Daily Logs / 19

Link the log with other modules

The log connects with the rest of the project through mentions, the Board and responsibles.

2 minutes
Product screenshot: Link the log with other modules
Step by step

How to complete links

  1. 01

    Type "/"

    In any section's editor type "/" and pick the type: RFI, Submittal, Task, Schedule, Budget, Purchase order, among others.

    Step 1: Type "/"
  2. 02

    Pick the item

    Search and select the item; it is inserted as a mention in the text.

    Step 2: Pick the item
  3. 03

    Save the record

    Once you add the record, the mention is highlighted under Records of the day and shows in the PDF.

    Step 3: Save the record
  4. 04

    Add to the Board

    With the log open, Add to Board (top) opens the choice of the destination Board.

    Step 4: Add to the Board
  5. 05

    Review the responsibles

    In the right column, Responsibles shows who is in charge; Edit adds or removes people. Approved logs cannot be edited.

    Step 5: Review the responsibles

What you'll learn

  • How link the log with other modules works inside Perfour.

  • What information you need and how it stays connected to Daily Logs.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

Does it update the schedule automatically?+

No. Task progress records progress as text; mentioning an activity does not change its progress.