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Edit a Time Entry in the Company Level Timesheets Tool

Objective

To edit time entry information in the company's Timesheets tool.

Background

If you want to edit a time entry while it is in the 'Pending Approval' status, you can simply click into one of the fields in the entry to modify it. 

Things to Consider

  • Required User Permissions:
    • 'Standard' permission or higher on the Company level Timesheets tool.
      AND
    • To edit any time entry, 'Admin' permission on each time entry's Project level Timesheets tool.
    • To edit a time entry that you created, 'Standard' permission or higher on that time entry's Project level Timesheets tool.

Prerequisites

  • The time entry that you want to edit must be in the 'Pending Approval' status

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.


Steps

  1. Navigate to the company's Timesheets tool.
  2. Locate the time entry you want to edit.
     Notes
    • Time entries are grouped by person. Narrow your results by selecting a specific Work Week and using the Search and Filter functions. 
    • Your work week is determined by the default work week configuration chosen in the company's Time Tracking settings. See Configure Advanced Settings: Company Level Timesheets
    • You may not see all the time entries listed for a user if you do not have the required permissions on all the Project level Timesheets tools. However, the Total Time will include all entered time for the user. 
  3. Click into any of the following fields on the timesheet to modify the information:
    Note: The information will automatically save once selected.
    • Classification. Enter or select from the drop-down menu the employee classification associated with the time entry. To learn more, see Add a Classification.
    • Sub Job. Enter or select from the drop-down menu the sub job associated with the time entry.
    • Cost Code. Enter or select from the drop-down menu the cost code(s) 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. Select from the drop-down menu the location where the work was performed by that user.
    • Start Time. Enter or select the time the user began working.
    • Stop Time. Enter or 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: Company Level Timesheets 
    • Lunch Time. Select one of these options from the drop-down menu to define the amount of time taken for a lunch break: 
      • 0 min (Default)
      • 30 min
      • 45 min
      • 60 min
         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.
    • 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 and/or exclude time types in this list. See Configure Advanced Settings: Company Level Timesheets for more information.
      • Regular Time
      • Double Time
      • Exempt
      • Holiday
      • Overtime
      • PTO
      • Salary
      • Vacation 
    • Description. Enter a description and click Add.

See Also