Video - InEight Progress - Daily Plan Review Page

TRANSCRIPT

Welcome to InEight Progress.

In this video, you'll learn how to use the Daily Plan Review page to resolve conflicts across daily plans.

Getting Started with the Daily Plan Review page

The Daily Plan Review page is a log of all employee and equipment hours assigned on a given work day. To open the Daily Plan Review, go to Progress > Daily Planning, and click the hard hat icon.

Select the date for the time sheets you want to review.

You'll see the daily plans you are assigned to as the engineer or superintendent.

Note that time sheets in the planning phase will not be visible.

Entries are organized by resource and flagged in red, yellow, or green.

Scrolling to the right, we can see a summary of the time sheet information, as well as any conflicts for that resource.

Click here to expand the selection and view more details.

Click the link to open the daily plan and make any necessary changes.

For example,

Resolving Conflicts in a Daily Plan

these employees are assigned to multiple plans on the same day. So we'll access this plan to remove them.

The next employee is scheduled for twenty hours, which exceeds the project threshold.

We know that the employee actually worked ten hours in the field. So we'll update this daily plan.

Adjusting Project Settings

Note that these limits can be adjusted in your project settings under Progress > General Settings, if needed.

Once you've completed your review and made any necessary corrections, the indicators will show all workers and equipment have been properly assigned for that day.

Now you've learned how to manage employee and equipment hours in the Daily Plan Review page. Thanks for watching!