# Welcome to Civalgo Docs 🚀

Welcome to the Civalgo documentation hub! Here, you’ll find everything you need to get started, explore features, and master the platform. Whether you’re just onboarding your first project or looking to optimize workflows, our docs are designed to guide you every step of the way.

{% embed url="<https://app.heygen.com/videos/pr-sentation-civalgo-2025-eng-3ad722f2f91d4f4abf7a7b55c2201d94>" %}

You’ll discover how Civalgo helps you streamline operations, collaborate effectively, and manage projects with ease — plus demo videos, introduction guide, release notes, clear user documentation for various features in Civalgo and a FAQ section.

### Jump right in

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Getting Started</strong></td><td>Learn how to set up your resources and your first project.</td><td><a href="/files/NphfDelKEXcPaNfeogVz">/files/NphfDelKEXcPaNfeogVz</a></td><td></td><td><a href="/pages/CyH2xJQs9yWJ1S8BYNav">/pages/CyH2xJQs9yWJ1S8BYNav</a></td></tr><tr><td><strong>User Documentation</strong></td><td>Step-by-step guides and detailed instructions to help you understand, configure, and utilize Civalgo’s core features effectively.</td><td><a href="/files/bdp2CzfcKfbSzJmXiDFG">/files/bdp2CzfcKfbSzJmXiDFG</a></td><td></td><td><a href="/pages/JjjojIyKxaiBPzzLwvtg">/pages/JjjojIyKxaiBPzzLwvtg</a></td></tr><tr><td><strong>Release Notes</strong></td><td>Stay up to date with the latest improvements, fixes, and new features in Civalgo.</td><td><a href="/files/bXPw4BKbq1YowHi9DXsD">/files/bXPw4BKbq1YowHi9DXsD</a></td><td></td><td><a href="/pages/e9ZWX0DNQ22wJTCZjyW7">/pages/e9ZWX0DNQ22wJTCZjyW7</a></td></tr><tr><td><strong>FAQs</strong></td><td>Find answers to the most common questions about using Civalgo,</td><td><a href="/files/K8loAs0wFHgs81XBDFh6">/files/K8loAs0wFHgs81XBDFh6</a></td><td></td><td><a href="/pages/ZXxfwYY21Yz9PCv9X7ja">/pages/ZXxfwYY21Yz9PCv9X7ja</a></td></tr></tbody></table>


# Quickstart

## QuickStart - Welcome to Civalgo Docs

Discover the simplicity and efficiency of Civalgo for managing your construction projects. This page guides you step-by-step to begin using the platform effectively.

### 1. Access the Platform

Log in via:\
[https://app.civalgo.com](https://app.civalgo.com/short-term)

If you do not have an account yet, contact your administrator or follow the invitation procedure from the organization space.

### 2. Navigation and Initial Settings

* **Top bar**: Change the language, view notifications, or access the help center anytime.
* **General Settings**: Access user management, holidays, report audit logs, Zapier integration, and platform customization options.

***

**3. Discover Key Sections**

* **Operations**: Plan and manage your projects, teams, and resources effectively. Gain a consolidated overview of your daily logs.
* **Management**: Oversee every project (tasks, budgets, documents, progress, etc.). Add new documents or plans, and manage your teams and work orders with just a few clicks..
* **Observation**: Analyze your data and create tracking tables. Manage payroll rules, monitor labor/equipment times, and export your data for payroll.
* **Configuration**: Easily customize the platform with specific sections for projects/reports, centralized management of organizations, employees, equipment, and materials.

***

**4. Essential First Steps**

* **Create a Project**: Go to the “Projects” tab, click on “New Project”, fill in the required fields (code, name, manager, client, etc.), and confirm. For time-saving, you can also import your projects via CSV.
* **Add Resources**: Navigate to "Employees", "Materials", or "Equipment" to expand your database and better plan your projects.
* **Plan a Resource**: From the resources planner and the daily log view, assign tasks and resources in just a few moments.
* **Enter a Daily Logs**: Click on "Daily logs," fill out the interactive form, and attach your notes or photos. You can export the reports as needed.

***

**5. Personalization and Import** Customize the platform to fit your methods: define your custom fields, set resource rates, adjust task properties, and modify the structure to suit your projects.

***

**6. Go Further**

* Find video tutorials and detailed articles in the documentation section.
* Enjoy our support and available integrations (API, Zapier).

Congratulations! After mastering the basics, you are ready to optimize the management of your operations with Civalgo.

### **Tip: Quickly find all your answers with Search AI!**

For any questions or specific searches regarding the use of Civalgo, use the *Search AI* search bar located at the top right of the online documentation: <https://civalgo.gitbook.io/civalgo-docs/>.&#x20;

This tool allows you to quickly obtain relevant summaries and directly shares the exact pages where the desired information is located. An efficient way to save time and make the most of all Civalgo resources!

<figure><img src="/files/uQEIq2dXZWg8ehhpxOWN" alt=""><figcaption></figcaption></figure>


# Intro: AI Search

### &#x20;**Quickly find all your answers with Search AI!**

For any questions or specific searches regarding the use of Civalgo, use the *Search AI* search bar located at the top right of the online documentation: <https://civalgo.gitbook.io/civalgo-docs/>.&#x20;

This tool allows you to quickly obtain relevant summaries and directly shares the exact pages where the desired information is located. An efficient way to save time and make the most of all Civalgo resources!

<figure><img src="/files/uQEIq2dXZWg8ehhpxOWN" alt=""><figcaption></figcaption></figure>


# Release notes

At Civalgo, we’re constantly improving the platform to make your project management more intuitive, efficient, and seamless.

Every month, we share the latest updates so you can make the most of the tools available to you.

#### Here’s what’s new — all updates are live as of today!

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><del><strong>August 3rd, 2026</strong></del></td><td>Resource Planner notes, faster dispatching, a redesigned Organizations page, enhanced navigation, and a preview of more accurate labor cost calculations.</td><td><a href="/pages/HLq6SaRaVuASWdfL8FBW">/pages/HLq6SaRaVuASWdfL8FBW</a></td><td><a href="/files/rdlxpbiyuHee09y2CNDT">/files/rdlxpbiyuHee09y2CNDT</a></td></tr><tr><td><strong>June 29th, 2026</strong></td><td>Project Dashboard, new map, Resource Planner notes, email forms, Excel exports up to 10,000 rows, Spanish language support, Time Off in the planner, and more.</td><td><a href="/pages/XfwW6CppuhsIAccI7e1u">/pages/XfwW6CppuhsIAccI7e1u</a></td><td><a href="/files/Qzkm4AKz1NKwP8n5NRG1">/files/Qzkm4AKz1NKwP8n5NRG1</a></td></tr><tr><td><strong>June 8th, 2026</strong></td><td>New “1-Day” View in the calendar view, New Bulk Actions in the Dispatcher, the Project Manager Hub, Time-Off Requests in Civalgo, Forms in Logbook</td><td><a href="/pages/dxTNvWGkVLS99bBrXet2">/pages/dxTNvWGkVLS99bBrXet2</a></td><td><a href="/files/fQQL8tztuGikQHyjrmTn">/files/fQQL8tztuGikQHyjrmTn</a></td></tr><tr><td><strong>May 13th, 2026</strong></td><td>Autofill forms with pictures, time off, match equipment to an employee, time blocks customization, Coming soon: Project Manager Hub </td><td><a href="/pages/snKbrMPsWDfw4Y48EgbF">/pages/snKbrMPsWDfw4Y48EgbF</a></td><td><a href="/files/EZ85x81Ii7Z2DwDCSj2N">/files/EZ85x81Ii7Z2DwDCSj2N</a></td></tr><tr><td><strong>March 4th, 2026</strong></td><td>Flexible form layouts, custom prefixes, logo branding, TPL integration, and join our AI webinar this Thursday, March 5th.</td><td><a href="/pages/Nxs3eamPybjtg5quQPj3">/pages/Nxs3eamPybjtg5quQPj3</a></td><td><a href="/files/x5E4kpiIttXuUlVNfeTl">/files/x5E4kpiIttXuUlVNfeTl</a></td></tr><tr><td><strong>February 4th, 2026</strong></td><td>Dispatch and daily logs improvements, employee properties, new logbook landing page, geofencing capabilites</td><td><a href="/pages/4fd4d7a1c4d3cf72475c49f056dcb1eb70a356ee">/pages/4fd4d7a1c4d3cf72475c49f056dcb1eb70a356ee</a></td><td><a href="/files/07HQQ2q8O6N2N8C31OlK">/files/07HQQ2q8O6N2N8C31OlK</a></td></tr><tr><td><strong>January 7th, 2026</strong></td><td>New dispatcher improvements, a more connected Logbook, and maintenance notice</td><td><a href="/pages/Qk2Yjk8v3CTZQJvHgjxx">/pages/Qk2Yjk8v3CTZQJvHgjxx</a></td><td><a href="/files/GNI5e8RvIz1sNh8p6Pcy">/files/GNI5e8RvIz1sNh8p6Pcy</a></td></tr><tr><td><strong>December 2nd, 2025</strong></td><td>Upgraded Logbook features, smoother workflows, faster navigation, clearer costs</td><td><a href="/pages/Lo5UvAqpAJ8kLIjb8q22">/pages/Lo5UvAqpAJ8kLIjb8q22</a></td><td><a href="/files/XmMlfQvCHLsNVn8NvvnH">/files/XmMlfQvCHLsNVn8NvvnH</a></td></tr><tr><td><strong>November 5, 2025</strong></td><td>Team-less daily logs, SMS status tracking, video preview, work order signature upgrades, autosave</td><td><a href="/pages/eguqcB8wqXAQOTohFH6w">/pages/eguqcB8wqXAQOTohFH6w</a></td><td><a href="/files/BY7gfVa0EidPiPAWYYwt">/files/BY7gfVa0EidPiPAWYYwt</a></td></tr><tr><td><strong>October 8, 2025</strong></td><td>Image Uploads, New User Documenation Portal, and Work Order Upgrades</td><td><a href="/pages/GhUdaz2wtQRY9shvxyzu">/pages/GhUdaz2wtQRY9shvxyzu</a></td><td><a href="/files/JCkVrDCL295Wct9ngUJK">/files/JCkVrDCL295Wct9ngUJK</a></td></tr><tr><td><strong>July 3rd. 2025</strong></td><td>Logbook improvements, new planners, and simplified exports for optimized management</td><td><a href="/pages/bKdRo0xkoFc0dWILiEDC">/pages/bKdRo0xkoFc0dWILiEDC</a></td><td><a href="/files/W3Pa2wF3UeV4W9hcuyYw">/files/W3Pa2wF3UeV4W9hcuyYw</a></td></tr><tr><td><strong>May 6, 2025</strong></td><td>Enhanced formatting and multiple team leaders in the daily report; advanced overtime rate management</td><td><a href="/pages/N3eUAD0Sx1jPBzs1DjwW">/pages/N3eUAD0Sx1jPBzs1DjwW</a></td><td><a href="/files/851ZcbRa7k2OK7ermlgv">/files/851ZcbRa7k2OK7ermlgv</a></td></tr><tr><td><strong>April 3rd, 2025</strong></td><td>Invite users by phone; quick task addition to daily reports and improved filters</td><td><a href="/pages/3L7SOfs3TbIrqjujCFB5">/pages/3L7SOfs3TbIrqjujCFB5</a></td><td><a href="/files/BzoaYR1mFy79bnewMvhY">/files/BzoaYR1mFy79bnewMvhY</a></td></tr><tr><td><strong>March 3rd, 2025</strong></td><td>Work orders with digital signature, batch actions on documents, and advanced filters for productions</td><td><a href="/pages/LILbvCO2Jeq60i6OfbUS">/pages/LILbvCO2Jeq60i6OfbUS</a></td><td><a href="/files/O1uL9ysOAayKlG4FlB61">/files/O1uL9ysOAayKlG4FlB61</a></td></tr><tr><td><strong>March 1st, 2025</strong></td><td>Launch of the Logbook mobile app, automated resource rates, new daily report interface</td><td><a href="/pages/t10q5xPcgDM62SYqMRh8">/pages/t10q5xPcgDM62SYqMRh8</a></td><td><a href="/files/NhZyBG7Hj6aZQn2srvKr">/files/NhZyBG7Hj6aZQn2srvKr</a></td></tr><tr><td><strong>February 1st, 2025</strong></td><td>Monetary and quantitative bonuses, units for equipment, flexible pay dates, and full-screen display</td><td><a href="/pages/K5OInUskE43pDdEg5uY9">/pages/K5OInUskE43pDdEg5uY9</a></td><td><a href="/files/NnwPCVM2QSJ4aZeKbABF">/files/NnwPCVM2QSJ4aZeKbABF</a></td></tr></tbody></table>


# New Releases - June 29th, 2026

## 🚀 What's New This Month in Civalgo?

These new features will be available **as of Tuesday, June 30**.

This month, we've focused on improving resource planning, project management, forms, mapping, and time off management.

Here's what's new 👇

***

### 📝 Add notes directly in the Resource Planner

You can now add notes to a project directly on your planning.

Simply hover over a resource block to instantly view its associated note.

This is perfect for adding reminders, special instructions, or important context for your team without having to open the project.

![](/files/wrxHC75tmIfh1utFiq63)

![](/files/MmnuwYJ6PGPiH1Wt6dLz)

***

### 🇪🇸 The platform now supports SPANISH

Are you or your employees more comfortable in Spanish? You can now switch your platform’s personal settings to Spanish in the top left.

![](/files/u3WVjLeUx6yl6AoWBDhf)

## 📊 New Project Performance Dashboard

A brand-new **Project Performance** tab is now available inside every project.

Access your project's key information in one centralized view to better monitor performance, budgets, and important project metrics.

This new dashboard helps you stay on top of your projects and make informed decisions faster.

![](/files/Yi1cxpFpzrGMooGyfITY)

***

## 📍 A brand-new map experience

The Civalgo map has a fresh new look!

The updated map allows you to:

* View suppliers in relation to your projects
* See project locations alongside your teams
* View project manager information
* Edit projects directly from the map

You can also open the map directly using the **Directions** button.

To get the most out of the map, make sure your project and organization addresses are up to date.

The result? A clearer, more intuitive map that makes it easier to locate projects, suppliers, and resources.

![](/files/UDj8saK9eyOjjZidsRDe)

![](/files/K7paYoadsGCEAlf4mDUE)

***

## 📄 Forms just got even more powerful

We're continuing to improve Forms so they become your central tool for collecting and managing field information.

#### 📧 Send forms directly by email

You can now send forms by email without leaving Civalgo.

It’s now even easier to share your forms with clients, subcontractors, or team members.

![](/files/zn0S2B03HWzK19YJFYab)

#### 📈 Export up to 10,000 responses to Excel

The maximum number of exported form responses has increased from **50 to 10,000 rows**.

This is a major improvement for organizations managing large volumes of data and analyzing results in Excel.

![](/files/rWPZaSQflXeYjCTtCFFY)

***

### 🌴 Time Off is now visible in the Employee Planner

Approved time off is now displayed directly in the Employee Planner.

You can instantly see who's available before assigning work, helping reduce scheduling conflicts and making dispatch planning even easier.

![](/files/7Aq81UB1Z6lxGnhZzxfl)

***

## ✨ Plus many more improvements

We've also included several smaller enhancements throughout the platform:

* Weekly hours worked are now displayed in Logbook
* Form responses can now be exported as Excel (.xlsx) files
* New **Files** tab in the Logbook desktop view
* Default company-wide Time Off approver
* Support for multiple Time Off approvers
* All employee occupations are now displayed in Daily Logs
* Warning when an employee has no Time Off policy or approver assigned
* New **Last Updated** column in Time Off requests
* Additional sorting and filtering options in the Time Off module
* Project Manager filter added to the Hub
* Employee code displayed in additional sections
* Project settings moved into a dedicated Edit button
* Daily Log Planner now remembers your task and time type selections when switching tabs
* Time Off request notes are now included in the audit log
* Logbook now opens in full-page view from Civalgo

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

This concludes this month's release note. **Everything will be available this Tuesday, June 29th.** We’re confident these updates will improve your experience with Civalgo, **try them out today!**

Have questions, run into issues, or want to share your feedback? Our team is here to help.

💡 **Your ideas matter -** [Submit your suggestions](https://dgh8r.share.hsforms.com/2Y4XprObqRJGEaQgMR-J1RQ) and help us continue to evolve Civalgo to meet your needs!

Thanks for being part of the Civalgo community


# New Releases - August 3rd, 2026

## 🚀 What's New This Month in Civalgo?

These new features will be availablet hroughout the month.

This month, we've focused on making resource planning faster, improving data quality, and simplifying the way your teams work in Civalgo.

Here's what's new 👇

***

## Plan resources faster with generic employees and equipment

You can now assign **generic employees** and **generic equipment** directly from the Dispatcher.

Previously, this could only be done by opening each Daily Log individually, making the process time-consuming.

Now, you can plan your work directly from the timeline while keeping your Daily Logs accurate and up to date.

The result? Faster dispatching and less manual work for your team.

![](/files/pNHuQwJKBym31asAbTkp)

***

## Daily Logs are now easier to read

We've redesigned the resource cards in Daily Logs to make important information easier to identify at a glance.

You can now quickly see details such as:

* Employee occupation
* Organization
* Additional resource information

This makes it much easier to identify the right people and equipment, especially on larger projects with many resources.

![](/files/xT6Op39xsmUWiO9rJV5t)

***

## A completely redesigned Organizations page

The Organizations page has been rebuilt from the ground up.

You can now:

* Assign a primary contact
* Store email addresses and phone numbers
* Attach custom properties to organizations

The new layout is cleaner, more intuitive, and provides the information your team needs in one place.

It also brings greater consistency across the platform, making organization data easier to maintain over time.

Before moving on to the refactored layout of the organizations page it’s worth mentioning that the form has also been reworked to include those new fields.

![](/files/tGnxeJjOAXF4duSjZIPA)

![](/files/Qg8LtO4yqlWS1VhBNrrc)

***

## Custom properties are now available on projects

Projects now support **custom properties**, giving you more flexibility to organize and manage project information.

This enhancement keeps Projects consistent with other areas of Civalgo that already support custom properties and makes your data easier to structure as your business grows.

![](/files/5B8D9n0Veab25Gb6dPEs)

***

## Coming soon: More accurate labor cost calculations

We're putting the finishing touches on a major improvement to Civalgo's labor cost calculations.

Soon, Civalgo will automatically account for:

* Shift schedules
* Overtime calculations
* Automatic pay rate selection

Furthermore, this feature computes how many hours are in overtime or double overtime based on the shift configuration

Why does this matter?

For many contractors, overtime represents a significant portion of labor costs. Today, this can create a noticeable gap between estimated and actual job costs.

By automatically accounting for shift rules and overtime, Civalgo will provide more accurate real-time labor costs, giving you a clearer picture of your project's profitability.

Stay tuned, this feature is coming soon.

<figure><img src="/files/w6t3RrAsxHuEfHCEobAq" alt=""><figcaption></figcaption></figure>

***

#### A more flexible navigation experience

We've improved the Civalgo sidebar to help you navigate the platform more efficiently.

You can now:

* Collapse and expand menu sections to to hide a section you don’t want to see
* Access all settings from a single drop down
* Pin the navigation menu open or have it automatically close after selecting a page

<figure><img src="/files/povHYZB8GjfvtdzRlZkR" alt="" width="563"><figcaption></figcaption></figure>

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

This concludes this month's release note. **Everything will be available this month.** We’re confident these updates will improve your experience with Civalgo, **try them out today!**

Have questions, run into issues, or want to share your feedback? Our team is here to help.

