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Configure Advanced Settings: Company Level Timesheets

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Objective

To configure advanced settings for the Company level Timesheets tool.

Things to Consider

Prerequisites

  • Your company must enable Procore's Resource Management tools.
  • Your company must have Procore's Resource Management license.

Steps

  1. Navigate to the company's Timesheets tool. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click the Configurations tab.
  4. Update the settings under the following sections:
    • 'Shared Settings'
      Note: These settings apply to Timecards, Timesheets, and Daily Log.
      • Employee Tracking on Projects
        1. Mark this checkbox to enable a employees and workers of your company to be automatically added to the employee list on all Resource Tracking tools for all projects.
          Note: To add users as workers or employees, see Add a Worker and How do I add someone as an employee of my company? 
      • Timecard Privacy
        1. Mark the checkbox to make timecards private by default.
           Notes
          • Private Timecards are only visibile to the creator of the timecard, the user the time is being tracked for, and admins of the Timesheets tool.
          • Enabling the setting will make all existing and future timecards across all project private. 
          • This privacy setting only affects the visibility of timecards in the Timesheets tools. It does not change the privacy of timecards in the company level Timecard tool and the Daily Log Timecard module. See What is a 'private' timecard and which timecards can be set to private?
      • Timecard Rounding. See What is timecard rounding and how does it work in Procore? 
        1. Mark the checkbox to enable rounding on timecards.
        2. Select the time increment.
        3. Select the rounding direction.
    • 'Timesheet Settings'
      • Limit Available Cost Codes by Cost Type. Mark the checkbox next to the cost type(s) that you want to show to users in the Timesheets tool for labor and equipment. To add cost types, see Add Company Cost Types.
      • Default Cost Type for Timecards
        Note: If your company is using Procore's Project Financials, this configuration assigns the selected cost type to timecard entries for real-time visibility into labor costs in the budget tool.
        1. Select the default cost type to assign to your project's labor timecard entries.
        2. Optional: Mark the checkbox to Apply to Existing Entries to apply the default cost type to all existing timecard entries.
        3. Select the default cost type to assign to your project's equipment timecard entries.
        4. Optional: Mark the checkbox to Apply to Existing Entries to apply the default cost type to all existing timecard entries.
           Important

      • If your company is integrated with an ERP system Show/Hide 

        • Default Cost Type for Timecards on Non-ERP Synced Projects. If your company's ERP system is integrated with Procore, select the cost type to assign to timecard entries for non-ERP synced projects.
          • Click Update to apply the default cost type to any future timecard entries.
          • Click Apply to Existing Timecards to apply the default cost type to all existing timecard entries.
        • Default Cost Type for Timecards on Synced Projects. If your company's ERP system is integrated with Procore, select the cost type from your payroll system to assign to your project's timecard entries.
          • Click Update to apply the default cost type to any future timecard entries.
          • Click Apply to Existing Timecards to apply the default cost type to all existing timecard entries.
      • Custom Signature Text. Enter the text you want to show in the Signature field when a user is signing their time entry.
  5. Click Save.