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Procore

2019

Below are the notable changes to the project's Site Diary tool in 2019.
 

'Trade' and 'Cost Code' Tickboxes Removed from Site Diary Configure Settings Page (19/12/2019)

With the introduction of configurable fieldsets, the 'Trade' and 'Cost Code' settings have been removed from the Site Diary tool's Configure Settings page. The options for these fields (along with several others) can now be managed through a fieldset in the Site Diary section of the Company level Admin tool. In addition to being able to hide these fields if needed, you can now also mark them as required or optional. See Create New Configurable Fieldsets or Edit Configurable Fieldsets.

To view a list of fields that can be customised for the Site Diary, see Which fields in the Site Diary tool can be configured as required, optional or hidden? 

Ability to Create Custom Sites for the Site Diary Tool's Manpower Log (14/11/2019)

Company Admin users can now create custom fields for the Site Diary tool's Manpower Diary using configurable fieldsets. See Create New Custom Fields. These custom fields will function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. 

New Configure Setting to Allow Users to be Added to a Manpower Log Entry (07/11/2019)

A new setting (Include Employees in 'Company' Dropdown) has been added to the Site Diary tool's Configure Settings page. See Configure Advanced Settings: Daily Log. If enabled, you will be able to select companies or users in the Company field of a Manpower diary entry. In order for a user to be available to select, they must be marked as an employee of your company in the project's Directory tool. See How do I add someone as an employee of my company?

Site Diary Calendar View on the Procore iOS and Android Apps (04/11/2019)

The Calendar view has been added to the Site Diary tool in Procore's iOS and Android apps. See View and Manage Site Diaries in the Calendar View (iOS) and View and Manage Site Diaries in the Calendar View (Android).

Observed Weather Conditions Added to Configurable Fieldsets in the Company Admin Tool (25/10/2019)

The Observed Weather Conditions log now supports configurable fieldsets, meaning Company Admins can control which fields in the Observed Weather Conditions log are required, optional or hidden. This release allows for more flexibility in logging and managing delays. See Which fields in the Site Diary tool can be configured as required, optional or hidden? and Create New Configurable Fieldsets.

Expanded Options in the Site Diary Calendar View (25/9/2019)

A new modal has been added to the Calendar view in the Site Diary tool. Entries can be created, edited, approved or deleted from within the same window. See View and Manage Site Diaries in the Calendar View.

Create Pending Manpower and Daily Construction Report Entries for Missing Companies (18/9/2019)

Procore has added a new feature to the Site Diary tool that compares a previous day's Manpower and Daily Construction Report entries to suggest when there might be missing companies on the current day's log. Users with 'Standard' or 'Admin' permissions to the Site Diary tool can choose to create new pending entries that copy the selected company names. See Create Pending Entries for Missing Companies

Approve Pending Logs in List View (15/8/2019)

Procore has added a new option for reviewing and approving collaborator entries for the Manpower, Daily Construction Report, Notes and Delivery logs in the Site Diary tool. Instead of being redirected to a separate 'Pending Entries' page that lists all pending entries in the project, Admin users can now review, edit and approve entries in the same log they were added to. See Approve Site Diary Entries

Complete and Distribute Site Diaries from the Calendar View (5/7/2019)

Users with 'Admin' permission can now complete and distribute site diaries from the calendar view. 

New Granular Permission for 'Standard' Users to Edit and Delete Their Own Entries in the Site Diary (29/5/2018)   

Added a new 'Standard Users Can Edit and Delete Own Entries' granular permission to the Company Directory tool for the Site Diary. This permission allows 'Standard' users to edit and delete their own entries in the Site Diary, as long as the day has not been marked as complete. See Grant Granular Permissions in a Permission Template.

Configurable Fieldsets and Expanded Workforce Labour Tracking for the Site Diary (15/5/2019)

The Site Diary tool now supports configurable fields for the Manpower, Notes and Daily Construction Report Sections. This allows users with 'Admin' permissions to the Company Admin tool to mark fields as required, optional or hidden for one or more projects. See Create New Configurable Fieldsets. In addition, new fields for workforce labour tracking (e.g. women, minorities, local residents) are now available to configure for the Daily Construction Report. See Create Daily Construction Report Entries.

Calendar View for the Site Diary (15/5/2019)

Procore has added a new 'Calendar' view that displays the current state of all site diaries by month. This allows users to easily see which days are complete and which days have pending or approved entries. When viewing a day, a side panel provides a summary of entries and users can quickly complete days or review entries. See View the Site Diary Calendar.

New Delays Section in the Site Diary (8/4/2019)

A new section has been added to the Site Diary tool for tracking delays on a project. See Create Delay Entries. Custom delay types can be added in the Site Diary's configure settings. 

New Incremented Number Control for Faster Data Entry (8/2/2019)

Updated the project's Site Diary tool to add a new incremented number control that gives users doing data entry the ability to add workers and hours more quickly. 

Improved Hover States (4/1/2019)

Procore has improved the user experience of the Site Diary tool by adding hover states to the interface. These new features place system focus on the area over which your mouse cursor hovers to provide improved visual feedback when using the Site Diary.  

Improved Comment Field (4/1/2019)

Added placeholder text to the comments field. When viewing the field, the phrase 'No comments' appears when entries have not been saved. When viewing the field in edit mode, an Add Comments prompt appears.