Create Timesheets - Grid (iOS)

Things to Consider

  • Required User Permissions

    • 'Standard' level permissions or higher for the project Timesheets tool.
      AND

    • 'Read Only' level permissions or higher for the Crews tool.

  • Task codes are required for grid-based entry.

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

  • To be added to a Timesheet, users must have the following settings:

    • The person must be added to a Directory and a checkmark must appear in the 'Is Employee of ' box on their profile. See Edit a User Account in the Project Directory.

    • Employees who are only entered in the Company Directory can be selected if the 'Can Company Employees be Tracked on all Projects?' setting is enabled. See Configure Advanced Settings: Company Level Timesheets.

    • With the setting "Employees Can Be Tracked On All Projects" enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.

Prerequisites

Steps

  1. Open the Procore app on an iOS tablet and select a project.
    Note: This loads the Tools screen for the project.

  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Timesheet.
    OR
    Tap the Timesheets tool and tap the create icon-plus-quick-create-mobile2.png icon.

  3. Tap Crews, Employees, or Equipment.

  4. Tap the crews, employees, or equipment that you want to create a timecard for. Then tap Done.

  5. Tap the task codes to apply to the timecards. Then tap Done.
    Note: Later in the workflow, you will allocate time for the relevant task codes for each person.

  6. Tip

    Tap the list icon-list-view-1.png icon to switch from List entry to Grid entry. If desired, tap the grid icon-grid-view-mobile.png icon to switch to List entry.

  7. Optional: Tap the date field and select the date that you want to create timecards for.

  8. Follow steps to enter timecard information:

    • Enter Time by Tapping Cells

      1. Tap any task code field for a user or equipment and enter the timecard information.
        Note: You can tap multiple cells to bulk enter time.

        フィールドの表示/非表示

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • 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: Tap the toggle to indicate whether or not the entry is billable.

        • Auto-Apply Overtime Rules (Beta). Tap the toggle to automatically enforce overtime rules.

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

      2. Tap Apply.

    • Bulk Enter Time Using Checkboxes

      1. Tap the checkboxes for the resources you want to enter time for.

      2. Enter the information to be applied to all selected timecards.
        Note: If you wish not to apply the information to one of the selected cells, tap the highlighted cell to deselect.

        フィールドの表示/非表示

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • 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: Tap the toggle to indicate whether or not the entry is billable.

        • Auto-Apply Overtime Rules (Beta). Tap the toggle to automatically enforce overtime rules.

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

      3. Tap Apply.

    • Bulk Enter Time for a Single Task Code

      1. Tap the horizontal ellipsis icon-ellipsis-horizontal.png for the task code.

      2. Enter the information to be applied to all selected timecards.
        Note: If you wish not to apply the information to one of the selected cells, tap the highlighted cell to deselect.

        フィールドの表示/非表示

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • 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: Tap the toggle to indicate whether or not the entry is billable.

        • Auto-Apply Overtime Rules (Beta). Tap the toggle to automatically enforce overtime rules.

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

      3. Tap Apply.

  9. Optional: To add another task code, tap Add Code. Select the task code and tap Done.

  10. Optional: To remove a resource, tap the horizontal ellipsis icon-ellipsis-horizontal.png next to the resource and tap Delete Resource.

  11. Review the summary for the timecards' hours, and the daily and weekly hours across all projects.

  12. Tap Submit.
    OR
    Tap Submit and Add Quantities. See Add Quantities to a Timesheet (iOS).

Next Step

See Also

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