Video - InEight Progress - Create a Daily Plan from Scratch - Mobile

TRANSCRIPT

Welcome to InEight Progress.

In this video, you'll learn how to create a daily plan from scratch in the Progress mobile app.

Normally, daily plans are created and managed in the Daily Planning module on the web.

Once plans are submitted for execution, they become available on your mobile device.

But at times, you may need to create a new daily plan in the field.

To get started, open your project and tap here.

Input a name, date, approver, and executor for your plan.

If this plan is part of an existing work package, you can associate it by tapping here.

This will save you time when you input tasks and resources for your plan.

Note, If you want to jump directly to the execution phase, select Skip planning.

When you're finished, tap Add.

Your new plan will open to the Overview tab.

Here, you can add notes in the plan or toolbox talks sections.

On the Time Sheet tab, tap here to add tasks, employees, equipment, or vendors to your plan.

If your day's work includes a task, employee, or piece of equipment that has not been added in the system yet, you can add a temporary resource.

This can be associated with correct resource later once it's been created.

When you've selected your resources, tap Done.

Now, you can add the planned hours for each resource.

Tap the blank tile for a task and resource, and input the appropriate hours.

Open the Quantities tab to specify the planned quantity to be installed for each task.

Add the component for your task.

Then open the claiming scheme.

If you plan to complete this step, tap Complete, or you can enter a more specific quantity under Planned quantity.

To add a task for a vendor or subcontractor, select Contract and choose your vendor.

Then select Add components.

You'll see only the tasks assigned to this vendor.

On the Notes and Issues tab, you can add a note or issue and include relevant tags, photos, or attachments.

The Productivity tab helps you compare your plans with the budgeted costs and man-hours.

With your daily plan prepared, tap here to submit the plan to the execution phase.

Now the Sign in and sign out tab is available for use, and your plan is ready to be carried out.

Well, now you've learned how to create a new daily plan from the Progress mobile app. Thanks for watching!