Table of Contents
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, Daywork Sheets, and Budget.
To add or remove equipment from projects in the project's Equipment tool.
After Equipment is created in your company's Equipment tool, you can add or remove equipment from your project. Equipment can be used in Inspections, Timesheets and your Budget.
If you have existing integrations for a project that depend on equipment listed in the Project Settings of the project Admin tool, Procore recommends NOT enabling Equipment tool at this time.
Enabling the Equipment tool on a project disables existing third party integrations for that project that rely on the equipment listed in the in the project's Admin tool.
To create an equipment record in the project's Equipment tool.
After Equipment is created in your company's Equipment tool, you can add or remove equipment from your project. Equipment can be used in Inspections, Timesheets and your Budget.
To save time, use the TAB and ENTER keys on your keyboard to switch between sections and buttons.
You can create an inspection from the following places:
If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.
After the required fields have been entered, you will be able to create or save the form.
You can create an inspection from the following places:
If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.
After the required fields have been entered, you will be able to create or save the form.
This feature is currently in beta.
Add or create equipment records in the Project's Equipment tool. See Add or Remove Equipment from Projects in the Project level Equipment Tool.
Note: Previously equipment was added and managed added in the Equipment page of the Admin tool.
This feature is currently in beta.
If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.
After the required fields have been entered, you will be able to create or save the form.
This feature is currently in beta.
If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.
After the required fields have been entered, you will be able to create or save the form.
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.
You can also use these options to create a new daily timesheet:
to the ON to automatically apply Overtime Rules. See Configure Overtime Rules for Timesheets.
OR
to the ON to automatically apply Overtime Rules. See Configure Overtime Rules for Timesheets.
OR
Type: Tap to select the type of time being entered.
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.
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:
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.
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.
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:
Column Name | Column Type | Column Format | Column Description | Column Configuration |
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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 |
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 Resource Tracking 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?
Steps from the Configure Columns window… | Settings |
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After closing the Configure Columns window, the system returns you to the new budget view's window. Under Column Configuration, you can get an idea of how your budget view will look in Procore by selecting a project from the Preview with Project drop-down list.
After previewing your budget view and determining that it suits your business needs, you can assign it one or more Procore projects.
Navigate to the project's Budget tool. Then click the Budget, Budget Details, or Project Snapshot Status tab and select an option from the View menu. To add views to this menu, see Assign a Budget View to a Project.