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Procore

How do I add timesheet hours to my budget?

Background

Users who have access to Procore's Field Productivity tools can assign a single Cost Type to all timecard entries for labor hours that can be used as a column source in a project's budget view. This allows the timecard entry hours submitted in the Timecard, Timesheets, My Time (Android), and My Time (iOS) tools to be immediately updated in the project's Budget tool.

Answer

  1. Configure the Default Cost Type for timecards from the company's Timesheet tool. See Configure Advanced Settings: Company Level Timesheets.
  2. Navigate to the company's Admin tool.
  3. Under 'Tool Settings', click Budget.
  4. Click Set Up New Budget View.
  5. Under 'Standard Views', click on Blank Budget View.
    blank-budget-view.jpg
  6. Click Create.
  7. Enter a View Name and View Description for your view.
  8. Click Configure Columns.
  9. Follow the steps for adding a 'Timesheet Hours' source column as outlined in Add a Budget View for Real-Time Labor Costing.