To set up Daily Settings,  first navigate the to the Daily Settings option under PLANNER™ Settings in Project Settings. 



For Daily Settings,  there are 3 main Options you can Set:

Turn on Daily Report Module (ON/OFF)

With Daily Reports Module turned ON,  Admins can Select Creator Roles for Daily Reports and also Select Approver Roles to Approve Daily Reports.

Track Manpower (ON/OFF) 

Admins can select either Short or Long Manpower and select a Default Shift Duration.  Admins can also set recurring reminder notices On Login or at the End of Day for each Role.

Allow Journal Entries (ON/OFF) 

With Allow Journal Entries turned ON, Admins can set recurring reminder notices On Login or at the End of Day for each Role.




Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security


PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups


Last Updated: Mar-03-21