💡 **Your ideas matter -** [Submit your suggestions](https://dgh8r.share.hsforms.com/2Y4XprObqRJGEaQgMR-J1RQ) and help us continue to evolve Civalgo to meet your needs!

Thanks for being part of the Civalgo community


# New Releases - June 8th, 2026

## **Discover the latest updates from Civalgo this month**

#### Coming soon! New features and improvements, all designed to streamline your construction projects and make your work easier. Everything will be available Tuesday, June 9th.

### **What’s New This Month in Civalgo 🚀**

This month, we’re introducing improvements that give you more control, better visibility, and a smoother experience both in the field and at the office.

Here’s what’s new 👇

***

## 🗓️ New “1-Day” View in the Calendar View

The calendar view now includes a new “1-Day” view, offering a clearer and more detailed way to manage daily operations.

This new view helps teams:

* better visualize a single day’s activities;
* navigate schedules and assignments more efficiently;
* access key contextual information directly within the view.

This improvement reduces visual noise during navigation and provides a clearer experience when planning.

![](/files/VRlKnH3J8x2C3RvI7Cqj)

***

## ⚡ New Bulk Actions in the Dispatcher

We've added new Bulk Actions to the Dispatcher to simplify repetitive operations.

Users can now **select multiple items** at once and apply changes more quickly, reducing the time spent on daily administrative tasks. Simply click a first item, then hold **Shift** while clicking a last item to select everything at once, or hold **Ctrl** to select only the specific resources or tasks you need.

![](/files/6zlL7FA72tmPlbln7Xqb)

***

## 👥 Discover the Project Manager Hub

Introduced last month, the **Project Manager Hub** is now officially available.

Designed as an intelligent homepage for managers, the Hub centralizes key project, cost, and operational information to help teams make faster and more informed decisions.

Additional specialized hubs for executive, finance, and field teams are also in development.

![](/files/5AUbKXDk8Mz5x3sVuzco)

***

## 🏖️ Time-Off Requests Are Now Available in Civalgo

Employees can now submit time-off requests directly within Civalgo.

This new feature allows users to:

* quickly submit requests;
* track approval statuses;
* simplify communication between employees and managers.

The feature will also be coming soon to Logbook to provide a more integrated experience across platforms.

![](/files/sjRlMkUMmRSWS9Y7IYwp)

Set up a default approver or assign specific approvers to ensure time-off requests are routed to the right person.

<figure><img src="/files/CYTLMsA377XjTE2pcQqg" alt=""><figcaption></figcaption></figure>

Managers can easily review, approve, or decline requests directly in Civalgo.

<figure><img src="/files/jxFlaaBWp1nED7FsZ6d1" alt=""><figcaption></figcaption></figure>

***

## 📝 Forms Are Coming to Logbook

Forms will soon be available directly within Logbook to simplify field data collection.

Your employees will be able to complete forms directly from the mobile app, even while offline, and automatically sync responses once reconnected. Responses will also be accessible in Civalgo and exportable as Excel files for improved operational tracking.

This new feature is especially valuable for teams looking to complete and manage forms directly from the field through Logbook.

<figure><img src="/files/4EjXz8yF3qb9DCF1VopX" alt=""><figcaption></figcaption></figure>

***

This concludes this month's release note. **Everything will be available this Tuesday, June 9th.** We’re confident these updates will improve your experience with Civalgo, **try them out today!**

Have questions, run into issues, or want to share your feedback? Our team is here to help.

💡 **Your ideas matter -** [Submit your suggestions](https://dgh8r.share.hsforms.com/2Y4XprObqRJGEaQgMR-J1RQ) and help us continue to evolve Civalgo to meet your needs!

Thanks for being part of the Civalgo community


# New Releases - May 13, 2026

## **Discover the latest updates from Civalgo this month**

#### Explore new features and improvements, all designed to streamline your construction projects and make your work easier.

### **What’s New This Month in Civalgo 🚀**

This month, we’re introducing improvements that give you more control, better visibility, and a smoother experience both in the field and at the office.

Here’s what’s new 👇

***

### 📸 Autofill forms with pictures

We are very excited to share this amazing feature that we believe will make your life much easier! To reduce manual input and speed up data entry, you can now autofill forms using pictures!

Simply create a form with the required fields, then take or upload a photo, and Civalgo will automatically extract and fill in relevant information in your forms.

![](/files/2D4eF8x9PJQxq4SYINbY)

### 🕒 Time Off: better visibility, better workforce planning

**The new Time Off module is now available in Civalgo to help you manage employee availability, avoid scheduling conflicts, and improve dispatch planning.**

**You can now:**

* Create custom time off categories and policies (vacation, sick leave, unpaid leave, etc.)
* Track employee balances and upcoming absences

<img src="/files/Pf8gLUgrjjBLGFlBwnpr" alt="" width="321">

* Record time off directly in Civalgo
* See employee availability directly in the dispatcher timeline

**Time off is now integrated directly into dispatch:**

* Employees with approved time off are clearly identified in the dispatcher

![image.png](/files/IJNrWIsclVL9rRs7bwV5)

* Hover over the indicator to see the exact type of absence

![](/files/3oqvZm2ePIJ4JjvBly5I)

* Optionally prevent dispatching employees while they are on approved leave

<img src="/files/tm6fEkSnlTy5xPD4yHf9" alt="image.png" width="394">

The result? This gives better visibility for coordinators and project managers, fewer scheduling mistakes and more confidence when planning crews and assigning work

![image.png](/files/ciHux85YWsBcxSmxhDgn)

### 🔧 Match equipment to an employee at the daily log level

**To give you more flexibility in the field, you can now associate a specific equipment to an employee directly within a daily log.**

This allows you to override the default operated equipment for that employee, but only for the selected daily log.

* With the 3 dots next to the employee, assign the equipment for the day.

👉 Once assigned:

* The association is automatically used when creating time blocks
* The correct equipment is included in SMS dispatch communications

<img src="/files/ifx2qdwrfA0kCvJUVvFB" alt="" width="375">

This feature is especially useful when equipment changes from one project or day to another or when you need more accurate tracking without modifying default settings

<figure><img src="/files/xjGiv2T5205bnvIlYdKO" alt=""><figcaption></figcaption></figure>

### **Customize what you see in time blocks**

You can now choose what information is displayed directly inside each time block, such as operated equipment, pensions, and more.

This allows you to tailor your view based on your needs, so you can focus on the most relevant information without opening each block or switching screens.

### 📒 Logbook: a cleaner, more flexible experience

We’ve updated Logbook to make it more intuitive and better adapted to your day-to-day needs.

* **New Logbook interface (UI update)**

  Logbook now features a refreshed interface designed to improve readability and navigation.The result: a cleaner experience and faster access to the information you need in the field.
* **More control over what you see in time blocks**

  You can now choose what information is displayed directly inside each time block (e.g. operated equipment, pensions, etc.). More changes coming soon based on your feedback.

### 👀 Coming soon: Project Manager Hub

We’re excited to give you a first look at something big coming soon.

**The Project Manager Hub is on its way.**

👉 This new dashboard will help you:

* Get a clear overview of your projects in one place
* Track performance and key metrics more easily
* Make faster, better-informed decisions

This is just the beginning, stay tuned, more details are coming very soon.

![](/files/BOwJpoNHGyjdXSkEhi8g)

This concludes this month's release note. We’re confident these updates will improve your experience with Civalgo, **try them out today!**

Have questions, run into issues, or want to share your feedback? Our team is here to help.

💡 **Your ideas matter -** [Submit your suggestions](https://dgh8r.share.hsforms.com/2Y4XprObqRJGEaQgMR-J1RQ) and help us continue to evolve Civalgo to meet your needs!

Thanks for being part of the Civalgo community


# New Releases - March 4th, 2026

## **Discover the latest updates from Civalgo this month**

#### Explore new features and improvements, all designed to streamline your construction projects and make your work easier.

### Smarter, More Flexible Forms

We’ve improved forms with new options:

**Layout**

You can now organize fields in the way that best suits your needs. You have more flexibility. For example, you can add multiple fields side by side when creating a form, making your forms clearer, more structured, and easier to complete.

![](/files/lNDOk7wPvKCJbrHAA9gl)

**Edit Templates Anytime**

Form templates can now be modified at any time. You can update and evolve your templates as your needs change, even if they are already in use. No need to start from scratch.

**Add a Custom Prefix**

You can now add a **custom prefix** that will appear in the generated PDF.

A simple way to ensure better consistency and clearer organization of your documents.

<div><img src="/files/c5q6Sd0yp5NFEOo5OOiv" alt="" width="270"> <img src="/files/i0wZWGJTRVkpgcwLaNi1" alt=""></div>

Finally, see below how the complete process of filling out and submitting a response works from start to finish.

![](/files/uv4ITpLRdh3h6Bux56Rn)

## Stronger Branding Across All Your Documents

Your logo can now appear on forms, fillable PDFs, and work orders that require signatures. Whether documents are shared with clients, subcontractors, or partners, they now carry your brand identity clearly and consistently, reinforcing credibility and presenting a more polished image at every step of your operations. The logo can be easily added and managed directly from your platform settings by your administrators.

![](/files/3aOxUpGj6H7XvPRMKZ97)

## Navigate Faster with the Upgraded Command Palette

Need to create a project quickly or access a feature without clicking through multiple menus? Simply press **Ctrl/CMD + K** from anywhere in Civalgo to open the Command Palette. It’s now easier than ever to explore features and execute actions faster.

#### How it works:

* Press **Ctrl + K** to open the Command Palette
* Use the **arrow keys** or your mouse to navigate through commands
* Press **Enter** or click a command to open the corresponding page
* Try it! Press **Ctrl + P** to instantly create a new project
* Press **Escape** or click outside the window to close the palette

![](/files/ayUCHHX02EpPVNFMlK1B)

## TPL Integration Now Live

The connection between **TPL and Civalgo is now available.** Bringing your estimates and budgets from TPL into Civalgo is now faster and fully streamlined.

You can transfer your TPL estimations and budgets directly into Civalgo in just a few clicks. This means you save time, reduce mistakes, and move from estimation to execution with greater efficiency and confidence.

To enable the export to Civalgo, clients must first contact TPL to validate their current version and request activation of the export option. Once confirmed, the integration can be used seamlessly within Civalgo.

If you're interested in this integration but are not currently using TPL, please reach out to your Civalgo Account Manager. They will guide you through the appropriate plan, setup process, and any upgrade options to ensure you can fully benefit from this new capability.

If you have any questions, your Account Manager will be happy to assist you.

<img src="/files/bK6dbdSYuj57pD8LOeDw" alt="" width="375">

## Join Our AI Webinar: This Thursday, March 5

After presenting this topic at multiple industry events and receiving overwhelmingly positive feedback, we decided to bring this conversation to a broader audience.

Join us this **Thursday, March 5**, for a live webinar hosted by **Alexandre Champoux, CEO of Civalgo**, where he’ll explore how AI is transforming field data into real profitability levers for construction companies.

This session goes beyond theory. You’ll see how structured field data can drive smarter decisions, better cost control, and stronger operational performance.

If you’ve heard about AI but are wondering what it truly means for your day-to-day operations — this webinar is for you.

👉 **Reserve your spot** [**here**](https://www.civalgo.com/en/webinars/how-ai-transforms-field-data-into-profitability-levers?utm_source=Newsletter\&utm_medium=DirectLink\&utm_campaign=ReleasenoteMarch2)

![](/files/lZaQmOD9tiMMvZOlVLgO)

We look forward to seeing you there!

This concludes this month's release note. We’re confident these updates will improve your experience with Civalgo, **try them out today!**

Have questions, run into issues, or want to share your feedback? Our team is here to help.

💡 **Your ideas matter -** [Submit your suggestions](https://dgh8r.share.hsforms.com/2Y4XprObqRJGEaQgMR-J1RQ) and help us continue to evolve Civalgo to meet your needs!

Thanks for being part of the Civalgo community


# New Releases - February 4th, 2026

## **Discover the latest updates from Civalgo this month**

#### Explore new features and improvements, all designed to streamline your construction projects and make your work easier.

### Dispatch & Daily Logs: better data, better decisions

**To help teams make more accurate pension calculations and smarter dispatch decisions, we’ve added an employee address field.**

This address allows you to validate travel distances without cross-checking external systems and quickly identify which employee is closer, and more cost-effective, to send to a project.

The address is linked to the employee’s work card (not their home address) and will also be used in the future for automatic pension assignment on projects.

![](/files/xkkQVIIP1ZoJ4YsVmvCF)

#### **Employee properties now visible and filterable when adding to a daily log**

**To ensure the right people are assigned to the right work, employee properties are now visible and filterable when adding employees to a daily log.**

You can view and filter by permits, licenses, or certifications directly in the add employee dialog, making it easy to find qualified workers without leaving the daily log or checking information elsewhere.

![](/files/KFMeryoAL5y7kG9cCuCx)

### **Geofencing: ensuring time entries are made at the right jobsite**

**To ensure that time is logged from the correct location, we added a geofencing feature to Logbook.**

Employees can now punch in only if they are within a defined distance of the jobsite, as configured in the settings. If they are too far from the project location, time entry is automatically blocked.

This helps companies:

* Ensure employees are physically on-site when logging their hours
* Prevent time entries on the wrong project
* Improve the overall reliability of time tracking without adding friction for field teams

<img src="/files/iuGrqDvVUI8UpKlXSpXA" alt="" width="375">

In addition, projects can now be **sorted by distance from the user’s current location**, making it easier for employees to quickly select the correct project when arriving on-site.

### **New Logbook landing page**

Logbook now opens directly on the daily logs and projects, to make it easier join a daily log with fewer clicks. The profile is still accessible from the bottom tab.

![](/files/SKx7a3IQxUByoxnqDafb)

This concludes this month's release note. We’re confident these updates will improve your experience with Civalgo, **try them out today!**

Have questions, run into issues, or want to share your feedback? Our team is here to help.

💡 **Your ideas matter -** [Submit your suggestions](https://dgh8r.share.hsforms.com/2Y4XprObqRJGEaQgMR-J1RQ) and help us continue to evolve Civalgo to meet your needs!

Thanks for being part of the Civalgo community


# New Releases - January 7th, 2026

## **Discover the latest updates from Civalgo this month**

#### Explore new features and improvements, all designed to streamline your construction projects and make your work easier.

## **Happy New Year! 🎉**

We’re kicking off 2026 on the right foot with several recent improvements already rolled out in Civalgo.

Let’s start the year strong, here’s what’s new 👇

### Dispatcher & projects: more clarity, fewer workarounds

Discover the latest improvements ! These updates are designed to simplify planning, reduce errors, and provide better visibility for both field teams and office staff.

Here’s what’s changed:

* **Equipment codes now visible and searchable in the dispatcher**

  Equipment codes are now displayed in the equipment list and included in the search.

  You can now quickly find the right equipment, no more Excel workarounds or re-importing required.
* **Dispatcher filters are saved automatically**

  Your filters now stay active during navigation and are saved automatically.

  This allows you to continue dispatching without losing context or constantly reapplying filters.
* **Daily log list now visible from any projects**

  have access to the entire list of daily logs directly from your projects to have better visibility and quicker access to data!

![](/files/odtrSRae3JGe8MAPnu0P)

### Logbook: even better connected to the field

We continue to improve Logbook so it becomes a true reference point for both field teams and project managers.

* **Daily log descriptions now available in Logbook**

  Daily log descriptions are now visible in the *Info* tab of Logbook.

  Have important information to share with your field teams? No more confusion, add instructions, notes, and logistical details directly in the description.

  The result? A single source of truth, accessible both on-site and in the office.

  ![](/files/osmMWESg9rQ4R6BxTBRw)
* **Clear sync status indicators**

  A sync indicator (cloud icon) shows whether the daily log or its blocks have been successfully synced to Civalgo.

  No more guessing, you immediately know if the information is up to date.

  **Tap the cloud icon** to get more details about the sync status:

  * 🟡 **Yellow status**: the block is **currently being sent to Civalgo**.

    Tapping the yellow status opens a **popup**, indicating that the synchronization is in progress.
  * 🔴 **Red status**: an **error occurred while sending the block to Civalgo**.

    In this case, the data is **still stored on the user’s phone**, but **is not yet available in Civalgo**.

    Tapping the red status opens a **dialog** that allows the user to **retry the synchronization**.

    ![](/files/527vBmNEdNgmhsgvHhKv)

Once the information is **successfully synced to Civalgo**, the status indicator **automatically disappears**.

* **Faster project selection with search**

  A search bar has been added when filtering projects in files.

  Find the right project in seconds, even when managing a long list.
* **View Civalgo blocks directly in Logbook**

  Blocks from other daily logs are now visible, to prevent overlapping time entries for other projects

  This helps you easily identify and prevent scheduling conflicts.

### ⚠️ Scheduled maintenance notice

We would like to inform you of a **scheduled maintenance** planned for **January 12, between 8:00 PM and 9:00 PM (EST)**.

During this time, the **Civalgo platform and the Logbook application will be temporarily unavailable**.

We apologize for any inconvenience this interruption may cause and thank you for your understanding. This maintenance is intended to improve the stability and performance of our services.

If you have any questions, please feel free to contact our support team.

This concludes this month's release note. We’re confident these updates will improve your experience with Civalgo — **try them out today!**

Have questions, run into issues, or want to share your feedback? Our team is here to help.

💡 **Your ideas matter -** [Submit your suggestions](https://dgh8r.share.hsforms.com/2Y4XprObqRJGEaQgMR-J1RQ) and help us continue to evolve Civalgo to meet your needs!

Thanks for being part of the Civalgo community


# New releases - December 2nd, 2025

## **Discover the latest updates from Civalgo this month**

#### Explore new features and improvements, all designed to streamline your construction projects and make your work easier.

### Logbook: Photos, plans and zoom, straight from the field!

You asked for it… so we’ve rolled out even more improvements to your Logbook! It is now more intuitive, more visual, and even better suited to real jobsite conditions, so photos, plans, and files are finally easy to capture, review, and share!

* *Snap and Upload Photos:* Take pictures from your device and add them to your daily logs, right from the field. Everything stays organized and connected to your work.
* *Zoom & Move on Images:* It can be hard to see sometimes. Now it’s possible to zoom. Pinch and zoom in the logbook to get the full picture or see specific details.
* *Sort Files Your Way:* Attachments in the logbook can now be sorted by name, date, or alphabetically. Faster access; quicker approvals.

<figure><img src="/files/l7FDLAsZZd3YkHQFxKKj" alt="" width="176"><figcaption></figcaption></figure>

### Improvements to daily logs: Even smoother workflows with fewer clicks

Let’s unpack some of our latest daily log improvements! We know how much you rely on this tool to keep your projects humming. Here’s what’s new:

* **Easier Resource Transfers**

  Need to move an employee or equipment from one daily log to another? You can do it as long as their time blocks don’t overlap. The data will merge automatically.
* **Keyboard Navigation**

  Arrow keys now let you zip through your daily logs (day-by-day, left and right), and the Escape key quickly closes your daily logs. This simple feature is useful for busy people with lots to review and power users!

<img src="/files/GE37VISeuJNAsnG8WpAS" alt="" width="153">

* **Instantly see where your costs come from**

  Daily logs now show the source of the rates, specifically a rate per employee or per trade, and we also see the regular, overtime, and double-time rates, all in one place. No more hunting for budget numbers: stay on top of your spending with a glance! As project managers, It can be important to know the cost of each daily log of a given project so that you spot irregularities early.

<img src="/files/G9a7PCbn8jhKQdip4S6Q" alt="" width="178">

* **Logbook: Enhanced list view for your daily logs**

  Use the list view to see your daily logs as well as your Logbook tally in Civalgo. Every daily log with a logbook report now shows a distinct column, helping you track what’s been documented and what needs attention at a glance.

