Switch Between Views in the Direct Costs Tool

With the Direct Costs tool, you have access to two tabs for viewing your project's direct cost data:

• Summary
  This tab summarizes your direct costs data in a tabular format that lists line items by Date, Vendor, Type, Invoice #, Status, Amount, Received Date, and Paid Date of your project's direct costs. You can click any column header in the table to sort the line items by that column heading.

• Summary by Cost Code
  This tab groups your project's cost codes by division and then summarizes your direct costs line items in a tabular format. Line items are listed by Date, Employee, Vendor, Type, Invoice #, Status, Description, Amount, Received Date, and Paid Date of your project's direct costs.

• Required User Permissions:

  • 'Read Only' level permissions or higher on the project's Direct Costs tool.

• Additional Information:

  • The 'Summary by Cost Code' tab provides you with the added ability to filter by 'Cost Code' and 'Cost Type' (a.k.a., Type). See What are Procore's default cost types?

• Enable the Direct Costs Tool

• Create a Direct Cost

1. Navigate to the Direct Costs tool.

2. Click the tab that you want to view:

   • Summary
     This tab summarizes your direct costs data in a tabular format that lists line items by Date, Vendor, Type, Invoice #, Status, Amount, Received Date, and Paid Date of your project's direct costs. You can click any column header in the table to sort the line items by that column heading.
     

   • Summary by Cost Code
     This tab groups your project's cost codes by division and then summarizes your direct costs line items in a tabular format. Line items are listed by Date, Employee, Vendor, Type, Invoice #, Status, Description, Amount, Received Date, and Paid Date of your project's direct costs.