progressuser guide dailyplanweb · 3.2.2overviewtab 87 3.2.3detailstab 88 3.2.4timesheettab 88...

PROGRESS USERGUIDEDaily Plan Web

FIELD EXECUTION MANAGE

MENT

Information in this document is subject to change without notice. Companies, names and data used inexamples are fictitious.

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Although InEight Progress has undergone extensive testing, InEight makes no warranty orrepresentation, either express or implied, with respect to this software or documentation, its quality,performance, merchantability, or fitness for purpose. As a result, this software and documentation arelicensed “as is”, and you, the licensee are assuming the entire risk as to its quality and performance. Inno event will InEight be liable for direct, indirect, special, incidental or consequential damages arisingout of the use or inability to use the software or documentation.

of 126 InEight Inc. | Release 20.2

Release 20.2Last Updated: 13 April 2020

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CONTENTSLESSON 1 — INEIGHT PROGRESS OVERVIEW 91.1 InEight Cloud Platform Overview 111.1.1 Project Management and Lifecycle 111.1.1.1 Front Office 111.1.1.2 Field Office 11Budgeting and Forecasting 12Contract Procurement 12Work Planning and Quantity Tracking 12Change Management 12Inspections Management 12

1.1.1.3 Jobsite 121.1.1.4 Back Office 131.1.1.5 Problems with Existing Systems 13

1.1.2 What is InEight Cloud Platform? 141.1.3 How Does InEight cloud platform Integrate in to a Project? 151.1.4 Summary 201.1.5 InEight cloud platform Workflow 21

1.2 InEight Progress Overview 221.2.1 InEight Progress phases 221.2.2 Daily Plan Work Flow 231.2.3 InEight Control Integration 251.2.4 Daily Planning 261.2.5 Daily Execution 271.2.6 Daily Approval 271.2.7 Work Flow Beyond InEight Progress 281.2.7.1 Hours 281.2.7.2 Quantities and Costs 28

Lesson 1 Review 30

Lesson 1 Summary 30

LESSON 2 — DAILY PLAN CREATION 312.1 InEight Plan Workflow – Daily Plan Creation Web 332.2 Daily Plan from Work Package (Daily Plan Wizard) 332.2.1 What is a Daily Plan? 342.2.2 Daily Plan Wizard 352.2 Step by Step 1 — Create a Daily Plan Using the Daily Plan Wizard 36

2.3 Plan the Plan 442.3.1 Daily Plans 52.3 Step by Step 1 — Open a Daily Plan 45

2.3.2 Overview Tab 472.3.3 Details Tab 472.3.4 Time Sheet Tab 482.3 Step by Step 2 — Enter Planned Hours into a Daily Work Plan 49

2.3.5 Quantities Tab 532.3 Step by Step 3 — Enter Planned Quantities into a Daily Work Plan 54

2.3.6 Notes/Issues Tab 562.3 Step by Step 4 — Create a Note/Issue in a Daily Plan 57

2.3.7 Productivity Tab 602.3 Step by Step 5 — Enter a Goal Productivity Factor for a Daily Plan 62

2.3.8 Submit a Daily Plan to Execution 632.3 Step by Step 6 — Submit a Daily Plan to Execution 63

Exercise 2.1 — Plan the Plan 662.4 Daily Plan from Copy 672.4.1 Copy a Daily Plan 672.4 Step by Step 1 — Create a Daily Plan by Copying an Existing Daily Plan 69

2.5 Daily Plan from Scratch 712.5.1 Daily Plan from Scratch 722.5.1.1 Approver and Executor Roles 722.5 Step by Step 1 — Create a Daily Plan from Scratch 75

Exercise 2.2 — Create Your Own Daily Plan from Scratch 79Lesson 2 Review 80Lesson 2 Summary 80

LESSON 3 — DAILY PLAN EXECUTION 833.1 InEight Plan Workflow – Daily Plan Execution Web 853.2 Daily Plan Review 853.2.1 Why Review Daily Plans? 86

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Progress Daily PlanWebUser Guide

3.2.2 Overview Tab 873.2.3 Details Tab 883.2.4 Time Sheet Tab 883.2.4.1 Temporary Resources 893.2 Step by Step 1 — Add a Temporary Resource 89

3.2.5 Quantities Tab 923.2.6 Notes/Issues Tab 943.2.7 Productivity Tab 943.2.8 Signout Tab 95

3.3 Actuals 953.3.1 Input Actual Hours 963.3 Step by Step 1 — Assign an Employee Resource to a Temporary Resource 963.3 Step by Step 2 — Input Actual Hours Worked into a Daily Plan 98

3.3.2 Input Actual Quantities 1003.3 Step by Step 3 — Input Actual Quantities Installed into a Daily Plan 101

3.3.3 Add Notes/Issues 1033.3 Step by Step 4 — Add a Note to the Execution Phase of a Daily Plan 103

3.3.4 Productivity 105Exercise 3.1 — Input Actuals into a Daily Plan on Your Own 1063.4 Signout 107

3.4 Step by Step 1 — Signout of an Employee on a Daily Plan 108Lesson 3 Review 112Lesson 3 Summary 112

LESSON 4 — DAILY PLAN APPROVAL 1134.1 InEight Plan/Progress Workflow – Daily Plan Approval 1144.2 Review Actuals 1144.2.1 Why Review Executed Daily Plans? 115

4.3 Employee Register 1164.3.1 What is the Employee Register? 1164.3.2 Why use the Employee Register? 1164.3 Step by Step 1 — Open the Employee Register 117

4.3.3 Edit Submitted Daily Plan 1194.3 Step by Step 2 — Adjust the Hours of a Signed Out Employee 119

4.4 Approve Daily Plans 1234.4 Step by Step 1 — Approve a Daily Plan 124

Lesson 4 Review 126Lesson 4 Summary 126



STEP-BY-STEP PROCEDURES2.2 Step by Step 1 — Create a Daily Plan Using the Daily Plan Wizard 36

2.3 Step by Step 1 — Open a Daily Plan 45

2.3 Step by Step 2 — Enter Planned Hours into a Daily Work Plan 49

2.3 Step by Step 3 — Enter Planned Quantities into a Daily Work Plan 54

2.3 Step by Step 4 — Create a Note/Issue in a Daily Plan 57

2.3 Step by Step 5 — Enter a Goal Productivity Factor for a Daily Plan 62

2.3 Step by Step 6 — Submit a Daily Plan to Execution 63

2.4 Step by Step 1 — Create a Daily Plan by Copying an Existing Daily Plan 69

2.5 Step by Step 1 — Create a Daily Plan from Scratch 75

3.2 Step by Step 1 — Add a Temporary Resource 89

3.3 Step by Step 1 — Assign an Employee Resource to a Temporary Resource 96

3.3 Step by Step 2 — Input Actual Hours Worked into a Daily Plan 98

3.3 Step by Step 3 — Input Actual Quantities Installed into a Daily Plan 101

3.3 Step by Step 4 — Add a Note to the Execution Phase of a Daily Plan 103

3.4 Step by Step 1 — Signout of an Employee on a Daily Plan 108

4.3 Step by Step 1 — Open the Employee Register 117

4.3 Step by Step 2 — Adjust the Hours of a Signed Out Employee 119

4.4 Step by Step 1 — Approve a Daily Plan 124



EXERCISESExercise 2.1 — Plan the Plan 66

Exercise 2.2 — Create Your Own Daily Plan from Scratch 79

Exercise 3.1 — Input Actuals into a Daily Plan on Your Own 106




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LESSON 1 — INEIGHT PROGRESSOVERVIEW

Lesson Duration: 30 minutes

Lesson Objectives

After completing this lesson, you will be able to:

l Summarize the purpose of the InEight cloud platform

l Describe the purpose of InEight Progress

l Explain the general workflow for InEight Progress

Lesson Topics

1.1 InEight Cloud Platform Overview 111.1.1 Project Management and Lifecycle 111.1.2 What is InEight Cloud Platform? 141.1.3 How Does InEight cloud platform Integrate in to a Project? 151.1.4 Summary 201.1.5 InEight cloud platform Workflow 21

1.2 InEight Progress Overview 221.2.1 InEight Progress phases 221.2.2 Daily Plan Work Flow 231.2.3 InEight Control Integration 251.2.4 Daily Planning 261.2.5 Daily Execution 271.2.6 Daily Approval 271.2.7 Work Flow Beyond InEight Progress 28

Lesson 1 Review 30Lesson 1 Summary 30



1.1 INEIGHT CLOUD PLATFORM OVERVIEW

1.1.1 Project Management and Lifecycle

Most projects that you are working on will follow a typical lifecycle. It is broken down into differentroles and the people involved. We will break those roles and people down into four locations:

l Front office

l Field office

l Jobsite

l Back office

1.1.1.1 Front Office

What are the essential functions of the front office? Whatroles are involved?

