Field Productivity and Project Financials: Setup Guide

For customers with Field Productivity and Project Financials, you can track and manage your production quantities in your budget.

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.

You can also set up a budget view named 'Procore Labor Productivity Cost' budget view. This is a pre-built view that you can quickly add to a project. It allows users to input production quantities to your project's budget.

This guide walks you through how to:

1. Configure your settings
2. Set up budget views
3. Set up your project
4. Set up your budget
5. Track time and production quantities
6. Manage changes

• Your field team can enter timecard entry hours using the appropriate tutorials for these project tools:
  • My Time (Android)
  • My Time (iOS)
  • Timecard
  • Timesheets
• Your team can log changes to  hours using the Unit of Measure (UOM) or update quantities to install using  the 'Production Quantities' section  of the Change Events create and edit pages.
• Your team can log changes to budgeted production quantities that represent in-scope or internal changes using the Production Quantities section of the Budget Changes tool.
• Your team can log contract change orders for out of scope changes to production quantities using the UOM features in the 'Production Quantities' tab on a Prime Potential Change Order (Prime PCO), . and Prime Contract Change Orders (PCCOs).
  When PCCOs are placed in the 'Approved' status (see Approve or Reject Prime Contract Change Orders), it can automatically updates data in the Procore Labor Productivity Cost budget view and the Field Production Report. See Create a New Budget View for instructions on how to configure your view.
• 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.

This workflow shows the setup instructions as well as the time entries needed to see that information in the budget view.

• 'Admin' level permissions on the Company Directory tool for actions taken in the Company level tools.
• 'Admin' level permissions for each Project level tool where actions are taken, including:
  • Admin tool
  • Budget

1. Navigate to the Company level Admin tool.
2. Click Work Breakdown Structure.
3. Click the Configure Settings icon.
4. Configure one or more of the following settings:
   • Sub Jobs
     • Make sub jobs an option on any projects within your Company. 
       Note: Once sub jobs are in use on at least one project's budget code structure, this setting cannot be turned off.
   • Budget Code Structure Edits at Project Level
     • This setting allows users to change the order of segments in the budget code structure at the Project level.
   • Custom Budget Code Descriptions
     • ​​​​​​​This setting allows users to create custom budget code descriptions for all projects within your company.
       Note: Once this setting is enabled at the Company level, the budget code descriptions setting must be enabled on an individual project's Work Breakdown Structure configuration settings. 
   • Copy Over WBS Sub Job and Cost Code Details When Project Templates Are Used
     • ​​​​​​​When this setting is enabled, sub job and cost code information along with all other WBS details are automatically carried over to new projects when using project templates.
5. Click Save.

1. Navigate to the Company level Admin tool. 
2. Under 'Company Settings', click the Work Breakdown Structure link. 
3. In the 'Segments' table, click the Add Segment button. 
   
4. In the 'New Segment' window, do the following:

    Note

   An asterisk (*) in the list below indicates a required field. 
   
   • Segment Name*. Enter a name for your new segment. This is a required field. Duplicate segment names are NOT permitted. A 'Segment Name is in use' message appears to notify if you attempt to enter a name that already exists. 

      Tip

     Not sure what custom segments to create? To learn how other Procore clients use Work Breakdown Structure, see What custom segments should we create for our company's Work Breakdown Structure?
   • Segment Structure*. Select a value from the drop-down list. This is a required field. Your choices include:
     • Flat. Select this option to add your segment to the list with no hierarchy.
     • Tiered. Select this option to nest your segment into a tree (hierarchical) structure.

        Tip

       What's the difference between a flat and tiered segment? To learn the difference, see What is the difference between a flat and tiered segment in Procore's WBS?
5. Under the Project Level Actions section, choose one (1) or all of these options:

    Note

   When the 'Project Level Actions' settings are turned ON, your project administrators (users with 'Admin' level permissions on the Project level Admin tool) are permitted to perform specific tasks on segments and segment items at the project level. These settings are turned OFF by default. 
   • Add/Edit/Delete Project Level Segment Items. Place a mark in this checkbox to provide project administrators with the ability to add, edit, and delete unused segment items on a project. This setting is turned OFF by default.

