Equipment User Guide

Background

After Equipment is created in your company's Equipment tool, you can add or remove equipment from your project. Equipment can be used in Inspections, Timesheets, and your Budget.

Things to Consider

• Required User Permissions
• Equipment records created in the project Equipment tool are automatically added to the company's Equipment tool.
• Equipment Category and Type are configured in the Company level Equipment tool settings. See Configure Equipment Categories, Types, and Makes.
• Custom statuses are configured in the Company level Equipment tool settings. See Configure Custom Statuses for Equipment.

Steps

1. Navigate to the project's Equipment tool.
2. Click Add and select Create Equipment.

    Tip

   First check to see if the equipment record already exists in the company's Equipment tool. See Add or Remove Equipment from Projects in the Project level Equipment Tool.
3. Enter the equipment information.
   • Specification Information
     • Category. The equipment category.
     • Type. The equipment type.
     • Make. The equipment make.
     • Model. The equipment model.
     • Serial Number. The serial number.
     • Year. The year the equipment was manufactured.
   • General Information
     • Equipment ID. The equipment ID.
     • Equipment Name. The name of the equipment.
     • Rate per hour. The cost of the equipment per hour.
     • Status. The status of the equipment.
     • Ownership. Whether the equipment is owned, rented, or subcontracted.
       • Vendor Name. The name of the equipment vendor.
       • Rental Start Date. The start date for the equipment rental.
       • Rental End Date. The start date for the equipment rental.
     • Notes. Enter any notes.
   • Attachments
     1. Click Attach File and select the file from your computer.
        OR
        Drag and drop one or more files into the 'Drag and Drop' box.
4. Click Create.

See Also

• Add or Remove Equipment from Projects in the Project level Equipment Tool
• View Equipment Details

Objective

To set the current project to show where equipment is onsite in the company's Equipment tool.

Background

You can assign equipment to multiple projects and mark its current project to see where the equipment is onsite when viewing the company's Equipment register. 

Things to Consider

• Required User Permissions
• If equipment is checked in for a project from the field, the current project is automatically updated. See Check In Project Equipment (iOS) or Check in Project Equipment (Android).

Prerequisites

• The field must be enabled on the table. See Configure Columns for the Company Equipment Tool.

Steps

• Set a Single Record
• Bulk Set Equipment

See Also

• Edit an Equipment Record in the Company Equipment Tool

Things to Consider

• Required User Permissions
• After you remove equipment from the project, the following is updated in Procore:
  • The equipment is removed from your project's Equipment register.
  • The project is removed as the 'Current Project' in the company's Equipment tool.

Steps

1. Navigate to the Equipment tool using the Procore app on an iOS mobile device.
2. Tap the equipment record to view details.
3. Tap the equipment record.
   OR
   Tap the QR code  icon and point your camera toward the QR code.
   The QR code will be scanned and show the equipment details.
4. Click the horizontal ellipsis  and select Remove from Project List.
   The equipment is removed from your project's Equipment register.
   The project is removed as the 'Current Project' in the company's Equipment tool.

See Also

• Check in Project Equipment
• Equipment User Guide

Things to Consider

• Required User Permissions
• After you check in equipment from the project, the following is updated in Procore:
  • The equipment is removed from your project's Equipment register.
  • The project is removed as the 'Current Project' in the company's Equipment tool.

Steps

1. Navigate to the Equipment tool using the Procore app on an Android mobile device.
2. Tap the equipment record.
   OR
   Tap the QR code  icon and point your camera toward the QR code.
   The QR code will be scanned and show the equipment details.
3. Click the horizontal ellipsis  and select Remove from Project List.
   The equipment is removed from your project's Equipment register.
   The project is removed as the 'Current Project' in the company's Equipment tool.

See Also

• Equipment User Guide

Prerequisites

1. Create a Company Level Inspections Template
2. Add Inspection Templates to Your Project
   OR
3. Create a Project Level Inspection Template

Steps

1. Navigate to the Project level Inspections tool.
2. Click + Create.
   Note: If your company does not yet have Company level inspection templates set up, you will first need to create an inspection template before this button will be active.
   
