Course Code: PM-06
Goal: Ensure daily visibility into project status through mobile and desktop reporting, improving real-time tracking and operational transparency.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Beginner to Intermediate (Ideal for field techs, project managers, and supervisors)

Resources Provided:

• Mobile Progress Report Guide
• Timesheet and Task Linkage Reference
• Report Notification Setup Sheet
• Field Input Best Practices Checklist

Learning Objectives

By the end of this session, participants will be able to:

• Create and submit daily progress reports using CUBE Edge (desktop) and mobile app.
• Link progress reports to timesheets and task completion records.
• Set up automated report notifications for management review.
• Leverage field inputs to maintain real-time project tracking.

Session Agenda

6.1 Creating Progress Reports from Cube Edge and Mobile

• Access reporting tools via CUBE Edge and mobile app.
• Create a daily field report:
• Work completed
• Challenges or delays
• Safety incidents (optional fields)

6.2 Linking to Timesheets and Task Completion

• Link progress to:
• Task IDs
• Daily timesheets
• Auto-population of effort vs. schedule updates.

6.3 Setting up Report Notifications

• Setup auto-email notifications for:
• Daily report submission alerts
• Missed report escalations
• Configure visibility by project, manager, and region.

6.4 Leveraging Field Inputs for Real-Time Tracking

• Importance of accurate, timely field updates.
• How field inputs feed into:
• Project dashboards
• Schedule adjustments
• Labor forecasting updates
• Best practices for standardizing field reporting formats.

Hands-On Preview (Optional if time allows)

• Complete a progress report via mobile.
• Submit timesheet and update a task.
• Trigger notification to PM dashboard.

Post-Session Action Items

• Standardize daily report formats across field teams.
• Setup report reminders for key field supervisors.
• Integrate daily reports into weekly project health meetings.

 Note: When scheduling, make sure to include this session code: PM-06.

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