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Procore

View the Daily Log Calendar

 

Objective

To review Daily Log entries using the calendar view. 

Background

The calendar view for the Daily Log tool provides an overview of all entries for a month. You can review entries and complete days directly from this calendar, as well as easily navigate to logs to view, edit, or approve entries.

Things to Consider

  • Required User Permissions
    • To view the calendar, 'Read Only' permissions or higher to the Daily Log tool.
    • To review entries, 'Admin' to the Daily Log tool.
    • To mark a day as complete, 'Admin' to the Daily Log tool.
  • Additional Information:
    • A summary of entries from the Manpower and Daily Construction Report sections are shown in the side panel when viewing a day in the Calendar view. To view detailed information from other sections of the log, click View Day.
    • Completed entries that do not require approval will be shown as 'Approved' entries in the calendar view.

Steps

  1. Navigate to your project's Daily Log tool.
  2. Click Calendar.

    daily-log-calendar-view.png

Click to view steps for a section:

View the Calendar

  1. View the calendar to see which dates have entries added or approved.
    • Completed days are denoted with a green checkmark green-checkmark.png.
    • Pending entries are denoted with a yellow badge (e.g. yellow-badge-2.png).
    • Approved entries are denoted with a gray badge (e.g. gray-badge-2.png).
    • Days with no data will appear as blank calendar days. 
      Note: Click View Day on a blank day to navigate to the log for that day.

      dl-no-completed-entries.png
       
  2. Switch between views for different dates:
    • To view a different day, click the day on the calendar.
    • To navigate to the entire log for today's date, click Today
    • To view the summary for a different day, click the forward or backward arrows in the side panel.
    • To view a different month, click the forward or backward arrows next to the month and year date.

View Pending Entries

  1. Click on the calendar date you want to view entries for.
  2. If there is a pending entry to review, you will see a banner to review pending entries or view the day.

    dl-pending.png
     
  3. Choose one of the following actions:
    • Click Review Pending to view all pending entries. Review entries to edit, remove, or approve them:
      • Mark the checkbox(es) next to an entry you want to approve. Then click Approve Entries.
      • Click the 'x' for an entry to delete that entry.
      • Click into an editable field to add or edit information for an entry.
        OR
    • Click View Day to view the entire log for that date.
      Note: There will be a Pending Entries banner on the log. Click Review Entries to review all pending entries. 

View Workforce Hours

  1. If entries were added to the Manpower or Daily Construction Report sections, a summary of hours will be shown.

    dl-manpower-dcr.png

    Note: Pending entries have a yellow colored mark (e.g. All in One Construction in the image above), while approved entries have a gray colored mark.
     
  2. Click the "Workers | Hours" link next to a pending entry to review or approve entries.
    Note: If an entry does not need to be approved, the "Workers | Hours" link will take you to the entire log.

Complete a Day

  1. Click on a day that has not been completed yet.
    Note: You will see the number of approved entries. If you want to complete a day that still has pending entries, see View Pending Entries.

    dl-completed-entries.png
     
  2. Click Complete Day to mark the day as complete.
    OR
    Click View Day to view the entire log for the day.
    Note: You will be able to complete the day from the log from this page. See Complete a Daily Log.

View Details of a Completed Day

  1. Click on a completed day.
    Note: Completed days are marked with a green checkmark, while approved entries within a day are marked with a gray badge with the number of entries.
  2. View the date that the day was marked as complete, along with the user who completed the day.

    dl-day-completed.png
     
  3. Click Re-Open Day to reopen the day.
    OR
    Click View Day to view the entire log for the day.

See Also

 

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