3. Select Inspection Schedule.
4. Select a default inspection template from your list of templates from the drop-down menu.
   Note: You cannot use a template that you have not yet added to your project. See Add an Inspection Template to Your Project.
5. Enter the Schedule Information:
   • Name: The inspection schedule's name.
   • Frequency: How often you want the schedule to be created.
     Note: The 'Monthly' option will set the frequency to occur on the same day of each month, for example, the second Tuesday. 
   • First Inspection Due Date: The due date of the first inspection.
   • Days Created Before Due Date: How many days before an inspection's due date to create the inspection.
   • End By: The date after which no more inspections should be created.
     Note: This option only appears for frequencies other than 'Once'.
6. Fill out the fields that are specific to your project:
   • Name: The inspection's name is set in the Company level template and cannot be edited at the Project level. Reference the number, location, or date on the log page to differentiate your inspections. 
   • Status: By default, the status field will be set to 'Open'. You can change this to fit your needs.
     Note: An inspection's status should be set to 'Open' when someone begins performing the inspection. It should remain open until there are no more deficient items on the inspection. At this point, you should change the status to 'Closed' to indicate that no further action is needed.
   • Location: Use the location drop-down menu to select a location the inspection impacts. Either select from the predefined locations or Add a Multi-tiered Location to an Item. This location may be as general as the site location at the first tier or as specific as to where on the site the contractor will be working at the second tier.
   • Distribution: Add 'Standard' and 'Read Only' users to the distribution list to give them access to view a private inspection in the project. 
     Note: This will not send email notifications.
   • Private: Mark the checkbox next to Private to hide the inspection from anyone except for the 'Point of Contact', 'Assignee(s)', members added to the inspection's distribution list, and 'Admin' level users on the project's Inspections tool.
   • Spec Section: Reference the specific contract documents or section of the specification book that's related to the inspection by choosing from the drop-down menu.
     Note: If the Specifications tool is enabled on the project, the selections in this menu are populated with the spec sections from that tool, and it will display as a link upon saving the inspection. If the Specifications tool is disabled on the project, the selections in this menu are populated with values from the project's Admin tool.
     Note: Click the X next to the item you selected to delete the field.
   • Assignee(s): Select the people who are performing the inspection. By default, Procore will populate this with the creator's name.
   • Responsible Contractor: Select the company that performed the work to be inspected. If you selected a point of contact before this, you will only be able to choose from the contractor that point of contact is associated with.
     Note: If you do not have any contracting companies added to your Directory, the 'Point of Contact' drop-down menu will appear empty. You will need to go into your Project level Directory to add a contractor and associate a contact with it before you can add in this field.
     Note: Click the X next to the item you selected to delete the field.
   • Point of Contact: Select the person from the point of contact's group who performed the work to be inspected. If you selected a 'Responsible Contractor' before this, you will only be able to choose the company the point of contact is associated with.
     Note: If you have a contractor added to your Directory that doesn't have a contact associated with it, the 'Point of Contact' drop-down menu will appear empty. You will need to go into your Project level Directory to associate a contact with your responsible contracting company before you can add in this field. Only users with 'Standard' level permissions or above on the Observation tool may be listed as the Inspection's 'Point of Contact'.
     Note: Click the X next to the item you selected to delete the field.
   • Equipment: Use the location drop-down menu to select a location the inspection impacts. For setup, see Add an Equipment Record to the Project Equipment Tool.
   • Attachments: Attach any relevant files from your computer, the project's Photos tool, the project's Drawings tool, the project's Forms tool, or the Project level Documents tool to your inspection for those performing the inspection can reference.
     Note: See Add a Photo to an Inspection so that it Populates in the Photos Tool.
7. Click Create.
8. Optional: Under Inspection Items Preview, review the inspection items and their response options.
9. Click Create.

Next Steps

• Perform an Inspection

See Also

• Create a Project Level Inspection

Things to Consider

• Required User Permissions
• Additional Information:
  • After a company template is copied to your project, it becomes a project template that can be modified without affecting the company template from which it originated.
  • Project templates may be modified in the Project level Inspections tool throughout the duration of the project, but changes will only be reflected on project checklists that are created from the modified template.
  • You can use a default inspection template more than once.
  • To create an inspection for equipment, you must first configure the following settings:
    • The Equipment tool must be enabled for your project. See Add and Remove Project Tools.
    • Equipment records must be added to your project. See Add or Remove Equipment from Projects.
    • Equipment must be enabled on your configurable fieldset for inspections. See Edit Configurable Fieldsets.

