Help and support
Getting access
Accounts are created by invitation. Ask your organization's administrator to invite you from the Team page. The invitation link works for 7 days.
Signing in
- Forgot your password? Choose "Forgot your password?" on the sign-in screen, or ask your administrator for a reset link.
- New phone or lost your authenticator app? Sign in with one of your recovery codes, or ask your administrator to reset two-step verification.
- Locked out? After 8 wrong passwords, your account is locked for 15 minutes. Wait, then try again or reset your password.
- "Already signed in on 2 devices"? Your organization limits how many devices each person can use at once. On a device where you're still signed in, open My account → Your devices and sign out one you don't use, or ask your administrator to use Sign out devices on the Team page. A browser and the installed app count as separate devices, and so does a private or incognito window. Devices you stop using sign out on their own after 2 hours.
Uploading data
Upload an Excel (.xlsx) or CSV file of up to 20 MB from the Upload page. Download the blank template there to see which columns are used. If your column names are different, the upload screen lets you match them.
Automatic uploads with Power Automate
Site staff fill in a short form each day, the answers collect in an Excel file in your SharePoint, and every evening Microsoft Power Automate sends that file to Cogninexa. The dashboard is up to date each morning and nobody has to upload by hand. Setup takes about an hour, once.
What you need: Microsoft 365 for business (SharePoint or OneDrive, Forms, Excel); an administrator in Cogninexa; and a Power Automate Premium licence for the one person who owns the evening flow, because its HTTP step is a premium feature. Site staff don't need any extra licence.
1. Put the template in SharePoint
- In Cogninexa, open Upload and download the Daily site log template.
- Save it to a SharePoint document library (or OneDrive for Business) that the flow owner can open, for example Project Controls / Cogninexa / daily-site-log.xlsx.
- Fill in the Projects sheet: one row per active project, including the Project start date. Keep the sheet names, column names and tables as they are.
2. Create the daily form (Microsoft Forms)
Create a form called "Daily site log" with these questions. Mark the first six as required.
- Date (Date question)
- Project (Choice, drop-down): the Project IDs from your Projects sheet, exactly as written
- % complete to date (Text, number only, 0–100)
- Equipment utilization %, Equipment downtime %, Material used vs plan %, Labour hours vs plan %, Labour utilization % (Text, number only)
- Optional: Output vs plan %, Vibration (mm/s), Labour cost, Material cost, Equipment cost, Subcontract cost for the day, and Notes
Share it with your site supervisors ("Only people in my organization can respond") and pin it on their phones.
3. Flow 1: form answers into the Excel file (standard licence)
- Go to make.powerautomate.com → Create → Automated cloud flow. Name it "Cogninexa – daily form to Excel" and choose the trigger When a new response is submitted (Microsoft Forms). Pick your form.
- Add the action Get response details (Microsoft Forms): same form, Response Id from the trigger.
- Add the action Add a row into a table (Excel Online (Business)): choose the SharePoint site, library and daily-site-log.xlsx, table DailyLog. Fill each column with the matching answer from Get response details. Put the responder's email in Submitted by.
- Save, submit one test answer from your phone and check the row appears in the Excel file.
4. Create an upload key in Cogninexa
- As an administrator, open Team → Automatic uploads → Create upload key. Name it "Power Automate – daily site log".
- Copy the key and the address shown. The key is shown once only; if you lose it, revoke it and create a new one.
- The key can only send data. It can't open dashboards, change settings or sign in.
5. Flow 2: send the file to Cogninexa every evening (Premium)
- Create → Scheduled cloud flow. Name it "Cogninexa – nightly upload". Repeat every 1 day, at a time after the last forms are usually in (for example 7:00 pm). Set your time zone in the Recurrence trigger.
- Add the action Get file content (SharePoint): your site address and daily-site-log.xlsx. (Using OneDrive for Business? Use its Get file content action instead.)
- Add the action HTTP and set:
- Method: POST
- URI: the address you copied, followed by
?filename=daily-site-log.xlsx, e.g.https://app.cogninexainnovations.com/api/ingest?filename=daily-site-log.xlsx - Headers:
Authorization=Bearerfollowed by your key (one space after Bearer) - Body: File Content from Get file content
- In the HTTP action's Settings, turn on Secure inputs and Secure outputs so the key doesn't appear in the flow's run history.
- Optional but recommended: add Send an email (V2) (Office 365 Outlook) after the HTTP action, open its Settings → Run after, and tick only has failed. Send it to yourself with the HTTP action's Body, which explains what went wrong.
- Save and click Test → Manually. A successful run returns
"ok": trueand the number of projects. Open the Cogninexa dashboard: the upload appears under Uploads as "Automatic upload".
How it behaves
- Daily rows are rolled up into weeks: the latest % complete, the average of the other readings and the total of the day's costs. Week 1 starts on the Project start date.
- If the flow runs more than once on the same day, the newer upload replaces the earlier one.
- If the file can't be analyzed (for example a renamed column), nothing changes on the dashboard, the flow run fails with the reason, and the attempt is listed in Data & audit.
- If you renamed columns and matched them by hand in a normal upload, automatic uploads reuse those choices for sheets with the same name.
- To stop automatic uploads, revoke the key on the Team page or turn off the flow.
If something goes wrong
- 401 "not valid or has been revoked": check the header is exactly
AuthorizationwithBearer cpi_…, or create a new key. - 422 "could not be analyzed": the message says which column or sheet is the problem. Usually a renamed column, a project missing from the Projects sheet, or fewer than 4 weeks of data so far.
- The HTTP action isn't available: the flow owner needs a Power Automate Premium licence.
- Rows aren't appearing in Excel: check that the Excel file still has the DailyLog table and isn't open with unsaved changes in the desktop app.
Understanding the numbers
Every figure is labelled. Observed comes straight from your data. Forecast and Estimate are model results, shown with a range: they're not guarantees. Assumption values can be changed by analysts and administrators.
Deleting your account or data
Delete your own account on the My account page. Administrators can export or delete all of the organization's data on the Data & audit page. See the privacy policy for details.
Contact us
Email support@cogninexainnovations.com. Tell us your organization's name and what you were doing. Please don't send project data by email.