You can create a new Daily Log and assign it to a project
team member by going to .
- From the home page, under Projects, select the name of
the project you want to open.
Alternatively, go to the main menu
in the upper left-hand corner, select
Projects, and then select the
name of the project you want to open.
The Dashboard for the project
appears.
-
Click the Daily Logs tab.
The Daily Logs calendar
appears.
-
Click the plus icon
, and then
select New Daily Log.
The New Daily Log dialog box
appears.
-
Schedule the Daily Log as follows:
- Log
Title: type a name for the Daily Log.
- Log
Type: select Company Log or
Subcontractor
Log. Note that you can configure the required fields for
each log type in the Log Types section of the Daily Log settings
page.
- Assign
To: Click in the field to select a contact from Team or
your ERP system, or click New Contact to add a new contact.
- Additional Contributors: Click in the field to select a
contact from the Team contacts or PM Firm contacts lists, or click
New
Contact to add a new contact.
Note: An additional contributor can view or
add to an assigned log but the log will not appear in the
Assigned to Me list for the contributor.
- Log
Frequency:
- Starts: Click
in the field to select a start date for the log.
- Recurring Log Series: (Enabled by
default) You can move the slider to indicate whether or not the
log is scheduled on a recurring basis.
- Repeats On:
Select all days that the log will be required.
- Ends: Click
in the field and select On Date to
specify a date or When Project Ends to schedule the log for the
duration of the project.
-
Click Save to save the log.
The Daily Log is activated.