Prerequisites

1. Create a Company Level Inspections Template
2. Add Inspection Templates to Your Project
   OR
3. Create a Project Level Inspection

Video

Steps

1. Navigate to the Project level Inspections tool.
2. Click + Create.
   Note: If your company does not yet have Company level inspection templates set up, you will first need to create an inspection template before this button will be active.
   
3. Select Inspection.
4. Select a default inspection template from your list of templates from the drop-down menu.
   Note: You cannot use a template that you have not yet added to your project. See Add an Inspection Template to Your Project.
5. Enter the relevant information for each field.
6. Optional: Under Inspection Items Preview, review the inspection items and their response options.
7. Click Create.

Next Steps

• Perform an Inspection

See Also

• Add a Related Item to an Inspection
• Edit an Inspection Template
• Delete a Project Template From your Project
• Add Conditional Logic to a Company Level Inspection Template

Things to Consider

• Required User Permissions
• If the inspection is private, you must be added as an assignee to perform the inspection.

Prerequisites

1. Create a Company Level Inspections Template
2. Add Inspections Templates to Your Project
3. Create a Project Level Inspection

Video

Steps

1. Navigate to the Project level Inspections tool.
2. Click View next to the inspection you want to perform.
3. Scroll down to the 'Inspection Items' section. Respond to the items or sections according to their response option.
   Notes:
   • Each inspection item has an activity feed that includes the following information: Response Changes, Attachments, Photos, Comments, and Observations. 
   • If an item requires a signature, you may need additional permissions to create a contact if they are not already in your Directory. See Inspection User Permissions.
   • If you are performing an inspection that includes a section that is no longer applicable to the project, toggle the Mark section as N/A on to mark all inspection items in that section as N/A. Any previously marked inspection items in that section will be overridden with N/A, and the section will be collapsed. Expand the section again by clicking the caret on the right, or turn off the toggle by clicking it again. This gives the items in a section no status, and the history will reflect the status changes. 
4. Optional: Add comments to an inspection item.
5. Optional: Add attachments to an inspection item. 
6. Optional: Create an observation from an inspection.
7. As you perform the inspection, the wheel at the top of the page will provide a breakdown of your responses.

See Also

• Close an Inspection
• Create an Observation from an Inspection

Things to Consider

• Required User Permissions

• You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Prerequisites

• To create an inspection for equipment, you must first configure the following settings:
  • The Equipment tool must be enabled for your project. See Add and Remove Project Tools.
  • Equipment records must be added to your project. See Add or Remove Equipment from Projects.
  • Equipment must be enabled on your configurable fieldset for inspections. See Edit Configurable Fieldsets.

Steps

You can create an inspection from the following places:

• Equipment Tool
• Inspections tool

Next Steps

• Perform an Inspection (iOS)

See Also

• Generate and Print QR Codes for Equipment
• Equipment User Guide

Things to Consider

• Required User Permissions
• Additional Information:
  • This action can also be performed while an active network connection is not available on your mobile device (offline mode). Tasks performed in offline mode will be synced with Procore after a network connection has been reestablished.

Prerequisites

• Add Signers to an Inspection (iOS)

Steps

1. Navigate to the project's Inspections tool using the Procore app on an iOS mobile device.
2. Tap the inspection you want to perform.
3. Complete the item with the appropriate response.
   Note: Based on your response, some inspection items may also require you to add a photo or an observation. 
4. Optional: Tap the info  icon for an inspection item to perform additional actions.
   • Tap Comment to add a comment and then tap Save.
   • Tap Photo to either take a new photo or select an existing one from your device to attach to the item.
   • Tap Observation if you want to create an observation. See Create an Observation from an Inspection (iOS).

See Also

• Edit an Inspection (iOS)
• View Inspections (iOS)

Things to Consider

• Required User Permissions

• Additional Information:

  • This action can also be performed while an active network connection is not available on your mobile device (offline mode). Tasks performed in offline mode will be synced with Procore after a network connection has been reestablished.

