How do I add the 'Timesheet Hours' column to a budget view?

Answer

Company 'Admin' users can set a default for labor and equipment that automatically applies to all project timecards. This ensures that any hours submitted through Procore’s time-tracking tools flow directly into the Budget tool. As long as your budget view includes the ‘Timesheet Hours’ column, these entries will update your budget in real-time.

Step 1: Assign Default Cost Types

Assign a 'Default Cost Type' for your labor and equipment timecard entries. See Configure General Company Timesheets Settings.

Step 2: Include 'Timesheet Hours' in Budget View. Which Procore budget views include the 'Timesheet Hours' column?

If your company is using Procore's Resource Tracking and Project Financials tools, the 'Timesheet Hours' column is used in these budget views:

Add the 'Timesheet Hours' Column to a Blank Budget View
  1. Navigate to the Company level Admin tool.

  2. Under Tool Settings, click Budget.

  3. Click Set Up New Budget View.

  4. Under Standard Views, click on Blank Budget View.
    blank-budget-view.jpg

  5. Click Create.

  6. Enter a View Name and View Description for your view.

  7. Click Configure Columns.

  8. Click Create Calculated Column.

  9. Under New Calculated Column, do the following:

    • Column Name. Enter the name: % Hours Used

    • Format. Select Percent.

  10. Select these calculation settings as shown in the drop-down lists:

    • Timesheet Hours

    • Division (/) sign

    • Revised Units

  11. Click Create.

Note

If you collect timecard entries using third-party software, instead of Procore's Resource Tracking tools, you can develop a custom integration that allows you to add the 'Timesheet Hours' column to a budget view.

See Also

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