  Access this field from the 'list' view of the daily logs.

***

![](/files/DVqkoYElcPrCORDaAv4f)

### **Resource Planner Gets Flexible**

Planning is easier than ever! You can now switch the project tied to any plan directly in Resource Planner, no detours, no duplicate effort. Whether you’re running multiple jobs or adjusting a complex schedule, this update helps you work smarter.

<figure><img src="/files/gjE0HcB7BMVj5vncWHSC" alt=""><figcaption></figcaption></figure>

We’re confident these updates will improve your experience with Civalgo — **try them out today!**

Have questions, run into issues, or want to share your feedback? Our team is here to help.

💡 **Your ideas matter -** [Submit your suggestions](https://dgh8r.share.hsforms.com/2Y4XprObqRJGEaQgMR-J1RQ) and help us continue to evolve Civalgo to meet your needs!

Thanks for being part of the Civalgo community


# New releases - November 5, 2025

## **Discover the latest updates from Civalgo this month🚀**

#### Explore new features and improvements, all designed to streamline your construction projects and make your work easier.

### 1. Team-less Daily Logs are here

Good news for daily logs users!

The assignment of an entire team to a daily log is no longer mandatory. You can simply select one or more team leaders, which greatly simplifies report creation, especially for organizations with a more flexible structure. **Now, team leaders will be designated as "leader" for the daily log.**&#x20;

The most important thing: this new feature will now allow you to create a daily log by project, making daily management even smoother and more tailored to your operations.

<img src="/files/J6kFSGIU3utiot7sIwgl" alt="" width="375">

![](/files/ZaHlFkldGeMwj5gN2qf2)

### 2. **Tracking SMS Status by Recipient in the Dispatch Log**

The dispatch window will now display the progress and status of each SMS by recipient. With every send, the status will be updated in real-time based on the operator's response.

This feature allows you to:

* Ensure that all messages are correctly sent and received
* Monitor on-site communications
* Anticipate possible communication issues
* Bonus: SMS scheduling is coming soon!

<img src="/files/lWEeHfQeVvp89pVgYdu3" alt="" width="333">

<figure><img src="/files/vfutx8PUxIR2a0MX9uIT" alt=""><figcaption></figcaption></figure>

### 3. **Video File Preview**

Civalgo now allows you to watch videos directly without the need to download!&#x20;

Save time, quickly access visual information, and easily validate or share videos with your team from any device.

### 4. **Improvements to Signatures**

Here are some improvements for our work order signing feature! You can now add multiple signatories and track progress directly from your pages. All signatories will also appear when printing the PDF.

<img src="/files/MyQSZFeMojMp1gyxAVhC" alt="" width="324">

### 4. **Auto-saving Comments in Daily logs**

Eliminate information loss! Now you can add text and images in the **Comments section of the daily log**, and everything is **auto-saved**. If you leave a page without clicking **send** and come back later, all your work is still available, saved as a draft in the daily log. This feature allows you to navigate Civalgo with peace of mind, avoiding data loss and double entry.

<figure><img src="/files/mBhc2jwjWjtXVQ3ntpo9" alt=""><figcaption></figcaption></figure>

We’re confident these updates will improve your experience with Civalgo — **try them out today!**

Have questions, run into issues, or want to share your feedback? Our team is here to help.

💡 **Your ideas matter -** [Submit your suggestions](https://dgh8r.share.hsforms.com/2Y4XprObqRJGEaQgMR-J1RQ) and help us continue to evolve Civalgo to meet your needs!

Thanks for being part of the Civalgo community


# New releases - October 8, 2025

## **Discover the latest updates from Civalgo this month🚀**

#### Explore new features and improvements, all designed to streamline your construction projects and make your work easier.

### 1. Add Images to Forms - Visual Reporting Simplified

Transform how you capture and document information with our new image upload capability! You can now add image fields directly to your forms, enabling your teams to upload photos as part of their submissions.

**Why this matters for you:**

* **Safety compliance**: Capture incident photos, safety violations, or compliance evidence instantly
* **Invoice management**: Attach receipts and supporting documentation directly to your forms
* **Change management**: Document before/after photos for change orders and approvals
* **Quality control**: Visual proof of work completion and standards adherence

This feature eliminates the back-and-forth of separate photo sharing and keeps all your visual documentation organized in one place.

<figure><img src="/files/zEbQRHW4dFQIVXhjI5YZ" alt=""><figcaption></figcaption></figure>

### **2. Don't Miss Our New Documentation Portal!**

**Last week, we launched our completely redesigned user documentation portal,** your go-to resource for navigating Civalgo with ease!

**➡️** [Visit the New Documentation Portal](https://documentation.civalgo.com/)

<figure><img src="/files/lE5WGgWFYZ6Z9dhMfFGG" alt=""><figcaption></figcaption></figure>

**What you'll find:**

✅ **All your familiar documentation** - everything you knew and loved is still there

✅ **New FAQ section** - quick answers to common questions

✅ **Quickstart guide** - get new team members up to speed faster

✅ **Complete 2025 release notes** - no more searching through emails for updates

✅ **AI-powered search** - get answers in few clicks

**Pro tip:** Bookmark the portal (<https://documentation.civalgo.com/>) and use the AI search feature to find answers in seconds. Simply type keywords and our AI will surface the most relevant help articles and guides.

### **3. Work Orders Just Got Better**

We've enhanced your work order experience with several key improvements that put you in control:

* You can now reorder items to organize your work orders exactly how you want.
* Placeholders and pensions are now supported in the work orders
* The occupation has been added to employee items for better clarity on the rate
* We introduced a new fullscreen view that gives you more space to see all everything you need

**The result?** More organized work orders that reflect your actual workflow and clearer communication with your teams about roles and expectations.

<figure><img src="/files/ZbVL55XpM8sdJCuAKdLV" alt=""><figcaption></figcaption></figure>

We’re confident these updates will improve your experience with Civalgo — **try them out today!**

Have questions, run into issues, or want to share your feedback? Our team is here to help.

💡 **Your ideas matter -** [Submit your suggestions](https://dgh8r.share.hsforms.com/2Y4XprObqRJGEaQgMR-J1RQ) and help us continue to evolve Civalgo to meet your needs!

Thanks for being part of the Civalgo community


# New releases - July 3rd, 2025

Every month, we share the latest updates so you can make the most of the tools available to you.

Here’s what’s new — all updates are live as of today!

## ✅ Recent Logbook Improvements <a href="#h_c10f84d9e1" id="h_c10f84d9e1"></a>

Over the past few weeks, Civalgo has made some great updates to the Logbook to make things clearer and easier

First, employees who have been dispatched in Civalgo can now start daily logs directly for the specific team and project they've been assigned to.

More Accurate Daily Logs: What's In It For You?

* Fewer Mistakes: No more mix-ups! Their hours will always be logged to the correct team, even if they are working with a different group than usual.
* See Future Plans: Users can view which team they are scheduled with in advance.
* Retroactive Logs Still Available: Need to record past hours? Users can still create daily logs for previous days.

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1600754415/29b847d5860ec870e419a4178830/Logbook+Feature.gif?expires=1756137600&#x26;signature=2e128a82362bd47c41943ac61a3eed64c16bf3b0ba2107322b67b59e78f36853&#x26;req=dSYnFs57mYVeXPMW1HO4zcuQ8tMBDTNIe79L6WJtB8ZB8mwSlUy1GNEYq7uC%0ANZms%0A" alt="" width="188"><figcaption></figcaption></figure>

We now display the distance between the project location and the user's location when they punch in, with a warning if the distance exceeds 5 km.

This feature allows:

* Accurate Time: Confirms on-site presence for precise timekeeping and cost allocation.
* Boosts Accountability & Safety Compliance: Provides verifiable data for employee location during clock-ins.
* Optimizes Resources: Improves real-time visibility for better project management and deployment.

<p align="center"><a href="https://downloads.intercomcdn.com/i/o/hmgd70zm/1602172031/2663e1226aa87a0d6b8d33c5bc6f/Image+for+the+distance.png?expires=1756137600&#x26;signature=067207f04065957816f6680e102c962a79f0f34b4f79fb760728090e5e8968ea&#x26;req=dSYnFMh5n4FcWPMW1HO4zVstNJ1AncZDtzWFNPOEhnKoctSdqh1S3M102Yoz%0AXjxb%0A"><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1602172031/2663e1226aa87a0d6b8d33c5bc6f/Image+for+the+distance.png?expires=1756137600&#x26;signature=067207f04065957816f6680e102c962a79f0f34b4f79fb760728090e5e8968ea&#x26;req=dSYnFMh5n4FcWPMW1HO4zVstNJ1AncZDtzWFNPOEhnKoctSdqh1S3M102Yoz%0AXjxb%0A" alt=""></a></p>

### ✅ Resource Planner, rebuilt for more control <a href="#h_bf344da02b" id="h_bf344da02b"></a>

We’ve rebuilt the Resource Planner from the ground up, not just with a fresh new look, but with powerful new features to give you more visibility and flexibility.

* Seamless Monthly Scrolling: Easily scroll from month to month without interruption. It's now much simpler to create schedules that cover many months. Gone are the days when you had to stop at the 30th, switch months, and start again from the 1st.
* Flexible Scheduling: Your schedule is now separate from daily logs. This means you can update your plans even after work has started. You can also clearly see what was actually scheduled versus what was worked on but not planned.
* New Project View: Group your team planner by project. This gives you a quick overview of how many teams are assigned to a single project. Bonus: You'll also see the project's planned start and end dates in the background, helping you connect your project schedule to your resources.

And that’s not all, many other tweaks are waiting for you to explore - we’d love your feedback to keep shaping the next improvements!

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1600601513/6aa5fc0bd6631e5c2ac361dbea63/Resources+Planner.png?expires=1756137600&#x26;signature=4736ccbee03e1764169dcf576b4e6a80512582cb03c13b49b117b0377607821c&#x26;req=dSYnFs9%2BnIReWvMW1HO4zdPjXbG7rISJGUhWeLfT3jcazc2f8wVrjvWseBNA%0Amiu4%0A" alt=""><figcaption></figcaption></figure>

### ✅ Unlock Project Clarity with the New Project Planner <a href="#h_5841f6e7fe" id="h_5841f6e7fe"></a>

Juggling multiple projects just got a whole lot easier with our latest addition - The Project Planner is a simple yet indispensable tool built to give you the ultimate overview.

Visualize every single project's planned start and end dates on a single, intuitive timeline. Plus, you can instantly adjust those dates in real time, ensuring your schedule always reflects the latest plan. Streamline your workflow and achieve effortless project synchronization.

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1600601768/36d3154ed0a584ff262be6b0f5c7/Project+Planner.png?expires=1756137600&#x26;signature=18c77917ab28926dc03c6e6066fdbe6a501de7cabe7f3ae177225d1ca372ef9d&#x26;req=dSYnFs9%2BnIZZUfMW1HO4zdcwe7bzZER0krJ%2FlfotBa%2FsDMCwGHojRHAz3d0q%0AgOmW%0A" alt=""><figcaption></figcaption></figure>

### ✅ New Export Feature: Get Your Data <a href="#h_b1d903554c" id="h_b1d903554c"></a>

Need to build a report, run an analysis, or back up your project data? You can now export key information from Civalgo in just a few clicks!

Easily export:

* Employees
* Equipment
* Materials
* Organizations
* Projects
* Teams
* Task Structure
* Resource Rates

This update helps you integrate Civalgo with other tools in your workflow, and ensures your data is always accessible, whenever you need it.

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1600602017/a6d3c920843512bc7a997748fb3b/Exportresources-ezgif_com-video-to-gif-converter.gif?expires=1756137600&#x26;signature=4f45a1268e3ea90c6ca90a82ea3144f8c7c129eadeabe27bbf3e214ea428baba&#x26;req=dSYnFs9%2Bn4FeXvMW1HO4zV1%2FtjVnNLRIpcnBRzcBBpM8abh6f4ci38QfgJy6%0AXktk%0A" alt=""><figcaption></figcaption></figure>

We’re confident these updates will improve your experience with Civalgo — try them out today!

Have questions, run into issues, or want to share your feedback? Our team is here to help.

💡 Your ideas matter - [Submit your suggestions](https://noteforms.com/forms/noteforms-fbd8py) and help us continue to evolve Civalgo to meet your needs!

Thanks for being part of the Civalgo community — talk soon!

Philippe Deschesnes - Product Director


# New releases - May 6, 2025

## ✅ Clearer communication in your daily logs <a href="#h_c10f84d9e1" id="h_c10f84d9e1"></a>

Rich text formatting is now available in both the description *and* comment sections of the daily log!

You can now add bold, *italics*, headers, ✅ checkboxes, 📎 file attachments, links, and more — to document your workday in a clear and structured way.

*This formatting option will soon be extended to other areas of the platform — stay tuned!*

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1509079311/0dc8d5cc1c6631fda9a574f79d09/Clearer+communication+in+your+daily+logs.png?expires=1756505700&#x26;signature=64596899803ca5c17ef3367fa4517e689ef3a56ef19628d98212d826f6992979&#x26;req=dSUnH8l5lIJeWPMW1HO4zQm0X2VnJ7JdDCKXQ97HICmrUp%2FsV2NmTenIw3q0%0AgWAk%0A" alt=""><figcaption></figcaption></figure>

## ✅ Multiple team leaders per team and daily log <a href="#h_f9972d16c0" id="h_f9972d16c0"></a>

You can now assign multiple team leaders to a single team and daily log — giving you more flexibility in how responsibilities are shared on the ground.

When creating a daily log, the list of team leaders is still filled in automatically, but you can edit it at any time directly in the log.

🔐 Each team leader assigned will have access to the log, as per their current permission settings.

To make things even clearer, we’ve removed the “Scheduler” field, which was often confusing and didn’t add much value. Now, everything is handled through the team leader list — making setup more straightforward and intuitive.

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1509080907/af77bc70c4c2f1cb5f6f61a3f16b/Multiple+team+leaders+per+team+and+daily+log.png?expires=1756505700&#x26;signature=76895a41d44bd227ab7d4c42edacc8d0e518174ae8802dea5c88e42a6a256c2b&#x26;req=dSUnH8l2nYhfXvMW1HO4zZiok6kh%2Bpb3kQj4NFZgKVA60mpkB%2FKDMd81hvgh%0AZLVB%0A" alt=""><figcaption></figcaption></figure>

## ✅ Overtime in employee cost tracking <a href="#h_bf344da02b" id="h_bf344da02b"></a>

You can now define rates for overtime, double time, and triple time in the Resource Rates page.

These rates are now available in the Cost tab of the daily log, where you can apply them manually when needed.

The result? Greater control and accuracy in your cost tracking — right at the point of entry.

By default, regular rates are still applied automatically based on your configured priorities, but this new flexibility gives you more precision when overtime applies.

*Automatic application of these rates is planned for a future update.*

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1509082580/ac363e3467f381f96bb91b2c10c0/Overtime+in+employee+cost+tracking_02.png?expires=1756505700&#x26;signature=cd8e5e991c973fd4830c14e470be5f16cf2df7f7d3cd967228258f1f64d001dc&#x26;req=dSUnH8l2n4RXWfMW1HO4zRE1souac22m6%2B7J6Wytl0G3ulEliy3e%2BG9oSSm4%0AZlxu%0A" alt=""><figcaption></figcaption></figure>

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1509082358/cf1a605c928ce0282180d2b0cd70/Overtime+in+employee+cost+tracking_01.png?expires=1756505700&#x26;signature=480ec5519977ab0160239af4f6d879ce710d2641533a194400806e4ab2d28462&#x26;req=dSUnH8l2n4JaUfMW1HO4zZP15rIiP0E4xmGiGRy4MyqtL0CRJq%2BH8SvehmGB%0AD%2FZa%0A" alt=""><figcaption></figcaption></figure>

We’re confident these updates will improve your experience with Civalgo — try them out today!

Have questions, run into issues, or want to share your feedback? Our team is here to help.

💡 Your ideas matter - [Submit your suggestions](https://noteforms.com/forms/noteforms-fbd8py) and help us continue to evolve Civalgo to meet your needs!


# New releases - April 3rd, 2025

## ✅ Invite Users by Phone Number

Easily onboard your team! You can now invite users using their phone number—no business email or password required.

📱 The invitee receives a one-time code via SMS

🔑 They can then choose their preferred sign-in method (phone number or email)

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1455144192/9327e17ed6608eb959fe7e02ee54/image+%286%29.png?expires=1756505700&#x26;signature=6e2f06f0130cc05e3df3999206be6c045e46e53ef08363a428821d3c6794de1e&#x26;req=dSQiE8h6mYBWW%2FMW1HO4zcCM4%2Bs2oZddyqXBOpV6DSN4b72xb%2FS5QT3F4kz%2F%0ABm0R%0A" alt=""><figcaption></figcaption></figure>

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1455143932/194616907f82bcfa5e65e2f3a05a/image+%285%29.png?expires=1756505700&#x26;signature=babd391ef5333cf8b842cd4c67adf8e9334ee4039348cacba054a2de13b29d4e&#x26;req=dSQiE8h6nohcW%2FMW1HO4zadi0KwvH4zTv%2FgKDoyU%2BysDORDvSUG%2By2PGPlzl%0AQTNr%0A" alt=""><figcaption></figcaption></figure>

## ✅ Quickly add tasks to daily logs

Adding tasks to your daily log is now faster and easier than ever! No need to add projects in advance—you can now add both projects and tasks in one step, directly within the daily log🚀.

🔎 Another time-saver: Quickly filter tasks and projects by their planned dates in Project Control to find them faster and keep things running smoothly!

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1455160886/4caeaca2a12226ca8ca25df99703/image+%289%29.png?expires=1756505700&#x26;signature=beceefd54dd992a23bf23339b381ef940aaf73d5956887fbf0350c7a5ba9a103&#x26;req=dSQiE8h4nYlXX%2FMW1HO4zY5N3%2FLwJWf5eXYcfzz7sYnQ%2Bxi1bQeRmjkf8bp8%0AngYC%0A" alt=""><figcaption></figcaption></figure>

We’re confident these updates will improve your experience with Civalgo. Try them out today!

If you have any questions, run into issues, or need support, our team is here to help.

💡 Your feedback matters! [Share your suggestions](https://noteforms.com/forms/noteforms-fbd8py) to help shape the future of Civalgo.


# New releases - March 3rd, 2025

## ✅ Work Orders - New Section & Features

We are thrilled to introduce Work Orders, a new feature that allows you to recreate the information from daily reports with associated costs, or create your own.

A dedicated Work Orders section is now available.

🔹 Work orders are also displayed within each project, making tracking easier.

🔹 Work orders can also be shared by email and digitally signed, making approvals faster and easier.

We invite all our clients to start using this feature to streamline their operations!

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1405452005/251246759ffc8dd1273dd738843d/CleanShot+2025-02-28+at+17_21_35%402x.png?expires=1756505700&#x26;signature=063d625e6b92766e6473fa5483781c836d12490aab302cd7b0d1bd54a6498a86&#x26;req=dSQnE817n4FfXPMW1HO4zeDgGU3brI8yf93xGk%2BCIxiix3NcTevfRZVut%2BIG%0A%2BXHu%0A" alt=""><figcaption></figcaption></figure>

## ✅ Bulk Actions on Documents

Managing your documents is now more efficient with bulk actions!

🔹 Multi-select documents to move, copy, or delete them in bulk.

🔹 Shift Functionality: Click on the first document, hold Shift, then select another document to highlight all items in between.

🔹 Easily organize and clean up your files with a few simple clicks!

