Upload Material costs in batches

You can update entries of the payments made to vendors, like material suppliers, sellers, etc., at different periods for the materials procured from them for different projects at a time. 

• Enter the amount every time you make a payment to a vendor, with details like vendor name and the material purchased for the task and deliverables with their task codes. 
• The amount paid at each instance is deducted from the material cost estimate allocated for the respective task/deliverable so that you can see the amount remaining at each stage.

Tip: You can also upload payments made for the procurement of materials for various tasks/deliverables at different stages of a specific project from the project specific management console. See Material Cost to know more.

To upload material costs

• Login to your Linarc account.

The 'All Projects' screen opens by default.

• Click 'Cost Import' on the left.
• Click on the top right.

  

• Choose 'Material' as the cost type from the drop-down menu.

Step 1 - Create the material costs data file

• Click 'Download' at the bottom right to obtain a blank Excel file containing the required field headers.

Requirements of the Cost data file

• The Excel file can contain a list of payment records of material procured for different tasks in multiple projects.
• Each line in the file should contain one entry.
• Enter the values for the tasks under the following column headers. Enter the monetary values in US dollars.
  • Job ID - The unique alpha-numeric identifier for the project.
  • Task code -  The cost code of the task item for which the material payment was made.
  • Description - The details of the materials purchased or other details to describe the purchase.
  • Vendor - The supplier, seller, or vendor to whom the payment was made. 
  • Invoice date - The date on which the payment was made (mm/dd/yy).
  • Cost - The amount of money paid to the vendor in that instance.
• Save the Excel file with an appropriate name.

Step 2 - Upload the cost data file

• Open the 'Material Cost Import' screen as explained above.
• Click 'Browse' and navigate to the Excel file or drag and drop the file.

Your entries are validated and added to the draft list if there are no errors in them. Linarc identifies the task name with its WBS code for the given task code and job id.

• Review the cost data draft.
  • Click on the entries to edit them.
  • Click the  icon to delete entries.
• Click the 'submit' to upload the cost data.

The payment entry is added to the chronological list. Repeat the process to add material costs for more tasks in various projects in different events.