Link Daily Log Quantity to Invoice
The Productivity tool needs to be updated so that we can automatically generate a pay app for a specific date range based on the data entered into the daily logs for the specific contract/SOV items.
David Lohman commented
Per Sam and Jeff's comment, there is no real direct connection other than the productivity tool in site diary (our wording of daily log), which is still not sending back to the direct order the received or completed quantities. However its also limited to the original commitment list and not expandable to include commitment variations. This would be improved massively if it could pull down the variations like the progress claim does as well.
There is a fair bit improvement to be made with connecting orders and confirming delivered/approved with progress claims. Its extremely time consuming to verify at times comparing site diary with progress claims.
Jeff Cargill commented
Dead on with Sam this is a must and long over due in the Procore system there is no way in the field to approve a commitment for payment also there is no way to link a commitment or purchase order to any type of scheduled task?
Sam Paternostro commented
Feedback provided from prospect:
"When I looked into Procore in the past, it appeared it was really set up more for the vertical industry. The biggest difference being lump sum contracts vs unit bid contracts. Since 95% of our work is based on unit bid prices, it is imperative any system we use can auto generate payment applications based on completed contract quantities entered into the system by the field inspector."
Wendy Meyer commented
Client would like to track the materials used by a sub in the daily log. like the quantity log, and then have that add up in a requisition for the sub so they can keep them accountable.
Sean Scofield commented
Populate Pay Apps Line Items from productivity log
Whitney Brunner commented
Procore has the ability to track material/subs "received" on a daily basis in the daily productivity log. Procore also has the ability to
create requisitions or pay apps against the commitments. It would be nice to have an automated "two way match" function where when the requisition gets submitted for review, the workflow calculates the totals from the same period for the same contract (per line item) from the productivity section of the daily log and compare them to what the sub is requesting for payment. It should then be able to do different actions like auto-approve if everything "matches" or go for approval, but with an indication of the match or no-match