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1405452458/1c2aa506970cffd1ee8a68d39b79/CleanShot+2025-02-28+at+17_20_53%402x.png?expires=1756505700&#x26;signature=dd57c3f17cca0f66af5e48905b25169973cd3f1177c4d7f0e41d64aceddd7ac2&#x26;req=dSQnE817n4VaUfMW1HO4zcqwO2uqibBwvWxtGFMmtnUopbHdcfFnfFYXRDB0%0AdVjV%0A" alt=""><figcaption></figcaption></figure>

## ✅ Date Filters for Project Productions

A new date filter allows better targeting of production data within projects.

🔹 From the Task tab, you can now filter by clicking on the filter icon and selecting specific date sheets or filtering by a before/after date range.

🔹 These filters remain active when switching to the Resource tab, providing a clear view of production across the selected period.

🔹 Exporting data now respects the filters you’ve previously selected, ensuring precision in your reports.

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1405453421/13e1b0a5e274190792ef51e5f8a9/CleanShot+2025-02-28+at+17_20_09%402x+%281%29.png?expires=1756505700&#x26;signature=9f1037133783c5ea41073d550f3b31a4c183b2a19cc8de8a4696c54e2d31b7c9&#x26;req=dSQnE817noVdWPMW1HO4zQVjpEFssHucSNfqazfX1OYYT8A4sTloPnanV5Ql%0AR0yx%0A" alt=""><figcaption></figcaption></figure>

## ✅ Chart of Resources by Date

In the Daily Log tab, discover our new chart of planned resources available under each date!

This table displays the number of projects, tasks, teams, employees, and equipment that are planned and need to be allocated.

It offers improved visibility into planned resources and those that still need to be scheduled, making it easier to allocate resources efficiently.

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1405454065/dcb54cb561fdb8984128f6cce98f/CleanShot+2025-01-28+at+10_36_15%402x.png?expires=1756505700&#x26;signature=af7904df330591646a536752053c572002b41640d19aa5694e1f9e3961994335&#x26;req=dSQnE817mYFZXPMW1HO4zQKThMgG42q6Q%2FFXpYln7Exw%2F5jsXfz3mcVN%2FsL6%0AwmSg%0A" alt=""><figcaption></figcaption></figure>

## ✅ Faster Daily Report Creation from the Resource Planner

You can now create daily reports for an entire day directly from the Resource Planner, greatly speeding up team dispatching.

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1405454639/41d76cf577f1ff3c9445b800d26e/CleanShot+2025-02-28+at+17_28_57%402x.png?expires=1756505700&#x26;signature=3814a8eddfd45f8ba7670a230dc380836908651d92bde268f55a28d818919fa0&#x26;req=dSQnE817mYdcUPMW1HO4zUTMnh13KKUIpSMODxzkLz3PawuDVS0jClg%2BJFQG%0A8Kaa%0A" alt=""><figcaption></figcaption></figure>

## ✅ Drag & Drop Excel File Imports

Importing data is now even simpler!

🔹 You can now drag and drop an Excel file directly into the import section.

🔹 The system automatically detects multiple tabs in the file and helps you confirm the columns for data import.

✅ Persistent Table Settings

Your sort, filter, and column size preferences in the Project List are now saved between sessions, allowing you to maintain your preferred view without needing to adjust it every time.

### Conclusion <a href="#h_34d1438e79" id="h_34d1438e79"></a>

We’re confident these updates will enhance your Civalgo experience. If you have any questions, encounter issues, or need help with the transition, our team is here to assist you.

🔗 [Share Your Suggestions!](https://noteforms.com/forms/noteforms-fbd8py)

As always, we’re here to support you. Don’t hesitate to reach out for further assistance or to share your suggestions.


# New releases - March 1st, 2025

## ✅ Timecard <a href="#h_a8003d6bf1" id="h_a8003d6bf1"></a>

The TimeCard feature is making way for Logbook, our new mobile app designed specifically for field workers.

Available on Android and iOS, Logbook offers a smooth experience, even offline. Log hours, resources, tasks, and bonuses directly within the app, with seamless synchronization to Civalgo for consistently accurate data.

Ready to switch to Logbook? Download the app from the App Store or Google Play, activate it in your Civalgo settings, and invite your field teams with just a few clicks.

Simplify your field management today with Logbook! 🚀

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1387268333/ae2db9adcad6bda9f920de4b4939/Capture+d%E2%80%99e%CC%81cran%2C+le+2025-02-19+a%CC%80+09_20_52.png?expires=1756505700&#x26;signature=0c114f8bf44e01125fa1b936589e0479a9366b6905149a4ae2ed45fb49417c90&#x26;req=dSMvEct4lYJcWvMW1HO4zeQsNqyi0DyQQVmNHEklgwkdWUbFrRfIkc7A%2BZRI%0Aq6aM%0A" alt=""><figcaption></figcaption></figure>

## ✅ No More Manual Rate Updates! 🎉 <a href="#h_ee91daab84" id="h_ee91daab84"></a>

The new Resource Rates section automates everything. Import your data, set up rates by job type, project, or organization, and the system will automatically apply the correct rates based on the date and priorities. No more juggling daily reports or interim resources – everything is handled for you!

For a seamless transition, export your current presets and import them directly into this new system. Activate Resource Rates now from your Civalgo settings and simplify your cost management!

[Documentation available here](https://www.civalgo.com/en/documentation/configure-resource-rates)[ ](https://www.civalgo.com/en/documentation/configure-resource-rates)🚀

## ✅ Daily Log interface <a href="#h_e85bc284f0" id="h_e85bc284f0"></a>

The Daily Log is evolving with a faster and more intuitive interface!

No more endless scrolling – switch between sections using a tab system. This redesigned view improves bonus cost management, introduces custom units for equipment, and displays all your resource hours – even from other reports – for greater visibility.

Combined with the Resource Rates system, this interface gives you instant access to cost details, making your daily operations even easier.

Try it now by clicking the "New Interface" button at the top right of your daily logs! 🚀

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1387269374/e57de579794701d67554fb7026e4/new-dl-ui-en.png?expires=1756505700&#x26;signature=5408e5050d16d557cbc6823bda49dd75c0352afa6967b1297d7e5736b733de42&#x26;req=dSMvEct4lIJYXfMW1HO4zQ3cijkONxTrQQgWZJ4amAvbRvSY74lZhrPyRJ7s%0AsBYd%0A" alt=""><figcaption></figcaption></figure>

### Conclusion <a href="#h_34d1438e79" id="h_34d1438e79"></a>

We’re confident these updates will enhance your Civalgo experience. If you have any questions, encounter issues, or need help with the transition, our team is here to assist you.

🔗 [Feedback Form](https://noteforms.com/forms/noteforms-fbd8py)

As always, we’re here to support you. Don’t hesitate to reach out for further assistance or to share your suggestions.


# New releases - February 1st, 2025

## ✅ Monetary and Quantitative Pensions <a href="#h_87b67bfa20" id="h_87b67bfa20"></a>

From now on, we have the possibility of having monetary and quantitative pensions. This means that from your organization, you will be able to adjust your pensions by adding either an amount or a duration of times. It can also be in the negative. Once this is adjusted, within each task bloc in your daily log, your workers will be able to add the appropriate pension in regards of the task he is on. This means that pensions will be automatically associated with an activity. These pensions will add time or remove it and also add or remove a monetary cost to your daily cost.

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1360341606/f2240161408e80114320ba016043/CleanShot+2025-01-28+at+10_41_59%402x+%281%29.png?expires=1756505700&#x26;signature=fdf372ff83e5fbd4f44c10b0e10c8e0b76674fec48b858542550721e80d2e06f&#x26;req=dSMhFsp6nIdfX%2FMW1HO4zdyc6biS4ipx%2FDLprijp8QkBFfQUWXE2saKRcUWJ%0AJPgS%0A" alt=""><figcaption></figcaption></figure>

## ✅ Addition of Units to Equipment <a href="#h_3bf0c35cb4" id="h_3bf0c35cb4"></a>

Equipment units were previously based on time, but now, within the Equipment Rates page, you can set a specific rate for an individual piece of equipment or an equipment type. You will now be able to assign a rate per number of trips, per ton, per day, etc. Once this rate is set, it will automatically populate in the Daily Log when selecting this type of equipment and unit. You can still enter a number of hours in the Daily Log for this equipment if desired, this will provide productivity! The units offered in the daily log bloc will be the ones coming form the rate pages.

Note that project-specific rates will override the platform rate settings. Let’s start writing!

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1360342482/8717614c6ef5d5209b04887e46bc/CleanShot+2025-01-28+at+10_44_37%402x.png?expires=1756505700&#x26;signature=e55d6fe345e28284622baa0d82431bec5eaeb2e986466224a0842229329b85a3&#x26;req=dSMhFsp6n4VXW%2FMW1HO4zS3ax6p7tuGfSpADtjbvsA5Ns7vQutqqfXY8SSdK%0ADSIL%0A" alt=""><figcaption></figcaption></figure>

## ✅ Flexible Pay Period Date Selection <a href="#h_71621a2793" id="h_71621a2793"></a>

For companies that offer a flexible pay period to their employees (e.g., 1 to 15, 3 to 17), you will now have the ability to select your own dates. This can be done manually or pre-programmed within the platform settings, allowing for more customization and accuracy in payroll processing.

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1360351854/50f63203799f98b2a46f699fc2c2/image+%2814%29.png?expires=1756505700&#x26;signature=46dc13628c0295535c52ae0dffd2b0a902113a95d33bbdf481dce5140f93e920&#x26;req=dSMhFsp7nIlaXfMW1HO4zSTBHWCFsnTN4sNwUgCTbWiPPcHjqz7vUk53WKpN%0Av1jx%0A" alt=""><figcaption></figcaption></figure>

## ✅ Full-Page Daily Log View <a href="#h_a56f0a0169" id="h_a56f0a0169"></a>

The Daily Log will now open in full-screen mode to provide enhanced visibility of all its tabs. While this was already available on tablets, it is now extended to desktop users, improving the user experience and ease of navigation.

<figure><img src="https://downloads.intercomcdn.com/i/o/hmgd70zm/1360343680/7fa80effe002c55645d3ceef5173/CleanShot+2025-01-28+at+10_58_38%402x.png?expires=1756505700&#x26;signature=4b95c4cd6747a11827768cd2648f14c171dd7158ead176b546a83c54467b8338&#x26;req=dSMhFsp6nodXWfMW1HO4zWVL47NxwUXQPMXzyNowO20wdSWtn55g3YxAlvZ%2B%0AUXTj%0A" alt=""><figcaption></figcaption></figure>

### Conclusion

These updates are designed to enhance the user experience and optimize project and resource management on the platform. We remain attentive to your needs to continue improving our features.

🔗 [Our Suggestion Form](https://noteforms.com/forms/noteforms-fbd8py)

As always, we are here to support you. If you have any questions or suggestions, feel free to reach out to us.


# Changelog

{% content-ref url="/pages/XuRWkyIxGWC5fgGukhW3" %}
[March 26, 2025](/basics/images-and-media/march-26-2025)
{% endcontent-ref %}

{% content-ref url="/pages/BVEkc4agzymGXiRyb3fi" %}
[March 12, 2025](/basics/images-and-media/march-12-2025)
{% endcontent-ref %}

{% content-ref url="/pages/2SwfIzDCq0R6JIvm45L6" %}
[March 5, 2025](/basics/images-and-media/march-5-2025)
{% endcontent-ref %}

<figure><img src="/files/BGANgiPsB9X6FwKQIQ9Z" alt=""><figcaption></figcaption></figure>


# March 26, 2025

## Features

### Add a dropdown list with choices when importing materials

Reduce import errors by adding a dropdown list available in our material import tool.

<figure><img src="https://cdn.prod.website-files.com/5e10c582946b125b57b025a0/67e181b22f0c8da503cb3cba_Screenshot%202025-03-24%20at%2011.59.33%E2%80%AFAM.png" alt=""><figcaption></figcaption></figure>

## Corrections

* Fixed an issue that prevented the removal of an archived bounty from a block in the daily log.
* Fixed an issue where the daily log validation icon did not appear next to the employee's name.
* Fixed an issue that prevented the “Back” button from working when grouping documents in the document list.
* Corrected the selection of employee hours in the daily log for March 9.
* Correction of the customer dropdown menu in project control.
* Removal of the “List” and “Kanban” menus in project control.
* Fixed an issue when changing user language preferences
* Fixed an issue where users saw some invites as expired.


# March 12, 2025

## Features

### Enables overtime, double, and triple rates to be entered for employees and projects

You can now enter overtime, double overtime, and triple overtime rates in employee and project rates.

<figure><img src="https://cdn.prod.website-files.com/5e10c582946b125b57b025a0/67cf02387dda6e62c80dfad9_Screenshot%202025-03-10%20at%2011.15.34%E2%80%AFAM.png" alt=""><figcaption></figcaption></figure>

## Corrections

* The user can no longer confirm the bulk addition when there is no daily log available for assignment in the resource planner team view.
* Fixed a log sync issue with Civalgo.


# March 5, 2025

## Features

### Add a help dialog to show the various controls available in the Gantt chart

A new help dialog has been integrated to make it easier to use the Gantt chart. This dialog displays a list of the various controls and shortcuts available (navigation, zoom), allowing you to interact more quickly with the graph.

<figure><img src="https://cdn.prod.website-files.com/5e10c582946b125b57b025a0/67c5d1b0e8a55f2f236e1feb_Screenshot%202025-03-03%20at%2010.53.39%E2%80%AFAM.png" alt=""><figcaption></figcaption></figure>

### Add checkboxes to allow bulk editing in the documents section

Checkboxes have been added to the documents section to allow for multiple selection and bulk editing. This improvement makes document management easier by offering users the ability to apply the following group actions: delete, move, download, copy.

<figure><img src="https://cdn.prod.website-files.com/5e10c582946b125b57b025a0/67c5d391d266b5d43db8d718_Screenshot%202025-03-03%20at%2011.06.24%E2%80%AFAM.png" alt=""><figcaption></figcaption></figure>

Addition of a filter and a fixed sorting for the amount column in the adjustments tab of the project control

A filter and fixed sorting have been added to the “Amount” column in the Project Control Adjustments tab. This improvement allows users to better organize and analyze financial adjustments by making it easier to sort values and apply relevant filters.

<figure><img src="https://cdn.prod.website-files.com/5e10c582946b125b57b025a0/67c5fbce813f5deb5040dbde_Screenshot%202025-03-03%20at%201.54.01%E2%80%AFPM.png" alt=""><figcaption></figcaption></figure>

## Add translations to import views

The import views have been enriched with translations in order to allow you a good translation according to the language of your application.

Addition of a code field for materials

You can now associate a code with each of your materials.

<figure><img src="https://cdn.prod.website-files.com/5e10c582946b125b57b025a0/67c77d59f67feb3b82bf2471_Screenshot%202025-03-04%20at%205.22.52%E2%80%AFPM.png" alt=""><figcaption></figcaption></figure>

## Corrections

* Correction of the budget calculation in the project control financial table.
* Fixed the flashing of the equipment type drop-down list when it was updated.
* Correction of the size of the colored project band in the project list view.
* Correction of the translation of units during import.
* Problem displaying the weather is not displayed correctly in the daily logs.
* Correcting pensions not taken into account in payroll with the new date selector.
* Fixed an issue where the description section did not appear correctly if there were too many characters the string was too long.


# FAQs

Welcome to Civalgo's Frequently Asked Questions (FAQs) page! Here, you'll find detailed answers to the most common questions about using our platform and its features. This section is designed to help you quickly resolve queries and get the most out of Civalgo, whether you're a new user or an experienced member of our community.

<details>

<summary>How can existing users access Logbook?</summary>

Civalgo users can test Logbook by following these steps:

1. Download the **Logbook Civalgo** app:
   * [📲 App Store](https://www.notion.so/Invitation-Logbook-237b33162fed802d89b0eb0d60bb79c5?pvs=21)
   * [📲 Google Play Store](https://www.notion.so/Invitation-Logbook-237b33162fed802d89b0eb0d60bb79c5?pvs=21)
2. Log in with **the same credentials as for the Civalgo platform**.
3. The Logbook settings can be adjusted in **the Settings section** of your Civalgo account.

#### 🎥 Demo video

[📹 ](https://app.heygen.com/videos/61827327c63e4bfeaae951c5a135483f)[Watch the short introductory video of Logbook](https://app.heygen.com/videos/61827327c63e4bfeaae951c5a135483f)

#### ❓ Support

For any questions or requests for assistance, contact us at:

📩 [**support@civalgo.com**](mailto:support@civalgo.com)

</details>

<details>

<summary>How to invite new users to Logbook?</summary>

1. **Create the necessary resources**:
   * Ensure that employees are correctly added in the **Employees** section.
2. **Access User Management**:
   * Click on the company’s name (at the top left).
   * Go to **Settings > Users**.
3. **Send the invitations**:
   * **Via SMS**: The employee will receive a **6-digit login code**.
   * **By email**: The employee will log in **with a password**.
4. **App Download**:
   * The employee must download the Logbook application:
     * ​[App Store](https://www.notion.so/Invitation-Logbook-237b33162fed802d89b0eb0d60bb79c5?pvs=21)​
     * ​[Google Play](https://www.notion.so/Invitation-Logbook-237b33162fed802d89b0eb0d60bb79c5?pvs=21)​
   * The login method (SMS or email) must match the one used for the invitation.

**🎥 Demo video**

​[📹 ](https://app.heygen.com/share/1257030f25ba47fd861ca22716977a4f)[Watch the short introduction video of Logbook.​](https://app.heygen.com/videos/61827327c63e4bfeaae951c5a135483f)

**❓ Support**

For any questions or requests for assistance, contact us at:📩 [**support@civalgo.com**](mailto:support@civalgo.com)

</details>

<details>

<summary>How to configure resource rates (employees, equipment, materials)?</summary>

#### ✅ Objective

Enable users to configure, adjust, or import the rates applied to resources (employees, equipment, materials) in Civalgo. Rates are automatically applied in daily reports and can be set globally or per project.

***

#### 🎥Explanatory Video

[📹 ](https://app.heygen.com/share/6a5aeab04957482bbc492eb15a91ad6b)[Watch the video on resource rate configuration](https://app.heygen.com/guest/videos/6a5aeab04957482bbc492eb15a91ad6b)

***

🔓 **Access to the feature**

* Click on **Resources** in the menu bar on the left
* Select one of the tabs: **Employees**, **Heavy Equipment**, or **Materials**
* Click on the **Rates** sub-tab to access the configuration. ([civalgo.com](https://www.civalgo.com/documentation/configurer-le-taux-des-ressources?utm_source=chatgpt.com))

***

### 👥 Employee Rates

#### ➤ Prerequisite

* An employee must be created in the platform.

