The Daily Report form is used by the contractor or sub contractor to provide the owner with important details such as safety incidents, weather conditions and resources on site.
Navigation Path: Engineering Forms > Advanced Forms > Daily Reports
Project: Used to select the project associated with the Daily Report.
Phase: Select the phase (construction, design, etc.) that the project is currently in. The options for this field are configured by your Administrator in the Portfolio>Lists>Projects menu.
Report Date: This field will automatically be populated by PM with today's date.
Record #: The form number will automatically be populated by PMWeb with the next available numerical value depending on the type of form and project it relates to.
Description: Enter a general description (a more detailed description should be entered in the details section of this form).
Status: The status (draft, submitted etc.) will automatically be updated by PMWeb based on the workflow configuration.
Revision: Enter the revision number for this record.
Date: The revision date will automatically be populated by PMWeb using the current date.
Submitted By: Select the company and name of the person who is submitting the form. The available contacts are set up in Portfolio>Lists>Companies.
Conditions: Select the conditions (windy, rainy etc.) at the time the report was taken. The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.
Temperature: Enter the temperature at the time the report was taken, click on F for farenheit or C for Celcius.
Precip. Amount: Enter the precipitation amount and unit of measure (1, 2 inch etc.) at the time the report was taken.
Click to add a new timesheet that is associated with this report. Once clicked, you will be guided to the timesheet form. See the toolbox section of this guide for instructions.
To add options, right click and enter on site information (building, towers etc). Once entered, drag and drop the information to the right hand side of the screen. Note: the information contained in this list is shared with the Punch List options.
Enter the type of workers (journeyman, apprentice etc.) that were on site. The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.
Click to associate other forms with this report. Once selected, a list of existing forms for that project will be displayed. Select the forms to link by dragging the form from the left hand side of the screen and dropping them on the right hand side of the screen. Once all forms are selected, click save and close.