  • You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Prerequisites

• To create an inspection for equipment, you must first configure the following settings:
  • The Equipment tool must be enabled for your project. See Add and Remove Project Tools.
  • Equipment records must be added to your project. See Add or Remove Equipment from Projects.
  • Equipment must be enabled on your configurable fieldset for inspections. See Edit Configurable Fieldsets.

Steps

You can create an inspection from the following places:

• Equipment Tool
• Inspections tool

Next Steps

• Perform an Inspection (Android)

See Also

• Generate and Print QR Codes for Equipment
• Equipment User Guide

Things to Consider

• Required User Permissions

• This asset or item can be viewed or edited in offline mode if it was previously viewed and cached on your mobile device. Tasks performed in offline mode sync with Procore once a network connection is reestablished.

Prerequisites

• Create an Inspection (Android)

Steps

1. Navigate to the project's Inspections tool using the Procore app on an Android mobile device.
2. Tap the inspection you want to perform.
3. Complete the status of each item by tapping the appropriate response (e.g. Pass/ Safe , Fail/ At Risk , or N/A ).
   Note: Some items may require you to select from a custom response set or respond in the form of text, date, or number entry.
4. Based on your response, some inspection items may also require you to add a photo or an observation. 
   
   
    
5. Optional: Add comments or attachments to an inspection item.
   1. Tap the inspection item.
   2. Tap the Attachmenticon to add a file or tap into the text box to add a comment.
6. Tap Save.

See Also

• Add Comments to an Inspection Item (Android)
• Add Photos to an Inspection Item (Android)

Things to Consider

• Required User Permissions

Prerequisites

• Add the Incidents Tool to the Project Tools menu. See Add and Remove Project Tools.
• Optional: If your company wants to configure the required fieldsets for data entry, complete the steps in Create New Configurable Fieldsets.

Video

Steps

1. Navigate to the project's Incidents tool.
2. Click the Incidents tab.
3. Click +Create.
4. Add the following information, as applicable:
   • In the 'Incident Information' section:
     • Title. Enter a descriptive name to describe the incident.
     • Distribution. Enter the users whom you want to give access to the incident in Procore. 
       Note: Users added to this list will be sent an email notification when the incident is created. To send the incident to team members later, see Email Incidents.
     • Location. Select the location where the incident occurred from the list.
     • Event Date. Select the date the incident occurred.
     • Event Time. Select the time the incident occurred.
       OR
     • Time Unknown. Mark this checkbox if the time the incident occurred is unknown.
     • Recordable. Mark this checkbox if this incident is legally classified as a recordable incident by a regulatory agency or governing body.
     • Private. Mark this checkbox to designate the incident as 'Private'. Private incidents are only visible to their creators, users added to the Distribution list, and users with 'Admin' level permissions on the project's Incidents tool.
     • Description. Enter a detailed description of the incident. 
     • Attachments. Attach any relevant files.
   • In the 'Investigation Information' section: 
     • Hazard. Select the hazard the person affected was involved with (e.g., Caught In).
     • Contributing Condition. Select the condition that contributed to the incident (e.g., Defective Equipment).
     • Contributing Behavior. Select the behavior that contributed to the incident (e.g., Distraction).
5. Click Create. 
6. Optional: Add a record, witness statement, or action to the incident after it has been created.
   • Add an Environmental Record to an Incident
   • Add an Injury/Illness Record to an Incident
   • Add a Near Miss Record to an Incident
   • Add a Property Damage Record to an Incident
   • Add a Witness Statement to an Incident
   • Add an Action to an Incident

See Also

• Edit an Incident
• Delete an Incident

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' level permissions on the project's Incidents tool.
• Additional Information:
  • You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Steps  

