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Creating a Daily Construction Report
Creating a Daily Construction Report

Use the Daily Construction Report to record all Project site activity, everyday.

Updated over a year ago

Creating the Daily Construction Report

Select your project from the My Projects page, navigate to the Field Reports page.

Select the blue +Create button.

Select the Daily Construction Report option from the Template drop down.

Select the Report's Date.

Select the Save button.

Your Daily Construction Report will now appear in the Field Reports grid as a Draft. Select the record in the grid to Open the report from the side blade widget and begin filling it out.

NOTE: From the side blade widget you can also Print the Daily Construction Report, Copy the Daily Construction Report, or Remove entirely.

REMEMBER: You can only Remove DRAFT or REJECTED reports that have been created by you.



Environment Conditions

Use the Environment Conditions section on your Daily Construction Report to log the ambient air temperature, weather conditions, ground type, and moisture condition.

How to Add Environment Conditions:

After you've Opened your Daily Construction Report, locate the Environment Conditions section (beneath the Report Details section).

Select the Add button.

Enter the Time Recorded, Air Temp (degrees Fahrenheit), Weather Condition, Ground Type, and Ground Condition from the side blade widget.

Select the Save button.

Congratulations! You've added an Environment Condition record and it will now display in the grid. Select the record to Edit fields or Remove the record entirely. Use the Save & New button to quickly add multiple entries.

You can add as many Environment Condition entries as needed. It is a best practice to add at least two record entries - one AM and one PM. This information is valuable as you can filter and reference reports based on ground and weather conditions.



Remarks

The Remarks section of the Daily Construction Report is used as a general or miscellaneous notes section.

Typically, users record the following in the Remarks section:

  • Names and Organizations of all visitors to the job site and time on site

  • Special instructions given by the governing engineer or owner

  • Recording testing companies, technicians, & special notes

  • Notable conversations had via phone or on site with residents, engineers, etc.

  • Maintenance of Traffic, traffic zones and patterns

How to Add Remarks to your Report:

Locate the Remarks section in your Daily Construction Report (located beneath the Environment Conditions section).

Select the text box area in the Remarks section and begin typing. This section will auto-save periodically as you type. It is a best practice select the Save button as well to ensure your information is being saved.

Feel free to add notes/comments as needed or remove them as needed.

NOTE: It is important that uses be as detailed as possible in this section. You can search reports using the Remarks content to locate a specific report at a later date.



Contractor Time Card

Use the Contractor Time Card to record Contractor(s) on the job site and their time on site.

How to Add Contractor Time:

Locate the Contractor Time Card section on your Daily Construction Report (beneath the Remarks section).

Select the Add button.

Select the Contractor organization name and the Start Time & Stop Time. You can optionally add a Description to the time card entry (i.e. Concrete Crew).

Select the Save button.

Congratulations! The Contractor Time Card entry will now display in the grid. The Total Time is calculated based on your start and stop time entries. Add as many entries as needed for each contractor on site that day.



Description of Work

The Description of Work on the Daily Construction Report is used as a detailed narrative of job site activities, work performed, work completed by the contractor, special problems and resolutions, etc. Include location, starting and stopping points, house numbers. Descriptions should be noted for each contractor working on site.

How to Add Description of Work:

Locate the Description of Work section on the Daily Construction Report (beneath the Contractor Time Card section).

Begin typing your description. This section will auto-save periodically as you type. It is a best practice to click the Save button to save your information.

NOTE: It is important to be as detailed as possible with your Description of Work. You can search for key words in the Description of Work to reference reports easily at a later date.



Workforce

The Workforce section on the Daily Construction Report is where you log the total number of a contractor's employees working on the job site that day.

How to Add Workforce:

Locate the Workforce section on the Daily Construction Report (beneath the Description of Work).

Select the Add button.

From the side blade widget enter the Contractor, Workforce Type, Quantity, and optionally any Notes you want to add.

Select the Save button. Your entry will now display in the grid.

PRO TIP: Use the Save And New button to quickly add multiple entries or records.



Equipment

The Equipment section of the Daily Construction Report is used for logging the equipment type and quantity of all pieces of construction equipment and vehicles engaged in the work performed on this report date. You can add specific make and model numbers or use general entries (i.e. Excavator vs. Cat 320 Excavator).

How to Add Equipment:

Locate the Equipment section on the Daily Construction Report (beneath the Workforce section).

Select the Add button.

From the side blade widget enter the Contractor, Equipment Name, Quantity, and optionally any Notes for the equipment record.