The front office focuses on getting work and typicallyhouses estimators who, during the bidding phase of theproject, start out by estimating its value. This is done bycalculating cost estimates, analyzing quotes, andcapturing all the data necessary to submit a bid to theclient.

Once complete, they prepare the bid proposal, submit itto the client, and find out if they are the preferredcontractor to do the work. If they have the winning bid,they can start the planning phase and preparing to buildthe project.

1.1.1.2 Field Office

What work roles are typically found in the field office? What are their primary tasks?


Progress Daily PlanWebUser Guide 1.1 InEight Cloud Platform Overview

Budgeting and Forecasting

During the execution phase of a project, the field officemanages the budget and forecasting for the project. The

Field office relays this information to the other fieldpersonnel, so they understand what the budgets for thework are, how they should build the job, who the suppliersof materials are, and if there are any subcontractors, etc.

Contract Procurement

Project engineers and managers procure contracts formaterials and with subcontractors.

Work Planning and Quantity Tracking

The field office is where the field engineers andsuperintendents responsible for the work prepare workplans for the foremen and their crews, breaking down thework into manageable pieces. They then create quantity-tracking plans, formulate inspections and create dailyplans to send to the foremen on the jobsite.

Change Management

As issues arise, project engineers record and submit issues, get them approved through the client, andexecute change orders.

Inspections Management

Inspections, as well as actual time and quantities from the jobsite, come back to the field office wherethey are review and approval before going to the back office.

1.1.1.3 Jobsite

What types of employees work at the jobsite? What type of information do they capture as they buildthe work? Where does that information need to go and why?

The jobsite is where you find the quality controller, safety manager and foreman. It is where the workis completed. The safety managers, superintendents and foremen are involved in safety inspections,


1.1 InEight Cloud Platform Overview Progress Daily PlanWebUser Guide

while the quality controller and field engineers perform inspections before and after the work iscomplete. The foreman also captures the time of each of the craft workers and the quantity completedeach day, based on the plan provided from the superintendent and field engineer.

All this information is relayed back to the field office where it can be verified and approved.

1.1.1.4 Back Office

What functions take place in the back office, related to the project? Why is the back office a criticalelement of managing the project?

The back office is where the account managers and administration staff keep track of budgets, makesure the payroll is correct and completed in a timely manner, keep track of all the accounts payableand receivable, and take care of revenue. After a contract is created, the business manager verifiespurchase orders are generated. All the “actual” data, whether it be time or dollars then iscommunicated back to all the other areas of the job.

1.1.1.5 Problems with Existing Systems

Often issues arise when it comes to communication between all the different areas of a project.Information must flow quickly and accurately between the different areas, but often it is lost,



miscommunicated, or slowly received. In some cases, information must be re-entered in a new systemand is duplicated. This can cause all sorts of issues when it comes to managing a project.

Employing too many systems to transmit information on a project can result in duplication, which is notefficient. Here are a few examples of such inefficiencies:

l Inspections that are completed on paper must be manually input or scanned into a computersystem.

l Hand-written time cards that are misplaced or get wet must to be reproduced and then enteredinto a computer system so that the crew can be paid.

l Quantities established in the daily plan do not coincide with the quantity claiming system.

What issues can you think of that you have experienced on your projects?

1.1.2 What is InEight Cloud Platform?

The InEight cloud platform was designed and is continually updated to address these issues. The cloudplatform of software applications designed to help companies visualize, estimate, manage, control,and connect all aspects of capital and maintenance projects. The cloud platform is built so all the



different applications can communicate with each other. It is also designed to communicate withmultiple different ERP systems such as SAP or Oracle to share key information with the back office.

1.1.3 How Does InEight cloud platform Integrate in to a Project?

Scenario: Step 1

Skyline Construction Company decides to bid on a project to build a concrete foundation.

Upon submittal, the client informs them that they are the preferred contractor for the work. Theynow need to take the project from the estimate to the project execution phase.



Using the InEight Estimate application, theestimating team in the front office builds thecost estimate and submits the bid proposal,including awarded quotes and all biddocuments.

Once awarded the contract, the projectteam then transfers all the information fromthe estimate to InEight Control where theproject can be managed. This includes thecost item estimates, awarded quotes, bidand proposal documents, and the estimatebudget structure. During this transition, theproject management team can modify the estimate easily to conform to how the project will be builtand tracked.

Scenario: Step 2

The field engineers and superintendents in the field office are ready to begin planning the work.They break the work plans down into work packages that contain the specific quantities,materials, labor, equipment, and budgets associated with each portion of work.

The project manager and engineers procure contracts for material and subcontracted work.

Then, inspections are created for quality of the work to ensure it meets the specifications as wellas safety.

The field engineers in the field office can now go intoInEight Plan to break down the work into work areas,work plans within those areas, and then work packageswhere the work is broken down into components. There,all the components are assigned a WBS code fromInEight Control as well as other important informationand claiming schemes.

Project Engineers use InEight Contract to create bidpackages and submit them to vendors and subs and solicitcontracts.

Engineers also utilize InEight Compliance to create theforms necessary for both the quality and safety



inspections. They can then send these to InEight Compliance Mobile for the responsible person tocomplete them in the field.

Scenario: Step 3

Joe, the concrete superintendent, now has all the work planned for a concrete foundation and isready to communicate all the details to his foreman Jill, so construction can begin tomorrow.

The superintendent can go into InEight Plan and create adaily plan for his crew to erect the formwork needed forthe foundation. He brings in all the quantities, budgetsand claiming schemes from the work package his fieldengineer created and breaks it down into what Jill’s crewneeds to complete tomorrow. He adds production goalsfor the day and safety notes related to the formworkinstallation. He communicates this to his foreman bysyncing it to her, where the foreman can open theInEight Progress app on her iPad.

Scenario: Step 4

In the morning, Jill reviews the plan for the day and determines if any changes are necessary dueto one of the crewmembers calling in sick.

John, the quality controller on the project reviews the quality inspections that he needs toperform that day and creates a plan with Jill to schedule the proper times.

The foreman reviews the plan in the InEight Progress app on her iPad and adjusts as necessary to theplan (e.g., sick crewmember, unforeseen issues).

The quality controller speaks with the foreman and determines when they can complete the inspectionfor the day. The quality controller uses the InEight Compliance app on his iPad to perform theinspection.



Scenario: Step 5

Throughout the day, Jill has kept track of the quantities completed on the formwork but had toadjust the plan to send her crew to build a quick access ramp for an earthworks crew. This wasnot in the plan and she needs to account for it before signing out the crew.

In the InEight Progress app, the foreman can keep a log of notes on the day’s progress and anyunforeseen construction needs that come up. She can quickly add extra tasks to accommodateadjustments to the plan, review each crewmembers’ hours, and sign them out at the end of the shift.She enters in the quantities completed and can see her crew’s productivity for the day. She will be ableto communicate this to the crew in the morning.

Once complete, she approves the daily plan and synchronizes it, so it can be reviewed by thesuperintendent in the field office.



Scenario: Step 6

Joe and his field engineer have received the quantities, hours, and inspections completed duringthe day and now want to review and approve them.

Upon review, they discover there was an issue with the foundation specifications that may resultin a change order. They log this issue to communicate with the client.

The superintendent can open InEight Plan and review thehours for each crewmember, any new tasks created, andthe quantities completed for each of the tasks. He is alsoable to review the daily costs and see how the crewperformed in both man-hours and cost. He can approvethe plan and can make any necessary changes to the plantomorrow based on the productivity information hereceived.

The field engineer is can also verify the inspections werecompleted in the InEight Compliance application.

One of the project engineers records the concretefoundation issue in InEight Contract and will track it,converting it into a change order if necessary.

Scenario: Step 7

The account manager in the back office will now verify all the time for each crewmember andensure they are paid correctly according to the union guidelines.

This information is then communicated to the front office, so the project manager can analyzethe job costs and update forecasting.

Within the ERP system, the account manager and administrators review all the time that has come in,adjust where necessary, and submit the payroll to ensure everyone is paid accurately and on time.They then synchronize this information into the ERP system, where it can be sent to InEight Control soproject management in the front office can review the information.



Scenario: Step 8

At the end of the month, the project management in the front office views all the actual quantityand cost information, compares it to the budget, and projects the final cost of each operation. Forecasts are then finalized for the project.