1. Open the Procore app on an iOS mobile device and select a project.
   Note: This loads the Tools screen for the project.
2. Tap the quick create  icon and select Incident.
   OR
   Tap the Incidents tool and tap the create  icon.
3. Enter the following information, as appropriate:
   • Title: Enter a descriptive title that accurately describes the incident.
   • Attachments:
     •  Camera: Tap to open your device's camera and take a photo to add to the incident. 
     •  Photos: Tap to select an image from your device's photo library or Procore Photos. After you select the photos, click Add or Done.
     •  Files: Tap to select a saved file from your device's files.
   • Location: Select a location from the drop-down menu. See How do I add a multi-tiered location to an item? 
   • Event Date: Select the date associated with the incident. 
   • Time Unknown: If the time of the incident is unknown, tap the toggle to indicate that the time of the incident is unknown.
   • Event Time: If the time is known, enter a time associated with the incident.
   • Distribution: Enter the users to whom you want to give access to the incident in Procore. 
     Note: Users added to this list will be sent an email notification when the incident is created.
   • Private: Tap the toggle to mark the incident as 'Private' to hide it from everyone except Incident tool 'Admin' users and the creator of the incident.
   • Hazard: Select a hazard associated with the incident.
   • Contributing Behavior: Select a contribution behavior associated with the incident.
   • Contributing Condition: Select a contributing condition associated with the incident.
   • Description: Enter a description of the incident.  
4. Tap Create.

See Also

• Add a Record to an Incident (iOS)
• Add a Witness Statement to an Incident (iOS)
• Add an Action to an Incident (iOS)
• Edit Incidents (iOS)

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' level permissions on the project's Incidents tool.
• Additional Information:
  • You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Prerequisites

• Add the Incidents Tool to the Project Tools menu in the Procore web app. See Add and Remove Project Tools.
• Optional: If your company wants to configure the required fieldsets for data entry, complete the steps in Create New Configurable Fieldsets.

Steps  

1. Open the Procore app on an Android mobile device and select a project.
   Note: This loads the Tools screen for the project.
2. Tap the quick create  icon and select Incident.
   OR
   Tap the Incidents tool and tap the create  icon.
3. Enter the following information:
   • Title: Enter a descriptive title that accurately describes the incident.
   • Location: Select a location from the drop-down menu. See How do I add a multi-tiered location to an item? 
   • Event Date: Select the date associated with the incident. 
   • Time Unknown: If the time of the incident is unknown, tap the toggle to indicate that the time of the incident is unknown.
   • Event Time: If the time is known, enter a time associated with the incident.
   • Distribution: Enter the users to whom you want to give access to the incident in Procore. 
     Note: Users added to this list will be sent an email notification when the incident is created.
   • Private: Tap the toggle to mark the incident as 'Private' to hide it from everyone except Incident tool 'Admin' users and the creator of the incident.
   • Hazard: Select a hazard associated with the incident.
   • Contributing Behavior: Select a contribution behavior associated with the incident.
   • Contributing Condition: Select a contributing condition associated with the incident.
   • Description: Enter a description of the incident. 
4. Optional: To add relevant files or photos, tap one of the following options:
   •  Take Photos: Take a photo with your mobile device's camera and add it to the incident.
   •  Attachments: Choose a photo or file from your mobile device and add it to the incident.
5. Tap Create.

6. Add additional information.

• Add a Record to an Incident (Android)
• Add a Witness Statement to an Incident (Android)
• Edit Incidents (Android)

See Also

• Edit Incidents (Android)

Things to Consider

• Required User Permissions
• To configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Steps

• Beta
• Legacy

See Also

• Edit a Daily Log (iOS)

Objective

To create a T&M ticket.

Background

Things to Consider

• Required User Permissions

• To appear in the list for the 'Ordered by' and 'Signee' fields, the person must have a user account in the project's Directory tool. See Add a User Account to the Project Directory.

• To appear in Labor category, people must be listed as employees or workers for your company. See Add Someone as an Employee of Your Company or Add a Worker.

• To appear in list for the 'Company' field, the company must have a record in the Project Directory. See Add a Company to the Project Directory.

• T&M Tickets are automatically set to the 'In Progress' status when created, but will update to the 'Ready for Review' status when the ticket has been signed by the Company Signee. When the Customer Signee has signed and verified the ticket, the status will update to 'Field Verified'.

