创建生产力条目

目标

在项目的工作日志工具中创建生产力条目。

背景

需要考虑的事项

• 所需用户权限：
  • • 创建条目：
      • 项目工作日志工具的"标准"或"管理员"级别权限。
        注意:用户必须能够查看相关合同才能将其添加到生产力条目中。 请参阅查看合约。
    • 作为协作者创建待处理条目：
      • 工作日志工具的"只读"或"标准"权限，并在权限模板上启用"仅限协作者条目"细分权限。 请参阅作为协作者创建工作日志条目。
• 其他信息：
  • 为了完成生产力条目，必须确保有关合约的以下内容:
    • 设置为使用单位/数量会计方法。请参阅如何设置合同或资金的会计方法？
    • 处于“已获批”状态。 批准并签署合约合同。
    • 将一个或多个明细项添加到分项价格表 (SOV)。请参阅将明细项添加到合约的分项价格表。
• 限制：
  • 对于使用项目财务管理工具的 Procore 客户，请记住，生产力条目不会与“Procore 人工生产力成本”预算视图交互。有关详细信息，请参阅设置 Procore 人工生产力成本预算视图。

步骤

1. 导航到项目的工作日志工具。
2. 滚动到“生产力”部分。
3. 输入以下信息：

   • #: This uneditable field counts the number of entries in a section (e.g. the first entry created will be # 1, and the second entry will be # 2).

   • Company: Select the company name from the drop-down menu. Companies must be added to the Directory tool to be selected in this drop-down menu. See Add a Company to the Project Directory.

   • Contract: Select the approved purchase orders from the Commitments tool that corresponds to the items that were put-in-place.

   • Line Item (#-Description-Qty Units): Select the applicable line item.

   • Previously Delivered: If there was a previous delivery of these items/materials, enter the number of items that were delivered to the job site previous to this date.

   • Previously Put-In-Place: If there your team has already installed or put in place some of these items/materials, enter the total number of these items/materials that were previously put in place on the job site.

   • Quantity Delivered: Enter the total number of these items/materials that were delivered in on this date.

   • Quantity Put-In-Place: Enter the total number of items/materials that were installed or put in their final place on the job site on this date.

   • Comments: Enter any comments that may be needed to further describe the entry.

4. 点击创建。

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