In InEight Control, project engineers and managers canview all the actual quantities and costs from the jobsiteand analyze the information to determine if they aregoing to meet their budgets. If, after review, they seethat a few operations are spending more time and moneydue to weather delays, they can decide to update theforecasts for those operations accordingly.

They also look at the total quantities for the month todetermine how much of the scope can be billed to theclient.

1.1.4 Summary

No matter what location you are in or what role you have, the information created for your project iscommunicated to all the InEight cloud platform applications and shared through the Cloud Platform.The InEight Cloud Platform is also able connect and communicate to your ERP system and other 3rd

party applications to utilize the same information, eliminating the need to re-enter data. All thisinformation can then be archived for future reference, and selected information can easily be turnedover to the client.



1.1.5 InEight cloud platform Workflow

The following workflow diagram illustrates in greater detail what information travels between theInEight cloud platform applications and the ERP system and direction in which it flows.



1.2 INEIGHT PROGRESS OVERVIEW

InEight Progress is one of the applications within the InEight portfolio of products, and is an integratedelectronic time, equipment, and quantity data capture tool.

1.2.1 InEight Progress phases

There are three specific phases in the application: Planning, Execution, and Approval.


1.2 InEight Progress Overview Progress Daily PlanWebUser Guide

A daily plan is created by a project member to specify the tasks to be completed and to help ensureproductivity targets are met. These details are entered in the Daily Planning Phase and providestreamlined communication from the office to the field. Once all the details are entered and the dailyplan is complete, the daily plan is submitted to the Daily Execution Phase.

In the Daily Execution Phase, a project member takes the daily plan out in the field and references itthroughout the day. As work is completed, the project member enters actual hours worked foremployees and equipment. He or she also enters installed quantities, notes/issues and/or pictures todocument issues and reviews the overall productivity. By claiming installed quantities and enteringactual hours worked as they happen, the project member can view productivity in real-time. Once allemployees have reviewed their hours worked and signed out of the application, the daily plan issubmitted for approval.

In the Daily Approval Phase, a project member reviews the actual tasks, employees, equipment, hours,quantities and productivity for the plan. In this phase, the hours and/or quantities can be approved asis, or if the approver would like something changed, the plan can be edited or sent back to theExecution Phase.

1.2.2 Daily Plan Work Flow

For all phases of the Daily Planning Process, InEight Progress Mobile communicates directly with theInEight Progress Web application, as shown in the diagram below:


Progress Daily PlanWebUser Guide 1.2 InEight Progress Overview

A daily plan can be accessed in either program in any of the phases of daily planning. The programused for a phase may vary from project to project and depends largely on the roles of the projectmembers involved. For example, it may be preferable to have a staff member such as asuperintendent or engineer complete daily planning in the InEight Progress web application becausethey prefer to work from a computer in an office location. The Execution Phase of that same daily planmay be completed by a foreman who spends his or her entire workday out on the jobsite withoutaccess to a computer. In this case the Execution Phase is completed in the InEight Progress mobileapplication. Finally, the superintendent or engineer may also be responsible for approval of the dailyplan which would again be completed in the InEight Progress Web application from the officecomputer.

Mobile Daily Planning has all the same functionality as Web Daily Planning for InEightProgress, but is available as a mobile-only application.



1.2.3 InEight Control Integration

WBS (work breakdown structure) elements are used to link the quantity, hours and cost captured inInEight Progress with the cost elements in InEight Control. InEight Control communicates the WBSStructure (including budgeted quantities, hours and cost) with InEight Plan. InEight Plan then assignsWBS elements to components.

InEight Progress uses the component quantities along with actual hours to determine productivity.



This lesson provides an overview of InEight Progress and the subsequent lessons will expand on theInEight Progress functionality in more detail.

1.2.4 Daily Planning

Daily planning offers specific functionality for project members to create, view, or change daily plansas needed. Daily plans allow you to select specific components and resources (labor and equipment)from a work package and assign it in daily production increments.

Daily Planning is completed by navigating through the six tabs in the navigation bar at the top of thescreen:

l Overview – Modify or enter plan details, approvers, and executors

l Details – Enter planner notes at tool box talk items

l Time Sheet – Select tasks and resources and assigned planned hours



l Quantities – Select specific components and specify planned installation quantity

l Notes/Issues – Enter any additional plan notes/issues including photos if needed.

l Productivity – Review planned productivity and compare against current budget or estimate

A foreman can also use mobile daily planning to change an existing daily plan. If the planchanges from the original plan, a foreman can still make changes to the daily plan.

1.2.5 Daily Execution

Daily execution allows you to capture actual hours, quantities, notes/issues, and productivity. You candocument the number of hours worked for each employee and machine assigned to a specific task.(For hourly rates, you can document standard time (ST), over time (OT), or double time (DT).

You can claim the quantity completed and see the productivity for the day. You can also add notes andpictures. Once you complete the entries, you can sign out employees and fill out compliancequestionnaires. This is commonly used to ensure at sign off that employees are not injured while atwork.

Daily execution is completed by navigating through the six tabs in the navigation bar at the top of thescreen:

l Overview – Review plan details, approvers, and executors

l Details – Review planned tasks, planner notes and tool box talk items

l Time Sheet – Enter actual hours worked and assign to tasks and resources

l Quantities – Enter actual components and indicate installed quantity

l Notes/Issues – Enter any notes/issues and photos related to execution of the work

l Productivity – Review actual productivity and compare with current budget, estimate andplanned production rates

l Sign Out – Review employee hours, enter sign out pin or signature and answer compliancequestions

1.2.6 Daily Approval

Daily approval allows you to review actual hours, quantities, notes/issues, and productivity that wereentered during the execution phase. This is the last chance to review this information before the hoursare sent to the ERP payroll system and quantities are claimed in InEight Progress.

There are 3 options in the Approval Phase:



l Approve - Quantities and hours can be approved independently or all at once

l Edit – The daily plan can be further edited by the Approver to change specific details such astasks, resources, hours and quantities

l Reject – Sends the daily plan back to Execution Phase to allow the Executor to revise the planand resubmit

All tabs from the Execution Phase can be viewed in the Approval Phase.

1.2.7 Work Flow Beyond InEight Progress

When quantities are approved in Progress, they can be brought into the InEight Control application(initiated within InEight Control).

1.2.7.1 Hours

When hours are approved, the hours are sent to your payroll system. Once ERP payroll has processedthe hours, as-built hours and costs can then be pulled into InEight Control from ERP payroll (againinitiated in InEight Control).

1.2.7.2 Quantities and Costs

Bringing actual installed quantities and as-built costs into InEight Control allows you to monitor andcompare actual costs and productivity against budgets for all cost accounts. It also helps provideaccurate information to accurately forecast costs.

The following diagram illustrates the workflow of InEight Progress in relation to other products withinthe InEight portfolio and the ERP system. You will reference this diagram throughout the course.



Lesson 1 Review

1. InEight Progress is a tool to capture _____?

a. Quantity take off

b. Schedule progress

c. Daily time, equipment & quantities

2. You can complete Planning, Execution and Approval Phases on which of the following platforms?

a. Web (InEight Progress)

b. Mobile (InEight Progress)

c. Both

3. You enter actual employee hours in which daily planning phase?

a. Planning

b. Execution

c. Approval

Lesson 1 Summary

As a result of this lesson, you can:

l Summarize the purpose of the InEight cloud platform

l Describe the purpose of InEight Progress

l Explain the general workflow for InEight Progress


Lesson 1 Review Progress Daily PlanWebUser Guide


LESSON 2 — DAILY PLAN CREATION


Lesson Objectives


l Create a daily plan from an existing work package using the Daily Plan Wizard

l Plan the hours and quantities for a daily plan

l Create a daily plan by copying an existing daily plan

l Create a daily plan from scratch

Lesson Topics

2.1 InEight Plan Workflow – Daily Plan Creation Web 332.2 Daily Plan from Work Package (Daily Plan Wizard) 33

2.2.1 What is a Daily Plan? 342.2.2 Daily Plan Wizard 35

2.3 Plan the Plan 442.3.1 Daily Plans Page 452.3.2 Overview Tab 472.3.3 Details Tab 472.3.4 Time Sheet Tab 482.3.5 Quantities Tab 532.3.6 Notes/Issues Tab 562.3.7 Productivity Tab 602.3.8 Submit a Daily Plan to Execution 63

Exercise 2.1 — Plan the Plan 66

2.4 Daily Plan from Copy 672.4.1 Copy a Daily Plan 67

2.5 Daily Plan from Scratch 712.5.1 Daily Plan from Scratch 72

Exercise 2.2 — Create Your Own Daily Plan from Scratch 79Lesson 2 Review 80Lesson 2 Summary 80



2.1 INEIGHT PLAN WORKFLOW – DAILY PLAN CREATIONWEB

2.2 DAILY PLAN FROMWORK PACKAGE (DAILY PLANWIZARD)

Scenario

Tomorrow, your crew will be starting the steel erection work on your module. You are now readyto plan the work for your crew. During this first day, you want your crew to install the A7connections to foundations. Your crew will consist of a Grove-RT880E crane, 3 Ironworkers and 1Laborer. You want to make sure to communicate the work to your crew and identify safetyconcerns for the day.


