Create Productivity Entries
Objective
To create Productivity entries in the project's Site Diary tool.
Background
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' permissions on the project's Site Diary tool.
Note: Users must be able to view the relevant contract in order to add it to the Productivity entry. See View Commitments.
- 'Standard' or 'Admin' permissions on the project's Site Diary tool.
- Additional Information:
- In order to complete a Productivity entry, you must ensure the following about the commitment:
- Set to use the Unit/Quantity accounting method. See How do I set the accounting method for a contract or funding?
- Be in the 'Approved' status. Approve and Sign a Commitment Contract.
- Have one or more line items added to the Bill of Quantities (BOQ). See. Add a Line Item to a Commitment's Bill of Quantities.
- In order to complete a Productivity entry, you must ensure the following about the commitment:
- Limitations:
- For Procore customers using Project Financials tools, keep in mind that productivity entries do NOT interact with the 'Procore Labour Productivity Cost' budget view. For more information, see Set Up the Procore Labour Productivity Cost Budget View.
Steps
- Navigate to the project's Site Diary tool.
- Scroll to the Productivity section.
- Enter the following information:
- Click Create.