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 estimated material cost allocated for the task/deliverable so that you can see the amount remaining at each stage. 

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

• 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 - A 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.
• Browse and upload 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. 

You can upload payments made for the procurement of materials to the respective vendors at different stages of a specific project. The amount paid at each instance is deducted from the estimated material cost allocated for the task/deliverable, and you can see the remaining balance at each stage as the project proceeds. See Material cost for more guidance.