Progress Daily PlanWebUser Guide 2.1 InEight PlanWorkflow – Daily Plan CreationWeb

In this topic, you will create a daily plan from an already existing work package using the Daily PlanWizard in the InEight Progress web application.

2.2.1 What is a Daily Plan?

Once you put your work package together, you break it down into daily segments, or the work you planto accomplish in a given day.

Using the scenario above as an example, your steel erection work package for your module will takemultiple days to complete. You will use daily planning to plan the work in the sequence you are lookingto do it in the ensuing days. Daily planning is a good tool to communicate to your crew your safetyconcerns, quality and environmental risks, and expected productivity.

In the Progress web application, daily planning combines:

l Components

l Resources (employees, and equipment)

l Planned hours


2.2 Daily Plan fromWork Package (Daily PlanWizard) Progress Daily PlanWebUser Guide

l Planned quantities

l Notes/Issues

l Attachments (e.g., safety notes, plan specifications)

2.2.2 Daily Plan Wizard

The Daily Plan Wizard is a powerful tool that can help automate the process of setting up daily plans bycopying information from an already existing work package to avoid duplicate work. The Daily PlanWizard allows you to choose which parts of the work package will be brought into the daily plan.

You access the Daily Plan Wizard from the InEight Plan > Work Packaging Module.

Title Description

1 Plan Date The date on which the plan will be executed.

2 Plan Name Unique name of the daily plan.

3 ShiftA drop-down field where you can select either the Day orNight Shift.

4 Work Plan/Package ID-Name This should be auto populated with the name of the workplan/package that the current daily plan is being createdfrom.

5 Planner Notes A free text field where you can add any relevant notes.

6 Location A free text field where you can enter the location where thework will be performed.

7Approvers(1 required)

Responsible for the approval of the plan.

8 Executors (1 required) Responsible for the execution of the plan.

9 Navigation Buttons Allows you to either cancel or create the new daily plan.

Overview – Daily Plan Wizard


Progress Daily PlanWebUser Guide 2.2 Daily Plan fromWork Package (Daily PlanWizard)

The following Step by Step walks you through how to use the Daily Plan Wizard.

This Step by Step assumes you already have a work package (CWP or IWP) createdcontaining work package details (e.g., labor, equipment, components, safety). See WorkPackage Creation in the InEight Plan Work Package training course for details on settingup work packages.

2.2 Step by Step 1 — Create a Daily Plan Using the Daily Plan Wizard

1. From your project home page, navigate to Plan > Work packaging.



2. From the Work Packages tab, open a Construction Work Area (CWA) and click on the arrow inthe ID column of your Construction Work Plan (CWP) to extend the work package below.

3. Select a Construction Work Package (CWP) by clicking on its hyperlink ID.

4. Open your Installation Work Package (IWP) by clicking on its hyperlink ID.



5. From the IWP page, click on the Workspace tab.

6. Click on the Daily Plan Icon.



l This will open the Daily Plan Wizard slide-out panel

7. With the Daily Plan Wizard open, select the components, resources, etc. that you want to copy byclicking on the calendar icon from your data blocks.



l Your selections will appear in the Wizard

Not all data blocks can be copied. Notice that the data block pictured below ismissing calendar icons. No icon, no copying that data block.

8. When finished, click Next on the Daily Plan Wizard.



9. Enter your new daily plan details.

You can complete and edits these daily plan details at any point. Notice that onlysome fields are required to create a new daily plan.



10. Click Next.

11. Confirm that all your selected components and resources are correct for your new daily plan.Then, click Next.



12. Verify that everything is correct for the Tool box talks section. Then, click Create plan.



l Once created, you can edit your new daily plan from by navigating to Progress > DailyPlan > Daily Plan page > Details tab

2.3 PLAN THE PLAN

Scenario

You have just finished creating a new daily plan using the Daily Plan Wizard. However, somespecific information was not available on the work package. You will now add this information toinform your crew.

Once you finish creating your daily plan, the next step is to “plan the plan.” In other words, eventhough you already created the daily plan via the Daily Plan Wizard and pulled in the components andresources for the day’s work, you are still missing some important information for planning your work. For example, you still need to enter into the plan the planned quantities and hours you are planning tocomplete and utilize for the day.

This “planning the plan” phase is crucial to making sure the work executes efficiently and on budget.To complete this phase, you'll move from InEight Plan to InEight Progress.

Title Description

1First LevelMenu

Shows the selected project and provides access to favorites, All projects andorganizations, reports, master data libraries, and suite administration.

2 Second LevelMenu

Displays the list of applications (Control, Plan, etc.), and navigates you to otherproject settings.

3Third LevelMenu

Navigates to individual modules inside each application (e.g., Contract > Bidpackages, Plan > Quantity tracking). Options in this menu are dependent uponthe application you are currently using.

4 Tabs Allow you to navigate between different functions on a page. The blue lineindicates what tab you are currently on.

5Notificationsand User Profile

Allows you to view notifications and your user profile, or log out.

Overview – Daily Plans Page


2.3 Plan the Plan Progress Daily PlanWebUser Guide

Title Description

6 Breadcrumbs Navigational links that allow you to track your path from the page you arecurrently viewing back to the work plans/packages page. Furthermore,identifies what and where you are within a work package.

7 ToolbarContains functions for the page you are on: add, edit, delete, copy, andEmployee Register.

8 Daily PlanRegister

Contains a list of all your daily plans.

9 Column Chooser Allows you to add or hide columns to make it user specific.

Overview – Daily Plans Page (continued)

2.3.1 Daily Plans Page

To begin the Planning Phase of a daily plan, you must first open a daily plan. In the following Step byStep, you will navigate to the Daily Plans page and then open a daily plan.

2.3 Step by Step 1 — Open a Daily Plan

1. From your project home page, navigate to the Daily Plan Module of Progress.

l This will direct you to the Daily plans page


Progress Daily PlanWebUser Guide 2.3 Plan the Plan

2. Click on your daily plan's hyperlink ID (created in Step by Step 2.1.1).

l Once opened for the first time, a daily plan will, by default, be in the Planning Phase andopen to the Details tab. In the Planning Phase of a daily work plan, there are six differenttabs where you can enter plan information.



The following sections give an overview of each tab of the Planning Phase of the daily plan and includeStep by Steps to enter additional information where applicable.

2.3.2 Overview Tab

The Overview tab provides a summary level of all information related to the current daily work plan.

Title Description

1 Data Fields Allows you to modify the basic daily plan fields, Approvers and Executors.

Overview – Overview Tab of a Daily Plan

2.3.3 Details Tab

The Details tab is the default tab that displays when you open a daily work plan. The Details tabprovides a summary level of all information related to the current daily work plan. This includes thecapability to modify the plan description, plan date, location, approvers, executors, and workplan/package number.

Title Description

1OverviewData Block

Shows the tasks, employees, hours and quantity you are planning on having orcompleting the next day. This is a useful tool for the foreman to review with theircrew as a morning meeting.

Overview – Details Tab of a Daily Plan



Title Description

2 Tool Boxtalks DataBlocks

Provides useful feedback on the concerns and mitigation to various risks that canbe reviewed by your crew.

3PlannerNotes DataBlock

Allows you to enter daily plan notes in an easily accessible section.

Overview – Details Tab of a Daily Plan (continued)

2.3.4 Time Sheet Tab

The Time Sheet tab is primarily used for entering the planned man-hours for each resource on eachtask. You can also add resources and tasks to the daily plan in this tab as needed. Finally, you can addnotes and assign or tag them to specific tasks or resources in this tab.

Title Description

1 Hours Entry Area Where the hours for each resource on a given task are entered.

Overview – Time Sheet Tab of a Daily Plan



Title Description

2 Resources Column Where all resources that are being utilized are displayed.

3 Tasks Row Where all tasks that are to be worked are displayed.

Overview – Time Sheet Tab of a Daily Plan (continued)

The following Step by Step walks you through entering planned hours into a daily work plan.

