Add Resources to a Timesheet
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.'
Prerequisites
Employees must have user accounts in the Project Directory.
Employees must be marked as employees of your company.
Steps
Navigate to the project's Timesheets tool.
Select the date to locate the timesheet.
Then click the vertical ellipsis
for the timesheet and select Add Resources.
Select the resources:
Click All Employees and mark the checkbox for each employee.
Click Equipment and mark the checkboxes for each piece of equipment
Click the crew name and mark the checkboxes for each employee.
Click Add to add the new resources to the timesheet.