Configure Advanced Settings: Timecard

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Steps

Configure Timecard Settings

  1. Navigate to the company's Timecard tool.

  2. Click the Configure Settings Icons Settings Gear icon.

  3. Set your preferences.

    • Timecards For 'Default' Group End On: Select the day you would like your timecard entries to end on.

    • Timecard Report Format: Select whether you would like to have your timecard report in the standard format, or if you would like to have it displayed in Timberline (Sage) format.

    • Employees Can Be Tracked On All Projects: Select this checkbox to allow employee time tracking across all company projects. This enables you to log hours for any project, even if the employee is not a member of that specific project.

    • Time Types.

      • Mark the checkbox next to the time types you want to show in the Timesheets tool.

      • Optional: To add a new time type, enter the Type and Abbreviation, then click Add.

      • Note: If your company is using Procore's Project Financials, this configuration assigns the selected cost type to timecard entries for real-time visibility into labor costs in the budget tool.

        1. Select the default cost type to assign to your project's labor timecard entries.

        2. Optional: Mark the checkbox to Apply to Existing Entries to apply the default cost type to all existing timecard entries.

           Important

          Se sua empresa estiver integrada a um sistema ERP Mostrar/ocultar

          • Default Cost Type for Timecards on Non-ERP Synced Projects.

            1. Select the cost type to assign to timecard entries for non-ERP synced projects.

              • Clique em Atualizar para aplicar o tipo de custo padrão a qualquer entrada futura no cartão de ponto.

              • Clique em Aplicar a cartões de ponto existentes para aplicar o tipo de custo padrão a todas as entradas existentes no cartão de ponto.

          • Default Cost Type for Timecards on Synced Projects.

            1. Select the cost type from your payroll system to assign to your project's timecard entries.

              • Clique em Atualizar para aplicar o tipo de custo padrão a qualquer entrada futura no cartão de ponto.

              • Clique em Aplicar a cartões de ponto existentes para aplicar o tipo de custo padrão a todas as entradas existentes no cartão de ponto.

Set User Permissions

  1. Navigate to the company's Timecard tool.

  2. Click the Configure Settings Icons Settings Gear icon.

  3. Click Permissions Table.

  4. Set the access permission level for the tool's users by clicking the icon in the permission column until the green checkmark appears:

    The color-coded icons in the user permissions area denotes the user's access permission level to the tool.
    To learn more, see What are the default permission levels in Procore?

    Icon

    Color

    Definition

    Icon Permissions Access Check

    GREEN

    The user has been granted this access permission level to the tool.

    Icon Permissions No Access X

    RED

    The user has NOT been granted this access permission to the tool.

    Icon Permissions Admin X

    GREY

    The user is either a Procore Administrator or has been granted permissions to the Procore tools in this company using a permissions template (see What is a permissions template?).

See Also

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