Guide de configuration du suivi des ressources et des finances du projet

Accédez à l’outil Budget du projet.

Sous l’onglet Budget , sélectionnez la vue « Coût de productivité du travail Procore » dans la liste déroulante Afficher .

Sous Importer les quantités installées, cliquez sur le lien Télécharger le modèle Excel .

Sur votre ordinateur, ouvrez le fichier téléchargé nommé installed_production_quantities.xlsx. L’illustration ci-dessous vous montre le fichier à télécharger :

Passez aux étapes suivantes.

In the installed_production_quantities.xlsx file, complete the data entry as follows for the installed production quantities that you want to update:

• Cost Code. Shows the cost code that corresponds to the installed production quantity that you want to update. Cost codes are managed in Procore's Work Breakdown Structure.

• Description. Shows the cost code description. Cost codes are managed in Procore's Work Breakdown Structure.

• Quantity Installed. Enter the quantity installed for that cost code using whole numbers.

• Production UOM. Shows the Unit of Measure (UOM). To learn about the default selections in this list, see Which units of measure are included in Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.

• Date Installed (MM/DD/YYYY). Enter the installation date that corresponds to the 'Quantity Installed' entry using the MM/DD/YYYY format.

Save your Microsoft Excel file in the CSV format.

Navigate back to the project's Budget tool.

Under the Budget tab, select the 'Procore Labor Productivity Cost' view from the View drop-down list.

Under Import Installed Quantities, click the Choose File link.

On your computer, navigate to the installed_production_quantities.csv file that you just saved and upload it.

Click Import.