buttonUse this document window to enter the history of project events and progress, including a description of physical conditions, a summary of the work accomplished at the job site, lists of resources used and delivered, a log of visitors to the site, and a report of any problems encountered that day. The Daily Report Document Window is categorized into different tabs. You can use these tabs to record the related details. These details are important when you need to explain delays or justify costs, and can be used to defend against litigation.
This topic describes the following:
buttonThis button displays when you click either the name of a document, or
the round 
icon in front of the
name of the document, on the Daily Reports log window. Click to enter
Edit mode to edit the daily report information. If you clicked the
open in edit mode icon ( 
, 
, or
) on the Daily Reports
log window, the document is already in edit mode, and the button does
not display.
buttonThis button appears when the document is in edit mode. Click to spell check the document. If a mistake is found, the Spelling dialog box opens.
buttonClick to print the default daily report form.
buttonClick to display the default document form on screen the way it will look when it is printed.
Click the arrow to open a drop-down list containing actions you can perform, including adding a new document, editing, printing, or deleting the current document, generating a new document based on an existing one, generating a transmittal, or sending the document to a user's Inbox. Select the action that you want to perform.
Click this link to display the items in the Transmittals list. From there you can select the create or remove functions you want to perform on a transmittal.
Click to return to the log window.
Click to return to the Workspace.
Use the following tabs to enter information about important daily events.
Click 
to open the Select
Contact dialog box to select the contact ID and initials of the company
and user associated with the report from the drop-down list. This field
is editable only when adding a new daily report.
The abbreviation assigned to the company. This field is editable only when adding a new daily report.
Multiple contacts from the same company can enter daily reports on the same day.
This field defaults to the current system date. Click the calendar 
icon to select a different date from the
pop-up calendar. Once you save the document, you cannot change the date.
Contract Management automatically enters the day of the week that corresponds with the date specified in the Date field. However, you can type in a different day.
Contract Management assigns the next sequential number to the new report, but you can change this number manually.
Click in this field and select the report period, such as Daily, Weekly, and so forth from the drop-down list.
The contract associated with the daily report. Click
to open the Select
Contract dialog box to choose a contract to link to the daily report.
If you initiate change management by clicking Select an Action, Initiate CM, the Change Management document number appears in this field.
The priority level for this daily report, which will appear in the BIC’s Action List.
Click to open the Select
Contact dialog box to enter the contact responsible for this daily report.
Click 
to approve the daily
report. The default is No. You must fill in the Approved By information
before you can approve a daily report.
This section provides fields for an authorized contact to approve the
daily report. Enter the contact's name and company by clicking Select
to open the Select
Contact dialog box and typing the date in the Date field. (Or click
the calendar icon to select
a date from the pop-up calendar.)
Use this area to type remarks, including descriptions of progress, milestones, delays, and new conditions that may affect the project.
Use this area to type any additional information that may affect the project.
Use the Equipment section to track information about the equipment used on the work site.
buttonClick to open the Daily Equipment Record dialog box to enter equipment information.
The company supplying the equipment.
A description of the equipment.
The number of units (pieces of equipment) being used.
The category for this type of equipment, such as construction or electrical.
The area where the equipment is used, such as Office or Job Site.
Mark this checkbox if the equipment was idle for the day.
Mark this checkbox if the equipment is rented. This activates the Acquired and Due Back fields.
The date the equipment was rented.
The date the equipment is due back.
Any additional notes, including any equipment problems or other types of work where the equipment was used.
Use the Field Force section to track information about the personnel working at the site.
buttonClick to open the Daily Labor Record dialog box to enter personnel information.
The company that supplied the labor.
The category of the labor by profession.
The area where the labor is performed.
The number of workers employed in each of these categories.
The total number of hours worked by the personnel in these categories.
Any additional notes about the personnel.
The Change Order associated with this daily report, if any.
Use the Visitors section to track the names of people or companies that visit the site.
buttonClick Add to open the Daily Visitor Log dialog box to enter visitor information.
The time the visitor arrived.
The name of the visitor.
Any additional notes about the visitor.
Use the Materials section to record information about the items delivered to the site for the day. Items added here that are linked to a material are added as delivery tickets in the Materials Delivery Delivery Tickets tab in the Windows client.
buttonClick to open the Delivery Ticket dialog box to add a new material row to the daily report materials list.
