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Production Tracking (PT)
Production Tracking: Getting Started
Production Tracking: Getting Started
Customer Service Team avatar
Written by Customer Service Team
Updated over a week ago

Rhumbix users with Production Tracking will have access to helpful reporting dashboards that will provide helpful insight and statistics to help track productivity and make data-driven business decisions on projects. For accurate data for your dashboards, it is important to make sure your company and project settings are in order and up to date. This guide will show you how to set up your company and project settings for Production Tracking.

Budget Cost Code Page

  1. Add Row and Upload buttons.

  2. Cost Code Group.

  3. Budget Quantities.

  4. Budget Units.

  5. Budget Hours.

If you have all your cost codes added onto your Rhumbix account, your Budget page will look like this. You can use the Add Row and Upload buttons in the action bar at the top of the Budget page to create and add new cost codes to your project.

Specifically for Production Tracking, there are a couple of fields on this page you'll want to consider.

Cost Code Group

In your list of cost codes, you can categorize them into different groupings depending on what kind of work is performed. On a project with many tasks and types of work, it can be very helpful to reference what group the work falls under. On certain Production Tracking dashboards, your cost codes will be placed into those groups automatically, not only to help you stay organized, but also to help you track progress and productivity. For example, the Daily Profit/Loss Dashboard will consolidate cost codes within the same code group, and you can expand these fields to show the individual cost codes that are a part of that group.


Budget Quantities

Under Budget Quantities, you can enter the value for the total number of quantities you have budgeted for a cost code. You have a couple of options on how to optimize this for production tracking.

  • If you are tracking productivity by job percent complete, we advise entering 100 in this field. By doing so, your teammates can track how far along a job has been completed based off percentage.

  • If you are tracking productivity by budgeted hours, you will want to match this value with what is listed under budget hours. This will create a 1:1 ratio between the budget quantity and hours.

  • If you are tracking productivity by a specific unit of measure, you can enter the specific value for the quantity. For example, if your team measuring productivity of pouring concrete by cubic feet, you can enter how many cubic feet you have budgeted to complete that task.

Budget Units

Under Budget Unit, you can enter the type of unit you are measuring the cost code by. Each cost code can be measured in different ways, whether it's by the percentage complete or a different unit of measure. Here are some tips and tricks on how to use this field.

  • If you are tracking productivity by job percent complete, enter in "PC" to signify percent complete.

  • If you are tracking productivity by budgeted hours, enter "hrs" to signify the hours spent on this task.

  • You can track productivity by a specific unit of measure such as square feet (sf) or quantity of items (qty). For example, if you have 100 doors to install, you can enter 100 for the budget quantity and qty for the budget unit. You can see how far along you are for this task by measuring the number of doors your team has installed.

If you would not like the cost code to show up in your production tracking dashboards, you can control that in this field too. To do so, enter in the budget unit but add tildas (~) to the beginning and end of the unit. For example, if you want to omit manager supervision from your production tracking dashboards, you can enter "~hrs~" for the budget unit. This is a useful tool to ensure hours are still being recorded for timekeeping purposes, but the hours will not affect what is displayed on the production tracking dashboards.

Budget Hours

Under Budget Hours, you can enter the number of hours you have budgeted for a cost code. If you are measuring your budget quantity by hours, the number you enter here will be used to match what will be listed for your budget quantity in a 1:1 ratio.

Once you have this page set up with all your cost code data, you are ready to move onto entering quantities via web and mobile.

You can always find more information on Production Tracking on our Support Center.

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