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Procore Support (en-au)

Create Delivery Entries

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Objective

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

Background

The Deliveries section tracks when shipments or packages are delivered. You can include who the delivery was from, the tracking number associated with the delivery and the contents of the package.

Things to Consider

Steps

  1. Navigate to the project's Site Diary tool.
  2. Scroll to the Deliveries section.
  3. Fill out the following fields as appropriate:
    • #: 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).

    • Register 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.

    • Time: Indicate the time the entry happened by selecting the hour and minutes from the drop-down menus.

    • Delivery From: Enter the name of the company that delivered the items or enter a new name to add it to the entry. Companies must be added to the Directory tool to be selected in this drop-down menu. See Add a Company to the Project Directory.

    • Tracking Number: Enter the tracking number of the delivery.

    • Contents: Enter the contents of the delivery.

    • Comments: Enter any comments that may be needed to further describe the entry.

  4. Click Create.

Next Step

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