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Procore (en-GB)

Create Site Diary Entries as a Collaborator

Objective

To create a site diary entry as an external collaborator in a project's Site Diary tool.

Background

If you are designated as an external collaborator for a project's Site Diary tool in Procore, you will create entries that will later need to be approved by an 'Admin' user.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • The granular permission for 'collaborator entry' has to be on a global permission template OR a project permission template before the option is available in the Site Diary configuration settings.
    • If you are a collaborator for the project, the following conditions apply: 
      • You can only see the logs that the project has enabled Collaborator Entry for. This could include the Manpower, Daily Construction Report, Notes, Visitors and Deliveries logs. 
      • You can only select your own company or users from your company in the drop-down menus.
      • You can only see the entries that you have submitted.
      • You can edit or delete your entries until they have been approved.

Steps

  1. Navigate to the Site Diary tool.
  2. Select the date you want to add entries to.
  3. Scroll to the applicable log.
  4. Fill in the appropriate information for each entry.
    Note: See the links below for steps specific to each log type.
     
    Procore Web (app.procore.com) Procore for iOS Procore for Android
    Create Manpower Entries  Create Manpower Entries (iOS) Create Manpower Entries (Android)
    Create Notes Entries Create Notes Entries (iOS) Create Notes Entries (Android)
    Create Daily Construction Report Entries Create Daiy Construction Report Entries (iOS) Create Daily Construction Report Entries (Android)
    Create Delivery Entries Create Delivery Entries (iOS) Create Delivery Entries (Android)
    Create Visitors Entries Create Visitors Entries (iOS) Create Visitors Entries (Android)

Next Step

 

If you would like to learn more about Procore's site diary management software and how it can help your business, please visit our construction site diary reporting software product page icon-external-link.png.