What it does
The Procurement Log provides detailed tracking for all procurement items in your project. It shows each item's status, estimated dates, tracking numbers, attached documents, and notes — giving you a single view of everything on order.
Viewing the log
- Each row represents a procurement item with its description, status, estimated date, quantity, and tracking number.
- Click a row to expand it and see line item details.
- Use search to filter by description, status, or tracking number.
- Use status filters to show only items in a specific state.
Item statuses
Procurement items can have the following statuses:
- Pending Approval, Approved, Not Approved
- Ordered, In Production, Shop Drawings, Released
- On Hold, In Transit, Partially Delivered, Delivered, Installed
- Cancelled, Past Due, Issue
Actions
- Edit status — change an item's status with optional notes.
- Add note — attach a comment to any item.
- Upload document — attach PDFs or images (receipts, shipping docs, etc.).
- Send email — send a followup or inquiry about an item.
- View tracking — update tracking information and estimated dates.
- Bulk status update — select multiple items with checkboxes and update their status at once.
- Print — print selected items or the entire log.