Video - InEight Progress - Access Daily Plans on Mobile

TRANSCRIPT

Welcome to InEight Progress.

In this video, you'll learn how to configure roles and permissions so that users can access their daily plans on Progress mobile.

Manage Roles & Permissions

Let's start by managing permissions in the web version of InEight Project Suite.

Go to Suite Administration, then click Roles and permissions.

Here, we have a list of default roles, but your organization may have its own custom roles.

Select the role that's responsible for executing daily plans and click Edit.

Scroll to the Progress section under Permissions.

To execute daily plans, this role will need to be able to add, edit, and delete daily plans assigned to the user.

If you want executors to be able to view and modify daily plans assigned to others, select these permissions.

Now this role is ready to execute daily plans.

Next, open the role that's responsible for approving daily plans.

Select the Approved daily plan man-hours and quantities permissions.

Once these permissions are enabled, the approver function will override the executor function for this role. So, even if you have these permissions enabled, this role will still act as an approver.

Assign Users to Projects

With your roles and permissions set up, you're ready to assign users to specific projects.

Under Suite Administration, open User Management.

Here, you can add a new user or edit the roles of an existing user.

Open the Roles tab.

This user is a foreman at the organization level, but he's not assigned to any specific projects.

As a result, he won't be able to access projects on Progress mobile.

To ensure a user can access a project in the mobile app, you must assign them a role at the project level.

To add a new role for a user, click here.

Select the role, and then choose a project.

When you're finished, click Save.

Now the user will see their assigned project when they open the Progress mobile app.

Manage Daily Plans

With roles and permissions set up and users assigned at the project level, let's go into Daily Planning.

The executor and approver can be assigned when you create a new daily plan, or they can be changed on the Overview tab.

Daily plans in the execution or awaiting approval phase will appear on Progress mobile and can be viewed by their assigned users.

Note that if your permissions include viewing daily plans assigned to others, you can open additional daily plans by clicking here.

Now you've learned how to manage users access to projects and daily plans on Progress mobile. Thanks for watching!