2.3 Step by Step 2 — Enter Planned Hours into a Daily Work Plan

1. Open your daily plan.



2. Click on the Time Sheet tab.

3. Click in the Hours entry cell for your first listed worker.



l A pop-up window appears

4. Enter the number of hours you expect them to work in the ST (Standard Time) field and clickDone.

If you are planning to have this worker put in additional hours, you can enter in theOT (Over Time) field or DT (Double Time) field.

5. Repeat step four as needed.



6. Click in the Hours entry cell for your first listed piece of equipment.

7. Enter the number of planned operational hours in the box next to Operate, then click Done.



l Notice that you can enter hours per worker. Hours entered in the left hand side will auto-populate on the right hand side

If you expect to have your equipment on-site for any additional time, you can enterthat time in any of the other category fields (Work, Standby, EMP, XCV, or EQRC).

2.3.5 Quantities Tab

The Quantities tab is where you can view, add, or remove the components assigned to each task inyour daily plan. The Quantities tab is also where you input the planned quantities to be installed foreach component.

Title Description

1 Task ListWhere all tasks assigned to the daily plan will be listed, tasks can also be added orremoved here.

2 ComponentsList

Where all components for each task assigned to the daily plan will be listed,components can also be added or removed here.

Overview – Quantities Tab of a Daily Plan



The following Step by Step walks you through how to input the planned quantity for components into adaily plan.

2.3 Step by Step 3 — Enter Planned Quantities into a Daily Work Plan


2. Click on the Quantities tab.

3. Click on the down facing arrow next your claiming scheme.



4. Click on the Complete check box for the first step of the claiming scheme.

Checking Complete indicates you plan for 100% of that step to be completed thatday

l To calculate a breakdown of the cost and component quantities of a selected task, select

the slide out panel icon .



2.3.6 Notes/Issues Tab

The Notes/Issues tab is where you can enter additional important information pertaining to the dailyplan. You can associate notes and issues to specific tasks, employees, equipment, and components asneeded. You can also tag notes and issues with a variety of topics such as quality, safety,environmental, and many others.

If your company owns the InEight Change software, issues will import into the Changeapplication automatically for managing those issues, along with potential and clientchange orders.

Title Description

1 TimelineWhere all notes for a daily plan display in a chronological order, withmost recent at the top.

2 Notes/IssuesCreation Area

Where notes and issues are created.

Overview – Notes/Issues Tab of a Daily Plan



The following Step by Step walks you through how to create a note or issue, as well as add a tag and anassociation to that note/issue.

2.3 Step by Step 4 — Create a Note/Issue in a Daily Plan


2. Click on the Notes/Issues tab.

3. Click on the Add icon in the upper left corner and select Add Note.



l You have the choice of adding a note or an issue

4. In the free text field, enter a note for the crew.

5. Click on Add tags.

6. On the resulting slide out panel, select Quality.



7. Click Done to close the slide out panel and add the quality tab.

8. Click on Add Associations.

9. Under the Component tab, select a component.



10. Click Done.

l The association is now added to the note

You can associate add tasks, employees, or equipment here too.

11. Click Done.

2.3.7 Productivity Tab

On the Productivity tab, you can:



l Toggle the view to see planned production by man-hours per quantity or quantity per man-hours

l View the productivity factor for current estimate, current budget, forecast, actuals, and goals,with planned gain/loss in both dollars and man-hours. The productivity factor is where you canset a goal for your crew to achieve.

l View the Planned G/L

Title Description

1 SummaryView a summary of the planned quantity, unit of measure and man hoursfor each task.

2 ProductivityToggle Button

Toggle the view to see planned production by man-hours per quantity orquantity per man-hours.

3Productive FactorMenu

View the productivity factor for current estimate, current budget, forecast,actuals, and goals, with planned gain/loss in both dollars and man-hours.The productivity factor is where you can set a goal for your crew toachieve.

4 Planned G/LCalculator

Contains comparison formulas for the costs and man hours of your planand your budget.

Overview – Productivity Tab of a Daily Plan

The Planned G/L compares the cost and man-hours of your daily plan to the costs and man-hoursbudgeted in InEight Control using the following equations:

l Planned Cost G/L = (Sum of (Total planned quantity for the WBS * CE final unit cost) - (Plannedtotal cost of labor + Planned total cost of equipment))



l Planned total cost of labor = Sum of Total number of hours worked by the employee * Hourly rateof the employee

l Planned total cost of equipment = Sum of (Total number of equipment hours operated * HourlyUnit rate of the equipment)

The following Step by Step walks you through how to enter a goal productivity factor for a daily plan.

2.3 Step by Step 5 — Enter a Goal Productivity Factor for a Daily Plan


2. Click on the Productivity tab. If needed, click the Productivity Toggle button to view as MHRsper Qty.

3. Click on the Current Budget column header.

4. Select Goals from the drop-down list.



5. Enter your goal number of man hours in the free text box under the Goals column header.

2.3.8 Submit a Daily Plan to Execution

Once you have thoroughly filled out the daily plan, the final step is to submit the plan for execution. Bysubmitting the plan to execution, you are ending the Planning Phase and verifying that the plan isready to be handed off to a foreman for his crew to execute the work. Once you submit the plan, youcannot “un-submit”.

The following Step by Step walks you through how to submit a daily plan to the Execution Phase.

2.3 Step by Step 6 — Submit a Daily Plan to Execution




2. Click Submit in the upper right corner.

l A pop-up window appears, verifying you want to submit the plan to execution

If you want to associate your work packages in InEight Document, select aWork plan/package ID - Name from the Overview tab. A new Document iconwill appear in the top right corner of the tab. Select this icon to see a drop-down list of work packages to open in Document.



3. Click Yes.



Exercise 2.1 — Plan the Plan

Now that you have learned how to create a daily work plan from an existing work package, practicecreating your own daily plan.

1. Create a daily plan.

2. Add planned hours on the Time Sheet tab.

3. On the Quantities tab, indicate what steps/actual quantities you plan to complete.

4. Add a note on the Notes/Issues tab and add a tag to it.

5. Enter a goal for your task(s) on the Productivity tab.

6. Submit the daily plan for execution.

Congratulations, you have completed this exercise!


Exercise 2.1 — Plan the Plan Progress Daily PlanWebUser Guide

2.4 DAILY PLAN FROM COPY

In this topic, you will create a daily work plan as a copy of an already existing daily plan.

2.4.1 Copy a Daily Plan

In some cases, it may happen that you will need to essentially create the exact same daily plan for anentire week with only a few small changes from day to day. Instead of going through the entire processof creating a daily plan from a work package multiple times, the best process would be to:

1. Create one daily plan using the Daily Plan Wizard.

2. Create a copy of that first daily plan.

3. Make changes as necessary.

The process to create a copy of an already existing daily plan is like that of using the Daily Plan Wizard.You will need to fill out a window similar to the wizard; however, this window will give the option tocopy over all the information you entered in the Planning Phase.

Title Description

1 Plan Date The date that the plan will be executed.

2 Plan Name Unique name for the daily plan; should be auto populated with copy –[name of plan you just copied].

3 Shift A drop-down field where you can select either First, Second or Third Shift.

4 WorkPlan/package ID-Name

You can enter a work plan ID here if you want the plan to reference anexisting work plan/package.

5 Planner Notes A free text field where any relevant notes can be added in.

6 Location A free text field where the location of where the work will be performedcan be entered.

7 ApproversFrom the drop-down field, you can add the responsible(s) of approving thedaily plan. Superintendent or Engineer is a common choice.

8 Executors From the drop-down field, you can add the responsible of executing the

Overview – Copy Daily Plan Window


Progress Daily PlanWebUser Guide 2.4 Daily Plan from Copy

Title Description

daily plan.

9Include theFollowing CheckBoxes

Area where you can choose which attributes of the plan you are copying thatwill be copied over.

Overview – Copy Daily Plan Window (continued)

The following Step by Step walks you through how to create a copy of a daily plan.


2.4 Daily Plan from Copy Progress Daily PlanWebUser Guide

2.4 Step by Step 1 — Create a Daily Plan by Copying an Existing Daily Plan

1. From the Daily Plans page, check the box in the far-left column of your daily plan to select it.

2. Click on the Copy icon on the toolbar.

l This will open the Copy Daily Plan pop up window

3. Rename your new plan.


Progress Daily PlanWebUser Guide 2.4 Daily Plan from Copy

4. Click on the Calendar icon in the Plan Date Field and select a date.

5. Select a shift from the shift drop-down menu.


2.4 Daily Plan from Copy Progress Daily PlanWebUser Guide

l The Work Plan ID, Approvers, Executors, Location and Shift should all be auto-populatedwith the same values as the plan you copied. Do not change these fields

6. Enter any notes the Planner notes field.

7. Verify all check boxes are checked.

8. Click Create Plan.

Do not click on the Skip Planning button; this will push the daily plan directly to theExecution Phase.

l At this stage, an exact replica of your existing daily plan has been created. All tasks,components, employees, equipment, notes, and tool box info has been copied over

2.5 DAILY PLAN FROM SCRATCH

In this topic, you will create a daily plan from scratch utilizing the InEight Progress web application.


