Upload Subcontractor costs in batches

Maintain a register of the payments agreed upon and made to external contractors or workers engaged for specific or special tasks and deliverables for various projects undertaken by your company.  The amount paid at each instance is deducted from the estimated subcontractor cost allocated for the task/deliverable so that you can see the amount remaining at each stage.

To upload subcontractor cost,

• Login to your Linarc account

The 'All Projects' screen opens by default.

• Click 'Cost Import' on the left.

• Click on the top right
   
• Choose 'Subcontractor' 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 an exhaustive list of subcontractor payment records for different tasks in multiple projects, paid as a batch.
• 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 payment was made
  • Description - The details of the payment made
  • Invoice date - The date on which the payment was made (mm/dd/yy)
  • Cost - The amount of money paid to the subcontractor 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 and the respective subcontractor assigned 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.

You can also keep track of direct and agreed payments made to the external subcontractors. See External subcontractor for more guidance on this.