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

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Answer

If your company is using Procore's Field Productivity tools, a user with 'Admin' level permission on the Company level Timesheets tool can assign a default cost type to automatically apply to all of your project's timecard entries. This action allows the timecard entry hours submitted by project team members (using  the Timecard, Timesheets, My Time (Android), and My Time (iOS) tools) to be immediately reflected in the Budget tool whenever a budget view includes the 'Timesheet Hours' column. 

How do I configure the default cost type for timecard entries?

If you have 'Admin' level permissions to the Company level Timesheets tool, you must assign a 'Default Cost Type' for your timecard entries. For step-by-step instructions, see Configure Advanced Settings: Company Level Timesheets.

Which Procore budget views include the 'Timesheet Hours' column? 

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

How do I 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.

What if my company doesn't use Procore's Field Productivity tools?

If you collect timecard entries using third-party software, instead of Procore's Field Productivity tools, you can develop a custom integration that allows you to add the 'Timesheet Hours' column to a budget view. For details, see Can we import our third-party timecard entries to work with the 'Timesheet Hours' column in Procore's Budget tool?