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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) to select a file from your computer, or drag-and-drop the file from your computer to the gray area designated by Drag and Drop your File(s). Once you save your item, users will be able to click the attachment and view the attachment in Procore's document viewer.

  4. Click Create.
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