Create Delivery Entries

Objective

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

Background

Things to Consider

• Required User Permissions:
  • To create entries:
    • 'Standard' or 'Admin' on the project's Daily Log tool.
  • To create pending entries as a collaborator:
    • 'Read Only' or 'Standard' permissions to the Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permission template. See Create Daily Log Entries as a Collaborator.

Steps

1. Navigate to the project's Daily Log tool.
2. Scroll to the Deliveries section.
3. Fill out the following fields as appropriate:

   • #: 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.

Next Step