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Procore

Configure Advanced Settings: Company Level Timesheets

Objective

To configure advanced settings for the Company level Timesheets tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Timesheets tool. 

Prerequisites

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

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.


Steps

Configure Timesheets Settings

  1. Navigate to the company's Timesheets tool. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Under Shared Settings, do the following:
    Note: These settings apply to the Timecard, Timesheets, and Daily Log tools.
    • Choose Default Work Week. Select your company's defined work week from the drop-down menu.
      Note: This setting will display as the filter 'Current Work Week' or 'Last Work Week' in custom reports for the Timesheets tool.
    • Can Company Employees be Tracked on all Projects? Mark this checkbox to enable a selectable list of employees for use with the time modules on all Procore projects.
       Note
    • COMING SOON Rounding on Timecards. If you want to set rounding rules on time entries, move the toggle to the ON position. Then set the time increment and rounding direction that you want to apply to your employee time entries.
    • Click Update to save settings.
  4. Under Manage Time Types, mark the checkbox next to the time types you want to show in the Timesheets tool.
    Note: New time types can also be added from the Timecard tool. See Configure Advanced Settings: Timecard for more information.
  5. Under  Timesheets Settings, select the following:
    • Limiting Cost Codes by Cost Type. Mark the checkbox next to the cost types with their corresponding cost codes you want to show in the Timesheets tool. See Set Default Cost Types for more information on how to add cost types.
      Note: The cost types that correspond to cost codes that will show in the Timesheets tool Cost Code drop-down menu are being pulled from budget line items or from uploading a unit quantity budget.
    • Default Cost Type for Timecards. Select the cost type to assign to your project's timecard entries. If your company is using Procore's Project Financials, this action ensures that the labor costs from your project's timecards are reflected in the 'Procore Labor Productivity Cost' and 'Real-Time Labor Costing'budget views. 
      Note: By default, this option is set to 'None' and it must be updated. 
      • 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.
         Important
        • Applying a new default cost type to existing timecards by clicking Apply to existing timecards is a one-time action and cannot be undone without contacting your Procore point of contact.
        • If your company is using Field Productivity with Project Financials, you must assign a Default Cost Type to timecard entries before your project teams can work with the following budget views: 
    • Custom Signature Text. Enter the text you want to show in the Signature field when a user is signing their time entry.
      • Click Update to save.
    • Payroll Settings. If your company processes its payroll using one of these supported systems below, select that system from the drop-down menu. This allows you to transfer time entries from Procore's Company level Timesheets tool to one of these systems.
       Note

      Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector and/or Procore + Sage 300 CRE® Connector

Set User Permissions

  1. Navigate to the company's Timesheets tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Permissions.
    permissions setting c time 1.jpg
  4. Set the access permission level for the tool's users by clicking the icon in the permission column until the GREEN checkmark appears:

    timesheets permissions.jpg

    The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon Color Definition
    green-check.png GREEN The user has been granted this access permission level to the tool.
    red-x.png RED The user has NOT been granted this access permission to the tool.
    grey-x.png GREY The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permission template?). To change the user's access permission level, follow the steps in Manage Permission Templates.