Add a Real-Time Labor Productivity Budget View
Objective
To create a real-time labor productivity budget view that leverages data from Procore's Field Productivity tools.
Background
You can leverage flexible Work Breakdown Structure (WBS) when budgeting the resource hours and associated cost, as well as a production plan based on units to install for production quantities. Flexible WBS allows your team to budget, track time and units installed in Timesheets, and report at the right level of granularity, for an enhanced real time labor productivity cost Budget View.
Example
With Flexible WBS: |
Without Flexible WBS: |
This guide shows you how to configure a real-time labor productivity budget view that integrates with Procore's Field Productivity tools. This view provides the project's Budget tool with the ability to instantly leverage the timecard entry hours submitted by your project's field personnel in the Timecard, Timesheets, My Time (Android), and My Time (iOS) tools and update the project's budget view immediately after timecard hour entries are submitted.
For project managers, this eliminates the need to wait for timecard data to be manually input into a budget. This functionality is particularly useful for self-performing contractors who want to gain real-time insight into a project's actual labor costs, and can help to minimize the potential for labor overruns to occur on a project.
Example
Real-Time Labor Productivity Budget View in the Budget Tool
The illustration below shows you the recommended layout for the 'Real-Time Labor Productivity' budget view, as it will look when applied to your project's Budget tool.
Things to Consider
- Required User Permission:
- To add a new budget view, 'Admin' on the Company Admin tool
- Additional Information:
Your field team can submit timecard entry hours using these project tools: - Limitations:
If you are using this budget view on your Procore project:- For companies using the ERP Integrations tool, you will NOT be able to add the 'Actual Cost' or 'Actual Units' columns, without performing the additional configuration steps noted below.
Prerequisites
- There are many prerequisites. See the Field Productivity and Project Financials Setup Guide.
Workflow
This workflow shows the setup instructions as well as the time entries needed to see that information in the budget view.
Steps
- Step 1: Create a New Budget View
- Step 2: Add the Recommended Columns
- Step. 3: (Optional) Hide the Unused Blank Budget View Columns
- Step 4: Assign the Budget View to a Procore Project
Create a New Budget View
- Navigate to the Company Admin tool.
- Under Tool Settings, click Budget.
- Click Set Up New Budget View.
- Under Standard Views, select Procore Labor Productivity Cost.
- Click Create.
- Name your view as follows:
- View Name. Enter a name for your new view. In this example, we named it: Real-Time Labor Productivity
- View Description. Enter a description for your view. In this example, we entered: Recommended view for real-time labor productivity
- Click Configure Columns.
This opens the Configure Columns window pictured below. From this point, continue with the next step to Add Recommended Columns.
Add the Recommended Columns
Important
This is a recommended budget view. Your company's Procore Administrator creates the budget views used on your projects, so the column settings detailed below may be different in your environment. For other budget view recommendations, see Which budget views should I add to my Procore project?These are the recommended column settings for the Real-Time Labor Productivity budget view:
Column Name | Column Type | Column Format | Description |
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Approved COs Amount | Source | Currency | This is a hidden column that you create to perform a calculation for the values appearing in the 'Revised Budget Amount' column. |
Approved COs Unit Quantity | Source | Number | This is a hidden column that you create to perform a calculation on the values appearing in the 'Revised Units' column. |
Revised Units | Calculated | Number | This shows the original Budget Unit Qty + Approved COs Unit Qty. |
Budget UOM | Standard | n/a | This shows the Unit of Measure (UOM) for the budget line item. |
Budget Change Production Quantity | Source | Number | Represents internal changes to budgeted production quantities to be installed (outputs). It includes Unit Quantity and UOM. |
Budget Change Unit Quantity | Source | Number | This shows the Unit Qty and UOM amount from a Budget Change. |
Revised Budget Production Quantity | Calculated | Number | Shows the original Budgeted Production Qty + Approved CO Production Qty + Approved Budget Changes Production Qty. |
Revised Budget Unit Quantity | Calculated | Number | Shows the original Budget Unit Qty + Approved CO Units + Approved Budget Changes Unit Qty. |
Revised Budget Amount | Calculated | Currency | This shows the Original Budget Amount + Approved COs Amount. |
Actual Cost | Source | Currency | This shows the Direct Costs amount. |
Actual Units | Source | Number | This shows the Direct Costs Unit Quantity. |
Actual Unit Cost | Calculated | Currency | This shows the Actual Cost/Actual Units. |
Timesheet Hours | Source | Number | This shows all Timecard Entry Hours. |
% Hours Used | Calculated | Percent | This shows the Timesheet Hours/Revised Units. |
Estimated Real-Time Cost | Calculated | Currency | This shows the Actual Unit Cost x Timesheet Hours. |
Hours Remaining | Calculated | Number | This shows the Revised Units - Timesheet Hours. |
Approved COs Amount
Note: You must add this column before you can add a calculated column named 'Revised Budget Amount'.
