How can I use wages in Workforce Planning?

Background

Wages allow you you calculate the cost of your workforce in Workforce Planning. There are three places where you can track wages:

  1. Wage Overrides. A wage for a job title on a specific project. This overrides the wage in the person's profile, and the default job title configuration.
  2. People's Profiles. A person's specific wage.
  3. Job Titles. The default wages associated with a job title.

When calculating wages, the wage used is based on the above hierarchy: Wage Overrides are considered first, followed by wages in a person's profile, and finally, wages that are associated with default job title settings.

After wages are set up, you can calculate the cost of people, job titles, and projects by configuring 'Cost' as the 'Total Cell Units' on the Assignments Gantt and Totals Dashboard.

Answer

To use wages to view the cost of people, job titles, and projects:

  1. Configure wages
  2. Calculate cost on the Assignments Gantt and Totals Dashboard
 Note

If you change a person's wage or job title rate, it will change all calculations, past and future.

Configure Wages

First, configure wages in the following places:

Configure Wages in Job Titles

To configure default wages for job titles, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Job Titles.
  4. Locate the job title you want to configure a wage for and click Edit. 
    Note: If you need to create a new job title, see Configure Job Titles for Workforce Planning.
  5. Enter the default or average Hourly Rate for that job title.
    Note: This is typically the general rate for the job title and used for forecasting or estimating.
     Important

    Wages can be entered as hourly or a salary. However, in order to properly calculate cost for a salaried employee, Procore recommends calculating and entering their hourly rate, instead of a salary.

  6. Click Save.

Configure Wages in People's Profiles

To enter a person's specific wage, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click People and select People List.
  3. Locate the user record to modify. Then click on their name.
  4. Locate the 'Info' section and click Edit.
  5. Enter the person's Hourly Wage.
  6. Click Save.

Configure Wage Overrides for Projects

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Click the project name.
  4. Click the Specifications tab.
  5. Under the 'Wage Override' section, click Add Wage.
  6. Select the Job Title from the drop-down list.
  7. Enter the Wage per Hour for the job title.
  8. Click Save.

Calculate Cost

After wages are set up, you can calculate the cost of:

Calculate the Cost of People on the Assignments Gantt

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Gantt.
  3. Select the Group.
    clipboard_e1b95049a78faf6b27a84d4761a0c4f7e.png
  4. Select People.
    clipboard_e0b871ff5e884d4e53fad29cb0fcf5022.png
  5. Select your date range.
  6. Click Configure.
    clipboard_e5808ee86663606695c031217fe5d3ea7.png
    • Select 'Total Cell Units' to display column totals by Cost.
  7. Click Apply.

Calculate the Cost of Projects on the Assignments Gantt

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Gantt.
  3. Select the Group.
    clipboard_e1b95049a78faf6b27a84d4761a0c4f7e.png
  4. Select Projects.
    clipboard_eec8772bcc04d4b76e7957914de087972.png
  5. Select your date range.
  6. Click Configure.
    clipboard_e5808ee86663606695c031217fe5d3ea7.png
    • Select 'Total Cell Units' to display column totals by Cost.
  7. Click Apply.

Calculate the Cost of Projects on the Totals Dashboard

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Dashboard and select Totals.
  3. Select the Date and the number of Weeks you want to view.
  4. Click Configure.
  5. Select to view totals by Project.
  6. Select how to view 'Total Cell Units' by Cost.
  7. Click Apply.

Calculate the Cost of Job Titles on the Totals Dashboard

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Dashboard and select Totals.
  3. Select the Date and the number of Weeks you want to view.
  4. Click Configure.
  5. Select to view totals by Job Title.
  6. Select how to view 'Total Cell Units' by Cost.
  7. Click Apply.