Rates User Guide
Table of Contents
- Overview
- Set Up Rates
- Equipment
- Timesheets
- T&M Tickets and Change Events
- Reporting
Overview
Set Up Rates
View Equipment Details
Create a Timesheet
Create a T&M Ticket
Create a Change Event from a T&M Ticket
View Change Events
Overview
Create Company 360 Report
Background
Use the 360 Reporting tool to create, customize, and export reports. You can build reports using data from Procore tools, design the column layout, and apply groups and filters. Once generated, export your report to Microsoft Excel.
This article describes how to:
-
Create a 360 Report.
-
Configure a 360 Report by configuring Columns, managing Filters, creating Custom Columns, and managing Table Groups.
Things to Consider
-
Additional Information:
-
As you make changes to your report, click the Load Data button to populate the data.
-
To refresh your data automatically, toggle off Load Data Manually. However, this can increase wait time, especially for large or complex reports.
-
Steps
Create a 360 Report
Before creating a 360 Report, first generate the initial report and select your data source. Then, follow the steps below.
-
Navigate to the 360 Reporting tool at the Company or Project level.
-
Click Create Report in the top right corner.
-
Click the 360 Report tile.
-
Under Select Data Set, click the dataset to use.
-
Click Continue.
Note
Procore includes selected data sources from both 'Active' and 'Inactive' projects by default. To change this, search for and add the Projects > Is Active column to the report.
Configure a 360 Report
After selecting your dataset, refine the report by configuring columns, applying filters, and grouping data.
Important
By default, manual loading is ON. After changing columns, filters, or groups, click Load Data to see your updates. For automatic refreshes, turn the Load Data Manually toggle OFF. When ON, reports may require longer load times.Configure Columns
-
Click the Columns icon in the right sidebar.
-
Click the > angle bracket to open or close a field group.
OR
Enter a key word in the search box to locate a field. -
Mark the check box for the filed to add as a column.
-
To group or filter the report's data by a supported field without adding the field as a column to your report, follow the steps below:
-
Hover over the field's name in the Configure Columns menu.
-
To group your report's data by the field, click the Group By icon that shows.
-
To filter your report's data by the field, click the Filter By icon that shows.
Note: Not every field that can be added as a column can be used to group or filter the report's data.
-
-
Mark the checkbox next to the field name to add it as a column to your report.
-
To move a column, click the column name and drag your cursor to where you want the column to be.
-
To resize a column:
-
Hover your cursor next to the column's vertical ellipsis (⋮) until the ↔ cursor appears.
-
Click and drag the column to adjust its width.
-
-
Click the vertical ellipsis (⋮) next to a column name to select one of the following options:
-
Group by Address
-
Pin Column
-
Autosize this Column
-
Autosize All Columns
-
Sort by this Column
-
Filter by this Column
-
Remove
Tip
Want to organize your data better? You can enable multi-column sorting on your 360 report. For details, see How do I apply a multi-column sort to a 360 Report?
-
Manage Filters
-
Click the Filters icon in the right sidebar.
-
Click Add Filters to see which fields are available to filter data in your report. A field does not need to be added as a column on the report before it can be used for filtering.
-
Enter a key word in the search box to locate a field to use as a filter.
OR
Scroll through the filters list. -
Click on a field that you want to filter your report by.
-
If the field that you selected in step 4 is a text string (such as an item's status):
-
Select the Include button or select the Exclude button.
-
Click the Select Values drop-down menu.
-
Select one or more values to include or exclude in the filter.
OR
Select 'None' to either include or exclude null values in the filter.
-
-
If the field that you selected in step 4 is a date value, click the Select Dates drop-down menu and select one of the following options:
-
Select Fixed Date Range to set minimum and maximum dates using the Min and Max fields.
-
To see items dated before a certain date, leave the Min field blank.
-
To see items dated after a certain date, leave the Max field blank.
-
-
Select Custom Time Period to define your own date range to filter results.
-
Click the left Select drop-down menu and choose This, Last, or Next (where This refers to the present, Last to the previous, and Next to the upcoming period).
