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Procore

Create Quantity Entries

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Background

The quantity section allows you to add and track the amount of materials used for the project on a given day.

Things to Consider

  • Required User Permissions:

    • To create entries: 'Standard' or 'Admin' level permissions on the project's Site Diary tool.

    • To create pending entries as a collaborator: 'Read Only' or 'Standard' permissions to the project's Site Diary tool with the 'Collaborator entry only' granular permission enabled on your permissions template.

  • Limitations:

    • If you are using Procore's Project Financials tools, note that quantity entries do not sync with the Procore labour productivity cost budget view.

Steps

  1. Navigate to the project's Site Diary tool.

  2. Scroll to the quantity section.
    You can also use the left navigation menu to quickly navigate to the quantity section.

  3. To create an entry, add information to the fields.

    Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

    Quantity - field names and descriptions

    • Company: Select the company name for which you are creating this diary entry.

    • Log Date: A read-only field that specifies the date of the Site Diary entry. This field is visible only when viewing multiple days in the Site Diary tool.

    • Cost code: Select the cost code associated with the entry from the dropdown menu.

    • Quantity: Enter the total quantity of specified materials placed on the site that day. You can also enter a negative quantity value to record returns, corrections or reductions directly.
      Note: Negative values are reflected in running totals and included accurately in quantity log report.

    • Units: Enter the type of units for the material quantity.

    • Location: Select the project location from the dropdown menu.
      Note: See How do I add a multi-tiered location to an item? to add a location using other tools or create a new location for the project.

    • Comments: Enter any comments or additional information that further describes the entry (if required).

    • Attachments: Attach any additional files to the entry. To attach the files, do one of the following:

      • 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.

  4. Click Create.
    The diary entry is created or added.