Getting Started

A Diary is your project's daily log where team members capture what happened on-site - progress updates, weather conditions, resource usage, and any other information important to your project. Use Diaries to build a complete, time-stamped record of your work and stay connected across shifts and teams.

To get started, you'll create a new Diary and configure settings like who can contribute, what data to capture, and when Diary Entries should be completed.

If your Diary has already been created, head to Creating a Diary Entry .

Create a Diary

Start by creating a new Diary on your project. Once created, you'll configure the settings that determine how your team logs and reviews Diary Entries.

To create and set up a Diary:

• Navigate to your Project and select the Diary section

• Click to create a new Diary

• Select whether to or

• If copying from an existing Diary, select which Diary to copy

• If Starting from scratch, enter a name for your Diary (e.g., "Site Diary - North Tower")

• Click - your Diary is now ready to configure

Once your Diary is created, open Diary Settings to configure shifts, contributors, routines, weather logging, entry steps, and custom data fields.

Link the Diary to shifts so you don't repeat it for every Diary Entry.

To configure Shifts:

• Navigate to the Diary Shifts section of your Diary Settings page

• Enter the Diary Shift details:

  • Shift Name - Day, Afternoon, Night, or All

  • Shift Start - the time that shift begins

Decide who can contribute to and review Diary Entries.

To add Contributors:

• Navigate to the Contributors section of the Diary Settings

• Click

• Search for and select the user you want to add

To assign a Reviewer:

• Navigate to the Contributors section of the Diary Settings

• Locate the user you would like to make a reviewer

• Click and select

Routines set the days that Diary Entries are expected to be completed for a Diary, helping teams stay on top of their workflows and compliance. These drive completion percentage tracking and streak calculations on the Performance tab.

To set the Diary Routine:

• Navigate to the Diary Routine section of the Diary Settings

• Choose your routine type:

  • Custom Weekly Routine:

    • Select

To delete a Diary Routine:

• Navigate to the Diary Routine section of the Diary Settings

• Locate the Diary Routine you wish to delete

• Clickto delete the routine

Weather Logging automatically records site weather conditions on your Diary Entries, giving you an accurate, time-stamped record without needing to check or note it manually.

To set the Weather Logging Frequency:

• Navigate to the Weather Logging section of the Diary Settings

• Click

• Select a time to automatically log Weather on your Diary

To set the Weather Logging Location:

• Navigate to the Weather Logging section of the Diary Settings

• Search for the Weather location on the map

• Select the location from the dropdown to confirm

Diary Steps let you control which additional prompts contributors see when creating an Entry, so your Diary only asks for the information that's relevant.

To configure Diary Steps:

• Navigate to the Diary Steps section of the Diary Settings

• Toggle the steps you want to appear:

  • Task Progress Updates - contributors can update the progress of tasks they have permission to edit

  • Track Quantities - contributors record actual material quantities against the day's planned quantities

Build a custom table to capture Labour and Plant data that matters to you.

To configure Labour & Plant Actuals:

• Navigate to the Labour Actuals and Plant Actuals section of the Diary Settings

• Click to open the Table Settings

• Select and toggle the properties you wish to add to the table

• Click

Once your Diary is set up, you and other contributors can start creating entries. See .