Daily Entry - Project Manager

OBJECTIVE

Daily Entry  Project Manager is used by project managers to access daily entries of a selected project and to approve hours. Displayed entries can originate from maestro*MOBILE or be returned from the Daily Entry option. The project manager can also create entries and import hours from the Project Dispatch.

By default, the tab displayed is the first one in which maestro* found transactions.

Only entries created in Daily Entry – Project Manager and maestro*MOBILE can be modified in this window.

Transactions cannot be transferred from this window. Transfer and acceptation of daily entries must be done in Daily Entry option.

 

The display of tabs can be adapted to the requirements of each user by right clicking and checking the tabs to be displayed in the Tab Configuration window. The user can also move them using the up-pointing and down-pointing arrow icons.

 

PREREQUISITES

 

Icons

 

Steps

 

maestro* > Projects > Project Costing > Daily Entry > Daily Entry - Project Manager

  1. In Daily Entry – Project Manager window, select the project Code.

If the project can be billed, the Billable Project mention is displayed.

To return to the project selection window, click the Cancel icon.

  1. Click the Accept icon.
  2. Select or enter a transaction Number in the Identification section.

To enter a new transaction, leave this field blank.

This number corresponds to the daily entry transaction counter.

 

If the transaction contains multiple employees and the maestro* user does not have access to all the employees in the transaction, it will be impossible to display the transaction.

  1. Enter, complete or view the information available in the section:
  1. tab: This tab allows manual entry of hours as well as viewing and modification of hours imported from Project Dispatch and from maestro*MOBILE.
  1. Breaks and Meals tab: This tab allows to view a daily entry's breaks and meals as entered in maestro*MOBILE. It is impossible to change this information; it cannot be modified, nor deleted.
  2. Interruptions tab: Allows users to visualize predefined breaks from the dispatch model or the dispatch project (this latter having precedence). Also allows users to manually add interruptions and to view interruptions added from maestro*MOBILE.
  3. Tasks tab: This tab displays the list of tasks done during the day, entered in maestro*MOBILE.
  4. tab: Allows to indicate the material used during the day.
  1. tab: This tab displays the production entered in maestro* and maestro*MOBILE.
  1. tab: This tab displays the production by bid item entered in maestro* and maestro*MOBILE.
  1. tab: Allows users to view, enter and modify contacts and subcontractors present or having worked on worksite.
  1. Daily Notes tab: Used to enter miscellaneous information and to consult notes entered in maestro*MOBILE, if applicable.
  2. Click Save.

It is also possible to transfer daily entries in batch, in two different ways:

  • From option Daily Entry Batch Transfer;
  • From option Transaction Transfer. To do so:
  • In the maestro* toolbar, click the Transaction Transfer icon.
  • Open the Projects menu, then click Project Costing.
  • Transactions are displayed in the section on the right. Open the Daily Entries menu, then the submenus and select the checkboxes of all daily entries to transfer.

Only daily entries with an Accepted status can be viewed and transferred.

 

See also