Upload New Direct Costs to the Uploads Tab

The Uploads tab in Procore's Financial Management tool allows users to upload and manage Direct Cost Invoices in one central location. Review and verify your cost details in staging before committing them to your main project register.

Required User Permissions

• 'Standard' or 'Admin' level permissions on the project's Direct Costs tool with the 'Upload New Direct Costs' granular permission enabled on your permissions template.

• Additional Information:

  • There is a 5GB file size limit for individual uploads. 

  • You can upload up to15 files at once.

  • You can upload PDFs and image files.

  • Upload files directly from your local drive or from the Company Documents folder.

  • If any of your documents are compressed in a Zip file (.zip), ensure to extract files from a compressed Zip (.zip) file on your computer before uploading to Procore.

1. Navigate to the Company level Direct Costs tool.

2. Click the Uploads tab to access the document upload interface.

3. Click the Upload button to manually add one or more files from your file system. 

4. You can add direct cost files in one of the following ways: 

   1. Click Upload Files and select the files you want to add from My Computer, Photos, Documents, or Forms options.

   2. Drag-and-drop one or more files from your system.

   3. Click the Company Documents folder. Select the direct cost files.

5. Complete the available fields as applicable.

6. Click Save to add the direct cost files to the Uploads tab.
   A message displays, The direct cost was successfully uploaded.