Create a Daily Plan Using the Daily Plan Wizard

  1. From your project home page, navigate to Plan > Work packaging.

  2. From the Work Packages tab, open a Construction Work Area (CWA) and click on the arrow in the ID column of your Construction Work Plan (CWP) to extend the work package below.

  3. Select a Construction Work Package (CWP) by clicking on its hyperlink ID.

  4. Open your Installation Work Package (IWP) by clicking on its hyperlink ID.

  5. From the IWP page, click on the Workspace tab.

  6. Click on the Daily Plan icon.

    • This opens the Daily Plan Wizard slide-out panel

  7. With the Daily Plan Wizard open, select the components, resources, etc. that you want to copy by clicking on the calendar icon from your data blocks.

    • Your selections are shown in the Wizard

    Not all data blocks can be copied. If no calendar icon is shown, that data block is not available to be populated in daily planning. Activity components can only be used if they can be claimed in Plan Quantity tracking. Labor and equipment can only be used if they are active in the project date range.

  8. When finished, click Next on the Daily Plan Wizard.

  9. Enter your new daily plan details.

    You can complete and edit these daily plan details at any point. Notice that only some fields are required to create a new daily plan.

  10. Click Next.

  11. Confirm that all your selected components and resources are correct for your new daily plan. Then, click Next.

  12. Verify that everything is correct for the Tool box talks section. Then, click Create plan.

    • Once created, you can edit your new daily plan by navigating to Progress > Daily Planning page > My Daily Plans Tab