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Create a Direct Cost

Objective

To create a direct cost (an invoice, expense, or payroll).

Background

Direct Costs are costs that are incurred that are not associated with commitments such as general conditions and self-performed work. The  different types of direct costs that users can create in Procore are invoices, expenses, and payroll. Invoices are received from a vendor and is a cost not tied to a commitment with that vendor. Expenses are used to track costs that are allocated from the company to the project, for things such as computers, phones, internal equipment rental, etc.  Payrolls can track monthly payroll costs, and classify these costs by cost codes so that the payroll amounts reflect each month on the budget. Users will see the direct costs they create in the "Direct Costs" column in the budget for that line item (as long as the status is not 'Draft').

Things to Consider

  • Required User Permission: 'Standard' or 'Admin' on the project's Direct Costs tool.

Steps

  1. Navigate to the project's Direct Costs tool.
  2. Click the + Add New Direct Costs button.


     
  3. Fill out the following fields:
    • Type: Select Payroll, Invoice, or Expense from the drop-down menu.
    • Date: Select a date from the calendar picker.
    • Status: Select either Draft, Pending, Revise and Resubmit, or Approved. If the status is set to anything other than "Draft," the value of the cost will be visible in the "Direct Cost" column on the Budget. 
    • Vendor: Select a vendor from the drop-down that the direct cost was received from. This field is required if you have selected "Invoice" as your direct cost type. You can attribute a direct cost to a vendor in the company directory without the need to add them to the project directory.
    • Employee: Select an employee from the drop-down that the direct cost was received from.
    • Terms: Enter any terms for the seller. You can either select one of the options from the drop-down or create your own by entering text into the Terms text box.
      Note: The drop-down menu will not appear for users on older browsers such as Internet Explore 9 and Safari browsers. 
    • Description: Enter in a more detailed description of the direct cost.
    • Received Date: Enter a date the direct cost was received.
    • Paid Date: Enter a date the direct cost was paid.
    • Attachments:Add an attachment, such as a copy of the direct cost. 


       
  4. Add a line item to the direct cost by selecting one of the following:
    1. Sub Jobs: If you have sub jobs on your project, select a sub job. 
    2. Cost Code: Select the appropriate cost code for the item.
    3. Type: Select the appropriate item type from the drop-down menu.
    4. Quantity:​ Enter in the quantity of units.
    5. Units: Enter in the number of units of the item.
    6. Unit Cost: Enter in each unit cost. 
    7. Subtotal: The subtotal will be calculated automatically. 


       
    8. Click +Add.
    9. Click Create to create the direct cost.

 

 

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Last modified
14:24, 26 Aug 2016

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