Logging Production

Production records track completed work - what was done, how much, when, and optionally at what cost. You can log production from a project or project site's Production section.

Navigating to Production

1. Open a Project or Project Site.
2. Expand the Production section.
3. You'll see the production table with any existing records, and a "+" button to add new production.

Bulk Entry Mode

The primary way to log production is through bulk entry, which lets you add multiple rows at once.

1. Click the + add production button.
2. A form appears with a table where each row represents one production record.
3. For each row, fill in:
   • Code — Start typing to search your rate card. Selecting a code auto-fills description, unit, cost, and price.
   • Description — What work was completed (required).
   • Quantity — How much was completed (required, minimum 1).
   • Unit — The unit of measure (required).
   • Category — (Optional) A pricing category.
   • Vendor — (Optional) Assign a vendor to this entry.
4. Set the Production Date — this date applies to all rows in the batch. Defaults to today.
5. Add more rows as necessary.
6. Click Save to create all records at once.

tip

When you select a code from the autocomplete, the description, unit, category auto-fill from your rate card. You can still override any of these values. Cost & Price will be added to the created records. Code auto-suggest also works when editing existing records.

The Production Table

After records are created, they appear in the production table with the following columns:

Column	Description
Date	When the work was performed
Code	The rate card code, if any
Description	What work was completed
Qty	Quantity completed
Unit	Unit of measure
Cost	Internal cost (Accounting permission only)
Price	Selling price (Accounting permission only)
Vendor	Who submitted the record (if from a vendor share)
Status	Approval status (Pending / Approved)
Created By	Who created the record
Actions	Edit, history, delete, approve/reject buttons

The table supports sorting and filtering through the column headers.

tip

By default, the production table shows records from the last 30 days. Use the date range picker above the table to select a predefined range or set custom dates.

Editing a Record

1. Click the edit icon on a production record.
2. A modal opens with all editable fields: description, quantity, unit, code, cost, markup, price, notes, and any custom fields.
3. Make your changes and click Save.

Cost/Price Discrepancy Highlighting

If a production record's cost or price differs from the rate card value for its code, the mismatched field is highlighted in red. This helps you quickly spot records where pricing doesn't match your standard rates.

Viewing Production History

Every production record maintains an audit trail. To view it:

1. Click the history icon on a production record.
2. A modal opens showing all changes made to the record in a column-per-field layout, including:
   • Who made each change
   • When the change was made
   • Which fields were modified and their old/new values

Custom Fields

If your company has configured custom fields for production, they will appear as additional columns in the production table and as fields in the add/edit forms. Custom fields are configured at the company level.

Each custom field has a Show in Table option that controls whether it appears as a column in the production table. Fields that are hidden from the table are still available in the add/edit forms.