Video - InEight Progress - Create a Daily Plan from a Copy

TRANSCRIPT

Welcome to InEight Progress.

In this video, you'll learn how to create a daily plan from a copy.

When creating a daily plan, you can select an existing plan and make a copy.

This will save you time if you've already detailed out a similar work plan.

The new plan will include the same details and resources as the original, and you can adjust it to fit your needs.

For instance, if you have more crew members and when you last performed the work, You can add the additional members to the daily plan.

Copy in Mobile App

If you're working in the mobile app, tap the Copy icon here.

Note that you can copy plans in any phase of daily planning.

Choose the items you want to copy over from the plan.

Then add the date and check the details.

When finished, tap Copy.

Copy in Web App

To copy a daily plan in the web app, select a plan and click the Copy icon.

The copy daily plan window opens.

Input the date and check the details from the original plan.

You can adjust the plan details or choose items not to copy.

When finished, click Create Plan.

Review Details

Once your copied daily plan opens, review the Overview and Time Sheet tabs to see if you need to make any changes.

Now open the Quantities tab.

If the original plan included plan quantities, these will appear here.

Check the To-Date Quantity column to see if any portion of the component has been claimed and make adjustments as needed.

You can also add or delete components to reflect the current planning details.

If you copied notes and issues from the original plan, you can review and edit those on the Notes and Issues tab.

The Productivity tab will show your updated hours and quantities compared with your budgeted costs.

When your plan is ready, click here to submit it for execution.

Now you've learned how to create a daily plan from a copy. Thanks for watching.