#### ➤ Add a rate

* Click on **+ New Rate** (at the top right)
* Select: organization, job role, and/or employee (combinations possible)
* Create the basic configuration, then click on the **+** to the right to add variants with dates and rates (civalgo.com)

#### ➤Fields to Fill In

* Organization (optional)
* Job or Role
* Specific Employee (optional)
* Effective Date
* Hourly Rate

#### ➤ Priority Management

1. Employee + Job
2. Single Employee
3. Single Job
4. Organization as a whole ([civalgo.com](https://www.civalgo.com/documentation/configurer-le-taux-des-ressources?utm_source=chatgpt.com))

#### ➤ Advanced Use Cases

* Define future rates for a specific date (e.g., September 1)
* Apply special rates to certain employees

***

### 🚜 Equipment Rates

#### ➤ Add a rate

* Go to the **Equipment** tab → **Rates** sub-tab
* Click **+ New Rate**
* Select: organization, type of equipment, equipment name, unit (if applicable) ([civalgo.com](https://www.civalgo.com/documentation/configurer-le-taux-des-ressources?utm_source=chatgpt.com))

#### ➤ Required fields

* Organization or Supplier
* Type of Equipment
* Specific Name (optional)
* Effective Date
* Hourly Rate

#### ➤ Example

* Supplier A: 10-wheel truck = $105; 12-wheel truck = $110
* Supplier B: 10-wheel truck = $120 ([civalgo.com](https://www.civalgo.com/documentation/configurer-le-taux-des-ressources?utm_source=chatgpt.com))

***

### 🧱 Material Rates

#### ➤ Add a rate

* Tab **Materials** → sub-tab **Rates**
* Button **+ New Rate**
* Select relevant organization and materials

#### ➤ Required fields

* Organization/Supplier
* Equipment
* Effective DateUnit Rate ([civalgo.com](https://www.civalgo.com/documentation/configurer-le-taux-des-ressources?utm_source=chatgpt.com))

#### ➤ Use case

* **Annual Rate**: Simple, one entry is sufficient.
* **Monthly Rate**: Import upon receipt of the data.

***

### 🗂 Project-Level Presets

* Access a specific project from the project list
* Click on the **Rates** tab\
  You can manage employee, equipment, and material rates at the project level
* These rates **override global rates** ([civalgo.com](https://www.civalgo.com/documentation/configurer-le-taux-des-ressources?utm_source=chatgpt.com))

***

### ⚙ Import rates via file

#### ➤ Steps

1. Select the tab (Employees, Equipment, or Materials)
2. Click the **Import** button → **Upload a Document**
3. Correct any potential errors
4. Click on **Import**.([civalgo.com](https://www.civalgo.com/documentation/configurer-le-taux-des-ressources?utm_source=chatgpt.com))

#### ➤ Tips

* Check that the file columns match the required fields.
* Correct the errors mentioned by the system before re-importing.

***

#### 📎 General Notes

* The system keeps a history of rates and allows for the preparation of future rates.
* Post-import validation is crucial for avoiding data errors.
* Granularity allows for precise cost management based on organization, role, or equipment/supplier name.

***

#### ❓ Support

For additional assistance with rate configuration, please contact:

📧 [**support@civalgo.com**](mailto:support@civalgo.com)

</details>

<details>

<summary>How to check the current version of the Logbook Civalgo application?</summary>

#### 🎯 Objective

Ensure you are using the **latest version of the Logbook app** on your mobile device to benefit from the latest performance improvements and fixes.

***

#### 🧭 Steps to verify Logbook's version

1. Open the **Logbook** app on your mobile device.&#x20;
2. Tap on your **profile icon** or **company name**.&#x20;
3. Go to the **About / System Information** section.&#x20;
4. The currently installed version is displayed at the bottom of the screen.

***

#### 🖼️ Visual example

<figure><img src="/files/4meEODzJCLSRhehG0PG3" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/zb1qcCUm3hhbL3emI4br" alt=""><figcaption></figcaption></figure>

***

#### 💡 Good to know

* If you're using an older version, make sure to update the app via the **App Store** or **Google Play Store**.&#x20;
* An outdated version could lead to display errors, slow performance, or incompatibilities with new features.

***

#### 📬 Need  help ?

Feel free to contact our team at [**support@civalgo.com**](mailto:support@civalgo.com).

</details>

<details>

<summary>How to update the Logbook app?</summary>

#### 🎯Why update?

Stay updated with the **new features**, **bug fixes**, and **performance improvements** of the **Civalgo Logbook** app.&#x20;

We strongly recommend enabling automatic updates to ensure you don't miss out.

***

### 🍏 iPhone (iOS)

#### 🔄 Manual update

1. Open the **App Store** app
2. Tap your **profile picture** (top right)
3. Swipe down to **refresh the list**
4. Search for **"Civalgo Logbook"** in the list
5. Tap **“Update”** if available

📌 If the application does not appear in the list, it is already up to date.

***

### 🤖 Android

#### ✅ Automatic update (recommended)

1. Open **Google Play Store**
2. Tap on your **profile picture**
3. Go to: **Settings > Network Settings > App download preferences**
4. Enable: **“Auto-update apps over Wi-Fi”** (or as per your preference)

***

#### 🔄 Manual update

1. Open **Google Play Store**
2. Tap on your **profile picture**
3. Select **“Manage apps & device”**
4. Tap on **“Updates available”**
5. Search for **“Civalgo Logbook”** in the list
6. Tap on **“Update”**

📌 If the app doesn't appear, you already have the latest version.

***

#### 📬 Need help ?

Contact us at : <support@civalgo.com>

</details>

<details>

<summary>How to set up payroll?</summary>

#### 📘 Objective

This page guides you through the **complete payroll setup** in Civalgo to ensure a smooth export to your accounting system.

***

### 🧩 Setup Steps

#### ⚙️ 1. **Payroll Rules**

* Navigate to **Observation > Payroll > Payroll Rules**.
* Allows automation of certain actions (e.g., deduction of breaks, adding minutes for bonuses).
* Example: automatically deduct 30 minutes for lunch or add time for a specific bonus (No Break AM/PM).

***

#### 🎁 2. **Bonuses**

* Go to **Organization > Bonuses Tab**.
* Add all the necessary bonuses to your company:
  * Continuous Work Morning / Continuous Work Afternoon
  * Lunch bonus
  * Foreman's bonus
  * Crane Operator Bonus
  * Mileage allowance
* Défine :
  * Input: Premium code (if required by your accounting system)
  * Type: per day or per hour
  * Specific applicable hours
  * Linked to a specific activity (optional)

***

#### 🏗 3. **Types of Work**

* Define the types of time recognized by your company:
  * Training
  * Illness
  * Leave
  * TravelTime
* Used to classify activity blocks in reports.
* Each type can have its own code, recognized by your accounting system.

***

#### 📆 4. **Labor Codes**

* Go to **Observation > Payroll > Work Codes**.
* Create standard schedules for your employees or teams (e.g., 10 hours/day, 5 hours/day).
* Configure:
  * Start / End Time
  * Breaks
  * Normal / Overtime / Double Time
  * Holidays (automatically at double time if worked)
* Can be applied to the employee or their team.

***

#### 📎 5. **Salary Annexes**

* Access the **Annexes** tab from an employee's record.&#x20;
* Add applicable **hourly rates** and time slots (e.g., night shift premium).&#x20;
* You can add multiple entries with different hours and dates.

***

#### 📤 6. **Payroll Export**

* Navigate to **Observation > Payroll > Export**.
* Grouping options:
  * By project
  * By user group
  * By activity
  * By activity block (most detailed)
* Customization of Export:
  * Hide/show columns
  * Rearrange columns (e.g., place employee code first)
  * Edit column names to match your accounting system
* Select a time period (day or pay period)
* Include as needed:
  * Regular hours, overtime, double time
  * Bonuses
  * Equipment (by row or column)

***

#### 📌 Best pratices

| Hint               | Detail                                             |
| ------------------ | -------------------------------------------------- |
| ✅ Codes standards  | Use the same codes as in your accounting system.   |
| 🔁 Automate        | Use payroll rules to avoid manual omissions.       |
| 🧪 Test            | Export a sample before automating your process.    |
| 🧑‍🤝‍🧑 Work code | Ensure that each employee has a defined work code. |

***

#### 💡 Quick access

* [Documentation – Set up payroll](#how-to-set-up-payroll)
* 📩 <support@civalgo.com>

</details>

<details>

<summary>How does the task structure work?</summary>

#### 📘 Objective

Understand how to structure **tasks and subtasks** in Civalgo for effective planning and rigorous project progress tracking.

***

#### 🧭 Overview

In Civalgo, each project is organized around a **two-level task structure**:

1. **Main task**
2. **Sub-task**

This hierarchy allows for **detailing activities** while maintaining a clear overview.

***

### 🧩 Levels of structure

#### 🧱 1. **Tasks**

* Main **activities** of the project.&#x20;
* Can be tracked by **estimated quantity**, **duration**, or **hours worked**.&#x20;
* A task can be **budgeted** and linked to **planned** or executed **activities**.

**Available Parameters:**

* Task Name
* Estimated Quantity (e.g., 200 m³)
* Unit (m³, h, m², etc.)
* Responsible
* Estimated Duration
* Task Code (optional, useful for exports)

***

#### 🧩 2. **Sub-tasks**

* Enable **breaking down a main task** into concrete steps.&#x20;
* Include the same types of information as the main task.&#x20;
* Can be **assigned** to employees for execution tracking.&#x20;
* Useful for distributing activities daily in daily reports.

***

#### 📐 Best practices

| Hint                                                       | Detail                                            |
| ---------------------------------------------------------- | ------------------------------------------------- |
| 🎯 A task = a measurable activity                          | Must be monitored over time or in quantity        |
| 🧱 Use subtasks sparingly                                  | Avoid overly complex structures                   |
| 🔢 Maintain a sense of unity                               | Same unit for a task and its subtasks             |
| 🧩 Group the subtasks according to the order of execution. | Promote quick data entry on the construction site |

***

#### 💡 Utilisation

* Tasks can be found in:
  * **Daily Reports**
  * **Progress Dashboard**
  * **Budget/Variance Reports**
* A well-structured task hierarchy simplifies **accounting exports** and efficiency analyses.

***

#### 💡 Quick Access

* [Documentation – Tasks Structure](https://civalgo.gitbook.io/civalgo-docs/~/revisions/r12SCgWuUImkTya7wbfp/documentation/settings/tasks-structure)
* 📩 <support@civalgo.com>
* <https://app.heygen.com/share/de7c09c60e9e4d0bb23d9dbd960140b5>

</details>

<details>

<summary>How to manage work orders?</summary>

#### 📘 Objective

This page guides you through the **management of work orders** in Civalgo, from their creation to their signature by the client.

***

#### 🧭 Overview

Work orders are used to:

*

```
#### Documenting a Specific Intervention
```

```
* **Unplanned or Outside Contract Work:** Document any specific, often unexpected, or contract-outlined interventions.
* **Proof of Execution:** Obtain a signed proof of execution from the client.
* **Generate a Summary PDF:** Create a PDF document summarizing the details of the project.
```

Work orders can be associated with a **team**, a **daily report**, and a **client**.

***

### 🛠 Steps to Manage a Work Order

1. **Request Initiation**
   * The process begins with a request for service or maintenance, where the work order is created.
2. **Work Order Creation**
   * Details such as the task description, location, priority, and required resources are documented.
3. **Approval Process**
   * The work order is reviewed and approved by the responsible personnel or management.
4. **Assignment to Technician**
   * The work order is assigned to a technician or team with the relevant skills and availability.
5. **Execution of Work**
   * The assigned technician carries out the task, following the specifications outlined in the work order.
6. **Monitoring and Updates**
   * Progress is tracked and any updates or changes are logged to ensure the job stays on course.
7. **Completion and Review**
   * Once the work is completed, a review is conducted to ensure all requirements are met and quality standards are upheld.
8. **Closure and Documentation**
   * The work order is closed, and all documentation is finalized and archived for future reference.

***

#### ➕ 1. **Work Order Creation**

* Navigate to **“Operations > Work Orders”** and click on **“Create”**.
* Please fill in the following fields:
  * Title
  * Description of Works
  * Client Concerned
  * Assigned Team
  * Date of Intervention

***

#### ✍️ 2. **Adding Details**

* **Tasks Performed**: Choose from project-related tasks
* **Workforce**: Automatically selected based on daily report
* **Materials and Equipment** Used
* Option to add **photos** or **supporting documents**

***

#### 🖊 3. **Client Signature**

* Once the form is completed, click on **“Get a Signature”**. The client can sign:
  * Directly on tablet/mobile
  * Remotely via secure link
* The signature is recorded on the generated PDF

***

#### 📄 4. **Download PDF**

* After signing, a **timestamped PDF** is generated. This document serves as **proof of completion** for:
  * **Billing**
  * **Contractual Monitoring**
  * **Quality Audits**

***

#### 🔎 5. **Work Order Tracking**

* Available statuses: **In Progress**, **To Sign**, **Signed**, **Archived**.&#x20;
* Filter by client, project, or status.&#x20;
* Excel export available for accounting or administrative reporting.

***

#### 📌 Best practices

| Astuce                                              | Détail                                                                      |
| --------------------------------------------------- | --------------------------------------------------------------------------- |
| 🖋 Obtain the signature upon completion of the work | Avoid future oversights or disputes.                                        |
| 📷 Attach photos of the completed work              | Serves as visual evidence in case of dispute.                               |
| 🔄 Associate a work order with a daily report       | Allow a clear link between the executed operations and the signed document. |

***

#### 💡 Accès rapide

* [Documentation – Manage work orders](https://civalgo.gitbook.io/civalgo-docs/~/revisions/r12SCgWuUImkTya7wbfp/documentation/operations/manage-your-work-orders)
* 📩 <support@civalgo.com>

</details>

**Haven't found the answer to your question?**

Feel free to contact us at the following address: <support@civalgo.com>.&#x20;

{% hint style="success" %}
Otherwise, use the "Search AI" bar to get potential recommendations related to your issue. Our team is here to assist you! Learn more.
{% endhint %}


# Videos & Demo

<figure><img src="/files/SlYCcebXOOaY949X02nL" alt=""><figcaption></figcaption></figure>


# Webinars & trainings


# Settings

{% content-ref url="/pages/fBeoyTgX4irU0g9QkK5P" %}
[Manage Your Platform Settings and Features](/documentation/settings/manage-your-platform-settings-and-features)
{% endcontent-ref %}

{% content-ref url="/pages/AT8uXBxcpX4oHYXhZBHM" %}
[Manage Your Logbook Settings](/documentation/settings/manage-your-logbook-settings)
{% endcontent-ref %}

{% content-ref url="/pages/fEey7Wft2aubn1W4yTy9" %}
[Tasks structure](/documentation/settings/tasks-structure)
{% endcontent-ref %}

{% content-ref url="/pages/v9mViLa35W3jfTX3b371" %}
[Manage custom properties](/documentation/settings/manage-custom-properties)
{% endcontent-ref %}

{% content-ref url="/pages/EK9Nl8gMaeC8FBHau0t1" %}
[Configure resource rates](/documentation/settings/configure-resource-rates)
{% endcontent-ref %}

{% content-ref url="/pages/QvjLP3QIqqjoKxTShUqP" %}
[Create a new user](/documentation/settings/create-a-new-user)
{% endcontent-ref %}

{% content-ref url="/pages/p597l0HrJVjndivQmZoJ" %}
[Create a pension](/documentation/settings/create-a-pension)
{% endcontent-ref %}


# Manage Your Platform Settings and Features

You can manage the platform and feature settings if you have administrator permissions. These settings allow you to configure Civalgo according to your organization’s needs.&#x20;

<figure><img src="/files/bqJKhf2hi37YnCQfSLRW" alt=""><figcaption></figcaption></figure>

### **Overview of the Settings**

By clicking on your **company name** in the left menu, you will be able to:

* Invite and manage **users**
* Access **Settings**
* Set **Holidays**
* View the **Audit Log**
* And more…

<figure><img src="/files/ApxNSQbUPlwiW9PuJol9" alt=""><figcaption></figcaption></figure>

### **Your Preferences**

Go to: **Your company name > Settings > Preferences**.

In this window, you can:

* Choose the **language**
* Configure the **currency**
* Require **temperature validation**
* Choose a **temperature unit**
* Set the **first day of the week** (Monday, Sunday or other)
* Establish the **pay period type** (weekly or bi-weekly)
* Select the **start date** of the pay period

You can also define how your planning interacts in the Civalgo platform:

* Enable or disable **linking resource schedules to their team**
* Enable or disable **linking equipment schedules to their operator**
* Enable or disable **removing resources when moving a daily log**

<figure><img src="/files/d3nwelfw03HjbTAayBzs" alt=""><figcaption></figcaption></figure>

### **Features**

In the **Features** tab, you can activate or deactivate:

* The **Small Tools & Supplies** module
* The **Preset Costs** feature
* Enable or disable **Logbook**

<figure><img src="/files/kmhWdUHJvDgoV8RKbkyk" alt=""><figcaption></figcaption></figure>

### **Logbook Settings**

Make sure you have **enabled Logbook** in order to access these settings.

For more details, see: **Manage Your Logbook Settings**

<figure><img src="/files/9IfzNgWfDw1bQlQ4p3yh" alt=""><figcaption></figcaption></figure>

In this section, you can:

* Configure the **recording type:** punch, manual, or punch and manual
* Enable **location tracking**
* Manage the fields for **Equipment, Materials, Location, and Pensions**

With these settings, you can customize Civalgo and enable the features that suit your workflow, helping to support your daily operations effectively.


# Manage Your Logbook Settings

You can manage the Logbook settings if you have administrator permissions. Only administrators can access the company settings.

<figure><img src="/files/B1532t3pCF0s7MeeG8Gc" alt=""><figcaption></figcaption></figure>

### **Activate Logbook**

1. Click on your **company name** in the left menu → go to **Settings**.
2. Go to the **Features** tab and click **Activate Logbook.**

<figure><img src="/files/vvSQAuP1NGptXPmjH5hC" alt=""><figcaption></figcaption></figure>

3. Click **Update** at the bottom right of the screen.

### **Logbook Settings**

Once Logbook is activated, you will have access to the **Logbook** tab, which appears in the main menu on the left, as well as in the Logbook settings. There, you will be able to configure the different fields that determine how data will be collected for your projects.

<figure><img src="/files/wYJwGT5tprEBKBtONNdZ" alt=""><figcaption></figcaption></figure>

* **Configure the recording type:** punch, manual, or punch and manual.
* **Check the “Location tracking on timer” field** to enable it.
* **Enable or disable fields for Equipment, Materials, Location, and Meals.**
  * If these fields are enabled, field employees will have to enter this data themselves.
  * If you prefer to have foremen enter the data, leave these fields unchecked — they will simply remain inactive.

Now you know how to **activate and configure Logbook** , and you can adjust its settings according to the needs of your projects!


# Tasks structure

## Prerequisites

None

### Creating a task and its subtasks

1. **Add a new task**
   * Click at the top right on **“Create a new task”**.
   * Please fill in the following information:
     * **Task code (optional)** : You can add a code linked to your accounting system.
     * **Task name** : Define the name that will represent this task.
     * **Unit of measure** : Choose a general unit that will include all associated subtasks.
2. **Add subtasks**
   * A default subtask list is already available.
   * To add a new subtask, click **“New subtask”**.
   * Please fill in the following information:
     * **Sub-task name**
     * **Unit of measure** (it may differ from that of the main task)
     * **Sub-task code** (optional)
   * Once you've completed this information, confirm the addition to add the subtask to your list.

### Editing and archiving tasks and subtasks

**Modification:**

* Click the pencil icon to edit an existing task or subtask.

**Archiving:**

* You can archive one or more tasks when they are no longer in use.
* To consult archived tasks, use the menu represented by **Three small dots**.


# Manage custom properties

Learn how to create and manage your properties and then how to classify them

<figure><img src="/files/nVeko4e4DP9Qlu7jdee2" alt=""><figcaption></figcaption></figure>

## Prerequisites

[Create an employee](https://civalgo.gitbook.io/civalgo-docs/~/revisions/XsOIuPpHyLxQT0TCYOQF/documentation/resources/create-an-employee)

[Create equipment](https://civalgo.gitbook.io/civalgo-docs/~/revisions/XsOIuPpHyLxQT0TCYOQF/documentation/resources/create-equipment)

## Create a property

* Navigate to the page for the resource you want to edit, for example, “Employees”
* Click on the “Pencil” button at the end of the right of the resource you want to adjust or on the first resource on the page to start creating
* On the right side of the dialog (the resource edit page), click “Add Property”
* Enter the property name and click “Confirm”

<figure><img src="/files/g6sHOhmqrsvaD2416OGl" alt=""><figcaption></figcaption></figure>

## Create an attribute

Attributes are one of the possible values of a property. You can create as many attributes as you want for a property for simple cases like “Yes” and “No” or for more complex cases.

