Objective
To add an entry to the Productivity section of the Site Diary using the Procore app on an iOS mobile device.
Background
The Productivity section allows you to track how much material arrives on site and how much is installed. Any "Approved" subcontracts or purchase orders with the Unit/Quantity accounting method will appear here so you can track the installation against the line items in the contract.
Things to Consider
- Required User Permissions:
-
- To create entries:
- 'Standard' or 'Admin' level permissions on the project's Site Diary tool.
Note: Users must be able to view the relevant contract in order to add it to the Productivity entry. See View Commitments.
- To create pending entries as a collaborator:
- Additional Information:
- In order to complete a Productivity entry, you must ensure the following about the commitment:
- Limitations:
Steps
- Open the Procore app on an iOS mobile device.
- Tap the project's Site Diary tool.
- Tap the date you want to create a new item for.
- Tap Productivity.
- Tap
to create a new entry.
- Tap into the following fields to enter the relevant information:
-
Attachments: Tap on the following options to add photo or file attachments to the entry:
- Camera: Use your mobile device's camera to take a photo that is automatically added to the entry once you exit the camera.
- Take a photo without mark up.
- Tap the shutter to take a photo.
- Tap Done to attach it to the entry.
- Take a photo with mark up.
- Tap the mark up
icon to take the photo and immediately mark it up.
- Tap the shutter to take a photo.
- Mark up the photo.
- If you want to save both the original and marked up photo, mark the Save as New Photo option, then tap Save.
OR
If you want to only save your marked up photo, clear the Save as New Photo option, then tap Overwrite.
- Tap Done to attach it to the entry.
- Photos: Tap to select photos from your device's Gallery OR from Procore's Photos tool in the project.
- Add from Procore
- Tap Procore Photos.
- Tap the album.
- Tap the photos.
- Tap Done to attach it to the entry..
- Add from Device
- Tap Upload Photos.
- Tap the photos.
- Tap Add to attach it to the entry.
- Files: Select a saved file from your mobile device to add it to the entry.
- Tap the file to automatically attach it to the entry.
- Contract: Select the purchase order or commitment.
- Line Item: Select the line item.
- Quantity Delivered: Enter the amount.
- Quantity Put-In-Place: Enter the amount.
- Tap Create.
Tip
If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.
After the required fields have been entered, you will be able to create or save the form.