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Project Equipment - Reuse

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Reuse

Callouts

Note: Equipment Tool for ANZ

 Note

flag-australia.png The (Legacy) Equipment tool was developed specifically for use by Procore customers in Australia and New Zealand. For documentation, visit the  icon-external-link.png Company Level Equipment page and icon-external-link.png Project Level Equipment page on the Australia (English) instance of the Procore Support Site.

General Reuse

Background

Procore's Equipment tool ensures all machines are optimally used and effectively managed from arrival to departure. The project's Equipment tool shows what equipment has been assigned to your project and is available for use in the project's Timesheets, Inspections and Budget tools.

User Guide

Overview

 In Beta
This feature is currently available to select customers through a beta. If you would like to participate in the beta, reach out your Procore point of contact.

The Equipment tool helps you manage your company's equipment for your worksites. Whether owned or rented, Procore's Equipment tool ensures all machines are optimally used and effectively managed from arrival to departure. 

This guide walks you through how to use Equipment in your project's Timesheets and Budget. 

If you haven't yet created your equipment records, you'll first want to follow the steps in the Equipment Setup Guide.

Create a Timesheet

Background

In Procore, timecards and timecard entries are used to log the number of hours employees and workers spend doing work on a construction project. Each day, you will create a new daily timesheet. A daily timesheet contains the individual timecard entries submitted by your employees and workers for a specific date. By default, Procore's timecard entries track the work's cost code, work location, number of hours worked, time type (for example, regular or overtime), and mark whether or not the entry's hours are billable. A tool administrator also has the option to configure your project's timesheets to capture timekeeping data such as classifications and sub-jobs.

Things to Consider

Steps

  1. Navigate to the project's Timesheets tool.
  2. Select the date for which you want to create a timesheet. You can use the arrows to navigate day-by-day or select using the drop-down calendar control.
  3. Click Create and select New Daily Timesheet from the drop-down list.
     Tip

    You can also use these options to create a new daily timesheet:

  4. Mark the checkbox(es) for the employees you want to create a timesheet for.
     Notes
    • To appear in this list, the person must be added to a Directory and a checkmark must appear in the 'Is Employee of <Your Company>' box on their profile. For more information on how to check for this setting in a user's profile, see Edit a User Account in the Project Directory.
    • Employees who are only entered in the Company Directory can be selected if the 'Can Company Employees be Tracked on all Projects?' setting is enabled. See Configure Advanced Settings: Company Level Timesheets.
    • With the setting "Employees Can Be Tracked On All Projects" enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.
    • To select a site team, a site team must first be created in the Site teams tool. See Create a Site team.
  5. Click Equipment.
  6. Mark the checkbox(es) for the equipment you want to create a timesheet for.
     Note
    To appear on this list, equipment records must be created in the company's Equipment tool and assigned to your project. See Equipment Setup Guide.
  7. Click Add.
  8. Enter the time entry information for each employee.
  9. Enter the time entry information for each piece of equipment.
  10. Review the summary for the timesheet's hours and the daily and weekly hours across all projects.
  11. Click Submit or Submit and Add Quantities to add the quantities to your timesheet.
    Note: You can only add quantities if quantities have been uploaded to your project. See Add Quantities to a Timesheet.

Overview Create a Budget View For Equipment

To see equipment hours in your budget, you must create a budget view with the 'Equipment Timecard Hours' column. We recommend using the Labour Productivity Cost view as it contains the most relevant columns and adding Equipment Timecard Hours to that view.

About the Labour Productivity Cost View

The 'Procore Labour Productivity Cost' budget view provides project teams with the ability to include production quantities on the project's budget. See What are 'production quantities'? Building off the Real-Time Labour Costing feature, the 'Procore Labour Productivity Cost' budget view is designed to provide self-performing and specialty contractors with the ability to gain greater insight into your project's production rates to make better decisions that maximise profit margins.  With this release, you can:

  • Add and import production units to a project's budget in Procore's Financial Management tools:  Budget, Change Events and Variations.
  • Collect production units from site personnel with Timecard Entries in the Site Diary and both the Timecards and Timesheets tools.
  • Track and compare budgeted production units to installed production units using Procore's Budget and Reports tools.

By default, Procore provides its users with a standard 'Procore Labour Productivity Cost' budget view, which is available to your company's Procore Administrator in the Company level Admin tool. 

