Import a Unit Quantity Based Budget

This import allows customers, without Procore Project Financials, to upload budgeted labor hours and production quantities without using the Budget tool.

After your hours are budgeted and production quantities are established, your field teams can use create 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 Labor Budget to Actual Report, where users can compare timecard hours entered in Procore with the labor 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.

• Required User Permissions

• Only users with the Timesheets tool can access the 'Unit Quantity Based Budget' section in the project's Admin tool.

• You don't need the Budget tool to import labor hours and production quantities. But if you have access to the budget tool, you should import a budget instead.

• Procore recommends importing your budgeted hours only once. However, if you import a new version, the system will add new items and overwrite any changes to the original budgeted hours.

• Supported Import File Type: XLSX

• To ensure a successful upload, do not make any of the following changes to the file:

  • Rename any column headings.

  • Add, remove, or change the order of the columns.

  • Delete values in the Importer Data Fields tab.

1. Navigate to the project's Admin tool.

2. Under 'Project Settings' in the sidebar, click Unit Quantity Based Budget.

3. Click Download Templat to download the budget.xlsx file to the download location to your computer.

4. In the XLSX file, enter your budget information into the relevant tabs.

    Note

   • Budget Line Items is used to budget labor or equipment hours. This will populate the pickers in the Timesheets & My Time tools so your teams know what is budgeted for the project. Add the labor and equipment hours to the Unit Qty column.

   • Budgeted Production Quantities is used to budget units to install so that your team can record units installed when doing time entry in Timesheets.

   Note: The Importer Data Fields tab contains the data for the drop downs in the template, based on your project and company configurations, and should not be edited.

5. Save your changes to the file and maintain the .xlsx file format.

6. Navigate back to your project Admin tool's Unit Quantity Based Budget section.

7. Under 'Import Budget Excel document', click Choose File.

8. Select your XLSX file. Then click Open.

9. Click Import.

10. Check the import and verify that all budgeted hours and production quantities entered were properly imported by viewing them on the Unit Quantity Based Budget page.
    

1. Navigate to the project's Admin tool.

2. Under 'Project Settings' in the sidebar, click Unit Quantity Based Budget.

3. Click Download Templat to download the budget.xlsx file to the download location to your computer.

4. In the XLSX file, enter your budget information into the relevant tabs.

    Note

   • Budget Line Items is used to budget labor or equipment hours. This will populate the pickers in the Timesheets & My Time tools so your teams know what is budgeted for the project. Add the labor and equipment hours to the Unit Qty column.

   • Budgeted Production Quantities is used to budget units to install so that your team can record units installed when doing time entry in Timesheets.

   Note: The Importer Data Fields tab contains the data for the drop downs in the template, based on your project and company configurations, and should not be edited.

5. Save your changes to the file and maintain the .xlsx file format.

6. Navigate back to your project Admin tool's Unit Quantity Based Budget section.

7. Under 'Import Budget Excel document', click Choose File.

8. Select your XLSX file. Then click Open.

9. Click Import.

10. Check the import and verify that all budgeted hours and production quantities entered were properly imported by viewing them on the Unit Quantity Based Budget page.
    

• View a Labor Budget to Actual Report

• View a Field Production Report