Progress Daily PlanWebUser Guide 2.5 Daily Plan from Scratch

2.5.1 Daily Plan from Scratch

In some situations, similar to the scenario above, it may be necessary to create a daily plan when youhave no other work package or daily plan to use as a building block for your plan. In this case, you willneed to create a daily plan from scratch. The biggest difference between creating a daily plan fromscratch and the other two methods covered earlier is that you must add all resources, tasks, andcomponents to the plan manually.

When creating a daily plan from scratch, you will use the Add daily plan window. This window is verysimilar to the Daily Plan Wizard covered earlier in the lesson, except there is only one tab for enteringsetup information.

2.5.1.1 Approver and Executor Roles

Depending on the project settings set up for your project, your daily plans will require an Approverand/or an Executor. You select Approvers and Executors from a drop-down list of the employeesassigned to your project.


2.5 Daily Plan from Scratch Progress Daily PlanWebUser Guide

When deciding on Approver and Executor roles for daily plans, it is important to note thatif you use both an Approver and Executor for your daily plans, only the Approvers canhave permissions to approve daily plans. Executors must NOT have permissions toapprove daily plans.

For example, your project administrator may plan to only allow employees with theSuperintendent role to act as Approvers on daily plans. Under the permissions for theSuperintendent role, your administrator would ensure that the Approve daily planpermissions are enabled.

If you planned to allow employees assigned to the Foreman role to act as Executors fordaily plans, your project administrator would need to edit the Foreman role to make surethe Approve daily plan permissions are UNCHECKED.



Title Description

1 Plan Date The date that the plan will be executed.

2 Plan Name Unique name for the daily plan; should be auto populated with copy – [nameof plan you just copied].

3 Shift A drop-down field where you can select either First, Second or Third Shift.

4 WorkPlan/packageID-Name

You can enter a work plan ID here if you want the plan to reference anexisting work plan/package.

5 Planner Notes A free text field where any relevant notes can be added in.

6 Location A free text field where the location of where the work will be performed canbe entered.

7 ApproversFrom the dropdown field, you can add the responsible(s) of approving the dailyplan. Superintendent or Engineer is a common choice.

8 Executors From the dropdown field, you can add the responsible of executing the dailyplan.

9NavigationButtons

Provides different options of how to complete the copying process: includesCreate Plan, Cancel, and Skip Planning.

Overview – Add Daily Plan Window



The following Step by Step walks you through how to create a daily plan from scratch.

2.5 Step by Step 1 — Create a Daily Plan from Scratch

1. From the Daily Plans page, click the Add icon in the upper left corner.



l This opens the Add daily plan window

2. Click on the Calendar icon in the Plan Date field and select a date.

3. Name your daily plan.



l Leave the Work plan ID field blank

4. Select a shift from the drop-down menu of the Shift field.

5. Enter any notes in the Planner notes field.



6. Click Add approver and select someone from the drop-down menu.

l You may need to search for the name

7. Click Add executor and select someone from the drop-down menu.

8. Click Create Plan.

Do not click on the Skip Planning button; this will push the daily plan directly to theExecution Phase.



Exercise 2.2 — Create Your Own Daily Plan from Scratch

Now that you have learned how to create a daily work plan from scratch, and have completed thePlanning Phase on your own earlier, fill out the rest of the daily plan that you just created.

1. Add at least one component.

2. Add at least one piece of equipment.

3. Add at least one labor resource.

4. Be sure to enter planned hours, planned quantities, and a goal productivity factor.



Progress Daily PlanWebUser Guide Exercise 2.2 — Create Your OwnDaily Plan from Scratch

Lesson 2 Review

1. Which of the following items can be selected from a work package to create a daily plan?(Select all that apply.)

a. Components

b. Work Sequence

c. Goals

d. Labor Resources

2. Which of the following items are required to create a daily plan from scratch? (Select allthat apply.)

a. Plan name

b. Shift

c. Plan date

d. Approver

e. Executor

f. Engineer

g. Location

3. Which of the following can be copied from one plan to another?

a. Tasks

b. Resources

c. Toolbox Talks

d. Components

e. All of the above

Lesson 2 Summary




l Create a daily plan from an existing work package using the Daily Plan Wizard

l Plan the hours and quantities for a daily plan

l Create a daily plan by copying an existing daily plan

l Create a daily plan from scratch


Progress Daily PlanWebUser Guide Lesson 2 Summary


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Lesson 2 Summary Progress Daily PlanWebUser Guide


LESSON 3 — DAILY PLAN EXECUTION


Lesson Objectives


l Review daily plans

l Input actuals into daily plans

l Sign out employees assigned to daily plans

Lesson Topics

3.1 InEight Plan Workflow – Daily Plan Execution Web 853.2 Daily Plan Review 85

3.2.1 Why Review Daily Plans? 863.2.2 Overview Tab 873.2.3 Details Tab 883.2.4 Time Sheet Tab 883.2.5 Quantities Tab 923.2.6 Notes/Issues Tab 943.2.7 Productivity Tab 943.2.8 Signout Tab 95

3.3 Actuals 953.3.1 Input Actual Hours 963.3.2 Input Actual Quantities 1003.3.3 Add Notes/Issues 1033.3.4 Productivity 105

Exercise 3.1 — Input Actuals into a Daily Plan on Your Own 106

3.4 Signout 107Lesson 3 Review 112Lesson 3 Summary 112



3.1 INEIGHT PLAN WORKFLOW – DAILY PLANEXECUTION WEB

3.2 DAILY PLAN REVIEW

Scenario

You are a field engineer working on a project that includes the erection of steel members for asteel support structure. Your daily plan is to erect A7 connections to foundation with a Grove -RT880E crane. Your foreman is absent for the day. With him being out, it is your responsibility tohandle the Execution Phase of his daily plan. The Execution Phase includes reviewing the plan atthe start of the day for any mistakes, entering all actual hours and quantities at the end of theday, and finally signing out all employees so the daily plan can be submitted for approval. You donot have an iPad; therefore, you will have to execute the daily plan in the InEight Plan applicationon the web.


Progress Daily PlanWebUser Guide 3.1 InEight PlanWorkflow – Daily Plan ExecutionWeb

l Randy Kielly – Ironworker Foreman

l Kenneth Moore – Carpenter

l Troy Brown – Ironworker

l Joseph Kelly – Ironworker

l John Walsh Jr – Ironworker

In this topic, you will review a daily plan in the Execution Phase in detail and make changes to the planas needed.

To follow the scenarios or Step by Steps in this phase, you must submit your daily plan.

3.2.1 Why Review Daily Plans?

Reviewing daily plans is an essential step in the process of planning and executing work. The review ofa daily plan is the last chance for you to make any changes before the work begins.


3.2 Daily Plan Review Progress Daily PlanWebUser Guide

In some cases, you may make daily plans several days ahead of time. In these situations, it is possiblethat not all the relevant information is yet available.

For example:

l The components that quantities will be claimed against may not yet be created

l The crew that will be utilized to do the work has not yet been identified

For example, going back the scenario at the beginning of the lesson, while reviewing the plan you maynotice that one of your employees is not included in the daily plan.

These and many other reasons could be responsible for a gap in information between the Planning andExecution Phase. These gaps are what make the review process so crucial to ensuring that the workexecutes properly and efficiently.

In the Execution Phase, a daily plan has seven tabs:

l Overview

l Details

l Timesheet

l Quantities

l Notes/Issues

l Productivity

l Signout

In the Execution Phase of a daily plan, you will notice all system accents change to greenand in the Breadcrumbs area next to the plan name, it will now say Execution.

It is best practice when reviewing a daily plan to examine each tab in detail and verify that allinformation is correct. If any information is incorrect or missing, now is the time to modify or add it.

The following sections walk you through what has changed on each tab from the Planning Phase to theExecution Phase, as well as provide some information on how to add or edit information during theExecution Phase.

3.2.2 Overview Tab

The Overview tab maintains the same information from the Planning to Execution phase.


