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:
Select your Project or create a new one, if needed.
Enter the project and click the Settings button, near the bottom left corner of the page.
Select the option for Production.
You can upload the cost codes, materials, budgets and crews for the project.
Upload Your Cost Codes:
After clicking the Production option you will click the Cost Codes tab at the top of the page.
You can manually enter in your cost codes or you can upload a CSV template containing your cost codes.
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.
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".
Using CSV Template
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".
Once the CSV template is downloaded, fill out your information exactly as the header requires.
DIVISION,COST CODE,DESCRIPTION
NOTE: Observe that there are no spaces between the words and commas. Please input your cost code information following the same format.
Once Completed (up to 1000 lines) save the CSV
Click the Orange “Upload CSV” button on the bottom right hand corner of the “import cost codes” pop-up.
Click on the saved CSV and click on “open”
Cost Codes will import into the template on the screen
Click the Orange “save” button
Please Note: Character Count Limitations
Division: 50 Characters, Cost Code: 20 Characters, Description: 60 Characters
*Description for materials: 225 characters
*CSV upload will not accept additional commas ( , ) periods ( . ) or special characters such as “ < > ? [ ] : | *
Upload Your Materials:
After clicking the Production option you will click the Materials tab at the top of the page.
You can manually enter in your materials or you can upload a CSV template containing your cost codes.
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.
In the unit of measurement column you are also able to create a custom one by selecting Add new.
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:
After clicking the Production option you will click the Budgets tab at the top of the page.
You can manually enter in your budgets or you can upload a CSV template containing your cost codes.
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.
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
Related Articles
Creating a Time and Material Quantity Entry
Setting Up Production Insights
Uploading Workers and Cost Codes
More Questions?
Feel free to email us or call us at +1 866-438-0646.
We're always glad to answer your questions!