Create a Timesheet (iOS)
Background
Procore's timecards and timesheets track the hours employees and workers spend on a construction project.
Users can create a new timesheet each day, which logs individual timecard entries for a specific date. Within a timesheet, individual timecard entries track the employee's hours, cost code, work location, hours worked, time type (like regular or overtime), and whether the hours are billable.
An administrator can also configure timesheets to record data such as classifications and sub jobs.
Things to Consider
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.
To be added to a Timesheet, users must have the following settings:
The person must be added to a the Directory and a 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.
Resource Planning
Users under the 'Assigned to Project' 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
'Approved' timecard entries cannot be deleted.
'Completed' timecard entries:
Can only be marked as 'Completed' in the Company level Timesheets tool.
Additional edits cannot be made after a timecard entry has been marked as 'Completed.'
You can configure what items are created with the quick create
icon, see Configure Quick Create Settings.
This action can be performed offline. Tasks performed offline sync with Procore once a network connection is reestablished.
Prerequisites
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.
Steps
Open the Procore app on an iOS mobile device and select a project.
Tap the quick create
icon and select Timesheet.
OR
Tap the Timesheets tool and tap the createicon.
If prompted, tap Create New Timesheet.
Tap Crews, Employees, or Equipment.
Tap the crews, employees, or equipment that you want to create a timesheet for.
Tap Done.
Tap the Date field and choose the date that you want to create a timesheet for.
Tap Done.
Tap Add Line next to the crew member or employee name to enter the desired information into the timesheet.
Tap any of the following fields to add or modify the information for each resource:
Classification: Select the employee classification from the drop-down menu associated with the time entry. See Enable Classifications on a Project.
Cost Code: Tap to select the cost code associated with the time entry.
Tip: Administrators can limit the cost code selections that appear in this list. See Configure Advanced Settings: Company Level Timesheets.Sub Job: Select from the drop-down menu the sub job associated with the time entry.
Location: Select from the drop-down menu the location where the work was performed by that user.
Start Time: Select the time the user began working.
Stop Time: Select the time the user 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: Select the amount of time taken for a lunch break.
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: Tap the toggle to indicate whether or not the entry is billable.
Description: Tap to enter additional comments that will show in the timecard entry
Add Line: Tap to create extra line items on a time entry.
Note: If using the Start and Stop 'Time Entry' method, any time entered after the default Stop Time will be added in one hour increments.
Tap Apply.
Review the summary for the timesheet's hours, and the daily and weekly hours across all projects.
Tap Submit.
OR
Tap Submit and Add Quantities. See Add Quantities to a Timesheet (iOS).