Daily Log
The Daily Log module records and displays activity across a Project. Material deliveries, progress photos, payment request approvals, and completed work are added automatically and shown in a single activity feed.
Getting Started
Activity Feed
Creating Manual Events
In addition to Events generated automatically by the system, you can create a Manual Event to record other important activity on the Project, such as the results of a site inspection.
To add an Event, click Create Event (1) in the upper-left corner of the screen.
Event Filters
Use the filters on the right-hand side of the screen to find the Events you need.
Exporting the Daily Log
The activity feed can be exported as a single PDF report. This is useful for reviewing Project activity during a meeting or sharing progress with the client.
To export the report, click Export Daily Log (1) at the top of the screen.
Roles and Access Permissions
Go to Company → Employees, select an employee, and open their access settings.
Employee access to the Daily Log module is configured under Project Information.
Employees with View information without financial data and manage photos enabled will not see Events related to client payments received