Use the Project Log to record events that happen in a project.
HINT-- Project Logs give you a record of project events and conditions in the Goldenseal project management
PROJECT LOG BASICS
When to Use | Entering Project Logs | Data Fields | Event
Types | Using Project Logs
WORKING WITH PROJECT LOG RECORDS
Entering Records | Changing Records | Deleting
Records | Voiding Records
Finding Records | Sorting Records | Fixing Mistakes
WEBSITE INFO LINKS
Project Management Software | Project
Project Scheduling Software | Project
Actions Taken | Contact Log | Info
Log | Inspections | Problem
Log | Project accounts
When to Use the Project Log
Use the Project Log to enter any miscellaneous information about your projects.
You can record anything that seems like it might be helpful later on. The Project Log may help you later in the following situations:
- When you are involved in a lawsuit or other dispute
- When you need documentation to safely terminate an employee or subcontractor
- When you are trying to interpret job cost figures, based on project realities
- When you are billing for change orders caused by special conditions
HINT-- The Project Log is completely optional. It has no accounting functions.
Entering Project Logs
To enter a Project Log, follow these steps:
- Choose Project Log from the Income menu.
- Click the New button, or choose New Record from the Edit menu.
- Enter details for the new item.
SETUP HINT-- There are no required fields. You can fill in whatever
fields you need, and leave the rest blank.
Enter the following information for each Project Log record:
Project-- Enter the name of the Project.
Brief Description-- Enter a description of the event or conditions that you are logging.
Details-- Describe the event or conditions in detail.
Date Entered-- Today's date is entered automatically.
Record Number-- a record number is assigned automatically.
Event Type-- Choose the type of event that is being logged.
Event Date-- Enter the date of the event.
Event Time-- Enter the time of the event.
Action Taken-- Enter whatever action was taken as a result of the logged event or conditions.
Taken by-- Enter the Employee who acted on the event or conditions.
Start Date-- Enter the date when work started on the item.
Start Time-- Enter the time when work started on the item.
Completion Date-- Enter the date that the event ended or was completed.
Completion Time-- Enter the time that the event ended or was completed.
Project Event Types
You can choose among several types of project log events:
Daily Log-- For a routine daily report.
Weekly Log-- For a routine weekly report.
Accident-- For any type of accident.
Architect-- For contact with an architect or project designer.
Customer-- For contact with the owner of a project.
Damage-- For any type of problem resulting in damage.
Delivery-- For items delivered.
Inspection-- For inspections made by your staff or outside parties.
Progress Report-- For a description of items completed.
Site Visit-- For a mention of those who have visited the project.
Site Conditions-- For a description of any type of site conditions.
Site Staffing-- For a listing of employees and/or subcontractors working on the project.
Site Visit-- To record project visits by owners, inspectors or other parties.
Subcontractors-- To record attendance by subcontractors.
Warning-- For warnings given to employees or subcontractors, or received from an outside party.
Weather Conditions-- For a description of weather conditions.
Using Project Logs
Use the Project Log to record project data, whenever you get the chance.
Later on you can use the Find command to locate specific information about any project.
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