Select the Save button.

PRO TIP: Use the Save And New button to quickly add multiple entries or records.

NOTE: If a record does NOT exist in your organization's equipment list, you can add new entries from the Daily Construction Report. Simply type the Equipment name and select the Add New button in the Equipment drop down menu.



Material

The Material section of the Daily Construction Report is used as a log for tracking the type and volume of material delivered to the job site (or installed). If available, include the supplier, invoice number, quantity, and copy of tickets in the Notes section or as an Attachment to your Daily Construction Report.

How to Add Material:

Locate the Material section on the Daily Construction Report (beneath the Equipment section).

Select the Add button.

From the side blade widget enter the Contractor organization name, Material, Unit of Measure, Quantity, and any Notes you want to include for the record (Optional).

Select the Save button. Your entry will now display in the grid.

PRO TIP: Use the Save And New button to quickly add multiple entries or records.

NOTE: If a record does NOT exist in your organization's equipment list, you can add new entries from the Daily Construction Report. Simply type the Equipment name and select the Add New button in the Equipment drop down menu.



Pay Items

The Pay Items section of the Daily Construction Report is extremely important if tracking contract line items on your project. This is where the Contractor's bid tab will be displayed for users to log pay items that have been installed, how much has been installed, and the location of the installation.

How to Add Pay Items:

Locate the Pay Items section on the Daily Construction Report (beneath the Material section).

Select the Add button.

Select a Bid Item from the drop down menu.

NOTE: If this drop down menu is blank and there has been a bid tab uploaded to your project, the bid tab needs to be locked from the Project Settings page in order for items to be displayed and reported against. Contact your account Admin or Owner for help.

After selecting the Pay Item, enter the Quantity amount, Location, and any additional Notes pertaining to this entry.

Select the Save button.

Your Pay Item will now display in the grid.

The Project Total column will provide you with totaling information related to your item entry. In the above example, the reported quantity of 3 is over by 1 (the contract total or bid tab total is 2). The Project Total column will display previous item entries and provide you with a running total.

The Power of Pay Items

Pay Item entries empower your team with real-time updates and insights into the status of contract and its items. These entries ultimately determine the amount to be paid (over a set pay period) from Payments in Pegasus.

You can also view additional contract and item analytics and insights from the Analytics page using the:

  • Itemized Sheet

  • Quantity Chart

  • Production Chart



My Time Card

The My Time Card section is used to track the time of the author of the report on the job site. Users will track their time started and the time they ended their work day.

How to Add to My Time Card:

Locate the My Time Card section on the Daily Construction Report (beneath the Equipment section).

Select the Add button.

From the side blade widget enter the Start Time and Stop Time and any additional Notes (optional).

Select the Save button.

The My Time Card entry will now display in the grid. Your Total Time is calculated automatically in hours.

You can add multiple entries if you are spot checking this project or took a lunch break, for example. See the image below for a common 'lunch' time entry example:

The image above denotes that lunch time was between 12:00 PM - 1:00 PM. The first entry has a stop time of 12:00 PM. The user then created a second entry starting at 1:00 PM.



My Mileage

Use the Mileage section of the Daily Construction Report to track your automobile mileage. Depending on your organization's needs or agreements for a specific project the Mileage section is usually utilized for ON-SITE MILEAGE. You can also track mileage to and from the job site, however it is best to discuss with your project managers on what mileage should be tracked.

How to Add Mileage:

Locate the Mileage section on the Daily Construction Report (beneath the My Time Card section).

Select the Add button.

From the side blade widget enter the Odometer Start and Odometer Stop mileage and any additional Notes.

Select the Save button.

Your Mileage entry will now display in the grid. The Total Mileage column is calculated automatically.



Attachments

Use the Attachments section of the Daily Construction Report to upload and attach files to your construction report. The most common attachments are images, other files include:

  • Image

  • Video

  • Audio

  • PDF

  • Office Documents: Word, Excel, Powerpoint

  • CAD

Files attached to your Daily Construction Report will display on the last page of the exported PDF.

How to Add Attachments:

Locate the Attachments section on the Daily Construction Report (beneath the My Mileage section).

Select the Upload button.

Select a file or multiple files from your device's file browser pop up to add to your Daily Construction Report as an Attachment.

Your file Attachment will now display in the grid. A preview of the file or image will display in the left column of the grid.

To add a Description to your Attachment select the record and begin typing in the Description box. Example descriptions include what the file is, the location, general notes or remarks, etc.

Select the Save button.

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