Progress Daily PlanWebUser Guide 3.2 Daily Plan Review

3.2.3 Details Tab

The Details tab is almost identical to the Details tab in the Planning Phase. The only difference is youcan no longer edit the Planner Notes field and it contains all the notes made during the Planning Phase.

Like the Planning Phase, under the Tool box talks section, you can add, edit and delete items for eachof the four different areas (Safety, Quality, Environmental, and General discussion).

3.2.4 Time Sheet Tab

The Time Sheet tab is identical to the Time Sheet tab in the Planning Phase, the only difference beingthat it shows all hours assigned to each resource/task in the Planning Phase. You can edit, delete, oradd tasks, labor, and equipment at this point if needed.

This is also where you input your actual hours, which will be covered in detail in the next topic of thislesson.



3.2.4.1 Temporary Resources

Going back to the scenario at the start of the lesson, while reviewing your daily plan, you notice thatKurt Fleming has not been included in the plan during the Planning Phase. This is because today is hisfirst day and he is not in the payroll system yet, but you would still like to be able to include him in theplan for the day. Within the Progress web application, you can do this by creating a temporary laborresource for Kurt and then swapping him out with his actual resource once it has been created inpayroll.

The following Step by Step walks you through how to add a temporary labor resource.

3.2 Step by Step 1 — Add a Temporary Resource

1. From the Daily Plans page, open your daily plan.



l A prompt appears stating that the plan is in the Execution Phase

2. Click on Time Sheet tab.

3. Click on the Add tasks and resources button on the left.

4. On the resulting slide out panel, click on the Employee tab.

5. Click on Add temporary employee at the bottom of the screen.



6. In the Temporary employee name field, enter a temporary employee's name.



7. Click Add.

8. Click Done to close the slide out panel.

l The temporary resource is added to the time sheet

3.2.5 Quantities Tab

The Quantities tab is identical to the Quantities tab in the Planning Phase. However, when viewing theclaiming schemes of the components in the daily plan, instead of the Planned quantity field being theonly editable field, now the only editable field is the Installed quantity field.

Installed quantities will be entered in the next topic of this lesson.

At this point, tasks can only be added, not deleted; components can still be added or deleted as needed.



Arrow-shaped visual indicators will show which tasks have been claimed against in the Task List orComponents List of the Quantities Tab. Green arrows indicate that tasks' or components' claiming ispositive, and red indicates a negative claim.

You can also favorite certain components that you know you will be using frequently by clicking on thestar-shaped icon next to the corresponding component. When selected, these components will move tothe top of the list eliminating the need to scroll through a long list of items.



You can delete tasks in the Time sheet tab if needed.

3.2.6 Notes/Issues Tab

The Notes/Issues tab is identical to the Notes/Issues tab in the Planning Phase.

3.2.7 Productivity Tab

The Productivity tab is identical to the Productivity tab in the Planning Phase. The only difference fromthe planning stage is that the Productivity tab is now completely un-editable and contains and Actual



G/L section that reflects the actuals input in the Time Sheet and Quantities tabs, which will bediscussed in further detail in the next topic of this lesson.

3.2.8 Signout Tab

The Signout tab is the only new tab of the Execution Phase. It allows the crewmembers to sign off onthe actual hours input into the system at the end of the day. In addition, at signout, it allows for a shortquestionnaire to be answered which helps to ensure all labor rules are being upheld. This section willbe covered in detail in the final topic of this lesson.

3.3 ACTUALS

In this topic, you will input actual hours, notes, and quantities into a daily plan as part of the ExecutionPhase of the daily plan.


Progress Daily PlanWebUser Guide 3.3 Actuals

3.3.1 Input Actual Hours

Once the workday has ended, you can input the actual hours for the day in the Time Sheet tab of thedaily plan. The process is like that of entering the planned hours in the Planning Phase of the daily plan.You can also assign an employee to the temporary resource you created earlier during this phase,although the daily plan can be approved with just the temporary resource if you do not yet have anemployee to assign.

The following Step by Step walks you through how to assign an employee to the newly createdtemporary resource.

3.3 Step by Step 1 — Assign an Employee Resource to a Temporary Resource



3. Click on the chain link icon next to a temporary labor resource.


3.3 Actuals Progress Daily PlanWebUser Guide

4. Type another employee's name into the Search bar.

5. Select an employee.

6. Click Done.

Now that you have assigned a resource to the newly created employee, the next step is to enter theactual hours for all labor and equipment.

The following Step by Step walks you through how to input actual hours worked into a daily plan.



3.3 Step by Step 2 — Input Actual Hours Worked into a Daily Plan



3. Select the cell next to an employee's name (under the correct task column).



4. Enter their hours worked in the Actual ST field.



5. Click Done.

6. Review the hours of your other employees and equipment on the time sheet.

7. Enter the hours worked for your temporary employee.

8. Click Done.

3.3.2 Input Actual Quantities

Once you have entered actual hours, the next step to completing the Execution Phase of a daily plan isto enter the actual quantities installed. You complete this step in the Quantities tab of the daily plan.The process is like that of entering the planned quantities in the Planning Phase.

The following Step by Step walks you through how to input the actual quantities installed into a dailyplan.



3.3 Step by Step 3 — Input Actual Quantities Installed into a Daily Plan


2. Click on the Quantities tab.

3. On the left side, click on a component to highlight it.

4. On the right side, click on the downward pointing arrow next to the component to expand itand reveal the claiming scheme.



5. Check the box under the Complete column for each step.

l Notice that by checking the Complete column box, the Installed quantity column willautofill to the amount in the Quantity column



You can enter the Installed quantity directly. If the amount entered for theInstalled quantity is the same as the total quantity, the complete box isautomatically checked

3.3.3 Add Notes/Issues

While completing the Execution Phase of a daily plan, it is important to enter notes about factors thatmay have affected the execution of the work. This process is identical to the Planning Phase and allowsfor the assigning of tags and associations. You can also record issues and they will sync to InEightContract automatically for tracking.

The following Step by Step walks you through adding a note in the Execution Phase of a daily plan.

3.3 Step by Step 4 — Add a Note to the Execution Phase of a Daily Plan

1. From the Daily Plans page, your daily plan.

2. Click on the Notes/Issues tab.

3. Click on the Add icon and select Add Note.



4. Enter a helpful note into the free text field at the top of the page.

5. Click on the Add tags button.

6. On the resulting slide out panel, you can select a tag that supports your note/issue.



7. Click Done to close the slide out panel.

8. Click Done.

3.3.4 Productivity

After adding notes, you can review your tasks, quantities and hours claimed for the task and comparethe actuals to the planned quantity and hours within the Productivity tab.

The Actual G/L compares the actual cost and man-hours recorded on your executed daily plan to theplanned costs and man-hours using the following equations:

l Actual Cost G/L = (Sum of (Total actual quantity for the WBS * CE final unit cost) - (Actual totalcost of labor + Actual total cost of equipment))

l Actual total cost of labor = Sum of Total number of hours worked by the employee * Hourly rateof the employee

l Actual total cost of equipment = Sum of (Total number of equipment hours operated * HourlyUnit rate of the equipment)



Exercise 3.1 — Input Actuals into a Daily Plan on Your Own

Now that you have learned how to input actuals into a daily plan, open your daily plan and inputactuals on your own.

1. Input actual hours.

2. Input actual quantities.

3. Add at least one note or issue with a tag or an association assigned.



Exercise 3.1 — Input Actuals into a Daily Plan on YourOwn


3.4 SIGNOUT

In this topic, you learn how to sign out employees on a daily plan.

Once the workday has ended and you have input all actuals into the daily plan, the final step beforesubmitting the daily plan for approval is to sign out all employees on the plan. This is a crucial stepbecause it allows the employees themselves to verify and approve their hours worked.

Each employee is assigned a unique personal pin number that they will use in the signout process. Byallowing the employees to sign themselves out, disputes between a foreman and an employee in hoursworked will be minimized.

Once an employee signs out, a daily plan can no longer be deleted.

For instances where a crewmember is not available for signout, there is also the option to sign out onbehalf of an employee. To do so, this is a setting that must be turned on in the Project settings.

Title Description

1 TabsThese are still available on the Signout tab, so you can review the resources, tasks,and quantities on the daily plan.

2 EmployeeList

Provides a list of all employees assigned to the current plan, with their trade, craftand billing class.

3HoursBreakdown

Provides a detailed breakdown of the hours worked for both the current day andweek.

4 SignoutArea

Where an employee enters their pin to complete the signout process.

Overview – Signout Page


Progress Daily PlanWebUser Guide 3.4 Signout

The following Step by Step walks you through how to sign out an employee on a daily plan and submitthe plan for approval.

