Create Events


Events are unplanned circumstances that arise while completing planned work (Activities).
Creating an Event records the unplanned circumstance and links it to a related Activity.

  1. Click on Events > All Events, then click   Add Event.
  2. Enter the Event Name and Related Activity (required).

  3. Check attributes as needed.

    • Blocking indicates the Event may be preventing work on the related Activity.

    • Show on Workboard? shows the Event on the Workboard.

    • Bookable for all indicates the Event is available for time and cost capture.

    • Absent from site indicates the Event relates to work completed offsite, such as training.

  4. Choose the relevant Event Type, and set the Event date.

  5. Choose a Work Category as needed (these are configured by the administrator).

  6. Enter any additional reference codes in External reference as needed.

  7. Enter a detailed Description of the Event.

  8. Enter or choose Tags, Subcontractor companies and Client companies as needed.

  9. Set Owners and Notifiable Users as needed.

    The user who created the Event is made an Owner.

  10. Enter the Expected start and Expected finish dates and times as needed.

  11. Enter Estimated Labour (hours), Cost (dollars) and Duration (days) as needed.

  12. Enter Cost allocation codes as needed.

  13. Enter GeoLocation information as needed.

  14. Enter Chainage/Station information as needed.

  15. Enter Contact information as needed.

  16. Click Create Event or Create and Start Event.