-
Use the + and - buttons to choose the numeric value for your custom time period.
Note: When you select This from the left Select drop-down menu, the number field is not available. -
Click the right Select drop-down menu and choose Day, Week, Work Week, Month, Quarter, or Year.
Where,-
Day defines the specified number of days (for example, This Day, Last 1 day or Next 2 days).
-
Week defines a specified week period. For example, Sunday - Saturday (This week, Last 2 weeks, or Next 3 weeks).
-
Work Week indicates a specific work week. For example, Monday-Sunday (This work week, Last 2 work weeks, or Next 1 work week).
Note: The work week does NOT change based on Project > Admin > Working Days configuration. -
Month defines the first and the last calendar day (This month, Last 2 months, or Next 3 months).
-
Quarter defines the first and the last calendar quarter (This quarter, Last 2 quarters, or Next 3 quarters).
-
Year defines the whole annual period (This year, Last 2 years, or Next 3 years).
-
-
-
Select an existing time period (such as Today, This Week, This Work Week, This Month, This Quarter, or This Year).
-
Select None (Fields with no date).
-
Select All (Fields with any date).
-
-
If the field that you selected in step 4 is a boolean value, select the Yes, No, or None button.
-
To remove a filter, click the X next to the filter name.
-
To remove all filters, the vertical ellipsis (⋮) at the top of the Filters menu and click Delete all filters.
Create and Manage Custom Columns
-
Click the Custom Columns icon in the right sidebar.
-
Type a Name for the column.
-
Enter a Description.
-
Select one (1) option from the Column Type drop-down list:
-
Basic Calculation.
-
Date Variance.
-
-
Search for and select a column to add from the Select a Column list.
-
Select one (1) operator from the Select an Operator list.
-
Search for and select a column to add from the Select a Column list.
-
Choose a number format from the Format list. Options include: Number, Currency, or Percent.
Manage Table Groups
-
Click the
Table Groups at the top of the report. -
To rearrange table groups, click the vertical grip (⋮⋮) icon and use a drag-and-drop operation to move the groups into your preferred order.
-
To remove a table group, click the X next to the table group name.
-
Click Update.
Create Project 360 Report
Background
Use the 360 Reporting tool to create, customize, and export reports. You can build reports using data from Procore tools, design the column layout, and apply groups and filters. Once generated, export your report to Microsoft Excel.
This article describes how to:
-
Create a 360 Report.
-
Configure a 360 Report by configuring Columns, managing Filters, creating Custom Columns, and managing Table Groups.
Things to Consider
-
Additional Information:
-
As you make changes to your report, click the Load Data button to populate the data.
-
To refresh your data automatically, toggle off Load Data Manually. However, this can increase wait time, especially for large or complex reports.
-
Steps
Create a 360 Report
Before creating a 360 Report, first generate the initial report and select your data source. Then, follow the steps below.
-
Navigate to the 360 Reporting tool at the Company or Project level.
-
Click Create Report in the top right corner.
-
Click the 360 Report tile.
-
Under Select Data Set, click the dataset to use.
-
Click Continue.
Note
Procore includes selected data sources from both 'Active' and 'Inactive' projects by default. To change this, search for and add the Projects > Is Active column to the report.
Configure a 360 Report
After selecting your dataset, refine the report by configuring columns, applying filters, and grouping data.
Important
By default, manual loading is ON. After changing columns, filters, or groups, click Load Data to see your updates. For automatic refreshes, turn the Load Data Manually toggle OFF. When ON, reports may require longer load times.Configure Columns
-
Click the Columns icon in the right sidebar.
-
Click the > angle bracket to open or close a field group.
OR
Enter a key word in the search box to locate a field. -
Mark the check box for the filed to add as a column.
-
To group or filter the report's data by a supported field without adding the field as a column to your report, follow the steps below:
-
Hover over the field's name in the Configure Columns menu.
-
To group your report's data by the field, click the Group By icon that shows.
-
To filter your report's data by the field, click the Filter By icon that shows.
