Construct PMJournals

Overview

The Journal screen can be used to record the day's activities on the job site. This information can be used to explain costs or justify project delays.

Journal Log

Screenshot of Journals

The Journals log

The Journals log is what appears after selecting Journals from the main menu. To view a journal record, select it from the menu on the left hand side. Journals are labeled by their journal number, creation date, and the user that prepared the record.

NOTE: Journal numbers are automatically assigned upon the creation of an journal record and cannot be edited from Construct PM.

The user may edit journals found in this screen, assuming they have the relevant security privileges enabled (please see the Security section for more details). Once the journal has been edited press Save.

Search

Press the Filter icon (Image of filter icon, triangle of horizontal lines) in the search bar to filter the search results. Issues can be filtered by author (prepared by), rain day, and status.

Sort

Press the icon that reads "Creation Date" to sort journals by record number or creation date. Press the arrow next to the sort option to sort in ascending or descending order.

Group By

Press this button to group the log by journal number, date, author (prepared by), low temperature, high temperature, or precipitation. Press the arrow to sort the results in ascending or descending order.

NOTE: This option is available via the Search bar for mobile devices.

Creating a New Journal

General – Tab

Screenshot of Journals tab on Construct PM

The General tab of the Create Journal screen

Prepared By

Select the contact preparing the journal entry. This field will default to the currently logged in user.

Creation Date

Select the date of the journal entry. This field will default to the current device date.

Weather

Enter the weather on the work site for that day. Edit the individual weather fields, or default the weather based on the project address and the date of the journal entry by pressing the [Set Weather] button. Real-time weather data is provided by Weatherstack.

NOTE: The unit of measure for temperature is based on the country entered in the Country field for the project address on the Project Maintenance screen in CMiC Field. If the Country field is left blank, or has US/USA/United States entered, Construct PM will default Fahrenheit.
If the project address references any other country, Construct PM will default Celsius.

Activity

Enter the daily activity.

Work Completed

Enter the work completed by the end of the day.

Issues to Report

Enter any problems or delays that affected any activity.

Safety Issues

Enter any safety issues to report.

Comments

Enter any comments about the day's activities.

Sky Conditions

Enter any sky conditions that affected the day's activities.

Attachments

Press the Add Attachments button in this field to add an attachment to the journal entry. The user can either take a new photo with the device's camera, attach a file from the device library, or attach a document or drawing already saved in Construct PM.

Notes

Enter any additional notes for the journal entry here.

Manpower – Tab

Screenshot of Manpower tab on Construct PM Journals

The Manpower tab of the Create Journal screen

This tab can be used to enter hours worked on the project. A summary of all previously entered hours appears by default. Press [Add Entry] to add a new manpower entry.

Company

Select the company for which the work was performed.

Activity Code

Select the activity code for the work performed.

Number of Workers

Enter the number of workers.

Regular Hours, Overtime Hours, Double Overtime Hours

Enter the number of regular, OT, and DOT hours worked by the workers. The sum of these hours will be displayed in the Total Man Hours field.

Trade Equipment – Tab

Screenshot of Trade Equipment tab on Construct PM Journals

The Trade Equipment tab of the Create Journal screen

This tab can be used to enter the types and quantity of equipment used or rented by subcontractors. A summary of all previously entered trade equipment appears by default. Press [Add Entry] to add a new trade equipment entry.

Owner

Select the project partner to whom the trade equipment belongs.

Equipment, Description

Enter the name and description of the trade equipment.

Materials – Tab

Screenshot of Materials tab on Construct PM Journals

The Materials tab of the Create Journal screen

This tab can be used to enter any materials used for the project. Press [Add Entry] to create a new materials entry.

Company

Select the company using the material

Item Name

Enter the material name.

WM

Enter the weight measure of the material.

Ticket

Enter the ticket number of the material.

Quantity

Enter the amount of the material used.

Time

Press the clock icon to select the amount of time for which the material was used.

Received By

Select the contact who received the material.

Vendor

Enter the vendor that provided the material.

PO

If the material has a purchase order number, enter it here

Notes

Enter any additional notes for the material and its use here.

Visitor – Tab

Screenshot of Visitors tab on Construct PM Journals

The Visitors tab of the Create Journal screen

This tab can be used to log any visitors to the work site.

Safety – Tab

Screenshot of Safety tab on Construct PM Journals

The Safety tab of the Create Journal screen

This tab can be used to enter any relevant safety notes for the journal entry. Enter all relevant safety information and press the [Save] button.

Emailing a Journal Report

Screenshot of Emailing a Journal Report

A Journal report can be generated in various formats and shared via email. These formats are described in more detail in Types of Reports. To share a report, click on the Journal Menu icon (Image of menu icon) and select the "Email Report" option in the drop-down menu.

NOTE: The Email Report feature requires the user’s Enterprise security role to have the ‘Report User’ flag enabled. For more information, please refer to Define Roles.

Screenshot of Email Report

In the Email Report pop-up window, click on the Select icon (Image of Select icon, downward arrow) in the Report field to choose the desired report type.

Screenshot of Select Reports

Next, use the To and CC fields to select the contacts who will be the recipients of the report.

Screenshot of Select Contact pop-up

When finished selecting contact(s), press [Done].

Screenshot of Email Report with contacts selected

Once recipients are selected, click on the Send icon (Image of send icon, arrow) to email the chosen report to the recipients.

Types of Reports

The report types available to be generated from the Journal screen are described below.

NOTE: The report's logo is maintained in the Company Logo field on the Company Setup screen in the General Ledger module.

Daily Journal Report

The Daily Journal Report creates a summary of the daily journal with all notes included.

Consolidated Daily Journal

The Consolidated Daily Journal creates a consolidated summary of the Daily Journal.

Daily Journal with Photos

The Daily Journal with Photos creates a consolidated summary of the Daily Journal with photos

Creating Journal Reports

Screenshot of Journals menu with "Create Report" highlighted.

The reports printing functionality in Construct PM allows users the flexibility of printing a single report (form letter), or multiple reports (form letters) and attachments, the latter option producing a single PDF file with all the reports and attachments as pages of that file. For more information, please refer to Construct PM – Construct Printing .

Copying a Journal Entry

Screenshot of Journals with "Copy Journal Entry" highlihted in menu

Select "Copy Journal Entry" from the menu to copy details to a new journal record.

Screenshot of Copy Journal

The Copy Journal screen allows users to choose which tabs they want to copy and also includes the ability to copy notes and attachments. The details will be copied into a new journal entry.