Create a Timesheet (Android)
Objective
To create a timesheet on your Android mobile device.
Background
Things to Consider
- You can configure what items are created with the quick create icon, see Configure Quick Create Settings.
Prerequisites
- Configure the project's Timesheets tool. See Best Practices For Configuring Timesheets.
Steps
Notes
- To appear in this list, the person must be added to a Directory and a checkmark must appear in the 'Is Employee of <Your Company>' box on their profile. For more information on how to check for this setting in a user's profile, see Edit a User Account in the Project Directory.
- Employees who are only entered in the Company Directory can be selected if the 'Can Company Employees be Tracked on all Projects?' setting is enabled. See Configure Advanced Settings: Company Level Timesheets.
- With the setting "Employees Can Be Tracked On All Projects" enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.
- To select a crew, a crew must first be created in the Crews tool. See Create a Crew.
- Open the Procore app on an Android mobile device and select a project.
Note: This loads the Tools screen for the project. - Tap the quick create icon and select Timesheet.
OR
Tap the Timesheets tool and tap the create icon. - Tap New Daily Timesheet.
- Tap Crew, Employees or Equipment (Beta).
- Tap the crew names, employee names, or equipment that you want to add to the timesheet.
- Tap Done.
- Next to each person's name, tap Add Line.
- Tap the fields to add the following information:
- Classification: Tap to select the employee's job classification from the drop-down menu associated with the time entry. See Enable Classifications on a Project.
- Sub Job: Select from the drop-down menu the sub job associated with the time entry.
- *Cost Code: Tap to select the cost code associated with the time entry.
Note: If you are an admin on the Company Admin tool, you can limit the cost code selections that appear in this list. To learn more, see Configure Advanced Settings: Company Level Timesheets. - Location: Tap to select the location where the person performed the work.
- Time Entry: Enter the hours worked and lunch breaks taken.
Notes:- The format for time entry is configured in Advanced Settings: Project Level Timesheets.
- Lunch time entered is deducted from the total time.
- Time Type: Tap to select the type of pay being entered. Select one the following options:
Note: If you are an 'Admin' on the Company Admin tool, you can add custom time types to this list. See Configure Advanced Settings: Company Level Timesheets for more information:- Regular Time
- Double Time
- Exempt
- Holiday
- Overtime
- PTO
- Salary
- Vacation
- Billable: Tap the toggle to indicate that the work is billable.
- Description: Tap to type an additional description that will appear in the timecard.
- Add Line: Tap to create extra line items on a time entry.
Note: If using the Start and Stop 'Time Entry' method, the new line's Start Time will account for time already entered, and the new line's Stop Time will reflect the default Stop Time in your settings. Any time entered after the default Stop Time will be added in one hour increments.
- Tap Save.
- Review the summary for the timesheet's hours, and the daily and weekly hours across all projects.
- Tap Submit.