Daily Report form

This form displays the contents of the selected daily report.

Daily Report

This section lists the associated project's name and number, the author, the date and day, and all of the information entered about the day.

Print

Click to print this form.

Save As

Click to open the Save dialog box to create and save a PDF file of this form.

Next Action

Mark the checkbox and choose one of the following options:

●        Send to open the Send Options dialog box to choose how to send a .PDF file of the daily report and whether to record a transmittal for it.

●        Finalize to:

●        Change the Status to Final.

●        Create a PDF file with the format Daily Report_Report Date_Report#_Rev#.pdf and save it in the record copy folder set in the Edit Project Settings dialog box. For example: Daily Report_20130305_00156_R1.pdf

●        Set the daily report to read-only with the exception of the Supporting Documents/Email Log/Related Items/Change Log tabs.

●        Finalize and Send to:

●        Change the Status to Final.

●        Create a PDF file with the format Daily Report_Report Date_Report#_Rev#.pdf and save it in the record copy folder set in the Edit Project Settings dialog box. For example: Daily Report_20130305_00156_R1.pdf

●        Set the daily report to read-only with the exception of the Supporting Documents/Email Log/Related Items/Change Log tabs.

●        Open the Daily Report form, which

 

To access this form

You can access this form in the following ways:

• Select a daily report, then click View Form from the Tasks panel of the Daily Reports activity center.

• In Microsoft Outlook, select an Outlook itemOutlook items include email messages, calendar items, tasks, and posts. linked to a daily report (the Subject line is taggedA tag is a text identifier that Project Email appends to an Outlook item's Subject line to indicate which Project Center project and item the Outlook item is linked to. Do not edit or remove it. ),  then click Actions, View from the Project Center Add-in for Microsoft Outlook Toolbar.