Direct Cost

Add a New Direct Cost

1. Navigate to the project's Direct Costs tool.
2. Click Create. Then select Create Direct Cost from the drop-down menu.
   
3. Under General Information, do the following:
   1. Type
      Select Expense, Progress Claim, or Payroll from the drop-down list.
   2. Date
      Choose the date you want to apply to the direct cost from the calendar control.
   3. Status
      Select Draft, Pending, Revise and Resubmit, or Approved.
      Note: If you set the direct cost to any status other than Draft, the direct cost’s line item amount is automatically populated as a value in the 'Direct Cost' column of the project’s budget.
   4. Vendor
      Select a vendor from the drop-down list.
      Notes:
      • The selections in this list are populated from the Company Directory (and NOT the Project Directory). 
      • This field is only required when 'Invoice' is selected. 
   5. Employee
      Select the employee that reported the direct cost.
   6. Terms
      Enter any terms for the seller. You can either select one of the options from the drop-down or create your own by entering text into the Terms text box.
      Note: This drop-down requires a supported web browser. See Which web browsers are supported by Procore?
   7. Description
      Enter in a more detailed description of the direct cost.
   8. Received Date
      Enter a date the direct cost was received.
      Note: The received date must fall within the start and end date of the billing period. 
   9. Paid Date
      Enter a date the direct cost was paid.
   10. Attachments
       Add an attachment, such as a digital copy of an progress claim, bill or receipt for the direct cost. 
4. If you want to add new line items for the direct cost, see the next steps below.

Add a Line Item to a Direct Cost

While editing the direct cost that you want to add the line item to, do the following:

1. Click Add Line.
2. Complete the data entry as follows:
   • Budget Code
     Select a budget code from the list or click Create Budget Code to create a new one. See What is a budget code in Procore's WBS? 
   • Autocalculate vs. Override Amount
     Click the icon in the column until the calculation method you want to use is active:
     • If you want Procore to consider your Qty, UOM, and Unit Cost entries to automatically calculate the 'Amount', click the column until a calculator icon appears. 
     • If you want to manually override the automatic calculation and enter the amount, click the column until the icon with the exclamation point appears. 
   • Description
     Enter a description for the line item. 
   • Qty
     Enter in the quantity of units.
   • UOM
     Select the Unit of Measure (UOM) from the drop-down list.  See Which units of measure are included on Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.
   • Unit Cost
     Enter the unit cost in the box provided.
   • Amount
     The system automatically calculates the subtotal for you, based on the Qty, UOM, and Unit Cost entries. 
3. Choose one of these options:
   • Save. Click this button to save the line item. 
   • Save & Create New. Click this button to save the line item and create a new one.