Create Timesheets Using Grid Based Entry

Objective

To create a timesheet using the Procore app on an iOS tablet. 

Background

Things to Consider

• Required User Permissions
  • 'Standard' level permissions or higher for the project Timesheets tool.
    AND
  • 'Read Only' level permissions or higher for the Crews tool.
• Task codes are required for grid-based entry.
• Users under the 'Assigned to Project' sub header have corresponding assignments in the Resource Planning tool. Their start and stop times are automatically filled in based on their assignment in Resource Planning.
  • Note: Users must be added to the project in Procore for their Resource Planning assignment hours to automatically populate in Timesheets. See Add an Existing User to Projects in Your Company's Procore Account
• To be added to a Timesheet, users must have the following settings:
  • 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.

Prerequisites

• Task codes must be enabled for your company.

Steps

1. Open the Procore app on an iOS tablet and select a project.
   Note: This loads the Tools screen for the project.
2. Tap the quick create  icon and select Timesheet.
   OR
   Tap the Timesheets tool and tap the create  icon.
3. Tap Crews, Employees, or Equipment.
4. Tap the crews, employees, or equipment that you want to create a timesheet for. Then tap Done.
5. Tap the task codes to apply to the timesheets. Then tap Done.
   Note: Later in the workflow, you will allocate time for the relevant task codes for each person.
6. Optional: Tap the date field and select the date that you want to create timesheets for. 
7. Follow steps to enter timesheet information:
   • Enter Time for One or More Users
     1. Tap any task code field for a user or equipment and enter the timesheet information.
     2. Tap Apply.
   • Enter Time for All Users
     1. Tap the checkboxes for the crew, employees, or equipment you want to enter time for.
     2. Tap the horizontal ellipsis  for the task code.
     3. Enter the information to be applied to all selected timesheets.
        Note: If you wish not to apply the information to one of the selected timesheets, tap the highlighted field to deselect the timesheet.
     4. Tap Apply.
8. Optional: To add another task code, tap Add Code. Select the task code and tap Done.
9. Optional: To remove a resource, tap the horizontal ellipsis  next to the resource and tap Delete Resource.
10. Review the summary for the timesheet's hours, and the daily and weekly hours across all projects.
11. Tap Submit.
    OR
    Tap Submit and Add Quantities. See Add Quantities to a Timesheet (iOS).

Next Step

• Optional: Add Quantities to a Timesheet (iOS)
• Sign a Timesheet (iOS)

See Also

• View a Timesheet (iOS)
• Bulk Enter Time Entry (iOS)