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Daily Reports

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Exporting daily log notes/comments

Would be nice to set up automatic reporting for specific items such as the notes or comments portion of a daily log. Same is true for specific documents and or time entries.
Jack Bowen about 1 year ago in PS Web App & Platform / Daily Reports / Reports 0 Future consideration

Daily Report - Equipment - Remove Company as a Required Field

We labeled the Equipment Section "Productivity" in the nomenclature and add the activities we want to each project in the project settings. "Company" is a required field. It is tedious for the foreman. We are a specialty subcontractor and only hav...
Nancy Burriss 2 months ago in PS Web App & Platform / Daily Reports 0

Break out Comments read only option for Daily Reports in Security Roles.

Client wants the ability turn off the Notes (which is comments)under Daily Reports. The security option for this appears to be locked to all or nothing for Daily Reports. So, to turn this off for the group they would need to turn off Daily Reports...
William Atchison 6 months ago in PS Web App & Platform / Daily Reports 0

Ability to copy complete Daily Report

The ability to copy information from a previous Daily Report to a new Daily Report is extremely limited. Should be able to copy a complete previous report including Labor, Equipment, Notes and Custom Fields from Additional Info tab. Would save a t...
Bill Fadok almost 2 years ago in PS Web App & Platform / Daily Reports 0

Want ability to approve entire Daily Report with one click. Including any labor & Equipt all together.

Client does not like clicking to approve in record status and then having to also approve crews and equipment. Please add a one click option for approving all at once.
William Atchison about 3 years ago in PS Web App & Platform / Daily Reports 1

Add more permissions-controlled section in daily: Safety/Quality, Schedule, & Work Complete(labor).

Would like to have two more fields added that have limited access to record the events of the day. (It be nice if they were searchable also.) In addition to the labor field, it would be helpful to have, at least a schedule field for updates and a ...
Guest about 1 year ago in PS Web App & Platform / Daily Reports 0

The ability to remove "Equipment" and the drop down for "Equipment" and add something useful for the daily report

The ability to update elements on daily reports so that they can be semi-personalized. Adding a custom field on a secondary page is not helpful. As a GC we need usable elements on this important feature. If Equipment could be editable and turned i...
Amanda Luna 8 months ago in PS Web App & Platform / Daily Reports 1

Adding Cost Coding Capabilities to Labor & Equip in Daily in order to hit Budget/Invoicing

More detail to be added in comments by ProjectSight consultants/dev team, but the general idea here is to have cost tracked in the Daily and run through the system to the BCM module, to hit the budget and be able to invoice off of it. This would a...
Guest almost 4 years ago in PS Web App & Platform / Daily Reports 2 Future consideration

Weather days

Need to be able to define job working days (i.e. Monday thru Friday), and have weather NOT automatically create a new daily report for days not worked (i.e. weekends).
Pasi Nurminen about 2 years ago in PS Web App & Platform / Daily Reports 3

Project Level Crew Manipulation

Currently crews can be permanently edited from a portfolio level and temporarily edited on a daily report. There are trade partners that work for the same controlling contractor on multiple projects with differing crew stipulations. Allowing the s...
Nick Weilemann over 1 year ago in PS Web App & Platform / Daily Reports 1