Copy a Previous Timesheet

Background

When creating a new daily timesheet, you have the option to copy a previous timesheet. Copying a previous timesheet can save time on data entry, especially if your daily timesheet contains repetitive data entry for the same crew members.

Things to Consider

  • Required User Permissions

  • You can add employees to a copied timesheet.

  • You can use Bulk Time Entry to add information for all employees on the timesheet.

  • You can copy a previous timesheet you created, or any you have permission to view.

Steps

  1. Navigate to the project's Timesheets tool.

  2. Select the date for which you want to create a timesheet.

  3. Click Create and select one of the following:
    Create Timesheet

    • Click 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.

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

      • Click Copy Timesheet.

  4. Optional: Click Add Resources to include additional resources that were not included on the previous timesheet.

  5. Optional: Click Bulk Time Entry to apply the same information to multiple workers on the Timesheet. See Bulk Enter Time Entry.

  6. Enter the timecard information for labor. 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

    • 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.

  7. Submit the Timesheet.

See Also

Loading related articles...