Create Scheduled Work Entries

Background

The Scheduled Work section allows you to track information for the project resources scheduled to complete tasks. For each resource, you can record details such as their presence at the job site (for example, showed up or did not show up), the number of workers involved, hours worked, and the compensation rate. You must add resources using the project's Directory tool. See Add a User Account to the Project Directory.

Things to Consider

  • Required User Permissions:

    • To create entries: 'Standard' or 'Admin' level permissions on the project's Daily Log tool.

    • To create pending entries as a collaborator: 'Read Only' or 'Standard' permissions to the project's Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.

  • Additional Information:

    • Information such as the resource and task name can be carried over to the Scheduled Work log from the project's schedule. If you want this information to be populated automatically, ensure the following prerequisites are met:

      • A schedule file, such as a Microsoft Project file, must be uploaded to the project's Schedule tool.

      • The schedule file must include resource assignments on the project's tasks. Refer to your schedule program's support resources for specific instructions.

    • The Scheduled Work log pulls live data from the project’s uploaded schedule and updates automatically.

      • If the schedule changes, even after a day has been marked complete, those updates may be reflected in the log when that day is revisited.

      • This ensures the log stays aligned with the most current version of the schedule.

Steps

  1. Navigate to the project's Daily Log tool.

  2. Scroll to the Scheduled Work section.
    You can also use the left navigation menu to quickly navigate to the Scheduled Work section.

  3. To create an entry, add information to the fields.

    Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

    Scheduled Work - Field Names and Descriptions

    • Company: Select the company name for which you are creating this log entry.

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

    • Scheduled Tasks: If you have integrated a schedule with Procore, any tasks scheduled on the day the log is being entered —including those ending or in progress—will automatically appear in this Scheduled Tasks list. You can then track resource attendance and other site activities directly from the log.

    • Showed?: Specify whether the workers showed up on site or not. If the workers have showed up on the site, mark the checkbox.

    • Reimbursable?: Specify whether the work is reimbursable or not. If the work is reimbursable, mark the checkbox.

    • Location: Enter the exact project location where the work was scheduled.

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

    • Hours: Specify the total number of hours worked.

    • Rate: Enter the hourly rate for the workers.

    • Comments: Enter any comments or additional information that further describes the entry (if required).

    • Attachments: Attach any additional files to the entry. To attach the files, do one of the following:

      • 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.

    • Created By: This field populates the name of the person who created the entry manually. For automatically created entries, this field does not display any value.

  4. Click Create.
    The log entry is created or added.

See Also

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