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How do I create a Field Report (Site Visit Report)?

The Field Report tool is designed for those who visit the project site periodically (ex. Project Manager, Inspector, etc.) to have a space to report on what they observed during their time onsite. 

Helpful Hint: Depending on your organization's setup in Projectmates, this is often re-named to "Site Visit Report".


To create a Field Report from the Web version:

  1. Once inside a project, under "Const Mgmt", click Field Report.
  2. Click + Report in the top-right corner.
  3. On the Field Report tab, fill in the required fields (indicated by a red asterisk *).
    • Observation Date will be auto-populated with today’s date and current time, if needed you can change this by tapping on the date and time icons.
    • Enter description for Work in Progress.
  4. Fill in optional fields, as applicable.
    • Select Est. % Complete to pick a preset value from the list.
    • Select Schedule Conformance to pick a preset value from the list.
    • Enter Weather Conditions and who was Present at Site.
    • Enter any Observations not recorded elsewhere, Items to Verify, and/or required Information or Action Required.
  5. Under Select who you want to email, enter individual project user(s) or role(s) within the project to be notified once the report is finalized.
  6. Once ready, click Save Draft, and the other tabs will be accessible.
  7. Click the Attachments tab to add attachments. 
    Helpful Hint: You can attach documents by dragging and dropping them into that field or clicking the icon to browse and attach files. Additionally, you can link documents and/or photos already uploaded to the project.
  8. Click Save Draft if edits still need to be made.
    Helpful Hint: Field Reports saved in Draft mode are only visible to Project Admin users and the creator of the report. You can only delete a report that is saved in draft mode. Once published, only an Admin user can delete the report.
  9. Once complete, click Finalize.
    Helpful Hint: Once the report is finalized, the email notification will be sent to the users selected to receive an email.


To create a Field Report from the Mobile App:

  1. Login to the Projectmates app using your Android or iOS device.
  2. Open the menu in the top-left corner and select My Projects.
  3. Select the project you wish to work in.
    Helpful Hint: The projects list will default to displaying Favorites. Tap All to see all of your projects.
  4. Tap Field Report (or Site Visit Report).
  5. Click the + icon in the top-right corner.
  6. On the Field Report tab, fill in the required fields (indicated by an asterisk *).
    • Observation Date will be auto-populated with today’s date and current time, if needed you can change this by tapping on the date and time icons.
    • Enter description for Work in Progress.
  7. Fill in optional fields, as applicable.
    • Tap Est. % Complete to pick a preset value from the list.
    • Tap Schedule Conformance to pick a preset value from the list.
    • Enter Weather Conditions and who was Present at Site.
    • Enter any Observations not recorded elsewhere, Items to Verify, and/or required Info / Action Required.
  8. Once ready, click the Save icon in the top-right corner.
  9. Click the Attachments icon (yellow banner) to add attachments from your device.
  10. Click the Save icon in the top-right corner, if edits still need to be made.
    Helpful Hint: Field Reports saved in Draft mode are only visible to Project Admin users and the creator of the report. You can only delete a report that is saved in draft mode. Once published, only an Admin user can delete the report.
  11. Once complete, click Publish.
    Helpful Hint: Once the report is finalized, the email notification will be sent to the users selected to receive an email.


Click here for more information on Site Visit/Field Reports.




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