Prerequisites

• Configure Advanced Settings: T&M Tickets
• Turn T&M Ticket Sections ON and OFF

Steps

1. Navigate to the project's T&M Tickets tool.
2. Click Create.
3. Fill out the 'General Information' section of the form.
4. In the 'Labor' section, enter labor information. Then click Add. 
5. In the 'Materials' section, enter information for the installed materials. Then click Add.
6. In the 'Equipment' section, enter information for the equipment used. Then click Add.
7. In the 'Subcontractors' section, enter the relevant information. Then click Add.
8. In the 'Approvals' section, select the Signees from the drop-down list.
   • Company Signee. A company signee is a person with signature authority for the company performing the work requested in the ticket. 
   • Customer Signee. A customer signee is a person with signature authority for the entity that requested the labor, materials, or equipment being requested in the T&M ticket. 
9. Optional: In the Notes box, type any additional notes you want to add to the ticket.
10. Optional: In the Attachments area, you can attach photos or any important documents, emails, or forms associated with the ticket.
11. Click Save.
    Procore creates your ticket. An 'In Progress' banner appears to indicate the ticket is being actively worked on. 

Next Step

• Request a Signature on a T&M Ticket

See Also

• Edit a T&M Ticket
• Manage T&M Tickets
• Delete or Restore a T&M Ticket
• Which Procore tools support 'Classifications'?

Objective

To create a Time and Materials ticket in the T&M Tickets tool using the Procore app on an iOS mobile device.

Things to Consider

• Required User Permissions

• You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Prerequisites

• Best Practices for Configuring T&M Tickets

Steps

1. Open the Procore app on an iOS mobile device and select a project.
   Note: This loads the Tools screen for the project.
2. Tap the quick create  icon and select T&M Ticket.
   OR
   Tap the T&M Tickets tool and tap the create  icon.
3. Tap to enter information into the following fields as appropriate:
   Note: An asterisk (*) indicates that the field is required.
   • Description*: Enter a short description of the work for the T&M Ticket.
   • Status: The status of your ticket will update automatically when certain conditions have occurred.
     • In Progress: This is the default status when a ticket is created and has not been signed by the Company or Customer Signee.
     • Ready for Review: The ticket will update to this status when the assigned Company Signee has verified the ticket's labor, equipment, and material to indicate that it is ready for customer review.
     • Field Verified: The ticket will update to this status when the Customer Signee has verified and signed it.
     • Closed: Tickets can be set to 'Closed' status on the desktop app to indicate that the ticket is closed or has been sent to the client and should not be edited.
       Note: Tickets can only be moved to the 'Closed' status on the desktop app and cannot be edited on the mobile app. To edit a closed ticket, you will need to reopen it from the desktop app. For instructions on how to close or reopen a ticket, see Close or Reopen a T&M Ticket.
   • Performed On*: This field defaults to the current day.
   • Locations: Tap to select the location where the work is being performed.
     Note: Users with 'Admin' permissions or users who have the "Manage Locations" granular permission enabled on the Admin tool can add a location. See Add Tiered Locations to a Project.
   • Ordered by: Select the users who ordered the ticket.
     Note: A user must be recorded in the Project level Directory tool to be selected from this list. To add someone to the project directory, see Add a Person to the Project Level Directory (iOS).
   • Reference #: Enter the Change Order number that will be associated with the T&M ticket.
4. Attachments:
   •  Camera: Tap to open your device's camera and take a photo to add to your T&M ticket.
   •  Photos: Tap to select an image from your device's photo library or Procore Photos. After you select the photos, click Add or Done.
   •  Files: Tap to select a saved file from your device's files
5. In the 'Labor' section, under 'Employees', tap on the following fields to enter information as needed:
   • Employee*: Select the employee from the Workers list.
     Note: To add a worker to the list, see Add a Worker (iOS).
   • Classification: Select the employee’s classification from the list.
   • Hours*: Enter the number of working hours the employee performed.
   • Time Type: Select the time type for the work.
6. Tap Apply.
7. In the 'Materials' section, under 'Quantities', tap on the following fields to enter information as needed:
   • Material*: Enter the type of material used. 
   • Material Description: Enter a description of the material or the invoice number for the material delivery.
   • Unit*: Select a unit of measurement from the list.
   • Quantity*: Enter the quantity of materials needed.
8. Tap Apply.
9. In the 'Equipment' section, under 'Quantities', tap on the following fields to enter information as needed:
   • Equipment Name*: Select the equipment used from the list.
   • Equipment Description: Type any relevant information about the equipment item such as the type, equipment ID number, or delivery ID number.
   • Hours*: Type in the number of hours the equipment was used.
10. Tap Apply.
11. In the 'Approvals' section, under 'Company Signee', select the user from the list.
12. Under 'Customer Signee', select the customer name from the list.
13. Optional: In the 'Notes' section, under 'More Information', type in any additional information as needed.
14. Tap Save.

