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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 or packages are delivered. You can include who the delivery was from, the tracking number associated with the delivery, and the contents of the package.

Things to Consider

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, or enter a new name to add it to the entry. 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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