Project Reports let you capture information at a project site into an existing report template, making it easy to replicate checklists, daily logs, inspection reports and more in PlanRadar. Templates can be uploaded into PlanRadar using existing PDF forms and mapped to project information, reducing the need for manual inputs of data.
1. CREATING A PROJECT REPORT
Fill out a Project Report
To start filling out and submitting Project Reports, click on the ‘Project Reports’ button via the navigation menu.
To create a new Project Report, first select the Project you are working on, then click on ‘Create Project Report’.
Next, select the report template you would like to use. Learn how to Create a Project Report template here. Only In-House users can create templates if they have the appropriate permission.
If you are a subcontractor and do not have access to any templates, please ask your project manager to grant you access to your required templates.
Once you have selected a template, you will be able to fill out your Project Report. Some fields may have pre-populated project information or will prompt you to select from a pre-populated drop-down menu. Some fields may be open text fields to type in.
Adding annotations to your Project Reports:
If required, you are able to add annotations directly to your Project Report. Click on the down arrow next to the pen icon to show more annotation options.
Signature: To add a signature, click on the ‘Signature icon’. Clicking this will allow you to create a signature. Once you have created a signature, you can adjust the size and move it to the correct location on your report.
Pen: Clicking the pen icon will allow you to draw directly on your Project Report.
Highlighter: Clicking the Highlighter icon will allow you to highlight sections of your Project Report.
Eraser: Allows you to erase annotations you have added to your Project Report.
Save and Submit Project Reports
Once you have finished filling in your report, you can click ‘Submit report’ to finalize it. Once you submit your report, it cannot be edited. Submitted reports are viewable by all In-House users who have access to them. Please see Project Reports permissions to learn how to grant users access.
Subcontractors can only view their own submitted reports. Once a report is submitted, a subcontractor cannot delete it.
If you would like to, you also have the option to ‘Save draft’. This allows you to come back later and finish working on the report. Only you can see your saved drafts.
Search and Export Project Reports:
There are a number of ways you can search for a specific Project Report. First, select the project you are working on to access its Project Reports.
- You can sort your reports via the toolbar, clicking on Title, Template, Status, Author, Created On and Updated
- You can search reports by template type, using the ‘Filter by template’ dropdown selector
- You can search using keywords in the search bar. Type keywords such as the title of the report, a template name, the author or author’s company.
You can export Project Reports as a PDF file. Select the checkbox next to the report you would like to export and then click ‘Export reports’ and select PDF.
If you would like to export multiple Project Reports into one PDF file, select the checkboxes next to all the reports you would like to export and then click ‘Export reports’ and select PDF.
You can also export your Project Reports as a list in Excel. Select the checkboxes next to all the reports you would like to export and then click ‘Export reports’ and select Excel.
2. ROLE PERMISSIONS FOR PROJECT REPORTS
In-House User Permissions
Project Report permissions can be set within “Roles.” You can select the level of access In-House users have when using Project Reports, by the following:
- Create Project Reports
- Edit – allows users to edit the title of submitted Project Reports created by other authors
- View – View other submitted Project Reports in addition to their own
- Delete Project Reports
Please note: with the introduction of Project Reports, the default permissions are duplicated from current PlanRadar user’s Ticket permissions. Project Report permissions can be updated as required in within Roles
Subcontractors are allowed to create their own Project Reports. They are not able to create Project Report templates.
Subcontractors are only allowed to view their own submitted Project Reports.
For more information on creating/assigning roles to users, click here to access our Roles Knowledge Base article.
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