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Procore

Create Delivery Entries

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Objective

To create Delivery entries in the project's Daily Log tool. 

Background

The Deliveries section tracks when shipments/packages are delivered by whom, tracking numbers associated with the delivery, and the contents of the package.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the project's Daily Log tool.

Steps

  1. Navigate to the project's Daily Log tool.
  2. Scroll to the Deliveries section.
  3. Enter the following information:
    • #: This uneditable field counts the number of entries in a section (e.g. the first entry created will be # 1, and the second entry will be # 2).

    • Log Date: This field specifies the date that the daily log entry applies to. This field will only display when viewing multiple days in the Daily Log tool and is uneditable.

    • Time: Indicate the time the entry happened by selecting the hour and minutes from the drop down menus.

    • Delivery From: Enter the name of the company that delivered the items. Companies must be added to the Directory tool to be selected in this drop-down menu. See Add a Company to the Project Directory.

    • Tracking Number: Enter the tracking number of the delivery.

    • Contents: Enter the contents of the delivery.

    • Comments: Enter any comments that may be needed to further describe the entry.

    • Attachments: Attach any additional files to the entry. Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area, or click Upload Files to select a file from your computer. Once you save your item, users will be able to view the attachment in Procore's viewer or download the attachment. 

  4. Click Create.
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