Navigate Daily Planning

To navigate through the Daily Planning Phase, you will tap and complete each tab in the navigation bar.

While in the Planning Phase, the screen is highlighted with a blue accent. When in the Execution Phase, this changes to green. This helps to remind yourself which phase of the process you are in. 

Overview

Once a daily plan is created, you are taken to an Overview screen. Initially this screen is blank because you have not entered any information. The Overview screen allows you to review your daily plan before starting work and includes the following information: 

Overview – Overview Tab

Topic		Description
1	Tasks	Include the planned quantity, man-hours and budget gain/loss (G/L).
2	Tool Box Talks	Provide key information including general discussion, safety, quality, and environmental considerations.
3	Planner Notes	Provides space for additional notes related to the plan.

On the Overview tab, you can:

• Add tool box talk items by tapping the icon

• Tap the icon to expand to a larger view

• Minimize planner notes by tapping the icon

Time Sheet

On the Time Sheet tab, you can enter all your tasks, employees and equipment and assign hours to each. The table below explains key navigation points.

Overview – Time Sheet Tab

Title		Description
1	Add	Tap here to add tasks, employees and equipment. (Further explained below.)
2	Clear Hours	Tap here to clear all hours from the time sheet.
3	Reorder	Tap here to reorder tasks, employee and equipment in the time sheet.
4	Enter Hours	Tap here to enter hours (ST, OT, DT) for employees and equipment.
5	Employee / Equipment Details	Tap here to mark attendance, enter extra pay, temporarily change billing class, add notes, delete row, or clear hours.
6	Task Details	Tap here to enter total task planned hours, add notes, swap task or delete task.

When adding tasks, employees, or equipment, the Add slide out panel appears as shown below. 

• View your lists of all available tasks, employees and equipment by tapping on the appropriate tab at the top of the window

• Once selected from a list, items appear on the left-hand side of the window under Add To Time Sheet as shown above 

• Tapping on the X next to an item removes it from the list

• If an item you require is not available in the list, you can add a temporary task, employee or equipment by selecting Create Temporary Task, Create Temporary Employee, or Create Temporary Equipment 

• When you are satisfied with the list to be added to the Time Sheet, tap Done to return to the time sheet

Quantities

In the Quantities tab, you select components for each task. If you plan to use claiming rules with multiple steps, you can choose which steps you plan to complete.  You can also indicate which components are higher priority.

Overview – Quantities Tab

Title		Description
1	Add task	Tap here to add additional tasks. Resource hours must be assigned back in the Time Sheet tab.
2	Select task	Tap here to show or add components for the selected task.
3	Add contract	Tap here to add contracts.
4	Select contract	Tap here to show or add components for the selected contract.
5	Add Components	Tap here to add components for the selected task or contract by selecting from a list.
6	Expand / Collapse	Tap here to expand and collapse individual component details.
7	Information	Tap here to show a description of the component.
8	Favorite	Tap here to add the component to your favorites.
9	Add note	Tap here to add a note or issue associated with an individual component.
10	Delete component	Tap here to delete a component.
11	Priority	Tap here to mark a component step as a priority.
12	Complete	Tap here to select a component step to complete as part of the daily plan and add the corresponding quantity to the planned quantity.
13	Planned Quantity	Tap here to enter the planned quantity for a component step, providing the planned quantity does not exceed the component quantity.
14	View Planning slide-out panel	(Not pictured. See Daily Plan from Scratch) Tap here to view the quantity needed to break even for the selected task. Or you can manually enter any quantity to see how it would affect the gain/loss for the selected task.

Notes/Issues

The Notes/Issues tab is where you can enter additional information regarding a task or component for the crew to be aware of when they execute the plan. You can add safety, quality control, environmental, subcontract, and other information. If an issue is added it will automatically show up on the issue log in the InEight Change application.

Overview – Notes/Issue Tab

Title		Icon	Description
1	Add		The Add button allows you to add a note or issue under the Notes/Issues tab.
2	Edit		The Edit button allows you to make changes to an existing note.
3	Delete		The Delete button allows you to remove existing notes.
4	Arrow Up Arrow Down		The Arrow button allows you to navigate through the list of notes up or down.

When you add a new note or issue, three icons will appear at the bottom. The following overview explains these icons.

Overview – Tags & Associations

Title		Icon	Description
1	Tags		The Tags button allows you to add tags to your notes. The following tags are available: Safety Quality Environmental Extra Work/Changes Delay Production Notes
2	Associations		The Associations button allows you to associate the note with a specific task, employee, equipment, components, or vendors.
3			The Photo button allows you to add a picture to a note. The photo can either be taken from the device’s camera or from the saved photos on the device.

Productivity

The Productivity tab is where you can review the planned quantity and man-hours in comparison to current budget, current estimate, and forecasted or goal unit rates which shows your planned gain/loss.

Overview – Productivity Tab

Title		Description
1	Task ID and Description	Indicates the tasks planned for the crew to perform that day.
2	Planned	Displays the plan information you entered in the Quantity tab (quantity, unit of measure, and man-hours).
3	MHRs per Qty	Compares the planned values to the current budget values.
4	Planned	Displays gain/loss for planned $/mhrs compared to budget.

Submit & Sync

After reviewing the planned information in the Productivity tab and confirming that the employees and equipment you have are accurate for the tasks, you can tap on the Submit button.

When you tap on the Submit button, a warning pop-up window appears asking if you are sure you want to move the plan to Execution.

Daily Plan information will remain in the sync platform until you tap the sync button. Once you tap Sync, the Daily Plan information becomes available in the InEight Progress web application for review by the superintendent or engineer.

A Daily Plan still in the planning phase and created in the mobile app will not be available in the web app until it’s moved to the execution phase and synced. A Plan ID is assigned once the Daily Plan is in execution in the mobile app.