Create a Timesheet

Procore's timecards and timesheets track the hours employees and equipment spend on a construction project.

When timecards are created, they are added to a daily timesheet. Within a timesheet, individual timecard entries track the employee and equipment hours. For employees, information tracked includes cost code, work location, hours worked, time type (like regular or overtime), and whether the hours are billable. For equipment, the task code and the operating hours are tracked.

An administrator can also configure timesheets to record employee data such as classifications and sub jobs.

• Erforderliche Benutzerberechtigungen

• You can only bulk enter labor.

• Employees and workers can have multiple timecard entries on a daily timesheet.

• Zero hour timecard entries are supported to provide flexibility to enter time off and per diem.

• 'Approved' timecard entries cannot be deleted.

• Additional edits cannot be made after a timecard entry has been marked as 'Completed.'

• Company Timesheets Administrators can limit the cost codes and types that appear the selectors when creating timecard entries. See Configure Advanced Settings: Company Level Timesheets.

• Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

• Equipment. Show/Hide Details

  To sync Equipment Timesheets with Daily Log entries, the following must be true:

  • The required fields in your Equipment Timesheets fieldset must match those in your Daily Log Equipment fieldset.

  • The Daily Log must be open and not marked as 'Complete'.

  • Users must have permissions to create a timecard entry.

  • Users must have permissions to create an equipment Daily Log entry.

• Resource Planning. Show/Hide Details

  • Users under the 'Assigned to Project' or 'Assigned Employees' sub header have corresponding assignments in the Resource Planning tool. Their start and stop times are automatically filled in based on their assignment in Resource Planning.

  • Users must be added to the project in Procore for their Resource Planning assignment hours to automatically populate in Timesheets. See Add an Existing User to Projects in Your Company's Procore Account.

• Requirements to be added to a Timesheet. Show/Hide Details

  • The person must be added to a the Directory and marked as an employee of your company.

  • Employees who are only entered in the Company Directory can be selected if the 'Employee Tracking on Projects' setting is enabled.
    Note: With the setting enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.

• To create a timesheet for equipment you must configure the following settings:

  • Enable Task Codes

  • Set the default cost type for Equipment in the Company Timesheets tool.

• To select a crew, first create a crew in the Crews tool.

• To add quantities, you must Import a Unit Quantity Based Budget, and optionally, Enable Sub Jobs.

• To use Grid Entry on a tablet, you must enable Task Codes.

1. Navigate to the project's Timesheets tool.

2. Select the date for which you want to create a timesheet. You can use the arrows to navigate day-by-day or select using the drop-down calendar control.

3. Click Create and select one of the following:

   • New Daily Timesheet to create a blank timesheet.

     1. Click All Employees, Equipment, or select a Crew.

     2. Mark the checkbox(es) for the people or equipment you want to create a timesheet for.

     3. Click Add.

   • From Previous Timesheet to copy the last timesheet that you created.

   • Copy From Any Date to copy any previous timesheet that you have access to.

     1. Select the timesheet to copy.
        Note: By default, Procore displays the date with the most recent timesheet.

     2. Click Copy Timesheet.

4. Optional: Click the Add Resources button to to add additional employees.

5. Enter the timecard information for labor. Show/Hide Fields

    Note

   Project Timesheets Administrators configure how each project collects time.

   • Classification: The resource classification.

   • Codes

     • Task Code: A time-entry selector based on your company’s configured Work Breakdown Structure and project settings.
       

       Notes

       • The options shown to users are filtered by admin controls (for example, cost type limits, budgeted-item restrictions, and active/inactive budget code status).

       • Applied filters are saved for future entries.

     • Cost Code: The budget code associated with the time entry.

     • Sub Job: Select from the drop-down menu the sub job associated with the time entry.

   • Location: The location where the work was performed.

   • Time

     • Total Time: The total time worked for the day.

     • Start Time: The time the resource started working.

     • Stop Time: The time the resource stopped working.
       Note: You will only see the Start and Stop fields if you have configured your settings to show these fields. See Configure Advanced Settings: Project Level Timesheets.

     • Lunch Time: The amount of time taken for a lunch break.
       Notes:

       • The amount of time selected will be subtracted from the Total Time.

       • This field will only be available if Start Time and Stop Time is enabled.

     • Time Type: Select the type of pay being entered.

       • Regular Time

       • Double Time

       • Exempt

       • Holiday

       • Overtime

       • PTO

       • Salary

       • Vacation

   • Billable: Select to indicate whether or not the entry is billable.

   • Time Type Rules. Mark the checkbox to automatically enforce overtime rules.

   • Description: Additional comments that will show in the timecard entry.

6. Enter the timecard information for equipment. Show/Hide Fields

    Note

   Project Timesheets Administrators configure how each project collects time.

   • Task Code: The budget code associated with the entry.
     

     Notes

     • The options shown to users are filtered by admin controls (for example, cost type limits, budgeted-item restrictions, and active/inactive budget code status).

     • Applied filters are saved for future entries.

   • Operator: The user operating the equipment.

   • Operating Hours: How many hours the equipment was operating.

   • Idle Hours: How many hours the equipment was idle.

7. Review the summary for the timesheet's hours, and the daily and weekly hours across all projects.

8. Click Submit or Submit and Add Quantities to add the quantities to your timesheet.