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Create Programmed Work Entries

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Objective

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

Background

The Programmed Work section allows you to add tracking information for the project resources that are programd to complete tasks. You can designate whether the resource shows up at the worksite, the number of workers, hours worked and the compensation rate. Resources must be added in the Project Directory. See Add a User Account to the Project Directory.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' permissions on the project's Site Diary tool.
  • Additional Information:
    • Information such as the resource and task name can be carried over to the Programmed Work register from the project's program. If you want this information to be populated automatically, ensure the following prerequisites are met:
      • A program file, such as a Microsoft Project file, must be uploaded to the project's Program tool. See Upload a Project Program File to Procore's Web Application.
      • The program file must include resource assignments on the project's tasks. Refer to your program program's support resources for specific instructions.

Steps

  1. Navigate to the project's Site Diary tool.
  2. Scroll to the Programmed Work section.
  3. Fill out 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).

    • Created By: This field will populate with the name of the person who created the entry if the entry was created manually. Automatically created entries will not have anything in the Created By column.

    • Resource: Verify or enter the name of the resource associated with the programmed work. Double-click to view all resources associated with the programmed task.

    • Programmed Tasks: If you have integrated a program with Procore, any tasks that are ending or being worked on the day the register is being entered will automatically appear in the Programmed Tasks list. From there, you can register whether the resource showed up to the worksite, etc.

    • Showed?: Select "Yes" or "No" from the drop-down menu to indicate whether the workers showed up on site or not.

    • Reimbursable?: Select "Yes" or "No" from the drop-down menu or mark the checkbox to indicate "yes" to specify whether or not the work is reimbursable.

    • Workers: Enter the number of workers from that resource on-site that day.

    • Rate: Enter the rate-per-hour that the company is paid.

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

  4. Click Create.