      Note

     When this setting is turned ON, project administrators can perform these tasks:

     • Add Segment Items to a Project
     • Edit Segment Items on a Project
     • Delete Unused Segment Items from a Project
   • Delete Segment Items Inherited from Company. Place a mark in this checkbox to provide project administrators with the ability to delete segment items inherited at the Project level from the Company level Admin tool. This is useful to project administrators who don't want new segment items created at the company level to be used on a project. See Delete Unused Segment Items from a Project.
6. Click Create. 
   Procore adds the new segment to the bottom of the 'Segments' list. 
7. Repeat the steps above for all of the new segments to add.

1. Navigate to the Company level Admin tool.
2. Under 'Tool Settings', select Timesheets or My Time.
3. Click the Task Codes tab.
4. Take one of the following actions:
   • Move the toggle to the ON  position to enable task codes.
   • Move the toggle to the OFF  position to disable task codes.

Assign the Default Cost Type for timecard entries in the Company Timesheets tool.

1. Navigate to the company's Timesheets tool. 
2. Click the Configure Settings  icon.
3. Default Cost Type for Timecards. Select the cost type to assign to your project's timecard entries. If your company is using Procore's Project Financials, this action ensures that the labor costs from your project's timecards are reflected in the 'Procore Labor Productivity Cost' and 'Real-Time Labor Costing' budget views. 
   Note: By default, this option is set to 'Labor'. 
   • Click Update to apply the default cost type to any future timecard entries.
   • Click Apply to Existing Entries to apply the default cost type to all existing timecard entries.

      Important

     • Applying a new default cost type to existing timecards by clicking Apply to existing timecards is a one-time action and cannot be undone without contacting your Procore point of contact.
     • If your company is using Field Productivity with Project Financials, you must assign a Default Cost Type to timecard entries before your project teams can work with the following budget views: 
       • Create a Real-Time Labor Costing view for the budget. See Add a Budget View for Real-Time Labor Costing.
       • Set Up the 'Procore Labor Productivity Cost' budget view. See Set Up the Procore Labor Productivity Cost Budget View.

To configure additional settings, see Configure Advanced Settings: Company Level Timesheets.

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.

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.

1. Navigate to the Company Admin tool. 
2. Under Tool Settings, click Budget. 
3. Click Set Up New Budget View. 
4. Under Standard Views, select Procore Labor Productivity Cost.
5. Click Create.
6. Name your view as follows:
   1. View Name. Enter a name for your new view. In this example, we named it: Real-Time Labor Productivity
   2. View Description. Enter a description for your view. In this example, we entered: Recommended view for real-time labor productivity
7. Click Configure Columns.
   This opens the Configure Columns window pictured below. From this point, continue with the next step to Add Recommended Columns.
   
   

These are the recommended column settings for the Real-Time Labor Productivity budget view:

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

Click the Create button and choose Source from the drop-down list. Under 'New Source Column', do the following: Column Name. Enter the name: Approved COs Amount Column Source. Select Prime Contract.  Mark the checkbox for Change Orders. Under 'Status', mark the checkbox for Approved.  Click Create. Under Source on the left, hide the column from the budget view by removing the checkmark from the Approved COs Amount box.

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
Click Create and choose Source. Under 'New Source Column', do the following: Column Name.  Enter the name: Approved COs Unit Qty Column Source. Select Prime Unit Qty.  Mark the checkbox for Change Orders Unit Quantity.  Under 'Status', mark the checkbox for Approved.  Click Create. Under the Source list, hide the box from the budget view by clearing the checkmark from the Approved COs Unit Qty.

