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Procore

View Site Diaries in the Calendar View

Also available on  ios-gray-icon.jpg  android-gray-icon.jpg

Objective

To view and manage Site Diary entries using the calendar view. 

Background

The calendar view for the Site Diary tool provides a visual overview of all entries for a month. You can create and manage entries and complete days directly from this calendar.

Things to Consider

  • Required User Permissions: 
    • To view the calendar:

Steps

  1. Navigate to your project's Site Diary tool.
  2. Click Calendar.

    daily-log-calendar-view.png

Click to view steps for a section:

View the Calendar

dl-full-calendar-view.png

  1. View the calendar to see which dates have entries added or approved (see image above).
  2. The status of each site diary is indicated by the following:
    • The day you are currently viewing is outlined in blue.
    • Completed days are denoted with a green banner and checkmark icon-daily-log-completed-day-checkmark.png.
    • Pending entries for a day are denoted with a yellow circle icon-daily-log-pending-yellow-circle.png .
    • Approved entries for a day are denoted with a grey circle icon-daily-log-approved-grey-circle.png . 
    • Days with no data appear as blank calendar days. 
  3. Optional: Switch between different dates.
    • To view a different day, click a day on the calendar.
      Note: You cannot open future dates.
    • To view the summary for a different day, click the forward or backward arrows in the side panel.
    • To view a different month, click the forward or backward arrows next to the month and year date.
    • To navigate back to today's date, click Today
  4. Optional: Click View Day to view all diaries for the day and add or manage entries.

View Details of a Completed Day

  1. Click on a completed day.
    Note: Completed days are marked with a green checkmark.
  2. A banner indicates the name of the user who completed the day and the date they marked it as complete.