* Navigate to the page for the resource you want to edit, for example, “Employees”
* Click on the “Pencil” button at the end of the right of the resource you want to adjust or on the first resource on the page to start creating
* In the right part of the dialog (the resource modification page), click in a field to the right of a property
* Enter your attribute name and click “Create \[your attribute name]”

<figure><img src="/files/KPL8BeVoSbFtqA5nnQkt" alt=""><figcaption></figcaption></figure>

## Edit or delete a property

* Navigate to the page for the resource you want to edit, for example, “Employees”
* Click on the “Pencil” button at the end of the right of the resource you want to adjust or on the first resource on the page to start editing
* In the right section, click on the small pencil in front of the name of the property you want to change or remove
* Change the name and click “Confirm” to change
* Or click “Delete” to remove the property

<figure><img src="/files/3qvNO5dUQKtv5j8RCLHw" alt=""><figcaption></figcaption></figure>

## Edit or delete an attribute

* Navigate to the page for the resource you want to edit, for example, “Employees”
* Click on the “Pencil” button at the end of the right of the resource you want to adjust or on the first resource on the page to start editing
* In the right section, click on a field to the right of the property that contains the attribute you want to change or remove
* In the menu, click on the 3 small dots (...) to the right of the attribute you want to modify or delete
* Change the name and click “Confirm” to change
* Or click “Delete” to remove

<figure><img src="/files/lgMsBA0kJFBs7qtTVfEX" alt=""><figcaption></figcaption></figure>

Note that you can do the same for all the properties of your employees, your equipment, your documents as well as the tasks and sub-tasks of your projects.

Congratulations! Your ranking is becoming more and more effective using Civalgo!


# Configure resource rates

Configure your resource rates, which are automatically applied in daily reports

<figure><img src="/files/aCAM5yqDTbbHk8Q6LoHe" alt=""><figcaption></figcaption></figure>

## Prerequisites

[Create an employee](https://civalgo.gitbook.io/civalgo-docs/~/revisions/XsOIuPpHyLxQT0TCYOQF/documentation/resources/create-an-employee)

[Create equipment](/documentation/resources/create-equipment)

[Create a material](https://civalgo.gitbook.io/civalgo-docs/~/revisions/25fy2PjUolAGlHPG3jlT/documentation/resources/create-a-material)

#### **Navigating to the feature**

* Click on “Resources” in the menu bar on the left side of the screen
* In the “Employees”, “Heavy Equipment”, or “Materials” tabs, click on the “Rate” subtab.

#### **Add rates to your resources**

**Employees**

* Click on “New Rate” at the top right of the page

<figure><img src="/files/unajgtilMNzMyNqpO22o" alt=""><figcaption></figcaption></figure>

* Select the organization, profession, and employee for whom you want to add a rate. You can add a rate to all employees in an organization, or to all trades or to a specific employee, or a combination of all three. See the table below to see the different combinations and the implications of these

<figure><img src="/files/HpjRKvg5un79f7DfWYjO" alt=""><figcaption></figcaption></figure>

* Click on “Create”

<figure><img src="/files/oofjH0h08C3P57diLzf0" alt=""><figcaption></figcaption></figure>

* Click on the “+” to the right of the line of the combinations you created
* Add the effective date for when you want the hourly rate to start applying
* Add another line to add another effective date to the same combination

#### **Equipments**

* Click on “Equipment” at the top of the page then go to the “Rate” sub-tab.
* Click on “+ New Rate” at the top right of the page
* Select the organization, the type of equipment, the equipment as well as the unit. You can add a rate to all equipment in an organization, or to all types of equipment or to specific equipment, or a combination of all three. See the table below to see the different combinations and the implications of these
* Click on “Create”
* Click on the “+” to the right of the line of the combinations you created
* Add the effective date for when you want the hourly rate to start applying
* Add regular hourly rate
* Add another line to add another effective date to the same combination

#### **Materials**

* Click on “Materials” at the top of the page then go to the “Rates” sub-tab.
* Click on “+ New Rate” at the top right of the page
* Select the organization or equipment for which you want to add a rate. You can add a rate to all materials in an organization or to specific hardware, or a combination of both. See the table below to see the different combinations and the implications of these
* Click on “Create”
* Click on the “+” to the right of the line of the combinations you created
* Add the effective date for when you want the unit rate to start applying
* Add unit rate
* Add another line to add another effective date to the same combination

#### **Project control**

You can also enter project-level rate presets. These presets will then take priority over the global presets. They work exactly the same way.

To visualize this feature, follow these steps:

1. From the list of projects, click on the name of the desired project
2. Click on the tab **“Rate”**.

You will then see three sub-tabs: **Employees, Equipment and Materials**. Their use is the same as the global rates (see documentation above).

<figure><img src="/files/7ciwCQqJaRgyYmJdC6It" alt=""><figcaption></figcaption></figure>

#### **Importing a file**

To make it easier to add your rates in Civalgo, we also added the possibility of adding rates using an easy import!

To do this, all you need to do is:

* Click on the employee tab at the top of the page
* Click on the “Import” button at the top right of the page

<figure><img src="/files/ptco4GBUirnMoEJxw2Ur" alt=""><figcaption></figcaption></figure>

* Click on “Download a document”

<figure><img src="/files/6HPI2u66bu1VEJpywGJ2" alt=""><figcaption></figcaption></figure>

* Choose the document you want to download
* Click on “Open”
* Correct if there are error messages
* Click on “Import”
* Repeat with the equipment and materials tab

And that's it, that's it!


# Create a new user

Invite a user into Civalgo or Logbook, assign permissions to them and choose their connection (SMS or email). Function reserved for administrators.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/68498f64be447d822e7a064c_CleanShot%202025-04-17%20at%2014.37.33%402x.png" alt=""><figcaption></figcaption></figure>

## Prerequisites

[Create an employee](https://civalgo.gitbook.io/civalgo-docs/~/revisions/98zVhYBZyyDaVmVhbs86/documentation/resources/create-an-employee)

## Invite or create a new user in Civalgo

### Access the settings

1. Click on your company name (top left corner)
2. Select **Users** from the dropdown menu

### Invite a user

Click **Invite a user** (top right button)

### Fill in the user details

1. Select the employee to invite
2. Set their permission level (e.g., Employee, Team Lead, Administrator…)
3. Choose the login method: **Email** or **SMS**
4. ⚠️ Important: the user must log in using the same method selected during the invitation.

### Send the invitation

* **Email**: the user receives a link to activate their account and set a password
* **SMS**: the user can go directly to the app and will receive a login code via text message to sign in

### 💡 Good to know

Once invited, a user automatically gets access to both **Civalgo** and **Logbook**. Just direct them to the right platform based on their role:

* **Logbook**: for field teams
* **Civalgo**: for planning, coordination, and management roles

### 📄 **Need help selecting the right permissions?**

Here’s a guide that summarizes the different permission levels available on the platform:

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/68498fa40d282dd96c91445c_PermissionsEN_page-0001.jpg" alt=""><figcaption></figcaption></figure>


# Create a pension

Discover how to easily create a pension in Civalgo. This aims to provide a clear view of the various elements that make up your employees' working hours and to manage payroll in a structured manner.

### Prerequisites

None

<figure><img src="/files/RMJ8aIExo15IYCi2ilwS" alt=""><figcaption></figcaption></figure>

### Configure Bonuses and pension types

* Go to "Organisation" > "Your Organisation'' > ''Pension Types"
* Add all pensions used by your company. :
  * Examples: no break AM/PM, 60-90-120km, Pension, etc.
* For each pension :
  * Input the code if required.&#x20;
  * Specify the type: per day or per hour.&#x20;
  * Define the time or amount allocated to this pension.
  * **Note:** To modify an already recorded pension, you must first archive the pension in question and then create a new one with the desired cost or duration adjustment. This ensures the accuracy of previous reports and avoids interference with past data.

Congratulations! You can now easily create and manage pensions. This simple process optimizes the administration of your resources and project costs while also facilitating payroll tracking.


# Resources

{% content-ref url="/pages/wK7NkuDK9Cxvc5uHRznx" %}
[Create an organization](/documentation/resources/create-an-organization)
{% endcontent-ref %}

{% content-ref url="/pages/uDdv09awGsRsJlI923oU" %}
[Create a team](/documentation/resources/create-a-team)
{% endcontent-ref %}

{% content-ref url="/pages/LFD4QgEu1JCu5Tif368A" %}
[Create a material](/documentation/resources/create-a-material)
{% endcontent-ref %}

{% content-ref url="/pages/SudvIGaEv5sNzREOKKij" %}
[Create equipment](/documentation/resources/create-equipment)
{% endcontent-ref %}

{% content-ref url="/pages/BGbQmOlcESwAon7MONja" %}
[Create an employee](/documentation/resources/create-an-employee)
{% endcontent-ref %}


# Create an organization

Create, import and manage your organizations: customers, suppliers and sbcontractors

<figure><img src="/files/6rm1oO69xX0gYQNDzfGt" alt=""><figcaption></figcaption></figure>

## Prerequisites

You must have Resource Manager permission or higher to access the Organization section and make adjustments there.

## Create an organization

1. Navigate to the “Organizations” page
2. Click on the “New Organization” button to start creating

<figure><img src="/files/1DK9v6jHKsauMftmSXdS" alt=""><figcaption></figcaption></figure>

1. Enter the required fields
   1. Name: The name of your client, supplier, or subcontractor
   2. Type (Optional): Allows you to classify organizations in the list
   3. Location (Optional): Lets you view the organization on the map and include your client's address on a work order
   4. Email: Enter your contact person's email or a main email address
   5. Phone number: Enter the main phone number for this organization
   6. Main contact: Enter the name of the main contact
   7. Note (Optional): Additional Organization Information
   8. [Add properties](https://documentation.civalgo.com/documentation/settings/manage-custom-properties) to your organization list to further customize and refine your searches.
2. Click on the “Confirm” button and your organization will be created.

<figure><img src="/files/1DK9v6jHKsauMftmSXdS" alt=""><figcaption></figcaption></figure>

## Importing organizations

1. Navigate to the “Organizations” page
2. Click on **Import**

<figure><img src="/files/6Z6ayR9M8p8bgGJsAsg8" alt=""><figcaption></figcaption></figure>

1. Click “Upload file” or enter your details manually
   1. You can paste information, fill it in manually, or choose to import from an Excel or CSV file, where you will then need to map your file's columns.
   2. If you use the manual function, simply copy and paste the information previously filled in from an Excel whose columns are ordered as shown on the import page.
2. Revise the errors indicated by our tool if necessary
3. Click on the “Import” button and your organizations are created

<figure><img src="/files/nJ6lv33qgHIuXsgtjagO" alt=""><figcaption></figcaption></figure>

## Keep your list up to date navigate it

1. Use the search bar to quickly find your organizations
2. Filter or sort your columns to improve readability
3. **Edit** your entries using the pencil icon at the end of each resource row
4. **Archive** entries that are no longer relevant to refine your list. You can select several at once.
5. Open the three-dot menu in the top right. Select **Show archived items** to view or unarchive them.

<figure><img src="/files/7OmwhlIW2oQ99KmH7cxv" alt=""><figcaption></figcaption></figure>


# Create a team

Create, import and divide them into teams for your projects

<figure><img src="/files/xpfJlSoElr6GpHmnllei" alt=""><figcaption></figcaption></figure>

## Prerequisites

[Create an employee](https://civalgo.gitbook.io/civalgo-docs/~/revisions/25fy2PjUolAGlHPG3jlT/documentation/resources/create-an-employee)

## Create a team

1. Navigate to the “Teams” tab
2. Click on the “New Team” button

<figure><img src="/files/r2pqynrvRmfReoFMoesX" alt=""><figcaption></figcaption></figure>

1. Enter the required fields
   1. Name: Will be visible in resource planning and distribution.
   2. Department (Optional)
   3. Team leader: Will be the person in charge of the daily reports where his team will be distributed
   4. Planner: Will be the person in charge of allocating resources in daily reports
   5. Organization (Optional): Define the organization of the team
   6. Preferred view (Optional): Set the default view for this team in a daily log
   7. Shift (Optional): Set the default shift for this team in a daily log
   8. From the list of employees and equipment on the right, add resources to your teams by pressing the +
2. Click on “confirm” and your team will be created.

<figure><img src="/files/ImqPYwDdyoZ0lu33zlfi" alt=""><figcaption></figcaption></figure>

## Importing teams

1. Navigate to the “Teams” tab
2. Click on the options button at the top right.
3. Click on the “CSV Import” button

<figure><img src="/files/i2fiPgf07PeBIyh80OeK" alt=""><figcaption></figcaption></figure>

1. Click “Upload file” or enter your details manually
   1. If you are uploading a file, it must be a CSV file. You will then need to associate the columns in your file with the columns from the import.
   2. If you use the manual function, simply copy and paste the information previously filled in from an Excel whose columns are ordered as shown on the import page.
2. Review the errors indicated by our tool (if necessary)
3. Click on the “Import” button

<figure><img src="/files/22V5J1z2ZIlk1TbnvzZx" alt=""><figcaption></figcaption></figure>

Great! You have just created your teams with resources that you can later add to your daily reports during a working day.


# Create a material

Learn how to create and import your materials in order to have optimal monitoring of your projects

![](/files/QsdmZ9C33OdetVNGAfUo)

## Prerequisites

[Create an organization](https://civalgo.gitbook.io/civalgo-docs/~/revisions/25fy2PjUolAGlHPG3jlT/documentation/resources/create-an-organization)

## Create a material

1. Navigate to the “Materials” page
2. Click on the “New Material” button to start creating

<figure><img src="/files/gf2nl6B4XoFah5p13DSX" alt=""><figcaption></figcaption></figure>

1. Enter the required fields
   1. **Name** : Will be visible when you have to choose this material from a list
   2. **Type** : Allows you to classify the materials in the list
   3. **Unity** : Allows you to budget and add costs according to this unit.
   4. **Organizations** : Allows you to assign costs automatically based on the organization (supplier) of the equipment.
   5. Click on the “Confirm” button and your material will be created.

<figure><img src="/files/td9O2jtETtUEfYASyqeI" alt=""><figcaption></figcaption></figure>

‍

## Importing materials

1. Navigate to the “Materials” page
2. Click on the options button at the top right and “CSV import”

<figure><img src="/files/o56QTvwSipwO430uXu3G" alt=""><figcaption></figcaption></figure>

1. Click “Upload file” or enter your details manually
   1. If you are uploading a file, it must be a CSV file. You will then need to associate the columns in your file with the columns displayed.
   2. If you use the manual function, simply copy and paste the information previously filled in from an Excel whose columns are ordered as shown on the import page.
2. Revise the errors indicated by our tool if necessary
3. Click on the “Import” button and your materials will be created

<figure><img src="/files/ZCmFISgbfQQLvP8MP1j2" alt=""><figcaption></figcaption></figure>


# Create equipment

Create, import and manage your equipment in order to have a precise follow-up in Civalgo

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c35f9f3115523872486a83_Screenshot%202024-08-19%20at%2011.06.57%E2%80%AFAM.png" alt=""><figcaption></figcaption></figure>

## Prerequisites

[Create an organization](https://civalgo.gitbook.io/civalgo-docs/~/revisions/25fy2PjUolAGlHPG3jlT/documentation/resources/create-an-organization)

[Create an employee](https://civalgo.gitbook.io/civalgo-docs/~/revisions/zRFIXfpdxqLNS9SfrFeW/documentation/resources/create-an-employee)

## Create equipment

1. Navigate to the “Equipment” page
2. Click on the “New Equipment” button at the top right to start creating

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c3afe2ca282a93de2e78bb_66c3afa7bf0ebbfe53a17d15_5.png" alt=""><figcaption></figcaption></figure>

1. Please enter the required fields:
   1. Name: Allows you to identify the equipment when you need to choose this equipment from a list. This name should be representative for you as well as for your construction workers. If you operate by equipment code, for example ZX200, or by internal name, for example Old Case, then this is the name that must be entered
   2. Code (Optional): Unique identifier for the equipment
   3. Type: Allows you to assign costs automatically based on the type of equipment.
   4. Template (Optional): Additional Information
   5. Brand (Optional): Additional Information
   6. License plate (Optional): Additional Information
   7. Vehicle identification number (Optional): Additional Information
   8. Organization: The equipment that you will track in your daily reports may be the equipment of your subcontractors, so the name of the organization must reflect the owner of this equipment. It allows costs to be assigned automatically based on the organization of the equipment and the type of equipment. Costs will also be sorted according to internal or external resources.
   9. Team (Optional): Allows the equipment to be automatically assigned to a team and thus to a daily report when it is created
   10. Operator (Optional): Indicate the employee who operates this equipment most often, the employee will be automatically added when the equipment is added to a daily log.
   11. Properties (Optional): Additional fields to organize your equipment and keep additional information.
2. Click on the “Confirm” button and your equipment will be created.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c3afe2ca282a93de2e78c3_66c3afb2b5c78b72a7eedb97_6.png" alt=""><figcaption></figcaption></figure>

## Importing equipment

1. Navigate to the “Equipment” page
2. Click on the options button at the top right and then on “CSV import”

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c3afe2ca282a93de2e78be_66c3afcce4c87748469087c7_7.png" alt=""><figcaption></figcaption></figure>

1. Click “Upload file” or enter your details manually
   1. If you are uploading a file, it must be a CSV file. You will then need to associate the columns in your file with the columns displayed.
   2. If you use the manual function, simply copy and paste the information previously filled in from an Excel whose columns are ordered as shown on the import page.
2. Revise the errors indicated by our tool if necessary
3. Click on the “Import” button and your equipment is created

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c3afe1ca282a93de2e78ac_66c3afd739074139e2a52bd2_8.png" alt=""><figcaption></figcaption></figure>


# Create an employee

Learn how to create or import employees into your organization. This is a required step to assign them to schedules or projects in Civalgo - whether or not they will be invited to use the platform.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/68498bf010416235195292f6_Screenshot%202025-06-11%20at%2010.00.00%E2%80%AFAM.png" alt=""><figcaption></figcaption></figure>

### Prerequisites

[Create an organization](https://civalgo.gitbook.io/civalgo-docs/~/revisions/98zVhYBZyyDaVmVhbs86/documentation/resources/create-an-organization)

### Create a new employee

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/68498b7adcb97e2d298013ba_1.png" alt=""><figcaption></figcaption></figure>

#### Step 1 – Go to the Employees page

Click on **New Employee** (top right) to start.