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

Click Create  and choose Calculated. Under 'New Formula Column', do the following: Column Name. Enter the name:  Revised Units Format. Select Number.  Select these calculation settings as shown in the drop-down lists:  Budget Unit Qty Plus (+) sign Approved COs Unit Qty Optional: If you want to show subtotals and grand totals on this column in the Project level Budget tool, mark the Allow Subtotals and Grand Totals check box.  Click Create.

Budget UOM

Note: You must also remove all other columns under Standard Budget. 

Steps from the Configure Columns window…	Settings
Under Standard Budget on the left, place a checkmark in the Budget UOM box.  Clear the checkmarks from all other columns under the 'Standard Budget' section.

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
Click Create and choose Source. Under 'New Source Column', do the following: Column Name.  Enter the name: Budget Change Production Quantities Column Source. Select Budget Change Production Quantity.  Mark the checkbox for Budget Change Production Quantities.  Under 'Scope', mark the checkbox for In Scope. Under 'Status', mark the checkbox for Approved.  Click Create.

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
Click Create and choose Source. Under 'New Source Column', do the following: Column Name.  Enter the name: Budget Change Unit Quantity Column Source. Select Budget Change Unit Quantity.  Mark the checkbox for Budget Change Unit Quantities.  Under 'Status', mark the checkbox for Approved.  Click Create.

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

Click Create  and choose Calculated. Under 'New Formula Column', do the following: Column Name. Enter the name:  Revised Budget Production Quantity Format. Select Number.  Select these calculation settings as shown in the drop-down lists: Budgeted Production Quantity Plus (+) sign Approved CO Production Quantity Plus (+) sign Budget Change Production Quantity Optional: If you want to show subtotals and grand totals on this column in the Project level Budget tool, mark the Allow Subtotals and Grand Totals check box.  Click Create.

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

Click Create  and choose Calculated. Under 'New Formula Column', do the following: Column Name. Enter the name:  Revised Budget Unit Quantity Format. Select Number.  Select these calculation settings as shown in the drop-down lists: Budgeted Unit Quantity Plus (+) sign Approved CO Units Plus (+) sign Approved Budget Change Unit Quantity Optional: If you want to show subtotals and grand totals on this column in the Project level Budget tool, mark the Allow Subtotals and Grand Totals check box.  Click Create.

Revised Budget Amount

Steps from the Configure Columns window…	Settings
Click Create and choose Calculated. Under 'New Formula Column', do the following: Column Name. Enter the name:  Revised Budget Amount Format. Select Currency.  Select these calculation settings as shown in the drop-down lists: Original Budget Amount Plus (+) sign Approved COs Amount Click Create.

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
Click Create and choose Source.  Under 'New Source Column', do the following: Column Name.  Enter the name: Actual Cost Column Source. Select Direct Costs.  Place a checkmark in the Direct Costs box. Click Create.

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
Click Create and choose Source.  Under 'New Source Column', do the following: Column Name.  Enter the name: Actual Units Column Source. Select Direct Costs Unit Qty.  Place a checkmark in the Direct Costs Unit Qty box. Click Create.

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
Click Create and choose Calculated. Under 'New Formula Column', do the following: Column Name. Enter the name:  Actual Unit Cost Format. Select Currency.  Select these calculation settings as shown in the drop-down lists: Actual Cost Division (/) sign Actual Units Click Create.

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
Click Create and choose Source.  Under 'New Source Column', do the following: Column Name.  Enter the name: Timesheet Hours Column Source. Select Timecard Entry Hours.  Mark the checkbox for Timecard Entry Hours. To reflect both Approved and Pending timecard entry hours in your budget view, leave both checkboxes blank. Click Create.

% Hours Used

Steps from the Configure Columns window…	Settings
Click Create and choose Calculated. Under 'New Formula Column', do the following: Column Name. Enter the name:  % Hours Used Format. Select Percent.  Select these calculation settings as shown in the drop-down lists: Timesheet Hours Division (/) sign Revised Units Click Create.

