Create Manpower Entries
Objective
To create Manpower entries in the project's Daily Log tool.
Background
Things to Consider
- Required User Permissions:
- To create entries:
- 'Standard' or 'Admin' level permissions on the project's Daily Log tool.
- To create pending entries as a collaborator:
- 'Read Only' or 'Standard' permissions to the Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template. See Create Daily Log Entries as a Collaborator.
- To create entries:
- Additional Information:
- Certain fields in the Daily Log's Manpower section can be configured as required, optional or hidden in the Company level Admin tool. See Which fields in the Daily Log tool can be configured as required, optional or hidden?
- If you want to allow individual contacts to be selected in the Company field, you will need to enable the Include Employees in 'Company' Dropdown setting in the Daily Log tool's configure settings. See Configure Advanced Settings: Daily Log.
- Entries made by collaborators are marked as 'pending' until approved by an administrator.
Steps
- Navigate to the project's Daily Log tool.
- Scroll to the Manpower section.
- Fill out the following fields as appropriate:
Tip! Certain fields in the Manpower log can be configured as required, optional, or hidden in the Company level Admin tool. See Create New Configurable Fieldsets.- configurable fieldset applied to the project. Note: This field is not enabled by default, so it may not be available on your entry. Company Admins can add the field through a
- configurable fieldset applied to the project. Note: This field is not enabled by default, so it may not be available on your entry. Company Admins can add the field through a
- Click Create.