#### Step 2 – Fill in the employee information

* **Name**: Used to identify the employee when selecting them from a list.
* **Code (*****optional*****)**: A unique internal ID for the employee.
* **Occupation**: Used to automatically assign costs based on the employee’s occupation.
* **Email Address (*****optional*****)**: Needed if you want to invite this person as a platform user
* **Phone Number (*****optional*****)**: Needed if you want to invite this person as a platform user. Also enables sending SMS messages to the employee.
* **Organization**: Used for cost tracking and to classify the employee as an internal or external resource.
* **Team (*****optional*****)**: Automatically assigns the employee to a daily log based on their team.
* **Operates (*****optional*****)**: Most commonly used equipment by this employee. Auto-added to daily logs when assigned.
* **Shift (*****optional*****)**: The employee’s default shift.
* If the team has a shift assigned, it will apply to all team members by default in the daily log.
* However, if the employee always works a different shift (regardless of the project), you can define it here — it will be auto-assigned whenever they’re added to a daily log.
* **Properties (*****optional*****)**: Custom fields to store extra employee details

#### Step 3 – Click Confirm to save

### Import Multiple Employees

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/68498b67cee2c2fe3defcf39_2.png" alt=""><figcaption></figcaption></figure>

#### Step 1 – Go to the Employees page

Click the **Options** button (top right), then select **Import**

#### Step 2 – Upload or paste employee data

* **Upload a file** in **.CSV format**
* → You’ll be asked to match your file’s columns with the system’s fields
* Or, **paste data manually** from Excel using the same column structure

#### Step 3 – Review & import

* Fix any errors flagged during validation
* Click **Import** to add your employees


# Management

{% content-ref url="/pages/uhSYvPkwKXpSxiIpMgYW" %}
[Create a project](/documentation/management/create-a-project)
{% endcontent-ref %}

{% content-ref url="/pages/eQvEyotcQifQeyRIWitp" %}
[Create a project template](/documentation/management/create-a-project-template)
{% endcontent-ref %}

{% content-ref url="/pages/wd03L2IfywAIb2ByG6V6" %}
[Create milestones](/documentation/management/create-milestones)
{% endcontent-ref %}

{% content-ref url="/pages/vB4oczA9OYpPwu729S5k" %}
[Create data analysis dashboards](/documentation/management/create-data-analysis-dashboards)
{% endcontent-ref %}

{% content-ref url="/pages/JKvN1V0mQZZ8RnurXw8C" %}
[Modify a data analysis dashboard](/documentation/management/modify-a-data-analysis-dashboard)
{% endcontent-ref %}


# Create a project

Create your projects to add tasks and keep track of your budgets, costs, revenues and profits

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67bcca5a002f6c771722db0a_Screenshot%202025-02-24%20at%202.27.58%E2%80%AFPM.png" alt=""><figcaption></figcaption></figure>

## Prerequisites

None

## Create a project

1. Go to the project tab
   1. From here, you have a “List” view of all your projects and their information
   2. And by pressing the 4 small squares at the top of the page on the left, you have a Kanban view based on the milestones of your projects.
2. Click on the “New Project” button at the top right

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67bcca6809497c0716905a76_Screenshot%202025-02-24%20at%202.28.41%E2%80%AFPM.png" alt=""><figcaption></figcaption></figure>

1. Complete the required fields:
   * **Code** : Depending on your internal nomenclature, the code will be visible next to the name of each project
   * **Project name** : Will be the identification of the project, it can be the address of a project or the name of your client or a reference name depending on the work to be done
   * **Project manager** : Is the project manager on file. Requires creating an employee.
   * **Customer**
   * **Adress** : Allows you to visualize the project on the map and to distribute it by text message to your employees
   * **Planned dates** (Optional): Approximate date of your project, start and end
   * **Type** (Optional): Will soon allow resource costs to be associated according to the type of project
   * **Contract name** (Optional)
   * **Contract number** (Optional)
2. Click “Confirm” and your project will be created.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67bcca7b51dc07a750a4c244_Screenshot%202025-02-24%20at%202.29.16%E2%80%AFPM.png" alt=""><figcaption></figcaption></figure>

## Importing projects

1. Navigate to the “Projects” page
2. Click on the options button at the top right and “CSV import”

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67bcca9772123a974dba9ab8_Screenshot%202025-02-24%20at%202.33.25%E2%80%AFPM.png" alt=""><figcaption></figcaption></figure>

1. Click “Upload file” or enter your details manually
   1. If you are uploading a file, it must be a CSV file. You will then need to associate the columns in your file with the columns displayed.
   2. If you use the manual function, simply copy and paste the information previously filled in from an Excel whose columns are ordered as shown on the import page.
2. Revise the errors indicated by our tool if necessary
3. Click on the “Import” button and your projects will be created

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c37acc6bf8e9565634c63b_66c37ac511b4e0eeb226075d_Untitled.png" alt=""><figcaption></figcaption></figure>


# Create a project template

Create project templates to reuse activities and save time

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c35f0883a7b055153dd1a6_Screenshot%202024-08-19%20at%2011.04.25%E2%80%AFAM.png" alt=""><figcaption></figcaption></figure>

## Prerequisites

[Create a project](https://civalgo.gitbook.io/civalgo-docs/~/revisions/iQlhVwwqec4jFdPQvsbE/documentation/management/create-a-project)

## Create a project type

1. Go to the projects tab
2. Click on the options button in the header
3. Click on the “edit types” button
4. Click on the “new type” button
5. Name your type “Model” and confirm

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c3ae2fca72ea23469152ad_66c3ae0bc524acd6179f9f6f_1.png" alt=""><figcaption></figcaption></figure>

Your model type is now created. Then you can [**create a project**](https://www.notion.so/Cr-er-un-projet-66e949bd38c441c7801938f1f6117b02?pvs=21) and define the type of project as a “model.”

## Duplicate a project

Once a “template” project is created and you need to start a new project based on this template, you can easily duplicate it with its structure to save time.

1. Go to the projects tab
2. Find the project you want to duplicate. You can filter by type in properties. In the option bar to the right of the project, select the “duplicate” button.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c3ae2eca72ea234691529a_66c3ae194a10c5a9997ab76f_2.png" alt=""><figcaption></figcaption></figure>

1. Edit the project name and code, then select the required options.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c3ae2eca72ea234691529f_66c3ae24dd1c45b91e257172_3.png" alt=""><figcaption></figcaption></figure>

Well done 🚀! You have learned how to create project templates.


# Create milestones

Create project milestones to organize, plan, and track key milestones

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c35eb5a02c1e87c098c52f_Screenshot%202024-08-19%20at%2011.03.09%E2%80%AFAM.png" alt=""><figcaption></figcaption></figure>

## Prerequisites

None

## Navigating to the feature

1. Go to the project tab (list view or kanban view)
   1. From here, you have a “List” view of all your projects and their information
   2. 1And by pressing the 4 small squares at the top of the page on the left, you have a Kanban view according to the milestones of your projects.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c382bdad7ca8757bd032fc_66c3829be5baf595004c5e52_1.png" alt=""><figcaption></figcaption></figure>

## Create milestones

1. Click on the options button at the top right (3 small dots)
2. Click on “Edit milestones”
3. Click on “New milestone”
4. Enter the required fields
5. Click on “Confirm”

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c382bdad7ca8757bd03314_66c382aa2d16401a59a68830_2.png" alt=""><figcaption></figcaption></figure>

Your milestones are now created!

1. You can now select one or more projects and thus drag one or more projects into the appropriate milestone according to their progress.
2. Its milestones will appear in the project list view as well as on your daily reports in the weekly view.

You can now create all the milestones according to your operation and use these milestones for your projects.


# Create data analysis dashboards

### Prerequesites

None

<figure><img src="/files/S8TPqAzGl01Ud21qfLG0" alt=""><figcaption></figcaption></figure>

### User Guide – Data Analysis Section (Dashboard)

1. **Accessing Data Analysis**
   * In the left menu, go to **Insight > Dashboard**.&#x20;
   * This is where you will create and manage your tiles for dashboards.&#x20;
   * Note that a dashboard can contain multiple tiles.

2. **Choose a report type**
   * Two options :
     * **Daily logs** (detailed, by date)
     * **Project Reports** (aggregated by project, adjustments, costs, quantities, etc.)

3. **In the Tile Creation Interface**
   * **Left Sidebar**: contains all available fields for analysis organized by sections like: Employees, Equipment, Projects, Tasks, etc.
   * **Straight section** divided into:
     * **Filters**: exclude null values, zero values, etc.
     * **Visualization**: customize table appearance, choose column names, layout, etc.
     * **Data**: display raw data columns and add custom calculations.

4. **Add Data**

   * Open sections like **Employees, Projects, Sub-tasks**. Select the **dimensions** (text fields) and **measures** (numeric fields).&#x20;
   * Click to add them to the Data tab.&#x20;
   * Discover different options from the data icons such as cross fields, direct addition to filters, information, data aggregation, or counting.

   <figure><img src="/files/Bte90iBbZl0HVHAGjh7U" alt=""><figcaption></figcaption></figure>

5. **Adjust the tile filters**
   * Go to the Filters section and add your basic filters to this tile. Examples: specific types of equipment, materials, suppliers, etc.&#x20;
   * These fields can be used as filters and displayed in the data table. For the date field, it is best, before saving, to select **Anytime** in the tile to avoid conflicts with future dashboard dates. Other numeric fields can be added to eliminate null or zero values.

6. **Execute the data**
   * Click on **Run** to generate the results.

7. **Manipulate the data in the Data section**
   * Use the cogwheel for:
     * Remove, filter, or pivot columns.
   * Add row totals or overall totals.&#x20;
   * Add custom calculations.&#x20;
   * Note:
     * Max 100 colonnes.
     * Jusqu’à 5000 lignes.

8. **Create a visualization in the visualization section**
   * Select a type of visual (e.g., simple table, bar chart, single value, etc.). Customize using the **Edit** option at the top right of the section, then **Series**:
   * Column titles (e.g. Hours worked). Colors, bold, background shading, etc. Adjust the colors according to your branding.
   * **Conditional Formatting in the Values Tab**
     * Define visual rules (e.g., cells in red if > 80%). Apply to all columns or to numeric columns only.

9. **Execute and finalize**
   * Click on **Run** after making any changes.&#x20;
   * Keep base filters (zeros, activities) on the tile.&#x20;
   * Reserve more complex filters (dates, projects) for the global dashboard.

10. **Save the tile**
    * Click on **Gear Icon > Save**.
    * Choose between:
      * **New Dashboard**
      * **Existing Dashboard**
      * **Individual Look**
    * Name the tile and select the folder.
      * Personnel (private)
      * Group (shared)
    * For saving in a new dashboard, retain useful filters (e.g., date) and uncheck others (activity, hours, etc.).

**Access the dashboard**

* Go to the **Group or Personal folder**.&#x20;
* Search for the created table name.&#x20;
* It will include the saved tile.

### **Add Tiles**

* In the left section, data analysis, create a new tile and save it to your new dashboard.

### **Modify Tiles**

* First, modify the dashboard by clicking the three dots in the top right corner, then select Edit.&#x20;
* Next, on the desired tile, find the small pencil icon in the top right to access the data analysis of that tile for corrections.&#x20;
* After making your corrections, save the tile, then save the dashboard.
* Refer to the section [Broken mention](broken://pages/42mA1JApJ8N6tdlylWcJ) for more details.

✅**Congratulations!**

You have just created and customized your first tile on a dashboard in Civalgo.🎉


# Modify a data analysis dashboard

Modifying a data analysis dashboard enables you to tailor the displayed information according to your needs by adding or removing columns and filters. This ensures a more relevant and personalized analysis to better meet your objectives.

### Prerequisite

None

<figure><img src="/files/S8TPqAzGl01Ud21qfLG0" alt=""><figcaption></figcaption></figure>

### **Access and Navigation in Dashboards**

1. **Access section**:
   * Go to **Insight > Dashboard**
2. **Civalgo templates** :
   * You will automatically land on the templates provided by Civalgo.
3. **Use of templates** :
   * These templates can be selected and saved in your own dashboard folders.

### **Dashboard structure**

1. **Definition** :
   * A dashboard is a collection of tiles governed by common filters.
2. **Independent Filters**:
   * Some tiles can be excluded from global filters (e.g., the total budget of a project that is not date-dependent).

### **Tile Features**

1. **Exploration**:
   * Hover over the top right corner of a tile and click **Explore from here** to access the data source.

<figure><img src="/files/lUEc1Ua9JNGXJNknAh1A" alt=""><figcaption></figcaption></figure>

1. **Modifications** :
   * From the exploration, modify the columns and visualizations, then save in another dashboard.

### **Custom Alerts**

1. **Enable an alert** :
   * Click the alert icon on a tile.

<figure><img src="/files/uEQ7y85FOgrxB5L1q73u" alt=""><figcaption></figcaption></figure>

1. **Set Conditions** :
   * Example: Alert if 80% of the budget is reached. Alert available for numerical data only.
2. **Selection of Frequency**:
   * Receiving alerts via email at a set frequency (daily, weekly, etc.).

### **Access, Manage, and Share Dashboards**

1. **Access to Files**:
   * In the top right, click on the **folder** icon to:
     * Navigate in **your folder**
     * In the **group folder** (shared with all users who have access to the platform dashboards according to their permissions)

<figure><img src="/files/tIS2FYJur0ZKCkkELKmg" alt=""><figcaption></figcaption></figure>

1. **Dashboard Management and Sharing**:
   * In the right sidebar, click the three dots (⋮) next to the table > **Copy** or **Move** > Choose the destination folder.&#x20;
   * To do this, click the small arrow next to the folder name at the top of the sidebar, navigate to another folder to copy or move your table there, then confirm. In the right sidebar, click the three dots (⋮) next to the table > **Move to trash** > Confirm or cancel your action.

### **Editing a Tile or Dashboard**

1. **Enable edit mode:**
   * Click on the three dots (⋮) at the top of the dashboard, then **Dashboard actions**.
2. **Edit a tile** :
   * Click on ⋮ > **Edit** or on the **small pencil** at the top right of the tile.&#x20;
   * Edit directly in the dedicated window, press **Run**, then save.
3. **Arrange the tiles** :
   * Use the six small dots to move a tile
   * Resize from the bottom right corner
   * Edit the titles of tiles or the dashboard

**Filter Management**

1. **Edit a filter** :
   * Click on the three dots (⋮) at the top of the dashboard, then **Edit Dashboard**.
   * On each filter, press ⋮ > **Edit filter** >

     * **Settings >** Select the default time range or other options. **Useful Presets**: Example: **Previous Week** to always have the data from the previous week upon opening your dashboard.&#x20;
     * **Tiles to be updated**: Choose the tiles to update in relation to the current filter. You must also adjust all your filters when adding new tiles to your dashboard.

2. **Adding a Filter**:
   * In **Edit** mode of your dashboard, in the **blue bar at the top,** select **Filter** and choose the filter field according to the available fields.

### **Add Content to the Dashboard**

1. **Possible Additions**:
   * New Visualization (Data Analysis)
   * Text / Markdown Area (for Titles or Logos)
     * Company Logo: Use a markdown image code to include it using the function: \<img src="[https://www.votre-site-web-logo.png](https://www.abtech.cc/wp-content/themes/abtech/img/common/abtech-logo.png)" alt="">&#x20;
2. **Filter Arrangement** :
   * Extended or reduced display
   * Location at the top or right

### **Backup and Planning**

1. **Save the dashboard:**
   * Click on **Save** once all modifications are complete. To avoid any inconvenience, we suggest making backups regularly and then returning to edit mode to finish.
2. **Download or Schedule**:
   * Click on the three dots (⋮) at the top of the dashboard, then **Schedule Delivery**
     * Define:
       * Email Title
       * Recurrence: e.g. every Monday at 8 AM
       * Recipients
       * Format: PDF or CSV
       * Delivery Filters: Define a project within the filters, or set a time range for each scheduled delivery.
       * Advanced Options: For tables, we suggest checking the "Expand tables to display all rows" option to avoid data truncation and ensure all rows are visible upon delivery.

✅ **Conclusion**

* Use Civalgo templates to create your custom dashboards.&#x20;
* Explore, modify, filter, and schedule your deliveries to automate project tracking.
* For each addition, check the associated filters to ensure data consistency.


# Operations

{% content-ref url="/pages/kG8Gc32cWzsrjGyalLhP" %}
[Plan a Resource on a Project](/documentation/operations/plan-a-resource-on-a-project)
{% endcontent-ref %}

{% content-ref url="/pages/WLamy4mNPlT4mUSykTYN" %}
[Dispatch](/documentation/operations/dispatch)
{% endcontent-ref %}

{% content-ref url="/pages/rTT6GbGjRIUOuyjb79io" %}
[Time Entry in Logbook](/documentation/operations/time-entry-in-logbook)
{% endcontent-ref %}

{% content-ref url="/pages/w9Q1Ey8qgcaGY3G1rStG" %}
[Complete a daily log](/documentation/operations/complete-a-daily-log)
{% endcontent-ref %}

{% content-ref url="/pages/rcVu42zwZoEjJyYBUOVD" %}
[Manage your work orders](/documentation/operations/manage-your-work-orders)
{% endcontent-ref %}

{% content-ref url="/pages/vJ7QcTPUc7Q9yoTGHbeH" %}
[Validating Worked Hours - Payroll](/documentation/operations/validating-worked-hours-payroll)
{% endcontent-ref %}


# Plan a Resource on a Project

In this section, you will be able to plan your projects in the long term to have a better overview of your projects, teams, and resources.

### Prerequisites

​[Create a project](/documentation/management/create-a-project)

[Create a team](/documentation/resources/create-a-team)

<figure><img src="/files/iSrZOOvQ06nPA3ROJiTV" alt=""><figcaption></figcaption></figure>

#### **Planning Overview** <a href="#vue-densemble-de-la-planification" id="vue-densemble-de-la-planification"></a>

In the planning section, you can quickly visualize the distribution of teams and the availability of resources. Two views are available:

* **Compact view**: displays all projects on a single line for a quick, summarized vision.
* **Extended view**: shows each project on a separate line for more detail.

These options allow for optimal calendar management and efficient anticipation of needs.

<figure><img src="/files/6nS4KI3TzNoY1E2332gr" alt=""><figcaption></figcaption></figure>

### **Assigning Teams and Projects**

To plan an assignment:

1. **Select the intended date range** for the assignment.
2. **Assign a project** to the relevant team.
3. **Add other teams** if necessary.
4. **Adjust the dates** as needed.

* **Empty cells**: assignment is planned, but no daily report has been created yet.
* **Colored icon**: a daily report has been generated and is being processed.

### **Creating a Daily Log**

There are several ways to generate a daily log:

* **From the planner**:
  * Click on the **+** icon at the date and for the relevant team.

<figure><img src="/files/Qyuu8fVJIXeL1GsgTKH9" alt=""><figcaption></figcaption></figure>

* Create a daily report for an entire day via the **+** button below the date.

<figure><img src="/files/Z30BLtcSeRfirit4UBsb" alt=""><figcaption></figcaption></figure>

### **Modification and Adjustment of Planning**

#### Modify a project schedule (dates or team)

To modify a project schedule, you can:

* **Drag and drop** the project bar to adjust the dates directly, or
* Click the **pencil icon** in the top-right corner of the project bar to open the edit window, where you can update the dates or change the assigned team.

<figure><img src="/files/JG1Ek7ZPqTRLi7VqNyoN" alt=""><figcaption></figcaption></figure>

#### Add days to an existing schedule

To add one or more days to an existing schedule, you can:

* **Extend the project bar** by dragging it to the left or the right, or
* Use the **pencil icon** to manually edit the start or end dates in the edit menu.

#### Split a schedule and reassign it to another team

To redistribute a schedule to another team:

* You can **move an entire schedule** from one team to another using **drag and drop**, and
* To **split a schedule**, click the **small “X”** on a specific day to remove it. This action creates two separate segments of the project, which you can then **select and move** individually to another team or timeline.

<figure><img src="/files/8cvz5e4rKzp958V2BaxQ" alt=""><figcaption></figcaption></figure>

### **Optimizing Project Assignment**

With these features, assigning projects to teams becomes more **smooth and fast**. Team management is simplified, ensuring better resource coordination and effective daily task planning.