Estimated Real-Time Cost

Steps from the Configure Columns window…	Settings
Click Create and choose Calculated. Under 'New Formula Column', do the following: Column Name. Enter the name:  Estimated Real-Time Cost Select these calculation settings as shown in the drop-down lists: Timesheet Hours Multiplication (*) sign Actual Unit Cost Click Create.

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
Click Create and choose Calculated. Under 'New Formula Column', do the following: Column Name. Enter the name:  Hours Remaining Format. Select Number.  Select these calculation settings as shown in the drop-down lists: Revised Units Minus (-) sign Timesheet Hours Click Create.

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
Under Standard Budget, the 'Blank Budget View' is configured to show the following columns by default: Budget Modifications Cost Code Cost Type Division Original Budget Amount Sub Job (Optional) Hide these columns by clearing the checkmarks from these boxes.

The 'Procore Labor Productivity Cost' budget view provides project teams with the ability to include production quantities on the project's budget. See What are 'production quantities'? Building off the Real-Time Labor Costing feature, the 'Procore Labor Productivity Cost' budget view is designed to provide self-performing and specialty contractors with the ability to gain greater insight into your project's production rates to make better decisions that maximize profit margins.  With this release, you can:

• Add and import production units to a project's budget in Procore's Financial Management tools:  Budget, Change Events, and Change Orders.
• Collect production units from field personnel with Timecard Entries in the Daily Log and both the Timecards and Timesheets tools.
• Track and compare budgeted production units to installed production units using Procore's Budget and Reports tools.

By default, Procore provides its users with a standard 'Procore Labor Productivity Cost' budget view, which is available to your company's Procore Administrator in the Company level Admin tool. 

1. Navigate to the Company Admin tool. 
2. Under Tool Settings, click Budget. 
3. Click Set Up New Budget View. 
   
4. Under Standard Views, highlight Procore Labor Productivity Cost.
   
5. Click Create.
6. Name your view as follows:
   • View Name. Enter a name for your new view. In this example, we named it: Labor Productivity Cost
   • View Description. Enter a description for your view. In this example, we entered: Recommended view for labor cost productivity report
7. Click Configure Columns.
   This opens the Configure Columns window pictured below. From this point, continue with Step 2: (Optional) Customize the Budget View.

If you want to customize the Procore Labor Productivity Cost budget view, you can click the Configure Columns button. This opens the Configure Columns window, which allows you to edit the budget view. To learn about your editing options, see Configure the Columns for a Budget View in the Set Up a New Budget View tutorial. When you are finished, click the 'x' in the Configure Columns window to close it.

1. In the 'Procore Labor Productivity Cost' view window, place checkmarks next to project boxes of your choice in the Assign to Projects list.
   
   
   • To assign the budget view to all of your company's Procore projects, place a checkmark in the All Projects Selected box. 
     Notes: 
     • For companies using the ERP Integrations tool, you will see the 'All Project Using ERP Direct Costs' checkbox. 
     • You may also see the 'All Projects Using Procore Direct Costs' checkbox. However, it only appears when the Direct Costs tool is enabled on the project. 
   • To assign the budget view to one (1) or more projects, place a checkmark next to the desired projects. 
2. Click Done.

1. Navigate to the project's Admin tool.
2. Under 'Project Settings', click Active Tools.
   
3. Mark the checkboxes for to add the following tools to your project:
   • Budget
   • Timecards (optional)
   • Timesheets
4. Click Update.

1. Navigate to the project's Admin tool. 
2. Click the General tab under Project Settings. 
3. Scroll to Advanced. 
4. Mark the Labor Productivity for Budget, Change Events, and Change Orders check box. 
   
