a P6 activity to associate with this report.
  7. From the Item Logs, fill out the optional fields in each of the following tabs: Equipment, Materials, Visitors, Workforce, and Issues.
  8. When finished entering information, from the Workflow Actions list, select Submit or Review.
  9. Click Send to route the record.

Last Published Monday, August 28, 2023