Daily Log Configurability - Custom Logs
As a user, I would like to create custom logs in the Daily Log tool.
There are mixed comments posted on this UserVoice thread regarding customization, so we would like to let you know that we recently released a feature within the Company Admin settings of the Daily Log tool(Site Diary). The Manpower Log, Daily Construction Report, Notes Log and Observed Weather Conditions all have configurable field sets. This allows Company Admins the ability to select which fields are “required, optional or hidden” similar to other tools within Procore.
In addition, we have RELEASED the ability for custom fields within the manpower log. This new feature will allow Company Level Admins to add custom fields to a Manpower Log fieldset (required/optional..) to track additional information necessary for their project or company. Users will also be able to pull these custom fields into Reporting to further track progress against ongoing goals.
Last but not least, when enabling the DL: Manpower Log project configuration setting “Include Employees in ‘Company’ Dropdown” this will allow Standard and Admin users to select employees from within their own company on the Manpower Log – Company picker. The selected user will need to be within the project directory and have the checkbox “is an employee of X Company” selected from within the directory as well.
This does not solve for the problem of re-sizing the columns, or, customizing the names of logs, but, this might get you closer to where you want to be.
Learn More (Custom Fields): https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/create-new-custom-fields-for-the-daily-log-tool#Add_Custom_Fields_to_a_Configurable_Fieldset
Learn More (Field Sets): https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/create-new-configurable-fieldsets
We hope this meets your expectations, but please let us know if it does not.
Sara Murph commented
I would like to create a new section or field within the Daily Log that requires checking each day. I have tried to do this in notes section, but it does not work because it then requires it to be checked off with each and every note.
Corina Z. commented
Would like the ability to create a new section in the daily log to report to. Not necessarily create a new field in the existing sections.
Stephanie Hays commented
I would like to create custom field for safety documentation
Scott Schriner commented
We do Construction Management Oversight on some of our projects. Not all fields in the Daily Log are applicable and being able to customize to add in the additional fields would be very beneficial.
Brendan C commented
The feature to create a new log and customize it would be very beneficial.
Example: Covid-19 Checklist. You could mark it completed and attach the checklists that were completed that day.
Anant Shah commented
With new DOB requirements in place due to ongoing pandemic, it becomes very important to be able to customize daily logs to be able to include "cleaning and disinfect log", "Temperature log" and "Work area log"
Claire Elkin commented
Being able to customize the daily log, specifically options in the deliveries section, is a high request for us. There are many columns we don't need (ex. time of delivery we would never use), and we would like to replace those columns with things we actually need (ex. instead of time of delivery, having a column that shows who shipped it).
Daily Log Configurability - Custom Logs
Shannon Hartledge commented
Yes, please, this! We can't customize the log the way we want with the custom fields and field sets. We would like to a add a check box to confirm there were no incidents or accidents on the project that day to the daily log, but we can't. The closest we can get is make the comments mandatory (which we have), but it would be soooo much quicker if we could just add the checkbox. Or heck just design our own log. That would be the best option. :)
I still think the site diary is lacking. We need the option to ask yes/ no questions at a high level not in the Manpower logs.
Julia Zhu commented
Being able to customize the fields in Daily Log is is very necessary for us. If we can also link the billing line items from Prime Contract with the corresponding daily entries, it will be very nice and helpful. Please bring this to the higher priority. Thank you.
Karli Mattson commented
We still need more customization, at the very least in notes for field sets, but hopefully to be able to create your own daily log sections. There are a lot of varying projects, and being able to track items more efficiently would be great.
Jose Luis Sandoval Quiroz commented
Diferente compañias tenemos diferentes prioridades sobre lo que medimos en los reportes de obra. Poder crear nuestros propios renglones de lo que queremos que se nos reporte sería muy util.
Shane Pannell commented
Customisable fields would greatly simplify data entry in Daily Log tool
Eg - to be able to add one log for total Inductions for the day, instead of having to log the data into each Contractor. This becomes erroneous when you have large numbers of Contractor's on Site each day.
Jessica Skinner commented
Definitely an area for development. Something as simple as daily induction numbers is not currently able to be captured effectively & Reported on in an effective manner.
Mike Rosenbrock commented
all logs need to be customised
marco diaz commented
It would be great to begin expanding the Custom Fields into other logs. Specifically the Notes Log. The Custom Fields are a great addition. Hoping to get that expanded into other logs.
Sherri Woolf commented
We would like the ability to add a custom field to the daily report.
Rachel Keller commented
I agree with some of the other comments. These are great additions, but we still would really like the ability to edit the available fields. Having custom fields that can be changed to track different things for different jobs would be ideal. To take it one step further, just being able to create, or add a tab, with an editable field (at the admin level) to set up each job uniquely would be fantastic. Thanks for the work!
Jacob Pfeffer commented
Thanks for this info. Will these custom fields and required fields be copied over from templates when starting a new project?