Example

Procore Labour Productivity Cost Budget View in the Budget Tool

The illustration below shows you the recommended layout for the 'Procore Labour Productivity Cost' budget view, as it will look when applied to your project's Budget tool. 

budget-procore-labor-prod-cost-view.png

Default Columns

The following table details the default columns provided with the 'Procore Labour Productivity Cost' budget view. In the Description column, the following symbols represent the operator for a calculation:

  • add (+)
  • subtract (-)
  • multiply (*)
  • divide (/)
Column Name Column  Type Column Format Column Description Column Configuration
Revised Budget Calculated Currency Shows the Original Budget amount, plus the Budget Change amount, plus the Approved VARs amount.  Original Budget
Add (+)
Budget Changes
Add (+)
Approved VARs
Direct Costs Source Currency Shows the Direct Costs amount. Source Category: Direct Costs
Source: Direct Costs
Source Filtering: Status = Pending,  Revise and Resubmit, Approved
Direct Costs Unit Cost Source Number Shows the actual cost per unit for direct costs.  Direct Costs
Divide (/)
Direct Costs Unit Qty
% Budget Complete Calculated Percent Shows how much of the current budget amount for the budget line item is estimated to be used based on the real-time labour hours and actual labour cost. Estimated Cost w/ Timesheet Hours
Divide (/)
Revised Budget
Projected Labour Cost at Completion Calculated Currency Shows the projected labour cost at completion for the budget line item. Projected Hours at Completion
Multiply (*)
Direct Costs Unit Cost
Projected Labour Cost Over/Under Calculated Current Shows the Revised Budget minus the Projected Labour Cost at Completion. Revised Budget
Subtract (-)
Project Labour Cost at Completion
Revised Budgeted Unit Qty Calculated Number Shows the Budget Production Qty plus the Approved COs Production Qty.  Budget Unit Qty
Add (+)
Approved VAR Units
Budget UOM Standard n/a Shows the Unit of Measure (UOM) for the budget line item. n/a
Timesheet Hours 1 Source Number Shows all Timecard Entry Hours. You can optionally apply Status filters to narrow the data in the view.   Source Category: Timecard Entry Hours
Source: Timecard Entry Hours
Filtering: None
% Hours Used Calculated Percent Shows how much of the current budget unit qty (labour hours) have been used based on time submitted in Procore. Timesheet Hours
Divide (/)
Revised Budget Unit Qty
Earned Hours Calculated Number Shows the number of labour hours earned (merited) based on the work produced to date for that cost code.

Revised Budget Unit Quantity
Multiply (*)
% Complete Production
Projected Hours at Completion Calculated Number Shows the estimated labour hours needed to complete production for the cost code based on the work produced to date. Timesheet Hours
Divide (/)
% Complete Production
% Complete Production Calculated Percent  Shows the percentage of the production quantity has been installed to date of the current budgeted production quantity for the cost code. Actual Qty Installed
Divide (/)
Revised Budgeted Production Qty
Production UOM Source n/a Shows the UOM for the budgeted production quantity (i.e., for the cost code on the line item). Source Category: Production UOM
Source: Budgeted Production UOM
Source Filtering: n/a
Revised Budgeted Production Rate Calculated Number Shows the actual budgeted production rate based on labour hours and installed quantities to date. Revised Budgeted Production Qty
Divide (/)
Revised Budget Unit Qty
Actual Production Rate Calculated Number Shows the actual budgeted production rate based on labour hours and installed quantities to date. Actual Qty Installed
Divide (/)
Timesheet Hours
Variance Production Rate Calculated Number Shows the difference between the current budgeted production rate and the actual production rate. A positive number indicates you are performing faster than expected. A negative number indicates you are performing slower than expected. Actual Production Rate
Subtract (-)
Revised Budgeted Production Rate

1 The 'Labor Productivity Cost' budget view is only available to customers using Procore's Field Productivity tools. However, the 'Timesheet Hours' column can be added to other budget views. To learn how to add the column, see Can we import our third-party timecard entries to work with the 'Timesheet Hours' column in Procore's Budget tool?

Create a Budget View For Equipment

  • Required User Permission:
    • To add or edit a budget view, 'Admin' on the Company Admin tool.
      Note:  Your company's Procore account must be using Procore's Project Financials and Field Productivity tools. 
  1. Navigate to the Company Admin tool. 
  2. Under Tool Settings, click Budget. 
  3. Click Set Up New Budget View. 
    set-up-new-budget-view.png
  4. Under Standard Views, highlight Procore Labour Productivity Cost.
    procore-labor-productivity-cost-view.png
  5. Click Create.
  6. Name your view as follows:
    • View Name. Enter a name for your new view. In this example, we named it: Labour Productivity Cost
    • View Description. Enter a description for your view. In this example, we entered: Recommended view for labour cost productivity report
  7. Click Configure Columns. This opens the Configure Columns window pictured below. From this point, continue with the next step to Add the Equipment Time Column.

Add Equipment Time Column

Steps from the Configure Columns window… Settings
  1. Click the Create button and choose Source from the drop-down list.
  2. Under 'New Source Column', do the following:
    • Column Name. Enter the name: Equipment Timecard Hours
    • Column Source. Select Equipment Timecard Hours. 
  3. Mark the checkbox for Equipment Timecard Hours.
  4. Click Save.
 lpc-equipment-timecard-hours.png