Copy a Timesheet (iOS)

Objective

To copy a previous timesheet using the Procore app on an iOS mobile device. 

Background

When you are entering data for a timesheet, you may want to copy or clone the timesheet from the previous entry you created. For example, you could save time by copying the previous timesheet's information if the same crew is performing work for the same shift they completed the day before.

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' level permissions on the project's Timesheets tool.
    Note: You can only copy timesheets that were previously viewed in online mode and cached on your mobile device.
• Additional Information: Note: You can only copy timesheets that were previously viewed in online mode and cached on your mobile device.
  • You can still Add Employees to the new timesheet. 
  • You can still use Bulk Time Entry to add information for all employees on the timesheet. 
  • • You can choose to copy either the previous timesheet that you created, or any previous timesheets that you have access to view. 

  • This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

Prerequisites

• Create a Timesheet

Steps

1. Navigate to the project's Timesheets tool using the Procore app on an iOS mobile device. 
2. Tap arrows to navigate to navigate day-by-day, or tap Calendar View to select the date you want to create a timesheet for.
3. Tap the Create New   icon.
   
   
    
4. Tap Copy From Previous to copy the previous timesheet that you created.
   OR
   Tap Copy From Any Date to copy any previous timesheet that you have access to. Then tap the timesheet to copy.
   Notes: 
   • You can use the arrows to navigate day-by-day or select using the drop-down calendar control.
   • Note: By default, Procore displays the date with the most recent timesheet.
5. Optional: Tap Add Employee  to include additional employees that were not selected on the previous timesheet.
6. Optional: Tap Bulk Time Entry to apply the same information to all workers on the Timesheet.
7. Optional: Tap Add Line to create extra line items on a user's timecard entry.
8. Optional: Tap to edit any of the following fields:

    Notes

   • An asterisk (*) denotes a required field.
   • Some fields can be configured as required, optional, or hidden. See Which fields in the Timesheets tool can be configured as required, optional, or hidden?
   • Classification: Select from the drop-down menu the employee classification associated with the time entry. See Enable Classifications on a Project. 
   • Sub Job: Tap to select 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 from the drop-down menu the location where the work was performed by that user.
   • *Start Time: Select the time the user began working.
   • *Stop Time: Select the time the user stopped working.
     Note: You will only see the Start and Stop fields if you have configured your settings to show these fields. See Configure Advanced Settings: Project Level Timesheets.
   • Lunch Time: Select from the drop-down menu the amount of time taken for a lunch break. Select from the following options:
     Notes: 
     • The amount of time selected will be subtracted from the Total Time.
     • This field will only be available if Start Time and Stop Time is enabled.
       • 0 min (Default)
       • 30 min
       • 45 min
       • 60 min
   • Time Type: Select from the drop-down menu the type of pay being entered. Select from 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 whether or not the entry is billable.
   • Description: Tap to enter additional comments that will show in the timecard entry.
   • 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.
9. Tap Apply.
10. Tap Submit.

See Also

• Create a Timesheet (iOS)
• Add Employees to a Timesheet (iOS)