3.4 Step by Step 1 — Signout of an Employee on a Daily Plan

1. From the Daily Plans home page, open your daily plan.

2. Click on the Signout tab.

3. Select an employee from the Employee section on the right.


3.4 Signout Progress Daily PlanWebUser Guide

4. Click on On behalf of employee in the signout area.

5. Enter the employee pin in the signout area.

l At this point the signout area should update to a list of questions

6. Select No for the first question: I was injured while working today.



7. Click Done.

8. In the Employee Override pop up window, enter your initials and then click Done.

9. Repeat steps 3-8 for all remaining employees.

10. Click the Submit button in the upper right corner.


3.4 Signout Progress Daily PlanWebUser Guide

11. Click Yes.



Lesson 3 Review

1. Which tab is new to the Execution Phase of a daily plan?

a. Time Sheet

b. Productivity

c. Signout

d. Notes/Issues

2. On which tab are the actual quantities added?

a. Overview

b. Productivity

c. Quantities

d. Time Sheet

3. Using the Daily Planning Web application, what ways can an employee sign out?

a. Employee pin

b. Signature

c. Pin number for iPad

d. All of the above

Lesson 3 Summary


l Review daily plans

l Input actuals into daily plans

l Sign out employees assigned to daily plans




LESSON 4 — DAILY PLAN APPROVAL


Lesson Objectives


l Review actuals

l Review the Employee Register

l Approve daily plans

Lesson Topics

4.1 InEight Plan/Progress Workflow – Daily Plan Approval 1144.2 Review Actuals 114

4.2.1 Why Review Executed Daily Plans? 1154.3 Employee Register 116

4.3.1 What is the Employee Register? 1164.3.2 Why use the Employee Register? 1164.3.3 Edit Submitted Daily Plan 119

4.4 Approve Daily Plans 123Lesson 4 Review 126Lesson 4 Summary 126

4.1 INEIGHT PLAN/PROGRESS WORKFLOW – DAILY PLANAPPROVAL

4.2 REVIEW ACTUALS

Scenario

You are a field engineer and you are responsible for approving all daily plans that your foremanexecutes. Before approving the plans, you need to review them one last time for any mistakes, aswell as verify that all the employee hours are accurate.

In this topic, you will review the actuals of an already executed daily plan submitted for approval,utilizing the Progress web application.


4.1 InEight Plan/Progress Workflow – Daily Plan Approval Progress Daily PlanWebUser Guide

4.2.1 Why Review Executed Daily Plans?

Reviewing actuals in an executed daily plan is the final step before the plan is approved. This lastreview is extremely important; it is the last chance to verify all actual values input during the ExecutionPhase are correct, and if there are any mistakes this is the last opportunity to correct them.

In InEight Progress, once submitted for approval, the daily plan’s status in theBreadcrumbs will change to Awaiting Approval and the color accents will change fromgreen back to blue.

In the Awaiting Approval Phase, a daily plan has seven tabs (same as the Execution Phase):

l Overview

l Details

l Time Sheet

l Quantities

l Notes/Issues

l Productivity

l Signout

It is best practice when reviewing actuals to examine each tab in detail and verify that all informationis correct. If any information is incorrect or missing, now is the last opportunity to correct it.


Progress Daily PlanWebUser Guide 4.2 Review Actuals

The Overview, Details, Time Sheet, Quantities, Notes/Issues and Productivity tabs in the AwaitingApproval Phase are identical to their respective tabs in the Execution Phase. All information entered,edited, or removed in the Execution Phase will be reflected in the Awaiting Approval Phase. Furthermore, the Awaiting Approval Phase has the same level of editing as the Execution Phase doesfor all the previously mentioned tabs.

While six of the seven tabs are identical to the Execution Phase, one tab has changed slightly. On theSignout tab, instead of the signout area only displaying the employee pin section, now the questionsanswered after entering their pin display as well. In addition, there is now an option to reject anemployee’s signout.

4.3 EMPLOYEE REGISTER

In this topic, you will review the Employee Register using InEight Progress.

4.3.1 What is the Employee Register?

The Employee Register is a log of every employee assigned to a daily plan. The register provides abreakdown of which plan each employee is assigned to for a given date, as well as the planned andactual hours for each of those plans. However, when opened you will only be able to see the employeesfor the daily plans that you are assigned to as either an engineer or a superintendent.

4.3.2 Why use the Employee Register?

In addition to tracking which projects each employee is assigned to and the planned and actual hoursfor those plans, the Employee Register also looks for conflicts. For example:


4.3 Employee Register Progress Daily PlanWebUser Guide

l If an employee is assigned to multiple daily plans for a single day, the register flags thatemployee by highlighting it yellow

l If an employee’s total actual or planned hours exceeds the project’s maximum threshold forhours worked in a single day, the resister will flag that employee by highlighting it red

l If an employee is highlighted in green, then there are no conflicts identified

The following Step by Step walks you through how to access the employee register.

4.3 Step by Step 1 — Open the Employee Register


2. Click on the Employee Register icon in the upper right corner of the page.

3. Click on the date near the top of the page. Select the date assigned to your daily plan from thedrop-down calendar.


Progress Daily PlanWebUser Guide 4.3 Employee Register

Title Description

1 Date Where you can change the date to view employees for different days.

2 View Menu Drop-down where you can change the viewset to view either all employees orjust those with conflicts.

3EmployeeInformation

Contains all information for the employee as far as ID, Name and CraftDescription.

4 EmployeeHours

Contains all planned and actual hours (including ST, OT, and DT).

5 Conflicts Notes any conflicts for any given employee.

6 Notes If any notes are associated to an employee, you view them here.

Overview – Employee Register



4.3.3 Edit Submitted Daily Plan

Scenario

Upon review of the employee register, it appears that your employee, Joseph Kelly, has had histime entered into two separate daily plans. You now need to go back into your daily plan and zeroout his hours to avoid him receiving double pay.

In a scenario like the one described above, a simple mistake becomes a prime example of why thereviewing of the Employee Register is an integral step before approving a daily plan.

The following Step by Step walks you through how to reject an employee’s signout, modify their actualhours, and re-sign them out on their behalf.

4.3 Step by Step 2 — Adjust the Hours of a Signed Out Employee


2. Click on the Signout tab.

3. Select the employee whose hours you want to adjust, then click on the Reject icon on the right.



l You should get a pop-up window asking for a reason for rejection

4. Enter a reason for rejection and click Done.

1. Click Yes.

2. Select the Time Sheet tab.

3. Click in the entry cell for the worker whose hours you want to adjust.



4. Adjust their hours and click Done.



5. Select the Signout tab.

6. Select the employee whose hours you've adjusted from the employee list on the left.



7. Enter the appropriate pin in the Enter employee pin field.

8. Answer the signout questions.

9. Click Done.

4.4 APPROVE DAILY PLANS

In this topic, you will approve a daily plan using the InEight Progress web application.

Once a daily plan has been fully executed, you have reviewed actuals, and the Employee Register, theplan is now ready for approval. When approving daily plans there are three options:


Progress Daily PlanWebUser Guide 4.4 Approve Daily Plans

l Quantity

l Hours

l Quantity and Hours

Each option means exactly what it denotes. If you select quantity, only the quantities for the daily planwill be approved and the hours will still need to be approved separately. Similarly, if you select hoursonly, the hours for the daily plan will be approved and the quantities will still need to be approvedseparately. Finally, selecting quantity and hours will approve both at once.

4.4 Step by Step 1 — Approve a Daily Plan


2. Click on the Approve button in the upper right corner.

3. Select Quantity and hours from the drop-down list.


4.4 Approve Daily Plans Progress Daily PlanWebUser Guide

l You should get a pop-up window asking if you are sure you want to submit

4. Click Yes.


Progress Daily PlanWebUser Guide 4.4 Approve Daily Plans

Lesson 4 Review

1. When in the Employee Register, you can only see employees for daily plans when you areassigned as the _______?

a. Engineer

b. Superintendent

c. Foreman

d. Both a and b

2. When reviewing the Employee Register, if an employee is associated with two differentdaily plans, what color will they be highlighted?

a. Red

b. Yellow

c. Green

d. Not highlighted

3. What options do you have when you select the approve plan button?

a. Approve Quantity

b. Approve Hours

c. Approve Quantity and Hours

d. All of the above

Lesson 4 Summary


l Review actuals

l Review the Employee Register

l Approve daily plans



progressuser guide dailyplanweb · 3.2.2overviewtab 87 3.2.3detailstab 88 3.2.4timesheettab 88...

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