Steps from the Configure Columns window… | Settings |
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Approved COs Unit Qty
Note: You must add this column before you can add a calculated column named 'Revised Units'.
Steps from the Configure Columns window… | Settings |
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Revised Units
Note: You must first create the 'Approved COs Unit Qty' column. See Approved COs Unit Qty.
Steps from the Configure Columns window… | Settings |
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Budget UOM
Note: You must also remove all other columns under Standard Budget.
Steps from the Configure Columns window… | Settings |
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Budget Change Production Quantity
Note: This adds a source column named 'Budget Change Production Quantities.' You must add this column before you can add a calculated column named 'Revised Budget Production Quantity.'
Steps from the Configure Columns window… | Settings |
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Budget Change Unit Quantity
Note: This adds a source column named 'Budget Change Unit Quantities'. You must add this column before you can add a calculated column named 'Revised Budget Unity Quantity'.
Steps from the Configure Columns window… | Settings |
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Revised Budget Production Quantity
Note: You must first create the Budget Change Production Quantity column. See Budget Change Production Quantity.
Steps from the Configure Columns window… | Settings |
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Revised Budgeted Unit Quantity
Note: You must first create the Budget Change Unit Quantity column. See Budget Change Unit Quantity.
Steps from the Configure Columns window… | Settings |
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Revised Budget Amount
Steps from the Configure Columns window… | Settings |
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Actual Cost
Note
For companies using the ERP Integrations tool:
- Sage 300 CRE® can add this column only if the Direct Costs tool is enabled.
- For other ERP integrations (Viewpoint® Vista™, Integration by Procore or Sage 100 Contractor®), the 'Column Source' below must be set to 'ERP JTD Costs' column (instead of 'Direct Costs').
Steps from the Configure Columns window… | Settings |
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Actual Units
Note
For companies using the ERP Integrations tool, keep in mind that you will NOT be able to configure an 'Actual Units' column on a budget view unless the Direct Costs tool is enabled and you are using the Sage 300 CRE® connector to sync job cost transactions. See Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations.Steps from the Configure Columns window… | Settings |
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Actual Unit Cost
Note
For companies using the ERP Integrations tool, keep in mind that you will NOT be able to configure an 'Actual Units' column on a budget view unless the Direct Costs tool is enabled and you are using the Sage 300 CRE® connector to sync job cost transactions. See Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations.
Steps from the Configure Columns window… | Settings |
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Timesheet Hours
When adding a 'Timesheet Hours' source column to the budget view, it is recommended that you include timecard entries in both the 'Approved' and 'Pending' status. However, your company's Procore Administrator may prefer to use a different setting for your company's account.
Important
- The 'Real-Time Labor Productivity' budget view is recommended for use by customers using Procore's Field Productivity tools. However, the 'Timesheet Hours' column can be added to other budget views. To learn how to add the column, see Can we import our third-party timecard entries to work with the 'Timesheet Hours' column in Procore's Budget tool?
- To view hours in this column on the budget as a Procore Field Productivity customer:
- A user with 'Admin' permission on the Company Timesheets tool must also configure the default cost types for timecard entries. See Configure Advanced Settings: Company Level Timesheets.
- When applying a new default cost type to your existing timecards by clicking the Apply to existing timecards button in the Timesheets tool, keep in mind this is a one-time action and can only be undone by contacting your Procore point of contact.
Steps from the Configure Columns window… | Settings |
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% Hours Used
Steps from the Configure Columns window… | Settings |
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Estimated Real-Time Cost
Steps from the Configure Columns window… | Settings |
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Hours Remaining
Note
To create the 'Hours Remaining' column, you must first create the 'Revised Units' and 'Timesheet Hours' columns as described above.Steps from the Configure Columns window… | Settings |
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Hide the Unused Blank Budget View Columns
If you created the 'Real-Time Labor Productivity' budget view from the 'Blank Budget View' template contains a few columns that can be hidden from this view. This is an optional step.
Steps from the Configure Columns window… | Settings |
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