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en:diary:diarysetup

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Create and Set up a new diary

An unlimited number of diaries can be used on each project. Especially on large construction projects, it can be useful to use separate diaries for each construction part (subproject). For project general information the main project diary is used in this case. Important subcontractors can run their own independent diaries. Some special construction works may demand separate diaries too. Buildary makes all these options easy to manage.

If you have a proven system how to divide your project into diaries, there is no reason to change it. Buildary will support the way of work you are used to.

Creating a new diary

You can access the diary list by selecting the Diary list. You can find it in the left panel

List of diaries contains a list of diaries of the current construction project. You can create a new diary with the button + New diary or you can open the existing diary by clicking on the line with the diary name.

If you need to create a diary as a copy of an existing diary, you can use the button New Diary copy. When creating a diary as a copy, all the settings are copied from a chosen existing diary. You can decide to copy a list of authorized persons too. You can save a lot of configuration work this way.

In the New Diary window, you can fill in the diary information.

Diary Type - You can select the diary type from the list that suits you the best. Diary type affects sorting in the list of project diaries. There are no functional differences between the types.

Diary owner - You can select a company that is responsible for the diary. It may be a contractor or a subcontractor.

Parent diary - It allows you to create a hierarchical link between 2 diaries, which then allows you to copy the data.

Building permit you can choose information about the type of document under which is the construction project carried out.

Diary start date Fill in the starting date of the diary. Daily entries are checked against this date. Daily entries can not precede this date. When locked, the report of this day must be locked as a first report in the diary.

Diary finish date Fill in this day only when you want to close the diary. You can not write daily entries after this date.

Editing information and logo in the diary

There are several ways to get into the settings diary:

- Diary List - you can find it in the left panel where you click on the edit pencil. Tab Diary settings.

- Daily Entries - there is a button at the top right Diary settings

- Diary identification - and then by selecting the Diary settings tab

Diary settings

General - The window contains data entered and explained in the diary creating help part. At the bottom part of the window, you can change the order of the diary sections using the arrows icons. The order changes for both the screen and the daily report in a PDF file.

en/diary/diarysetup.1727857117.txt.gz · Last modified: 2024/10/02 10:18 by Lada Svobodová

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