Create Daily Construction Report Entries

Objective

To create Daily Construction Report entries in the project's Site Diary tool.

Background

Things to Consider

• Required User Permissions:
  • To create entries:
    • 'Standard' or 'Admin' level permissions on the project's Site Diary tool.
      OR
  • To create pending entries as a collaborator:
    • 'Read Only' or 'Standard' permissions to the Site Diary tool with the 'Collaborator Entry Only' granular permission enabled on your permission template. See Create Site Diary Entries as a Collaborator.
• Additional Information:
  • Entries made by collaborators are marked as 'pending' until approved by an administrator.
  • There are additional workforce labour categories that can be added to the Daily Construction Report in the Site Diary: (e.g. Women, Veteran, Minority, First-Year Apprentice, Local (City) and Local (County)). In order to track hours for these additional workforce labour types, these fields must first be configured in the Site Diary section of the Company Admin tool and then applied to one or more projects. See How do I enable additional workforce labour types for the Site Diary?
    Note: After configured and applied, a 'Workforce Hours' column will be available with a link to 'Add Hours' link will appear in the Daily Construction Report section.

Steps

1. Navigate to the project's Site Diary tool.
2. Scroll to the Daily Construction Report section.
3. Fill out the following fields as appropriate:
   Tip! Certain fields in the Daily Construction Report Register can be configured as required, optional or hidden in the Company level Admin tool. See Create New Configurable Fieldsets.

   • #: 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).

   • Company: Select the company name from the drop-down menu. Companies must be added to the Directory tool to be selected in this drop-down menu. See Add a Company to the Project Directory.

   • Trade: Select the trade associated with the entry from the drop-down menu. You can only select from the trades already added to the project. See Add a Custom Trade.

   • Foreman: Enter the total number of foremen on-site that day followed by the total number of hours worked.

   • Journeyman: Enter the total number of journeymen on-site that day followed by the total number of hours worked.

   • Apprentice: Enter the total number of apprentices on-site that day followed by the total number of hours worked.

   • Others: Enter the number of any other workers and the total number of hours worked.

   • 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. Optional: If additional 'Workforce Hours' fields have been configured in the Company level Admin tool, you will see an 'Add Hours' link. See How do I enable additional workforce labour types for the Site Diary?
   
   
   1. Click the Add Hours link.
   2. Enter the hours for each category you want to track hours for.
      
      
       
   3. Click Add Hours to confirm.
5. Click Create.

Next Step