Table of Contents
This workflow allows customers, without Procore Project Financials, to upload budgeted labour hours and production quantities without using the Budget tool.
After your hours are budgeted and production quantities are established, your site teams can use Timesheets to record time against these budgeted tasks and submit and add quantities for the units installed daily in Timesheets.
In reporting, your imported budget can be used in the Labour Budget to Actual Report, where users can compare timecard hours entered in Procore with the labour hours in your imported budget. The primary value of this report is to see the percentage of hours used for each cost code and includes calculated values like remaining hours and job to date hours.
For production quantities, your imported budget can be used in the Field Production Report, where users can compare production quantities entered in the Timesheets tool with the production quantities in your imported budget. The primary value of this report is to track the progress of products installed on site by seeing the percentage completed for each cost code. It also includes calculated values like budgeted, actual and remaining quantities. This gives the teams real-time insight into the percentage of work completed for tasks on site.
To take the steps in this guide, users need the following permissions:
Company Level
Project Level
Some of these tasks can be performed with lower level or granular permissions. See the User Permissions Matrix for the full list of actions taken in all other tools.
When this setting is turned ON, project administrators can perform these tasks:
To adjust your company's Work Breakdown Structure (WBS) for a Procore project.
After creating a new project in your company's Procore account, you can use the built-in WBS features to define the cost structure for Procore's Project Financials tools. When defining a project's WBS cost structure, you have two choices. If you are unsure which choice to make, contact your company's Procore Administrator for guidance:
There are three tabs:
Do NOT make the following changes to the XLSX file:
You can also use these options to create a new daily timesheet:
The selections that are available in the 'Cost Codes' drop-down list depend on how the 'Limiting Cost Codes by Cost Types' setting is configured in your Company level Timesheets tool. See Configure Advanced Settings: Company Level Timesheets. In addition, one (1) of the following items must also be true on your project:
Now that you have filled out your timesheet, perform the following actions before you submit:
Click Submit and Add Quantities.
Note: This button will be disabled if quantities have not been uploaded to the project. See Import a Unit Quantity Based Budget.
In the 'Add Quantities' page, enter an amount in the Units Installed field.
Click Submit.