Add major material deliveries to a daily log

The Major Materials Deliveries section enables field staff to document significant material deliveries, such as concrete, steel, or lumber, to the job site. These records are used solely for reporting and have no job cost impact.

Open the daily log details

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Daily Logs in the Documentation section.
3. On the Daily Logs page, select the appropriate date from the list.

Add major material deliveries manually

1. In the Major Material Deliveries section, select Add / Import Items > Add Manually.
2. Enter the material Description and Quantity.
3. Optionally, enter the Units.

   For example, Ea, FT, or CuYd.

4. Optionally, enter the Time of delivery and the Location where the material was delivered.

   The location can be a specific location on the job site.

5. Optionally, enter any Comments.
6. Select Add & Close.

Import major material deliveries

1. In the Major Material Deliveries section, select Add / Import Items.

2. Select one of the following options:

   Import PO items

   1. Select Import PO Items.

   2. In the Filter Information section, select the Supplier and PO from the dropdowns.

   3. In the PO Items section, select one or more PO items from the list.
   4. Select Add & Close.
   Import work items from the cost database

   If work items already exist in the cost database, you can import them rather than entering them manually.

   1. Select Import Work Items from Cost Database.

   2. Optionally, use the Search field to filter the list.

   3. Select one or more codes from the list.
   4. For each selected code, enter the Quantity.

   5. Optionally, enter the Receive Time and Delivery Location.

   6. Select Add & Close.