Create a Timesheet (iOS)

Background

Procore's timecards and timesheets track the hours employees and workers 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'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.

 Tip

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.

  • '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 configurable fieldset for Daily Log Equipment Entries must match the Equipment fieldset for Timesheets.

    • 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' 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.

  • You can configure what items are created with the quick create icon-plus-quick-create-mobile2.png 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

Steps

  1. Open the Procore app on an iOS mobile device and select a 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. If prompted, tap Create New Timesheet.

  4. Tap Crews, Employees, or Equipment.

  5. Tap the crews, employees, or equipment that you want to create a timecard for.

  6. Tap Done.

  7. Tap the Date field and choose the date that you want to create a timecard for.

  8. Tap Done.

  9. Tap Add Line next to the crew member or employee name to enter the desired information into the timecard.

  10. Tap any of the fields to enter information. Show/Hide Fields

     Notes

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

    • Classification: The resource classification.

    • Codes

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

      • Cost Code: The cost 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.

      • 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.

  11. Tap Add Line to add a new line for the timecard.

  12. Tap Apply.

  13. Review the summary for the timecard's hours, and the daily and weekly hours across all projects.

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

Next Step

See Also

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