Add Plan Revision Entries (iOS)

The Plan Revisions section allows you to add information for tracking project plans based on revision number, title, and category. It also provides a dedicated space for entering comments.

• 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 Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.
      See Create Daily Log Entries as a Collaborator.

• Additional Information:

  • Procore recommends that you use the Drawings tool to track plan revisions and changes to the project's drawings.

1. Open the Procore app on an iOS mobile device and select a project.
   The Tools screen loads, displaying all tools available for this project.

2. Tap the date you want to create a new entry for.

3. Do one of the following:

   • Tap the quick createicon and select Plan Revisions.

   • Tap the Daily Log tool and tap Plan Revisions. Then, tap the createicon.

4. Tap into the following fields to enter information:

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

   Plan Revisions - Field Names and Descriptions

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

   • Title: Enter the title of the plan.

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

   • Revision: Enter the revision number of the plan.

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

   • Location: Select the location specific to the plan.

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

   • Add Attachments: Tap any of 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.

       • To take a photo without mark up:

         1. Tap the shutter to take a photo.

         2. Tap Done to attach it to the entry.

       • To take a photo with mark up:

         1. Tap Markup to take the photo and immediately mark it up.

         2. Tap the shutter to take a photo.

         3. Mark up the photo.
            Note: If you want to save both the original and the marked up photos, mark the Save as New Photo option and tap Save. If you want to only save your marked up photo, clear the Save as New Photo option and tap Overwrite.

         4. Tap Done to attach it to the entry.

     • Photos: Tap to select photos from your device's gallery or from Procore's Photos tool in the project.

       • To add photos from Procore tool:

         1. Tap Procore's Photos tool.

         2. Tap the album that contains photos.

         3. Tap the photos that you want to attach.

         4. Tap Done to attach photos to the entry.

       • To add photos from the device:

         1. Tap Upload Photos.

         2. Tap the required photos.

         3. Tap Add to attach the photos to the entry.

     • Files: Select a file saved on your mobile device and tap on the file to automatically attach it to the entry.

5. Tap Create.
   The log entry is created or added.