   
5. Click Update.

• Download the Budget Import Template
• Update the 'Budget Line Items' Worksheet
• Optional: Update Advanced Forecasting Curves for the Forecasting Tab
• Optional: Update the 'Budgeted Production Quantities' Worksheet
• Import the Data from the Budget Template

1. Navigate to the project's Budget tool. 
2. Click Create Budget Line Item.
3. Add your line item in the data entry area as follows:

    Note

   Procore's Work Breakdown Structure includes two (2) default segments (cost code and cost type) and one (1) optional segment (sub job). To learn more, see What are segments and segment items?
   1. (Optional) Sub Job. Select a sub job from the drop-down list.
   2. Cost Code. Select a cost code from the drop-down list. 
   3. Cost Type. Select a cost type from the drop-down list. 
   4. Calculation Method. Choose the option button that corresponds to the desired calculation method for the line item:
      • Calculate Subtotal Automatically. Choose this option if you want the system to automatically calculate the Original Budget amount based on your Unit Quantity, UOM, and Unit Cost entries. 
        OR
      • Override Subtotal Manually. Choose this option if you want to manually enter the Original Budget amount, which overrides the system's automatic calculation.
   5. Unit Qty. Enter a numeric value in this box to indicate the number of units that correspond to the unit of measurement that you specify.
   6. Unit of Measure (UOM). Select a unit of measure from the drop-down list. To learn about the default selections in this list, see Which units of measure are included in Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.
   7. Unit Cost. Enter the monetary cost in this box to indicate the cost per unit of measurement.
   8. Original Budget. Enter the total amount for the new line item. Do not enter commas and/or currency symbols in this field.
4. Click Add.
5. Repeat the steps above until all of your project's budget line items have been added. 

1. Navigate to the project's Budget tool. 
2. Click the Production Quantities tab. 
3. Click Add Line. 
4. Under Budgeted Production Quantities, do the following:
   • Cost Code
     Enter the cost code that corresponds to the budgeted production quantity for that cost code. These entries should exactly match the cost codes in your Procore project.  If you enter a cost code that doesn't exist, the import will fail. Cost codes can be added as segment items in Procore's Work Breakdown Structure.
   • Qty
     Enter the budgeted quantity for that cost code using whole numbers. 
   • UOM
     Select a Unit of Measure (UOM) from the drop-down list. To learn about the default selections in this list, see Which units of measure are included in Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.

      Note

     You cannot add line items for budgeted production quantities with UOMs in the 'Time' category in the Production Quantities tab. 
5. Click Save.

1. Navigate to the project's Budget tool.
2. Select a budget view from the View list. For a view to appear in this list, your Procore Administrator must complete the steps to Assign a Budget View to a Project.
   
   

    Notes

   • Procore provides company accounts with a number of standard views that can be used.
   • Your company's Procore Administrator can also create new views and customize existing ones using the Company Admin tool. For instructions, see Set up a New Budget View. 

1. Navigate to the project's Timesheets tool.
2. Select the date for which you want to create a timesheet. You can use the arrows to navigate day-by-day or select using the drop-down calendar control.
3. Click Create and select New Daily Timesheet from the drop-down list.

    Tip

   You can also use these options to create a new daily timesheet:

   • To create a new timesheet from a previous daily timesheet, see Copy a Previous Timesheet.
   • To create a new daily timesheet and update its timecard entries bulk, see Bulk Enter Timecard Entry.
4. Mark the checkbox(es) for the employees you want to create a timesheet for.

    Notes

   • To appear in this list, the person must be added to a Directory and a checkmark must appear in the 'Is Employee of <Your Company>' box on their profile. For more information on how to check for this setting in a user's profile, see Edit a User Account in the Project Directory.
   • Employees who are only entered in the Company Directory can be selected if the 'Can Company Employees be Tracked on all Projects?' setting is enabled. See Configure Advanced Settings: Company Level Timesheets.
   • With the setting "Employees Can Be Tracked On All Projects" enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.
   • To select a crew, a crew must first be created in the Crews tool. See Create a Crew.
5. Click Add.
6. Select the Date.
7. Optional: Click the Add Employees button to to add additional employees
8. Enter the time entry information for each employee.
   Note: To apply the same time entry information to multiple employees Bulk Enter Timecard Entries.
   • Classification: Select a classification from the drop-down list. To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'
   • Sub Job: Select from the drop-down list. The selections are added by a tool administrator. See Add 'Sub Job' Segment Items to a Procore Project..
   • Cost Code: Enter or select from the drop-down menu the cost code(s) associated with the timecard entry.

