Set Up the Procore Labor Productivity Cost Budget View

The 'Procore Labor 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 Labor Costing feature, the 'Procore Labor 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 maximize 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 Change Orders.

• Collect production units from field personnel with Timecard Entries in the Daily Log 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 Labor Productivity Cost' budget view, which is available to your company's Procore Administrator in the Company level Admin tool.

• 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 Resource Tracking tools.

• Additional Information:

• • Your field team can enter or import timecard entry hours using the appropriate tutorials for these project tools:* My Time (Android)* My Time (iOS)* Timecard* Timesheets

  • Your budget team can add budget line items or import budget data, budgeted production quantities, and installed quantities using these tutorials:* Add a Budget Line Item* Import a Budget* Import a Unit Quantity Based Budget* Add Budgeted Production Quantities to a Project's Budget* Import Installed Quantities for the Labor Productivity Cost Budget View

  • Your team can log changes to budgeted quantities and hours using the Unit of Measure (UOM) features in the 'Production Quantities' tab of the Change Events tool. See Record Changes to Production Quantities in a Change Event.

  • Your team can log changes to budgeted production quantities using the UOM features in the 'Production Quantities' tab on a Prime Potential Change Order (Prime PCO). See Record Changes to Production Quantities on a Potential Change Order for a Prime Contract.

  • Your team can also update production quantities and hours using the UOM features your project's Prime Contract Change Orders (PCCOs).
    Note: When PCCOs are placed in the 'Approved' status (see Approve or Reject Prime Contract Change Orders), it automatically updates data in the Procore Labor Productivity Cost budget view and the Field Production Report. See View a Field Production Report.

• Limitations:
  If you are using this budget view on your Procore project:

  • For companies using the ERP Integrations tool, you will NOT be able to add the 'Actual Cost' or 'Actual Units' columns, without performing the additional configuration steps noted below.

• Verify that the Timesheets tool is active in your company's Procore account.
  Note: To do this, navigate to the Company Admin tool. Under Company Settings, click Account Information. Under Resource Management, verify that Timesheets is 'Licensed.'

• Assign the Default Cost Type for timecard entries in the Company level Timesheets tool. See Configure Settings: Company Level Timesheets.

• Add the following tools to the Project Tools menu. See Add and Remove Project Tools.

  • Direct Costs

  • Prime Contracts

  • Optional : Timecards

  • Timesheets

  • Budget

• Step 1: Create a New Budget View

• Step 2: Optional: Customize the Budget View

• Step 3: Preview the Budget View

• Step 4: Assign the Budget View to a Procore Project

Step 1: Create a New Budget View

1. Navigate to the Company Admin tool.

2. Under Tool Settings, click Budget.

3. Click Set Up New Budget View.
   

4. Under Standard Views, highlight Procore Labor Productivity Cost.
   

5. Click Create.

6. Name your view as follows:

   • View Name. Enter a name for your new view. In this example, we named it: Labor Productivity Cost

   • View Description. Enter a description for your view. In this example, we entered: Recommended view for labor cost productivity report

7. Click Configure Columns.
   This opens the Configure Columns window pictured below. From this point, continue with Step 2: (Optional) Customize the Budget View.

Step 2: Optional: Customize the Budget View

If you want to customize the Procore Labor Productivity Cost budget view, you can click the Configure Columns button. This opens the Configure Columns window, which allows you to edit the budget view. To learn about your editing options, see Configure the Columns for a Budget View in the Set Up a New Budget View tutorial. When you are finished, click the 'x' in the Configure Columns window to close it.

Step 3: Preview the Budget View

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.

Step 4: Assign the Budget View to a Procore Project

1. In the 'Procore Labor Productivity Cost' view window, place checkmarks next to project boxes of your choice in the Assign to Projects list.
   
   

   • To assign the budget view to all of your company's Procore projects, place a checkmark in the All Projects Selected box.
     Notes:* For companies using the ERP Integrations tool, you will see the 'All Project Using ERP Direct Costs' checkbox.* You may also see the 'All Projects Using Procore Direct Costs' checkbox. However, it only appears when the Direct Costs tool is enabled on the project.

   • To assign the budget view to one (1) or more projects, place a checkmark next to the desired projects.

2. Click Done.