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Create Quantity Entries

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Objective

To create Quantity entries in the project's Site Diary tool.

Background

The Quantities section allows you to input tracking information about the amount of materials that are used on a given day.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the project's Site Diary tool.
  • Limitations:

Steps

  1. Navigate to the project's Site Diary tool.
  2. Scroll to the Quantity section.
  3. Enter the following information:
    • #: 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 site diary entry applies to. This field will only display when viewing multiple days in the Site Diary tool and is uneditable.

    • Cost Code: Select from the drop-down menu the cost code associated with the entry. 

    • Quantity: Enter the total number of the specified materials placed on the site that day.

    • Units: Enter the types of units that were delivered.

    • LocationSelect a location from the Location drop-down menu.
      Note: If the project allows for locations to be created from other tools, you can also create a new location to select. See How do I add a multi-tiered location to an item?

    • Comments: Enter any comments that may help clarify 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.