      Tip

     The selections that are available in the 'Cost Codes' drop-down list depend on how the 'Limiting Cost Codes by Cost Types' setting is configured in your Company level Timesheets tool. See Configure Advanced Settings: Company Level Timesheets. In addition, one (1) of the following items must also be true on your project:

     • The cost code/cost type combination must be included on a budget line item in the Procore project. See Add a Budget Line Item.
       OR
     • The cost code/cost type combination must have been imported to the budget using the 'Unit Quantity Based Budget' page of the Company Admin tool. See Import a Unit Quantity Based Budget.
     • Location: Select a location from the drop-down list. This should correspond to the location where the user performed the work. If you have the appropriate permissions to add a location, see How do I add a multi-tiered location to an item?
     • Time Entry. Enter the hours worked.
       Note: The format for time entry is configured in Advanced Settings: Project Level Timesheets.
     • Time Type: Select the type of pay being entered from the drop-down menu. Select from the following options:
       • Regular Time
       • Double Time
       • Exempt
       • Holiday
       • Overtime
       • PTO
       • Salary
       • Vacation
         Note: Time types can be created in the Company level Timecard tool (see Add a Custom Time Type) or the Company level Timesheets tool (see 'Manage Time Types' in Configure Advanced Settings: Company Level Timesheets). 
     • Billable: Choose Yes or No from the drop-down list to indicate if the hours are billable to the project. 
     • Add Description: Click to enter additional comments to the timecard entry.
     • Add Line Item: Click this option to create extra line items on a timecard entry. 
       Note: If using the Start and Stop 'Time Entry' method, the new line's Start Time will account for time already entered, and the new line's Stop Time will reflect the default Stop Time in your settings. Any time entered after the default Stop Time will be added in one hour increments.
     • Click Split to reallocate a single timecard entry into multiple timecard entries. See Reallocate Time to New Timecards on the Company Timesheets Tool.
9. Review the summary for the timesheet's hours, and the daily and weekly hours across all projects.
10. Click Submit or Submit and Add Quantities to add the quantities to your timesheet.
    Note: You can only add quantities if quantities have been uploaded to your project. See Add Quantities to a Timesheet.

Now that you have filled out your timesheet, perform the following actions before you submit:

1. Click Submit and Add Quantities.
   Note: This button will be disabled if quantities have not been uploaded to the project. See Import a Unit Quantity Based Budget.
   

2. In the 'Add Quantities' page, enter an amount in the Units Installed field.

    Notes

   • The Add Quantities page only shows cost codes that have an imported budgeted quantity associated with it.
   • If the Sub Jobs feature is enabled on your project (see Enable Sub Jobs on Projects for WBS), the 'Sub Job' associated with your 'Units Installed' entry will appear in the Add Quantities window. If Sub Jobs is disabled, the 'Sub Job' field will display the word 'None.'
   • The appropriate Percent Complete (%) and Unit of Measure (UOM) and Percent Complete (%) automatically with the data that was imported. See Import a Unit Quantity Based Budget.

3. Click Submit.
   

• Download the Installed Production Quantities Template
• Update the Installed Production Quantities Template
• Import the Installed Production Quantities Template

1. Navigate to the project's Budget tool. 
2. Click the Budget Changes tab. 
3. Click Create.
4. Under the 'Production Quantity Adjustment section, click Add Adjustment.
5. Enter the line item data.
6. Click Save.

See What are 'production quantities'?