Direct Costs (Company)

Overview

The company Level Direct Costs tool centralizes all company-wide direct cost invoices and helps you to accurately track and manage all direct costs. With this tool, the accounting team uploads, enters, and sends the invoices to the project teams for review. It provides visibility to project managers to review and approve all invoices from vendors and allows project teams to view the invoice details and PDFs on the budget and prefill those costs and backup material on owner invoices.

Key benefits of company Level Direct Costs tool include:

Centralized Invoice Management. All direct cost invoices are managed from a single company-level location.
Secure Document Storage. All invoice attachments are securely stored and viewable within the system.
Visual Document Viewer. Preview invoices and budget data simultaneously for instant verification and approval within the viewer.

Tutorials

FAQ/Troubleshooting

Permissions

Learn which user permissions are required to take the described actions in this tool.

Important

Some actions that impact this tool are done in other Procore tools.

 |  | 

The action is available on Procore's Web, iOS, and/or Android application.

Users can take the action with this permission level.

Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action	Read Only	Standard	Notes
Add, Edit, and Delete Line Items for a Project's Direct Costs Web			'Read Only' and 'Standard' users must also be the direct cost's Assignee.
Add, Edit, and Delete Payments Web
Configure Settings for the Company Direct Cost Tool Web	Edit Settings	Edit Settings
Delete a Direct Cost Web	Delete Direct Cost Uploads in Uploads Tab	Delete Direct Cost Uploads in Uploads Tab
Download the Direct Cost File Web
Edit Direct Costs (Direct Costs Tab) Web	Edit All Direct Costs in Direct Costs Tab	Edit All Direct Costs in Direct Costs Tab
Edit Direct Costs (Uploads Tab) Web	Edit Direct Cost Uploads in Uploads Tab	Edit Direct Cost Uploads in Uploads Tab
Edit Settings for the Direct Costs Tool Web	Edit Settings	Edit Settings
Mark a Direct Cost as Paid Web	Edit All Direct Costs in Direct Costs Tab	Edit All Direct Costs in Direct Costs Tab
Restart a Direct Costs Workflow Web	Restart Workflow for Direct Costs	Restart Workflow for Direct Costs
Review and Respond to Workflow for a Project's Direct Costs Web			'Read Only' and 'Standard' users must also be the direct cost's Assignee.
Search and Filter Direct Costs (Direct Costs Tab)	View All Direct Costs in Direct Costs Tab	View All Direct Costs in Direct Costs Tab
Search and Filter Direct Costs (Uploads Tab)	View Direct Costs in Uploads Tab	View Direct Costs in Uploads Tab
Send Direct Costs Back to Uploads Tab Web	Send Direct Costs Back to the Uploads Tab	Send Direct Costs Back to the Uploads Tab
Send Direct Costs to ERP Web	Send Direct Costs to ERP	Send Direct Costs to ERP
Submit a Direct Cost for Review	Submit for Review	Submit for Review
Upload Direct Costs Web	Upload New Direct Costs	Upload New Direct Costs
View Direct Cost Change History (Direct Costs Tab) Web	View All Direct Costs in Direct Costs Tab	View All Direct Costs in Direct Costs Tab
View Direct Cost Change History (Uploads Tab) Web	View Direct Costs in Uploads Tab	View Direct Costs in Uploads Tab
View Direct Costs (Direct Costs Tab) Web	View All Direct Costs in Direct Costs Tab	View All Direct Costs in Direct Costs Tab
View Direct Costs (Uploads Tab) Web	View Direct Costs in Uploads Tab	View Direct Costs in Uploads Tab
View Settings for the Direct Costs Tool Web	View Settings	View Settings

Overview

Tutorials

Process Guides

About the Company Direct Costs Tool

Configuration Tasks

Manage Direct Costs

FAQ/Troubleshooting

Permissions

Important