Completing a Daily Plan

1. From your project home page, open the Daily planning module of Progress. The Daily plans page opens to a list of your daily plans.

   

2. Click on your daily plan's name.

   

When opened for the first time, a daily plan is in the planning phase by default and opens to the Details tab. In the planning phase, there are six different tabs where you can enter plan information.

Equipment review

In Daily Plan Review, you can select employees or equipment and filter by date. A live report shows all resources that are being used. You can make adjustments by clicking the plan name.

1. Open your daily plan.

2. Click on the Time sheet tab.

3. Click in the hours entry cell for your first listed worker. The Labor Hours dialog box opens.

   

4. Click the Add icon, and then select a reason code.

5. Enter the number of hours you expect the employee to work in the blank field, and then click Done.

   You can also click the Premiums icon to apply premiums to hours if they are set up for your project.

1. Open your daily plan.

2. Click on the Time sheet tab.

3. Click in the hours entry cell for your first listed worker. The Labor Hours dialog box opens.

   

4. Click the Add icon, and then select the Operate Equipment reason code. Click Done.

   The Operate Equipment reason code might be called something different depending on how reason codes are set up for your organization.

5. Enter the number of hours you expect the employee to operate the equipment in the blank field.

6. Click the Equipment icon, and then select the piece of equipment the employee will be operating. Click Done.

   

Click Done.

You can also add equipment hours without an operator by clicking the hours entry field for the equipment, and then adding hours only to the equipment.

1. Open your daily plan.

2. Click the Quantities tab.

3. In the components list, click the arrow next to your claiming scheme.

4. Select the Complete check box for the completed steps of the claiming scheme.

   Selecting Complete indicates you plan for 100% of that step to be completed that day

   

   To calculate a breakdown of the cost and component quantities of a selected task, select the slide-out panel icon

1. Open your daily plan.

2. Click the Notes/Issues tab.

3. Click the Add icon in the upper left, and then select Add noteor Add issue.

   If there are no existing notes, you can also click Add note or Add issue in the notes area on the right.

   

4. For a note, enter a description for the crew in the text field. For an issue, enter an issue name and issue start date.

   For an issue, you can also select a task associated with the issue.

5. You can tag notes or issues. Tags are defined by your organization and project. Click Add tags, and then select a tag in the slide-out panel. Click Done to close the slide-out panel.

6. You can associate notes or issues with tasks, employees, equipment, and components in the daily plan. Click Add associations, and then select associations in the slide-out panel. Click Done to close the slide-out panel.

   

7. You can attach photos to a note or issue. Under Photos, click Browse Photos, and then select an image file. A preview of the photo is shown.

   You can add up to 20 photos to a plan.

8. Click Done.

1. Open your daily plan.

2. Open the Productivity tab. If needed, click the Productivity toggle button to switch to MHRs per Qty.

3. Click the Current Budget column header.

4. Select Goals from the drop-down list.

   
   

5. Enter your goal number rate of man hours per quantity in the free text box under the Goals column header.

1. Open your daily plan.

   

2. Click Submit in the upper right corner.

   • A dialog box opens verifying you want to submit the plan to execution

     If you want to associate your work packages in InEight Document, select a Work plan or package ID - Name from the Overview tab. A new Document icon appears in the upper-right corner of the tab. Select this icon to see a drop-down list of work packages to open in Document.
     

3. Click Yes.