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Procore

Add Plan Revision Entries (iOS)

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Objective

To add an entry to the Plan Revisions section of the Daily Log using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Daily Log tool.
  • Additional Information:
    • Procore recommends that you use the Drawings tool to track plan revisions and changes to the project's drawings.

Steps

  1. Navigate to the project's Daily Log tool using the Procore app on an iOS mobile device.
  2. Tap the date you want to create a new entry for.
  3. Tap Plan Revisions.
  4. Tap icon-plus-quick-create-mobile2.png to create a new entry.
  5. Tap into the following fields to enter information:
    • Attachments: Tap on the following options to add photo or file attachments to the entry:

      • Camera: Use your mobile device's camera to take a photo that is automatically added to the entry once you exit the camera. Or, before exiting, tap the photo to mark it up. 
      • Photos: Select photos from your device's library. Adding multiple photos adds them directly to the entry, or adding one photo gives the option to mark it up before saving it to the entry. 
      • Files: Select a saved file from your mobile device to add it to the entry. 
    • Title: Tap the Title field. Enter the title of the plans.

    • Plan Number: Tap the Plan Number field. Enter the number that appears on the plan submitted.

    • Revision: Tap the Revision field. Enter the revision number that appears on the plans.

    • Category: Tap the Category field. Enter the category of discipline that appears in the revision.

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

  6. Tap Create.