Create a Daily Plan from Scratch

  1. Log into the InEight Progress mobile application.

  2. Select a project from the Projects home page.

  3. Tap on the Add button to create a plan from scratch.

  4. Choose a date for the daily plan.

  5. Give a description in the Enter Plan Description field.

  6. Enter a location in the Enter Location field.

  7. Select a shift from the Job Shift menu.

  8. Select an Approver.

    • Maximum of 2 selections. Usually an engineer and superintendent

  9. Select an Executer.

    • Only one selection. Usually a foreman

  10. Select Work Plan/Package.

  11. Select a work plan or package for the daily plan and tap Back.

  12. Tap Add to create a plan.

  13. Tap the Add button in the Safety section of Tool box talks to add project safety concerns and mitigation.

  14. Tap the Quality tab and add a quality concern and mitigation.

  15. Tap Done to add the Tool Box Talk items to the Overview screen.

  16. Tap on the Time sheet tab.

  17. Tap on the Add button.

  18. If not already selected, tap the Task button at the top.

  19. Select a task (i.e. 1005 – Erect Steel Light).

    • You can perform a search to find the task or scroll through the list

  20. Tap on the Employee tab, then tap select the employees you want to add.

  21. Tap on the Equipment tab, then select the equipment you want to add.

  22. Tap Done.

    • You will see the task, employee, and equipment appear on the Time sheet tab

  23. Add employee time by tapping on the empty box next to an employee name.

  24. Check the box for “Apply hours to all employees for the task” and then select Done to apply these hours to all of the employees selected for this daily plan.

    You can choose between straight time (ST), over time (OT), and double time (DT). Other premiums can be set within the project settings from the Progress web application.

  25. Add equipment time by tapping on the empty box next to a piece of equipment.

    Check the box for “Apply hours to all equipment for the task” and then select Done to apply these hours to all of the equipment chosen for your daily plan.

  26. Tap on the Quantities tab.

    • This opens the components section of each task

    • You can also input the planned quantity

  27. Select your task (i.e. 1005 – Erect Steel Light).

  28. Tap the Add Components button.

  29. Then, tap on the Search All tab.

  30. In the search bar, type in a keyword and select your components.

  31. Tap Done to add the component to the quantities.

  32. Check the check boxes in the Complete column as needed for your components or their broken down steps.

    • By checking these boxes you are communicating to your crew that you expect these steps or components to be completed in the daily plan
  33. Tap on the Notes/Issues tab.

  34. Tap on the Add button and select Note to add any project notes.

    • Tap on the textbox field to bring up the keyboard on the iPad

  35. Tap on the Tag icon to add any tags.

  36. Tap on the Camera icon to take a photo, make markups, or add text.
  37. Select Done.
  38. Tap on the Productivity tab and review your daily plan.

  39. Review the Planned Quantity, Planned MHRs, and Gain/Loss.

    • Tap the double arrows to flip between MHRs per Qty and Qty per MHRs

  40. Tap on the Submit button.

    • Once you tap Submit, a window appears asking if you are sure that you want to move the plan into execution

  41. Tap Submit again.

    • The application will automatically sync after submitting a plan to execution

    Once you click submit, you will no longer be able to edit your plan.  The only way to edit is to communicate with the engineer or superintendent to reject the plan or have them edit for you.