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Using PlanRadar

Create & Edit Project Reports

Overview

To create a project report, you first need to select a project report template.

Access & Permissions

Subcontractors also can create project reports, but cannot see project reports created by others. Read more in User Types.

Create a Project Report

To create a project report:

  1. Click Project reports

  2. Select the project for which you want to create a report from the project drop-down menu

  3. Click + Create project report

  4. Select a Project report template

    Create Project Report.png

  5. Fill the project report

  6. Click Save draft or Submit report

    Save Project Report.png

  1. Tap Project Reports

    Access Project Reports.png

  2. Tap the + icon

    Create Sign.png

  3. Select a project report template

    Select Template.png

  4. Optional: Edit project report name

  5. Tap Done

    Rename.png
     

  6. Fill the project report

  7. Tap Save as draft or Submit report

    Fill Report.png

  1. Tap Project Reports

    Access.png

  2. Tap the + icon

    Create Sign.png

  3. Select a project report template

  4. Tap Next

    Select Template.png

  5. Optional: Edit project report name

  6. Tap Create draft

    Rename.png

  7. Fill the project report

  8. Tap Save as draft or Submit report

    Fill Report.png

Duplicate a Project Report

Submitted project reports cannot be edited but you can duplicate them and edit the duplicated drafts.

To duplicate a project report:

  1. Click the copy icon next to the project report
    Copy Report.png
  2. A duplicate report with the status Draft will be created and will appear in the project reports list
    Copied Report.png
  1. Open Project Reports 
  2. Slide the project report you want to duplicate to the left 
  3. Tap More
    More Menu.png
  4. Tap Duplicate Report
    Duplicate Report.png
  5. Optional: Edit the project report name
  6. Tap Done
    Save Duplicate.png
  1. Open Project Reports
  2. Tap and hold the project report you want to duplicate
  3. Tap Duplicate
    Duplicate.png
  4. Optional: Edit the project report name
  5. Tap Create draft
    Save Duplicate.png

Edit a Project Report

Project reports that are saved as drafts can be edited by their author.

To edit a project report that is saved as a draft:

  1. Click Project reports
  2. Select the project in which the report is saved from the project drop-down menu or click Show all projects
    Select Project.png
  3. Click the Project report you want to edit
  4. Make your changes
  5. Click Save draft or Submit report
  1. Open Project Reports
  2. Tap the project report you want to edit
    Open Report.png
  3. Make your changes
  4. Tap Save as draft or Submit report
    Save Edit.png

Submit a Project Report

You can submit project reports right after creating them, or submit drafts that are saved in your account. Once submitted, project reports cannot be altered.

To submit a project report:

  1. Open a project report draft or continue while you are creating or editing a project report
  2. Click Submit report
    Submit Report.png
  3. Click Confirm
  1. Open a project report draft or continue while you are creating or editing a project report
  2. Tap Submit report
    Submit.png
  3. Tap Submit report to confirm
    Confirm Submit.png
  1. Open a project report draft or continue while you are creating or editing a project report
  2. Tap Submit report
    Submit.png
  3. Tap Yes to confirm
    Confirm Submit.png

Updated September 2, 2026