Cost Plus (Prokit) - Getting Started

Gettings started with your Cost Plus account

 

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1. Connecting Procore to Prokit

You must first need to connect Procore to your Prokit account.

This will allow Cost Plus to link with Procore and help manage the expenses you wish to apply to a Cost Plus Progress Claim.

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2. Import Procore Contracts/Cost Codes/Cost Types/Tax Codes

Import your Procore Contacts, Cost Codes, Cost Type and Tax Codes before generating a Cost Plus Progress Claim.

 

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3. Apply Tax Codes Default

Once you have imported your Procore Tax Codes, you will need to apply a Tax Code Default.

 

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4. Review Prokit General Settings

Manage your Invoice Numbering and update your Country/Currency and Timezone settings.

 

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5. Create New Users

Manage the users in your team who can access and create Cost Plus Progress Claims.

 

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6. Customise your Cost Plus templates

Add your company logo and customise the layout of your Progress Claim Invoice.

 

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7. Enabled Project Syncing

Enabled the syncing status for your Procore Projects.

This will allow you to sync the project expenses and generate a Cost Plus Progress Claim for those projects enabled.

 

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8. Configure Default Payroll Rates

Manage and set defaults for your employee payroll (charge-out rates).

 

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9. Configure Default Project Settings

Manage and set default Cost Plus Project Settings, including:

• Cost Plus Features
• SOV (Schedule of Values) Management
• Markup Settings
• PDF Export Settings

 

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10. Apply Default Settings to your Procore Projects

Import and apply your default settings to your Procore Projects.

 

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