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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' on the company's Timesheets tool. 

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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. In the 'Shared Settings' section, select 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 Timesheets custom reports.
    • Can company employees be tracked on all projects?: Mark the checkbox if you want users who are marked as "employees of your company" in the Directory and "workers" in the Crews tool to be displayed as selectable users in time modules on all projects. See How do I add someone as an employee of my company?Add a Worker, and Track Employees To All Projects For Timesheets for more information.
    • 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. In the 'Timesheet Settings' section, select the following:
    • Managing 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 you want to assign to timecard entries for visibility into labor costs in the Budget tool.
      Note: By default, this option is set to 'None' until it is changed.
      • 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 is ERP integrated, select your payroll software from the options in the drop-down menu.

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.