Set Up a Field Production Report
Background
After you import your budgeted hours and production quantities into Procore, you can track and improve productivity with the Field Production Report. The report provides real-time insights, helping teams make better on-site decisions and quickly fix any problems.
Things to Consider
NotesFor customers using Procore's Resource Tracking and Project Financials tools, production quantities and hours entered on your project's change orders automatically updates data in these Procore features, when change orders are placed in the 'Approved' status:
The Procore Labor Productivity Cost budget view. See Set Up the Procore Labor Productivity Cost Budget View.
The Field Production Report. See .
To learn about the data columns in this report, see Which data columns are in a Field Production Report?
To learn about the Procore tools that interact with this report, see Which Procore project tools update data in the Field Production Report?
For customers using Procore's Resource Tracking and Project Financials tools, production quantities and hours entered on your project's change orders automatically updates data in these Procore features, when change orders are placed in the 'Approved' status:
The Procore Labor Productivity Cost budget view. See Set Up the Procore Labor Productivity Cost Budget View.
The Field Production Report. See .
To learn about the data columns in this report, see Which data columns are in a Field Production Report?
To learn about the Procore tools that interact with this report, see Which Procore project tools update data in the Field Production Report?
Things to Consider
Steps
The Field Production Report is automatically set up when you import a unit quantity based budget.
Navigate to the project's Admin tool.
Under 'Project Settings' in the sidebar, click Unit Quantity Based Budget.
Click Download Templat to download the budget.xlsx file to the download location to your computer.
In the XLSX file, enter your budget information into the relevant tabs.
NoteBudget 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.
Save your changes to the file and maintain the .xlsx file format.
Navigate back to your project Admin tool's Unit Quantity Based Budget section.
Under 'Import Budget Excel document', click Choose File.
Select your XLSX file. Then click Open.
Click Import.
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.
