Daily Plan from Scratch

VIDEO | Add Details to a New Daily Plan

In this topic, you will create a daily plan from scratch utilizing the InEight Progress web application.

Daily Plan from Scratch

In some cases it may be necessary to create a daily plan without a work package or other daily plan to use as a starting point. In this case, you will need to create a daily plan from scratch. The biggest difference between creating a daily plan from scratch and the other two methods covered earlier is that you must add all resources, tasks, and components to the plan manually.

When creating a daily plan from scratch, you will use the Add daily plan window. This window is very similar to the Daily Plan Wizard covered earlier in the lesson, except there is only one tab for entering setup information.

Approver and Executor Roles

Depending on the project settings of your project, your daily plans will require an Approver and/or an Executor. You select Approvers and Executors from a drop-down list of the users assigned to your project.

When deciding on Approver and Executor roles for daily plans, it is important to note that if you use both an Approver and Executor for your daily plans, only the Approvers can have permissions to approve daily plans. Executors must NOT have permissions to approve daily plans.

For example, your project administrator may plan to only allow employees with the Superintendent role to act as Approvers on daily plans. Under the permissions for the Superintendent role, your administrator would ensure that the Approve daily plan permissions are enabled.

If you planned to allow employees assigned to the Foreman role to act as Executors for daily plans, your project administrator would need to edit the Foreman role to make sure the Approve daily plan permissions are UNCHECKED.

Vendor association

In InEight Control, you can assign vendors to individual cost items to indicate that a certain scope of work will be completed by a third-party vendor. That vendor data can be used in daily planning.

You can associate vendors to a daily plan using the Associated vendor field. Select a vendor from the drop-down list. Available vendors are populated based on vendor associations for your project in Control.

Overview – Add Daily Plan Window

Title

Description

1

Plan date

The date that the plan will be executed.

2

Plan name

Unique name for the daily plan.

3

Shift

A drop-down field where you can select either First, Second or Third Shift.

4

Work plan/package ID-Name

You can enter a work plan ID here if you want the plan to reference an existing work plan/package.

5

Planner notes

A free text field where any relevant notes can be added in.

6

Location

A free text field where the location of where the work will be performed can be entered.

7

Approvers

 From the drop-down field, you can add the responsible approver(s) of the daily plan. Superintendent or Engineer is a common choice.

8

Executors

 From the drop-down field, you can add the assigned user responsible for executing the daily plan.

9

Associated vendor

 Select a vendor from the drop-down list. Available vendors are populated based on vendor associations for your project in InEight Control.

The following Step by Step walks you through how to create a daily plan from scratch.

Create a Daily Plan from Scratch

  1. From the Daily Plans page, click the Add icon in the upper left corner.

    • This opens the Add daily plan window

  2. Click on the Calendar icon in the Plan Date field and select a date.

  3. Name your daily plan.

    • Leave the Work plan ID field blank

  4. Select a shift from the drop-down menu of the Shift field.

  5. Enter any notes in the Planner notes field.

  6. Click Add approver and select someone from the drop-down menu.
    • You may need to search for the name

  7. Click Add executor and select someone from the drop-down menu.

  8. Click Create Plan.

    Do not click on the Skip Planning button; this will push the daily plan directly to the Execution Phase.