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✅ Time-Saving: Eliminates the need to manually enter hundreds of resources, allowing users to quickly populate the diary with scheduled labour and plant resources in just a few clicks.
✅ Accurate Job Costing: Ensures that scheduled resources are accurately tracked, helping users capture the true cost of jobs and projects.
✅ Flexibility: While the app automates most of the resource entries, it still allows users to manually add or adjust resources as needed before submission.
✅ Ease of Use: Streamlined interface for scheduling and reviewing resources, making it easy to track and manage daily project activitiesdiary entry.

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titleUser Stories
  1. As a Project Manager, I need the ability to generate daily diaries quickly using scheduled resources so that I don’t have to manually enter every resource each day. This will save me time and ensure that job costing is accurate.

  2. As a Plant Manager, I want the app to automatically include scheduled plant resources in the Daily Diary, but I also want the flexibility to manually add additional resources when required.

  3. As an Estimator, I need a system that accurately captures all scheduled labour and plant resources, allowing me to review costs and resource allocation without the risk of missing entries or inaccuracies.

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title2. Outstanding

Outstanding

  • This will show a list of outstanding scheduled events that have not had a diary created for the day or project specified.

  • This screen will filter based on the “project” selected in “generate options” view.

  • Where there is no project selected in the “Generate Options”, all events will display that have not had a diary created for.

  • In this screen, you can use the column filters to filter and narrow down the schedule selections.

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title3. Generated

The “generated” view will show a list of outstanding scheduled events that have had a diary created for the day or project specified.

  • Similar to the outstanding tab, this screen on the web will allow you to filter using the column headers

  • You will be able to click on the “Linked” field to drill into the daily diary form from this view.

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Screen Guide

Web

Mobile

  1. Open the Create Diary app

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  1. Select Generate Options

    1. Note: you only need to select the project to use the scheduled data. You can enter other options if you’d like to overwrite the data that was scheduled.

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  1. Navigate to “outstanding” to review the resources and DESELECT if required

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  1. Click GENERATE to create the diary

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  1. You will automatically be taken to the list of draft daily diaries to further submit

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  1. Click into the diary to edit and submit

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