Note: Not every field that can be added as a column can be used to group or filter the report's data.
-
-
Mark the checkbox next to the field name to add it as a column to your report.
-
To move a column, click the column name and drag your cursor to where you want the column to be.
-
To resize a column:
-
Hover your cursor next to the column's vertical ellipsis (⋮) until the ↔ cursor appears.
-
Click and drag the column to adjust its width.
-
-
Click the vertical ellipsis (⋮) next to a column name to select one of the following options:
-
Group by Address
-
Pin Column
-
Autosize this Column
-
Autosize All Columns
-
Sort by this Column
-
Filter by this Column
-
Remove
Tip
Want to organize your data better? You can enable multi-column sorting on your 360 report. For details, see How do I apply a multi-column sort to a 360 Report?
-
Manage Filters
-
Click the Filters icon in the right sidebar.
-
Click Add Filters to see which fields are available to filter data in your report. A field does not need to be added as a column on the report before it can be used for filtering.
-
Enter a key word in the search box to locate a field to use as a filter.
OR
Scroll through the filters list. -
Click on a field that you want to filter your report by.
-
If the field that you selected in step 4 is a text string (such as an item's status):
-
Select the Include button or select the Exclude button.
-
Click the Select Values drop-down menu.
-
Select one or more values to include or exclude in the filter.
OR
Select 'None' to either include or exclude null values in the filter.
-
-
If the field that you selected in step 4 is a date value, click the Select Dates drop-down menu and select one of the following options:
-
Select Fixed Date Range to set minimum and maximum dates using the Min and Max fields.
-
To see items dated before a certain date, leave the Min field blank.
-
To see items dated after a certain date, leave the Max field blank.
-
-
Select Custom Time Period to define your own date range to filter results.
-
Click the left Select drop-down menu and choose This, Last, or Next (where This refers to the present, Last to the previous, and Next to the upcoming period).
-
Use the + and - buttons to choose the numeric value for your custom time period.
Note: When you select This from the left Select drop-down menu, the number field is not available. -
Click the right Select drop-down menu and choose Day, Week, Work Week, Month, Quarter, or Year.
Where,-
Day defines the specified number of days (for example, This Day, Last 1 day or Next 2 days).
-
Week defines a specified week period. For example, Sunday - Saturday (This week, Last 2 weeks, or Next 3 weeks).
-
Work Week indicates a specific work week. For example, Monday-Sunday (This work week, Last 2 work weeks, or Next 1 work week).
Note: The work week does NOT change based on Project > Admin > Working Days configuration. -
Month defines the first and the last calendar day (This month, Last 2 months, or Next 3 months).
-
Quarter defines the first and the last calendar quarter (This quarter, Last 2 quarters, or Next 3 quarters).
-
Year defines the whole annual period (This year, Last 2 years, or Next 3 years).
-
-
-
Select an existing time period (such as Today, This Week, This Work Week, This Month, This Quarter, or This Year).
-
Select None (Fields with no date).
-
Select All (Fields with any date).
-
-
If the field that you selected in step 4 is a boolean value, select the Yes, No, or None button.
-
To remove a filter, click the X next to the filter name.
-
To remove all filters, the vertical ellipsis (⋮) at the top of the Filters menu and click Delete all filters.
Create and Manage Custom Columns
-
Click the Custom Columns icon in the right sidebar.
-
Type a Name for the column.
-
Enter a Description.
-
Select one (1) option from the Column Type drop-down list:
-
Basic Calculation.
-
Date Variance.
-
-
Search for and select a column to add from the Select a Column list.
-
Select one (1) operator from the Select an Operator list.
-
Search for and select a column to add from the Select a Column list.
-
Choose a number format from the Format list. Options include: Number, Currency, or Percent.
Manage Table Groups
-
Click the
Table Groups at the top of the report. -
To rearrange table groups, click the vertical grip (⋮⋮) icon and use a drag-and-drop operation to move the groups into your preferred order.
-
To remove a table group, click the X next to the table group name.
-
Click Update.