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Create & Edit Project Reports

Tobias Patek
  • Updated

Overview

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

It is possible to create custom project report templates with PlanRadar. Read more in Create & Edit Project Report Templates.

If you want to learn more about project reports in general, consider reading Project Reports.

Access & Permissions

You need an in-house user with a role permission to create and edit project reports and the user permission 'Tickets & Project Reports'. Read more in 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

    Depending on the template, some fields might be prefilled (e.g. with today's date or project title) and dropdown fields might provide options populated dynamically from project details. Read more in: Create & Edit Field Mappings

    If enabled in the template, you can attach photos to your project report. Read more in Attach Photos to Project Reports.

    If enabled in the template, you can attach tickets to your project report. Read more in Attach Tickets to Project Reports.

  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

    Depending on the template, some fields might be prefilled (e.g. with today's date or project title) and dropdown fields might provide options populated dynamically from project details. Read more in: Create & Edit Field Mappings

    If enabled in the template, you can attach photos to your project report. Read more in Attach Photos to Project Reports.

    If enabled in the template, you can attach tickets to your project report. Read more in Attach Tickets to Project Reports.

  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

    Depending on the template, some fields might be prefilled (e.g. with today's date or project title) and dropdown fields might provide options populated dynamically from project details. Read more in: Create & Edit Field Mappings

    If enabled in the template, you can attach photos to your project report. Read more in Attach Photos to Project Reports.

    If enabled in the template, you can attach tickets to your project report. Read more in Attach Tickets to Project Reports.

  8. Tap Save as draft or Submit report
    Fill Report.png

Users can see only the drafts created by themselves.

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

If you have attached tickets to the project report, you can add a ticket report appendix to the PDF that is created during submission. Read more: Attach Tickets to Project Reports

  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

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