ButtonClick to create a delivery ticket to add multiple materials deliveries to the daily report at one time. The Record Delivery Ticket dialog box opens, which lists all materials from the Materials Delivery log window.
The time the delivery was received.
The material code for the delivered goods. Click to open the Materials Delivery document window.
The amount, weight, or number of units delivered.
The location where the materials were delivered.
The ticket number or other identifying number from the delivery receipt.
A description of the delivered goods.
Any comments about the delivery, such as missing or incorrect items.
The contract the materials delivery is associated with
You can include underway activities whose early start and/or early finish dates include the day of the daily report from a linked P6 EPPM project. Contract Management then displays the Activity ID, percent complete, remaining duration, total float, and description of each underway activity from the project in this section.
buttonClick to open the Daily Schedule Record dialog box to include schedule activities that are underway on the date of the daily report. Contract Management creates a line for each activity.
Click to automatically get activities from the linked P6 EPPM schedule. This button only displays when Contract Management is connected to a P6 EPPM project.
A check indicates that the activity has been worked on.
The associated P6 EPPM schedule activity linked to this daily report.
The name of the activity. Click to open the Daily Schedule Record dialog box.
The start date. A check in the A column indicates that the activity has started.
The finish date. A check in the A column indicates that the activity has finished.
The percentage of the activity that is complete.
The original time duration for the activity. This field is represented in hours.
The remaining time duration for the activity. This field is represented in hours.
The total float.
The free float.
Contract Management shows each custom field assigned to the daily report schedule table with applicable values. Custom fields enable you to define additional information about a project; define them when no projects are open by choosing Define, Custom Fields in the Windows client.
Use this tab to track weather conditions for the day. The weather tab is subdivided into the three subordinate tabs.
Select the amount of time that weather conditions were acceptable for from the drop-down list.
These tabs all have the following fields:
Enter the time for the period.
Select the temperature range for this day.
Select the type of precipitation, such as drizzle, snow, rain, if any.
Enter the length of time for the period.
Select the condition of the sky, such as clear, cloudy, or overcast.
Select the wind speed for the day.
Select the type of weather if it impacted production.
buttonClick this button to open the Select Issue dialog box to link an issue to this daily report.
The names and titles of issues linked to this daily report. Click to open the Issue document window.
Use the fields on this tab to attach documents or URLs to this document.
Click
the 
button to open the
Attach
File dialog box to attach a file to the document.
Click
the 
button to open the Attach Document
dialog box, which you can use to attach a document from the content
repository. These documents are external to Contract Management
, and are not part of the documents created in Contract Management.
This button will not display unless the administrator set the
Contract Management
project content management properties to use the Repository. See Configure the Content Repository Document
and Attachment Version Feature for more information.
Click
the 
button to open the
Attach
URL dialog box to attach a Web address to the document.
Note:
If you are using the Firefox Internet browser, you cannot attach files when in File Server mode.
If you are using Brava!, an icon appears next to the attachment name on the Attachments tab of document windows, and a checkmark indicates if the file has redlines.
The name of the attachment associated with this daily report. Click to open the attachment.
The subject of the attachment.
The location to which the file is uploaded.
The full path to the file.
The size of the attached file.
The date the file was attached.
The user who attached the file.
This tab only displays when one or more custom fields has been defined for the module. Each custom field assigned to the Daily Reports module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (for all projects), and choosing Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add a Custom Field.
Use the Versions tab to maintain a history of your document changes.
This tab only displays when you open the document in View mode, not in
Edit mode (open the document by clicking the document name, not the icon beside the document name). On the Versions
tab, you can view and access previous versions of the selected Daily Report
document, identify who created the versions and when the versions were
created. You can create and preserve a new version of the document at
any stage during a project. To create a new version of the current document,
choose Version Document from the
Select an action drop-down list. You can use the Contract Management
Administration Application to configure the Version Document feature to
automatically create a new version of your document each time you
save the document (see Configure
the Contract Management
Version Document and Attachment Feature for more information).
Version
Lists different versions of the current document in reverse chronological order. Click to open each version.
User Account
Shows the name of the user who created the corresponding version.
Date
Displays the date and time when the version was created.
For more information about versions, see Versions Overview.
From the Contract Management
Control Center, expand the appropriate project, choose Logs, choose Daily
Reports, and then either choose a report from the Daily
Reports log window or click the Add Document button 
to add a new Daily Report.
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