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Getting Started with Production Tracking
Getting Started with Production Tracking

How to Upload Cost Codes, Budgeted Labor Hours, and Material Quantities in Raken

Blake Morton avatar
Written by Blake Morton
Updated over a week ago

Raken Production Tracking gives you the tools you need to easily collect timely, accurate, and sufficiently detailed production data straight from the field. Having access to this information can help keep all of your projects on-schedule and on-budget.


Steps

To get started, open your Raken web app and navigate to an active project — or create a new one, if needed. 

Set Production Targets: 

  1. Select your Project or create a new one, if needed.

  2. Click the Settings button, near the bottom left corner of the page. 

  3. Select the option for Production tracking.

  4. You can upload the cost codes, materials, budgets and crews for the project.

Upload Your Cost Codes:

  1. After clicking the Production tracking option you will click the Cost Codes tab at the top of the page.

  2. You can manually enter in your cost codes or you can upload a CSV template containing your cost codes.

    1. To enter cost codes manually, click the orange + button in the top right corner of the page. Enter information in the required fields and click the save button to add the cost code to your project. Continue these steps until all of your cost codes are uploaded. 

    2. To upload a CSV template with cost codes, you will first click the upload button that is found in the top right corner of the page. A dialog box will appear with instructions on how the CSV file works. To download a blank template, click the underlined text that says, "import template".


Upload Your Materials:

  1. After clicking the Production tracking option you will click the Materials tab at the top of the page.

  2. You can manually enter in your materials or you can upload a CSV template containing your cost codes.

    1. To enter materials manually, click the orange + button in the top right corner of the page. Enter information in the required fields and click the save button to add the material to your project. Continue these steps until all of your materials are uploaded.

    2. To upload a CSV template with materials, you will first click the upload button that is found in the top right corner of the page. A dialog box will appear with instructions on how the CSV file works. To download a blank template, click the underlined text that says, "import template".

Upload Your Budget:

  1. After clicking the Production tracking option you will click the Budgets tab at the top of the page.

  2. You can manually enter in your budgets or you can upload a CSV template containing your cost codes.

    1. To enter budgets manually, click the orange + button in the top right corner of the page. Enter information in the required fields and click the save button to add the budget to your project. Continue these steps until all of your budget items are uploaded.

    2. To upload a CSV template with budgets, you will first click the upload button that is found in the top right corner of the page. A dialog box will appear with instructions on how the CSV file works. To download a blank template, click the underlined text that says, "import template".

Note: When creating your budget for a specified cost code, you can apply multiple materials to a single cost code. This can be done by clicking the green + Material button that pops up after you assign the first material, to the cost code. Continue these steps until all of your budgets are entered. 


Requirements

In order to set up, view, and run a Production Quantities Report, you must have admin-level permission, and have Cost Codes and Workers set up in Raken.

Production Tracking is available to Professional or Performance plans


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