Who it's for: project managers and site managers who report to the investor, management or the bank.
What you'll do: generate a daily, progress, period, cost or work time report, download it as a PDF and bundle several types together.
Before you start
- The Reports module is on every plan: daily, progress and period reports without amounts. Cost reports and reports with amounts are available from the Company plan.
- Reports take data from the journal, schedule, issues and costs. The fuller the entries, the fuller the report. See How to keep a site journal.
Report types
| Type | What it contains |
|---|---|
| Daily report | Weather, people and equipment, deliveries and work done, from the journal entry. |
| Progress report | Work progress against the planned completion, scopes and items behind schedule. With a baseline, also each item's slip in days. |
| Period report | What changed in a week, a month or a date range: progress, backlog, issues, staffing. Compared with the previous period. |
| Weekly report with costs | The period report plus spending pace. |
| Cost report | The budget today: usage, categories, variance from the baseline. |
| Work time report | Hours and day rates logged in the period, with their approval status. |
| Combined report | Several types in one document. |
Steps
1. Create a report
- Go to Reports and click Create report.
- Choose the Report type and a day or a period: week, month or date range.
- Decide whether the report shows rates and amounts. Before sending a report to the investor, check you chose the right scope.
- Click Create and check the Report preview.
2. Several reports at once
- In the create window, choose Several at once and tick at least two types.
- Choose whether the bundle covers a day or a period.
- Download the bundle with Download all, or as a single combined report.
3. Download the PDF
On the report, click Download PDF and send the file to the investor.
What happens next
- The report's content is frozen when it's generated. Later corrections in the journal don't change it, so the report is evidence of the state on that day.
- To include corrections, create a new report.
Troubleshooting
- The progress report says “no reference” instead of the slip. The project has no approved baseline. See How to build a construction schedule.
- I can't choose the cost report. Reports with amounts are available from the Company plan and only for roles with access to finance.