🚀 **With these tools, your scheduling management is optimized for accurate tracking and increased responsiveness!**


# Dispatch

<a href="https://app.heygen.com/share/f8e368be5d2048b888bd7aa5f56e5e44" class="button primary">View video</a>

The daily log allows field data to be entered to assess productivity in real time

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67bcc1a180e9a7c0fb072469_Screenshot%202025-02-24%20at%201.52.42%E2%80%AFPM%20copy.png" alt=""><figcaption></figcaption></figure>

## Prerequisites

[Create a team](https://civalgo.gitbook.io/civalgo-docs/~/revisions/bM6cQvnhObgqfUKwSlpu/documentation/resources/create-a-team)

[Create a project](https://civalgo.gitbook.io/civalgo-docs/~/revisions/bM6cQvnhObgqfUKwSlpu/documentation/management/create-a-project)

## Create a report

* Go to the Daily Reports tab
* Click on the “Add Report” button or bring your mouse to the intersection of the chosen date and the project/team (depending on your group), then click to create a report

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67bcc1b934897dc9e816fdd3_Screenshot%202025-02-24%20at%201.52.42%E2%80%AFPM.png" alt=""><figcaption></figcaption></figure>

1. Fill in the required fields
   1. Date
   2. Team
   3. Projects (Optional): You can also add tasks scheduled for the selected day. Tasks can be scheduled from the project task list (project tab)
   4. View: Day or night view depending on your work team. By default, the view is by day.
   5. Shift (Optional): To be seen in the Payroll section
2. Click on the “Confirm” button to create the report

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67bcc1e1944bc0934402e789_Screenshot%202025-02-24%20at%201.54.27%E2%80%AFPM.png" alt=""><figcaption></figcaption></figure>

## Create a report by distributing a team

1. Go to the Daily Reports tab
2. Click on the “Dispatcher” button to open a dialog (sidebar on the right) with the projects, teams, employees and equipment to be distributed
3. In this dialog, go to the Project or Team tab
4. Drag a team over a day to split it up.
   1. If you are grouped by project: Slide the team on the project line on the right day to split
   2. If you are grouped by nothing: Swipe the team over a day to spread out

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67bcc1fcdd00848ac3fc05eb_Screenshot%202025-02-24%20at%201.56.27%E2%80%AFPM.png" alt=""><figcaption></figcaption></figure>

## Copy a report

You can also create reports based on reports that have already been created.

1. Go to the daily log sheet
2. Click on the report option button (3 small dots)
3. Click on copy
4. Choose the dates on which you want to duplicate the report in question. You can even choose to copy your title and/or description for the selected days. Your resources and activities will therefore be copied to the selected days

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67bcc2104ed9617c8f18e820_Screenshot%202025-02-24%20at%201.56.59%E2%80%AFPM.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c37d182533e351271c11ce_66c37d0a84a872f224797ec1_dwdw.png" alt=""><figcaption></figcaption></figure>


# Time Entry in Logbook

<a href="https://app.heygen.com/videos/3013812065a1441eb96aa498f757afb6" class="button primary">View video</a>

Time entry in Logbook allows you to accurately track the hours worked, tasks completed, and resources used on each project. This feature makes it easier to manage, validate, and analyze time to optimize your teams’ daily organization.&#x20;

<figure><img src="/files/rjZ6tUfmIplmc9lvpU9c" alt=""><figcaption></figcaption></figure>

## Prerequisites

[Manage Your Logbook Settings](/documentation/settings/manage-your-logbook-settings)

## Content

### **Main View:**

* For a new day, tap **“New Report”** or **“Join”** if a daily report is already available.
* You will find three tabs: **Past**, **Today**, and **Upcoming**, which group your past daily reports, today’s daily reports, and your next scheduled assignments.
* In the **“Today”** tab, either create a new report if no assignment has been made, or join your first team on a given project from the available options.

<div><figure><img src="/files/KSY1oiaC874DWrlIIZhJ" alt="" width="375"><figcaption></figcaption></figure> <figure><img src="/files/n5lI01oWs7keAF2iDBtJ" alt=""><figcaption></figcaption></figure></div>

### **Daily Report Page**

* Add **notes** to your report using the button at the top of the page.
* View your project information with the three-dot menu.
* See available tabs: **Hours**, **Equipment**, **Materials**, **Files**.
* Complete your day by tapping **“FINISH”** in the top right.
* Exit your report to return later using the back arrow at the top left.

<figure><img src="/files/gI7co1MMxKmcgMUIJvy8" alt="" width="269"><figcaption></figcaption></figure>

### **Entering Hours**

* Go to the **“Hours”** tab and tap **“Time Entry.”**
* Fill in the required fields:

<figure><img src="/files/BKfiobwmtx27b6PAbVP0" alt="" width="375"><figcaption></figcaption></figure>

**Work period**

* Start the timer or manually enter hours worked, depending on your company’s settings.

**Project**

* Select the project the time is linked to.

**Task**

* Specify the task performed.

**Work type**

* Indicate the type of work done.

**Equipment**

**(if applicable):** Link any equipment used to the time block.

**Pensions**

Choose applicable bonuses for the day.

* Once validated, your time block is created.
* To add another block, tap **“Time Entry”** again and enter the details for the next task.

### **Entering Equipment**

* Go to the **“Equipment”** tab and tap **“Add Equipment.”**
* Associate each piece of equipment with a specific task.
* View the time blocks for each added piece of equipment.

### **Entering Materials**

* Go to the **“Materials”** tab to select materials used for a task and add the quantity.

### **Files in Your Report**

* In the **Files** tab, access files shared with you based on the project(s) in your report. You can quickly view all file types or download them as needed.
* Filter files by project or sort them by date or name.
* Add your own photos of the day using the **+** at the bottom of the page to share with your foreman and office team.

<figure><img src="/files/uRuMlmycnrEAmJDrCWrd" alt="" width="263"><figcaption></figcaption></figure>

Complete your day by tapping **“Finish”** at the top right. Your time will then be compiled and can be reviewed.

Your hours will be reviewed by your team lead and then approved by the office.

Your validated summary of hours for payroll will be displayed on your first **“Profile”** page.

<figure><img src="/files/9Z6lH2DJuJesuiIxgszn" alt=""><figcaption></figcaption></figure>

You now know how to use Logbook for time entries! This tool is designed to be as simple as possible for users. Refer to this guide whenever needed.&#x20;


# Complete a daily log

:arrow\_forward: [View video](https://civalgo.gitbook.io/civalgo-docs/~/revisions/iQlhVwwqec4jFdPQvsbE/documentation/management/create-a-project)

Track your day, add your employees, their hours, equipment, materials and tasks.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c0c15a0bc0df7b6f17c151_CleanShot%202025-02-27%20at%2013.32.44%402x.png" alt=""><figcaption></figcaption></figure>

## Prerequisites

[Dispatch](https://civalgo.gitbook.io/civalgo-docs/~/revisions/d1Fe1aOKuETLZFdzGBP1/documentation/operations/dispatch)

## Access to the daily report

• Click on the desired day to go directly to the report.

• The date is displayed at the top with arrows to navigate between the previous and next days.

• Information from the **team leader** And of **scheduler** are visible at the top of the report.

• Different **tabs** allow information to be structured.

• The first tab shows the **validation steps** with a title and description that can be pre-filled for the day.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c0c15a0bc0df7b6f17c151_CleanShot%202025-02-27%20at%2013.32.44%402x.png" alt=""><figcaption></figcaption></figure>

## Comments tab

* Allows you to**add notes** on the events of the day as well as **pictures**.
* The functionality **@mention** allows you to send a **Direct notification** to a user via the platform or by email.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c0c3a8589b511227503bf6_CleanShot%202025-02-27%20at%2013.36.14%402x.png" alt=""><figcaption></figcaption></figure>

## Tasks tab

* Display the **list of affected projects and tasks** for the day.
* Possibility of**add more projects and tasks** via the buttons at the top right.
* Updating and assigning **quantities planned and carried out** for each task.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c0c424431788b0329d924f_CleanShot%202025-02-27%20at%2013.37.06%402x.png" alt=""><figcaption></figcaption></figure>

## Employees tab

* List of **employees present** for the day with the possibility of**add additional or temporary employees**.
* Creation of **activity blocks** by selecting one or more employees and sliding from start time to end time.
* Assignment of **tasks, equipment and bonuses** to the activity blocks.
* Possibility of **edit or delete** blocks, of**add notes**, or of **remove an employee** via the three small dots next to his name.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c0c514138d8ccabe4da1a1_CleanShot%202025-02-27%20at%2013.37.26%402x.png" alt=""><figcaption></figcaption></figure>

## Equipment tab

* **‍**Attribution of **Time at the equipment** not linked to employees.
* Possibility of**add temporary equipment** and to define their **organization and type**.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c0c66af9afc6fb2948235c_CleanShot%202025-02-27%20at%2013.37.39%402x.png" alt=""><figcaption></figcaption></figure>

## Materials tab**‍**

* ‍**Addition and follow-up** of the materials allocated to the day.
* Possibility of**add multiple materials at once**.**‍**
* **Entering the quantities used** and comparison with the**Defined objective**.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c0c6d6f8a2e2bc054cbe4f_CleanShot%202025-02-27%20at%2013.38.09%402x.png" alt=""><figcaption></figcaption></figure>

### Documents tab

* Contains all **documents and photos** added via the tab **reviews**.
* Addition of **documents** directly via the button at the top right.
* Access to **project-related documents** assigned to the daily log via a drop-down list.
* Possibility of **fill out document templates** previously added to the platform.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c0c726560f5d5762b395a5_CleanShot%202025-02-27%20at%2013.39.22%402x.png" alt=""><figcaption></figcaption></figure>

### Forms tab

* Access to **predefined forms** for entering numerical data.
* Adding new **forms** via the dedicated button.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c0c850431788b032a19239_CleanShot%202025-02-27%20at%2013.39.36%402x.png" alt=""><figcaption></figcaption></figure>

### Delays tab

* **Delay entry** identified on a project.
* Selecting the **project**, of the **delayed task**, of the**employee concerned**, of **criticality level** And of the **timeframe**.
* Addition of**additional information** And of **supporting documents**.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c0c8d5bc44a5fbf525fb4e_CleanShot%202025-02-27%20at%2013.40.24%402x.png" alt=""><figcaption></figcaption></figure>

### Signature tab

* Possibility of**add a handwritten or electronic signature**.**‍**
* **Isolation of a specific task** and share relevant sections with your collaborators or customers.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c0c90fbca5ecd23e8c46e0_CleanShot%202025-02-27%20at%2013.40.55%402x.png" alt=""><figcaption></figcaption></figure>

### Validation and review

* Once all the information is complete, the **daily report** Maybe **revised** from the Information tab.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c0c968c40d1de0cfe64ddf_CleanShot%202025-02-27%20at%2013.42.25%402x.png" alt=""><figcaption></figcaption></figure>


# Manage your work orders

Work orders serve as a record of work planned or completed, detailing tasks performed, materials used, employee hours worked, and costs

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c88436dc1e31f49b970d28_image.png" alt=""><figcaption></figcaption></figure>

## Prerequisites

[Create a project](https://civalgo.gitbook.io/civalgo-docs/~/revisions/d1Fe1aOKuETLZFdzGBP1/documentation/management/create-a-project)

[Create an organization](https://civalgo.gitbook.io/civalgo-docs/~/revisions/d1Fe1aOKuETLZFdzGBP1/documentation/resources/create-an-organization)

## Create a work order

* Navigate to the “Work Orders” page
* Click on the “New Work Order” button
* Complete the fields in the form:
  * Date: Select the date of the work order
  * Number: A unique identifier for the work order, it is automatically generated and read-only.
  * Project: Choose the project associated with the work order
  * Project display name (optional): Enter a custom display name for the project. If your project name in Civalgo is different from the one you want to share with your client, you can change the field here.
  * Customer name: Select the associated customer, it is automatically selected by default when you choose the project.
  * Customer address: The full customer address, it is automatically selected by default when you choose the customer.
  * Contact email: Enter the contact's email address
  * Contact number (optional): Enter the contact's phone number
  * Description (optional): Add a detailed description of the work order
* Adding items to the work order:
  * Click on “+ Add” to add a new item
  * Fill in the fields:
    * Task: Select the task associated with the item
    * Description: Fill in item details
    * Quantity: Fill in the planned or completed quantity
    * Unit: Select the appropriate unit of measurement
    * Unit price: Fill in the unit cost of the item
* The total is automatically calculated based on quantities and unit prices.
* Click “Confirm” to create the work order.

## Create a work order from a daily log

* Navigate to the “Daily Reports” page
* Select a daily log
* Click on the “Sharing” tab and then click on the “Work Orders” subtab to view the list of work orders.
* Click on the “+ New Work Order” button at the top right of the page.
* Complete the fields in the form. Fields work the same way as when you create a work order outside of the daily log except for the project.
  * Project: Select the project to create articles automatically based on the content of your daily log. If you have employees, equipment, or materials in this report that are associated with tasks in the selected project, items will be created with the tasks, description, quantity, unit, and rates pre-filled for you. You can then change anything you want if the costs you want to show to the customer are different from your internal costs.
* Once the information is verified, click “Confirm” to create the work order.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c88436dc1e31f49b970d28_image.png" alt=""><figcaption></figcaption></figure>

## Request a signature on your work order

* After creating a work order, click on the “...” menu (three dots) located at the end of the line in the work order list.
* Select “Request a signature” from the dropdown menu.

### **Request a handwritten signature**

* In the “Request a Signature” window, make sure that the “Handwritten” tab is selected.
* Complete the following fields:
  * Signer: Enter the name of the person who will be signing the document.
  * Signature: Use the drawing area to capture the handwritten signature.
* (Optional) Check the “Send a copy” box to send a copy of the signed work order by email.
  * Enter the email address in the “Email” field provided for this purpose.
* Click “Confirm” to save the signature.

### **Request a digital signature by email**

* Switch to the “Email” tab in the “Request a Signature” window.
* Click on the “Add a guest” button to add an employee present in your Civalgo platform and select a signatory from the drop-down list
  * If you want to share the work order with someone who is not employed in your Civalgo platform, you can use the button to the right, click on “Add an external guest” to add an external person.
* Click “Confirm” to send the signature request by email.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/67c88479e9c777f1eed70351_image.png" alt=""><figcaption></figcaption></figure>


# Validating Worked Hours - Payroll

This feature lets you **review and validate the hours worked by employees before payroll processing**. The tool provides an overview of weekly hours and highlights daily reports that require validation.&#x20;

#### **Prerequisites** <a href="#prerequis" id="prerequis"></a>

None

<figure><img src="/files/NZgEPXYXKriVoy1PYshb" alt=""><figcaption></figcaption></figure>

### **Tracking Worked Hours – Overview Section**

In the **Overview** section under the **Payroll** tab, go to the **“Worked Hours”** tab.

<figure><img src="/files/09lwA9ApgiuBsGjddd1V" alt=""><figcaption></figcaption></figure>

Here you will find:

* An **overview of weekly hours** worked by your resources based on the selected date range.
* A **list of your employees** with the total hours per week.
* A **“Daily Report Status” column** showing if some reports still need validation.
* A **“Pensions” column** showing weekly pensions selected.
* **Filters and sort options** for each column to help you analyze data more effectively.

**Tip:** If you hover your cursor over a cell in the **“Daily Report Status”** column, a tooltip will appear showing:

* The **list of daily reports** for that employee and the status of each report.
* The **number of hours entered per day.**
* A quick overview of the **team name, team lead, shift, and daily report title** for that period.

This helps you quickly identify incomplete or unvalidated entries and ensure accurate time entry before exporting to payroll.


# View all

## Settings

{% content-ref url="/pages/fBeoyTgX4irU0g9QkK5P" %}
[Manage Your Platform Settings and Features](/documentation/settings/manage-your-platform-settings-and-features)
{% endcontent-ref %}

{% content-ref url="/pages/AT8uXBxcpX4oHYXhZBHM" %}
[Manage Your Logbook Settings](/documentation/settings/manage-your-logbook-settings)
{% endcontent-ref %}

{% content-ref url="/pages/fEey7Wft2aubn1W4yTy9" %}
[Tasks structure](/documentation/settings/tasks-structure)
{% endcontent-ref %}

{% content-ref url="/pages/v9mViLa35W3jfTX3b371" %}
[Manage custom properties](/documentation/settings/manage-custom-properties)
{% endcontent-ref %}

{% content-ref url="/pages/EK9Nl8gMaeC8FBHau0t1" %}
[Configure resource rates](/documentation/settings/configure-resource-rates)
{% endcontent-ref %}

{% content-ref url="/pages/QvjLP3QIqqjoKxTShUqP" %}
[Create a new user](/documentation/settings/create-a-new-user)
{% endcontent-ref %}

{% content-ref url="/pages/p597l0HrJVjndivQmZoJ" %}
[Create a pension](/documentation/settings/create-a-pension)
{% endcontent-ref %}

## Resources

{% content-ref url="/pages/wK7NkuDK9Cxvc5uHRznx" %}
[Create an organization](/documentation/resources/create-an-organization)
{% endcontent-ref %}

{% content-ref url="/pages/uDdv09awGsRsJlI923oU" %}
[Create a team](/documentation/resources/create-a-team)
{% endcontent-ref %}

{% content-ref url="/pages/LFD4QgEu1JCu5Tif368A" %}
[Create a material](/documentation/resources/create-a-material)
{% endcontent-ref %}

{% content-ref url="/pages/SudvIGaEv5sNzREOKKij" %}
[Create equipment](/documentation/resources/create-equipment)
{% endcontent-ref %}

{% content-ref url="/pages/BGbQmOlcESwAon7MONja" %}
[Create an employee](/documentation/resources/create-an-employee)
{% endcontent-ref %}

## Management

{% content-ref url="/pages/uhSYvPkwKXpSxiIpMgYW" %}
[Create a project](/documentation/management/create-a-project)
{% endcontent-ref %}

{% content-ref url="/pages/eQvEyotcQifQeyRIWitp" %}
[Create a project template](/documentation/management/create-a-project-template)
{% endcontent-ref %}

{% content-ref url="/pages/wd03L2IfywAIb2ByG6V6" %}
[Create milestones](/documentation/management/create-milestones)
{% endcontent-ref %}

{% content-ref url="/pages/vB4oczA9OYpPwu729S5k" %}
[Create data analysis dashboards](/documentation/management/create-data-analysis-dashboards)
{% endcontent-ref %}

{% content-ref url="/pages/JKvN1V0mQZZ8RnurXw8C" %}
[Modify a data analysis dashboard](/documentation/management/modify-a-data-analysis-dashboard)
{% endcontent-ref %}

## Operations

{% content-ref url="/pages/kG8Gc32cWzsrjGyalLhP" %}
[Plan a Resource on a Project](/documentation/operations/plan-a-resource-on-a-project)
{% endcontent-ref %}

{% content-ref url="/pages/WLamy4mNPlT4mUSykTYN" %}
[Dispatch](/documentation/operations/dispatch)
{% endcontent-ref %}

{% content-ref url="/pages/rTT6GbGjRIUOuyjb79io" %}
[Time Entry in Logbook](/documentation/operations/time-entry-in-logbook)
{% endcontent-ref %}

{% content-ref url="/pages/w9Q1Ey8qgcaGY3G1rStG" %}
[Complete a daily log](/documentation/operations/complete-a-daily-log)
{% endcontent-ref %}

{% content-ref url="/pages/rcVu42zwZoEjJyYBUOVD" %}
[Manage your work orders](/documentation/operations/manage-your-work-orders)
{% endcontent-ref %}

{% content-ref url="/pages/vJ7QcTPUc7Q9yoTGHbeH" %}
[Validating Worked Hours - Payroll](/documentation/operations/validating-worked-hours-payroll)
{% endcontent-ref %}