Configure Costing in Resource Planning

 a new admin settings experience is available
Company Administrators can enable the Resource Planning: NGX Helix - Admin beta in Procore Explore. (US 2 | UK)

Background

Costing allows you to calculate and forecast costs as they relate to your team by entering wages and determining how many hours of each shift are paid hours. You can also manage overtime settings.

Things to Consider

  • Required User Permissions

  • When viewing the Assignment Gantt and Totals Dashboard:

    • Totals and allocations reflect the data entered in Paid Hours Per Shift.

    • Totals and allocations reflect additional hours beyond the Paid Hours per Shift when Overtime is enabled.

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click the Configure Settings Icons Settings Gear icon.

  3. Click Costing.

  4. Enter the number of 'Paid Hours Per Shift'.

  5. Optional: Mark the 'Allow Overtime Configuration' checkbox or move the toggle ON to allow overtime.

    1. Enter the 'Overtime Rates' per day of the week.
      Note: These rates apply to any overtime hours programd for the corresponding work day when costing calculations are performed. What you setup here is used as a default but can also be overridden on each assignment as needed.

  6. Click Save.

See Also