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Procore

Import Direct Costs

Objective

To import direct costs to the Direct Costs tool in your project so you can add multiple direct costs at once. 

Things to Consider

  • Required User Permission:
    • 'Standard' permission or higher on your project's Direct Costs tool.
  • Import Template Requirements:
    • For general considerations, see How do I prepare my data for import into Procore?
      • Enter data in the completed template in the XLSX format. Then save the file to the CSV format.
    • Required Column Data:
      • Important! To avoid import errors, do not add empty rows, do NOT add blank columns, do NOT add new data columns, and do not delete the header row to the import template. 
      • The first line of the table must include the header, which defines the fields in the Excel table and your the database in Procore.
        • The following headers are required: Type, Invoice #, Description, Employee, Status, Terms, Date, Received Date, Paid Date, Vendor, and Cost Code. 
      • The import process will fail if you modify values in column headers.
      • The import process will fail if you insert new columns, move columns, or remove columns from the template.
      • The import process will fail if you change the column header order in the template.
    • Required Row Data:
      • Important! There is no limit to the number of rows you can import. However, rows cannot be blank.
      • You MUST enter the appropriate cost type abbreviation. For example, enter 'L' for 'Labor', 'E' for 'Equipment', 'M' for 'Materials', 'S' for 'Commitment', 'OC' for 'Owner Cost',  'PS' for 'Professional Services', or 'O' for 'Other') for Cost Type. This entry is case-sensitive.
      • Each row in the table corresponds to a direct cost line item. At a minimum, each record requires a Type value. If you enter 'Invoice' in the Type cell, the Vendor and Invoice Number values are required.
      • Other columns and cells in a single row may be left blank.
    • Supported Date Formats:
  • Limitations:
  • Additional Information:
    • If you need assistance with the import process, send an email request to: support@procore.com

Prerequisites

Steps

Step 1: Download the Direct Costs Import Template

  1. Navigate to the project's Direct Costs tool.
  2. Click one of the available tabs:
    • Summary
    • Summary by Cost Code
  3. Click Create. Then choose Import Direct Costs from the shortcut menu.
    create-import-direct-costs.png
  4. In the Import Direct Costs window, click the Download Direct Costs Import Template link. 
    download-dc-template.png
    This downloads a CSV file that you must use as an import template. 

Step 2: Complete the Direct Costs Import Template

  1. Open the CSV file in Microsoft Excel.
    direct-cost-import-headings.png
  2. Complete the data entry as follows:
    • Type
      Enter 'Invoice,' 'Expense', or 'Payroll'.
       Important
      • If you enter a value other than 'Invoice,' 'Expense', or 'Payroll', the import will fail.
      • The first letter of the entry in the 'Type' cell must always be capitalized. 
      • The entry in the 'Type' cell is case-sensitive.
    • Invoice #
      Enter the invoice number.
       Notes
      • If you entered 'Invoice' in the Type cell, you must enter an invoice number in this cell.
      • You can enter any combination of alphanumeric characters. 
      • If you enter 'Expense' or 'Payroll', leave this cell blank. 
    • Description
      Enter a detailed description about the direct cost. You can enter up to 255 alphanumeric characters.
    • Employee Email
      Enter the full email address for the person from whom you received the direct cost. 
       Notes
    • Status
      Enter 'Draft', 'Pending', 'Revise and Resubmit', or 'Approved'.
       Note
      If you enter anything other than 'Draft' in the 'Status' cell, the value of the cost will be visible in the 'Direct Cost' column in the Budget tool).
    • Terms
      Enter the payment terms for the vendor. You must enter 'Due On Receipt', 'Net 10', 'Net 15', 'Net 30', 'Net 45', 'Net 60', 'Net 90', or 'Net 120'.
       Notes
      • If you leave the 'Terms' cell blank, no term will be applied.
      • Entries in the 'Terms' cell are case-sensitive. 
    • Date
      Enter the created date. For format requirements, see Which date formats are supported when importing direct costs from a CSV file?
    • Received Date
      Enter the created date. For format requirements, see Which date formats are supported when importing direct costs from a CSV file
    • Paid Date
      Enter the created date. For format requirements, see Which date formats are supported when importing direct costs from a CSV file?
    • Vendor
      Enter the vendor/company name exactly as it appears in the Project Directory.
       Notes
      Ensure that you enter the vendor/company name exactly as it appears in the Project Directory, as it cannot be modified later.
    • Optional. Sub Job
      Enter the name of the sub job exactly as it appears in the project's Admin tool. See Add a Sub Job to a Procore Project
       Note
      The 'Sub Job' column is only included in the template when the sub job feature is enabled in the Procore project. See Enable Sub Jobs.
    • Cost Code
      Enter the appropriate cost code for the item. For example: 01-510.
       Note
      • The Company and Project Level Admin tools include a Cost Code Structure that aligns with the CSI MasterFormat.
      • Your company might also use its own custom cost codes. See Things to Consider above.
    • Cost Type
      Enter the appropriate cost type abbreviation.
       Notes
      • For example: enter 'L' for 'Labor', 'E' for 'Equipment', 'M' for 'Materials', 'S' for 'Commitment', 'OC' for 'Owner Cost',  'PS' for 'Professional Services', or 'O' for 'Other'.
      • This entry is case-sensitive.
      • To learn more about cost types, see What are Procore's default cost types?
    • Line Item Description
      Enter a descriptive explanation detailing the direct cost line item. You can enter up to 255 alphanumeric characters. 
    • Quantity
      Enter a total number of units as the line item's quantity value. For example, enter: 1 or 100
    • Units
      Enter a unit of measure for the line item.
       Important
      Your entry in the 'Units' cell must exactly match the 'Display Name' for one (1) of the units of measure on your company's master list. For more information, see Which units of measure (UOM) are included on Procore's master list? and Update a Unit of Measure on the Unit of Measure Master List.
    • Unit Cost
      Enter the cost per unit (for example, 160.00 or 1600.00) and omit the dollar ($) sign.
    • Amount
      Enter the total for the line item. 
  3. Save the file to the CSV file format.
     Important

    The only format that supports the importing is Comma Separated Values (CSV).  The CSV file format must always use the comma as the delimiter and NOT a semi-colon. In Microsoft Excel,  choose File > Save As

Step 3: Import Direct Costs

  1. Navigate to the project's Direct Costs tool.
  2. Click Summary or Summary by Cost Code.
  3. Click Create. Then choose Import Direct Costs from the drop-down menu.
  4. In the Import Direct Costs window, click Attach File.
    This attaches your completed template for the import process, as shown below. 

    uploaded-template.png
     
  5. Click Import.
     Note
    If the combination of the sub job, cost code, and cost type are non-budgeted for a line item, this line item will be added directly to the Budget with a "?" next to the line item. See Add a Partial Budget Line Item
  6. After the system validates your data, Procore presents you with these options:
    • Errors. If one or more records contain a data error, they are listed in the Error column. You fix these issues in the import template and then upload the corrected import file. The Import button in the upper-right corner of the page will remain grayed out and unavailable. 
      Or
    • Import. If no errors are found, the Import button is enabled. When you are ready to proceed with the import process, click Import.

See Also

If you would like to learn more about Procore’s cost management software and how it can help your business, please visit our construction cost management software product page here.

 

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