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Configure Advanced Settings: Daily Log

Objective

To configure advanced settings for the Daily Log tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the project's Daily Log tool.

Video

 

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View as: Superintendent (Ch.1)

Steps

  1. Navigate to the project's Daily Log tool.
  2. Click the Configure Settings  icon.
  3. Click on the page you want to edit.

Project Settings

  • The following settings are available to edit:
    • Show Created By On Log Entries: Mark the checkbox to add a column to each entry that displays the name of the person who created each entry.
    • Set Manpower Logs Hours to Zero on Copy: Mark the checkbox so that the 'Hours' and 'Workers' values on a copied manpower log are set to zero (0).
      Note: If this setting is not enabled, the copied manpower log entry will include the number of hours and workers from the previous entry.
    • Default Distribution: Use the drop-down menu to add users to the Daily Log's default distribution list.
      Note: These members will be notified when a daily log is marked as 'Complete' and distributed.
    • Show Related To On Daily Log: Mark the checkbox if you want to create and display items related to Daily Log entries.
  • Daily Log Configuration
  • Manpower Categories
  • Delay Log Types
Daily Log Configuration
  • Most sections are enabled by default on a new project, however, you can configure which sections you want to have available in the project's Daily Log. You can also rearrange the sections by dragging them into a new order. The top logs in this list will appear first, while the last logs in this list will appear last.
    Note: For a description of how each log can be used, see "Daily Log Overview" in the See Also section below.
    dl-config.png
Collaborator Entry
  • Mark the 'Collaborator Entry' checkbox for a section to allow collaborators with granular permissions enabled to create entries for these logs. See Grant Granular Permissions in a Permission Template. The following sections support collaborator entries:

    • Manpower
    • Notes
    • Delivery
    • Daily Construction Report
Additional Section Settings
  • Weather:
    • Hide weather data: Mark the checkbox if you do not want to view weather data from the national weather service.
      Note: You will still be able to add Observed Weather Log entries.
  • Manpower:
    • Default hours: Enter a number that will be automatically populated in the Manpower Log's Hours field.
      Note: The 'Hours' field is editable, so it is recommended that you add the number of hours that most people will be working on the jobsite for faster daily log entry.
    • Cost Code field: Mark the checkbox if you want to be able to associate a Manpower Log entry with a cost code.
    • Trade field: Mark the checkbox if you want to be able to associate a Manpower Log entry with a trade. See "Add a Custom Trade" in the See Also section below.
Manpower Categories

To create a new manpower category for the Daily Log tool:

  1. On the Daily Log Settings page, scroll to the Manpower Categories area. 
  2. Enter a name for your new manpower category in the New Manpower Category box.
  3. Click Create.
  4. If you want to create a color code for the category, enter an HTML color code in the box or click a color on the color wheel. 
  5. If you want to associate one or more your vendor/company records with the manpower category, select a vendor from the drop-down list. 
  6. Click Save Changes

You will be able to filter your results for these categories in the Daily Log Manpower Log Report.

Delay Log Types

Delay types configured here will display as options to select when creating a delay entry on the Daily Log. 

To add a new delay type to use on the project:

  1. Enter the name of the delay you want to add.
  2. Click Create

dl-delay-log-types.png

Note: Delay types cannot be edited or removed from this page, but they can be set to inactive by clearing the checkbox.

To disable or enable a delay log type:

  1. Clear the checkbox next to the type you want to set disable.
    OR
    Mark the checkbox next to the type you want to enable.

Permissions Table

  1. Click the Permissions Table page.
    Note: By default, user permissions are inherited from permission template assigned to the user during account creation. See Manage Permission Templates. You can grant or revoke user access to the tool by continuing with the next step.
  2. Grant or revoke user access permissions as follows:
    • To grant a user access permission to a tool, place a green checkmark (​check.png) in the Read Only, Standard, or Admin column. The system automatically places a red checkmark (x.png) in the remaining columns. 
    • To revoke a user's access permission to the tool, place a green checkmark (​check.png) in the None column. The system automatically places a red checkmark (x.png) in the remaining columns. 
      Note: If an options are grayed out, that users permissions cannot be changed at the Project level.

      For a complete list of tasks associated with each permission level, see the Daily Log Permissions Matrix in the See Also section below.

See Also

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