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Procore (en-GB)

Switch Between Views in the Direct Costs Tool

Objective

To switch between the tabbed views in the Direct Costs tool. 

Background

With the Direct Costs tool, you have access to two tabs for viewing your project's direct cost data:

  • Summary
    This tab summarises your direct costs data in a tabular format that lists line items by Date, Vendor, Type, Payment Application #, Status, Amount, Received Date, and Paid Date of your project's direct costs. You can click any column header in the table to sort the line items by that column heading. 
  • Summary by Cost Code
    This tab groups your project's cost codes by division and then summarises your direct costs line items in a tabular format. Line items are listed by Date, Employee, Vendor, Type, Payment Application #, Status, Description, Amount, Received Date, and Paid Date of your project's direct costs.

Things to Consider

  • Required User Permissions:
    • 'Read-Only' or higher on the project's Direct Costs tool.
  • Additional Information:

Steps

  1. Navigate to the Direct Costs tool.
  2. Click the tab that you want to view:
    • Summary
      This tab summarises your direct costs data in a tabular format that lists line items by Date, Vendor, Type, Payment Application #, Status, Amount, Received Date, and Paid Date of your project's direct costs. You can click any column header in the table to sort the line items by that column heading. 

      direct-costs-summary.png
       
    • Summary by Cost Code
      This tab groups your project's cost codes by division and then summarises your direct costs line items in a tabular format. Line items are listed by Date, Employee, Vendor, Type, Payment Application #, Status, Description, Amount, Received Date, and Paid Date of your project's direct costs.

      summary-by-cost-code.png