Create Productivity Entries

Objective

To create Productivity entries in the project's Site Diary tool.

Background

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' permissions on the project's Site Diary tool.
    Note: Users must be able to view the relevant contract in order to add it to the Productivity entry. See View Commitments.
• Additional Information:
  • In order to complete a Productivity entry, you must ensure the following about the commitment:
    • Set to use the Unit/Quantity accounting method. See How do I set the accounting method for a contract or funding?
    • Be in the 'Approved' status. Approve and Sign a Commitment Contract.
    • Have one or more line items added to the Schedule of Values (SOV). See. Add a Line Item to a Commitment's Schedule of Values.
• Limitations:
  • For Procore customers using Project Financials tools, keep in mind that productivity entries do NOT interact with the 'Procore Labour Productivity Cost' budget view. For more information, see Set Up the Procore Labour Productivity Cost Budget View.

Steps

1. Navigate to the project's Site Diary tool.
2. Scroll to the Productivity section.
3. Enter the following information:

   • #: This uneditable field counts the number of entries in a section (e.g. the first entry created will be # 1, and the second entry will be # 2).

   • Company: Select the company name from the drop-down menu. Companies must be added to the Directory tool to be selected in this drop-down menu. See Add a Company to the Project Directory.

   • Contract: Select the approved purchase orders from the Commitments tool that corresponds to the items that were put-in-place.

   • Line Item (#-Description-Qty Units): Select the applicable line item.

   • Previously Delivered: If there was a previous delivery of these items/materials, enter the number of items that were delivered to the job site previous to this date.

   • Previously Put-In-Place: If there your team has already installed or put in place some of these items/materials, enter the total number of these items/materials that were previously put in place on the job site.

   • Quantity Delivered: Enter the total number of these items/materials that were delivered in on this date.

   • Quantity Put-In-Place: Enter the total number of items/materials that were installed or put in their final place on the job site on this date.

   • Comments: Enter any comments that may be needed to further describe the entry.

4. Click Create.

Next Step