See Also

• Edit a T&M Ticket (iOS)
• Sign a T&M Ticket (iOS)
• Email a T&M Ticket (iOS)

Objective

To create a T&M ticket using the Procore app on an Android mobile device.

Things to Consider

• Required User Permissions

• You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Prerequisites

• Best Practices for Configuring T&M Tickets

Steps

1. Open the Procore app on an Android mobile device and select a project.
   Note: This loads the Tools screen for the project.
2. Tap the quick create  icon and select T&M Ticket.
   OR
   Tap the T&M Tickets tool and tap the create  icon.
3. Tap into the following fields to enter the appropriate information:
   Note: An asterisk (*) indicates that the field is required.
   • Description*: Enter a short description of the work for the T&M Ticket.
   • Status: The status of your ticket will update automatically when certain conditions have occurred.
     • In Progress: This is the default status when a ticket is created and has not been signed by the Company or Customer Signee.
     • Ready for Review: The ticket will update to this status when the assigned Company Signee has verified the ticket's labor, equipment, and material to indicate that it is ready for customer review.
     • Field Verified: The ticket will update to this status when the Customer Signee has verified and signed it.
     • Closed: Tickets can be set to 'Closed' status on the desktop app to indicate that the ticket is closed or has been sent to the client and should not be edited.
       Note: Tickets can only be moved to the 'Closed' status on the desktop app and cannot be edited on the mobile app. To edit a closed ticket, you will need to reopen it from the desktop app. For instructions on how to close or reopen a ticket, see Close or Reopen a T&M Ticket.
   • Performed On*: This field defaults to the current day.
   • Location: Tap to select the location where the work is being performed.
   • Ordered by: Select the users who ordered the ticket.
     Note: A user must be recorded in the Project level Directory tool to be selected from this list. To add someone to the project directory, see Add a Person to the Project Level Directory (Android).
   • Reference #: Enter the Change Order number that will be associated with the T&M ticket.
4. Tap the Camera  icon to take a picture.
   OR
   Tap the Photos  icon to upload a photo from Procore or your device.
   OR
   Tap the Files  icon to upload a photo or video.
5. In the 'Labor' section, under 'Employees', tap on the following fields to enter information as needed:
   • Employee*: Select the employee from the Workers list.
     Note: To add a worker to the list, see Add a Worker (Android).
   • Classification: Select the employee’s classification
     Link to existing classification article
   • Hours*: Enter the number of working hours the employee performed.
   • Time Type: Select the time type for the work.
6. Tap Apply.
7. In the 'Materials' section, under 'Quantities', tap on the following fields to enter information as needed:
   • Material*: Enter the type of material used. 
   • Material Description: Enter a description of the material.
   • Unit*: Select a unit of measurement from the list.
   • Quantity*: Enter the quantity of materials needed.
8. Tap Apply.
9. In the 'Equipment' section, under 'Quantities', tap on the following fields to enter information as needed:
   • Equipment Name*: Select the equipment used from the list.
   • Equipment Description: Type any relevant information about the equipment item.
   • Hours*
10. Tap Apply.
11. In the 'Approvals' section, under 'Company Signee', select the user from the list.
12. Under 'Customer Signee', select the customer name from the list.
13. Optional: In the 'Notes' section, under 'More Information', type in any additional information as needed.
14. Tap Save.

See Also

• Edit a T&M Ticket (Android)
• Sign a T&M Ticket (Android)
• Email a T&M Ticket (Android)

Background

In Procore, timecards and timecard entries are used to log the number of hours employees and workers spend doing work on a construction project. Each day, you will create a new daily timesheet. A daily timesheet contains the individual timecard entries submitted by your employees and workers for a specific date. By default, Procore's timecard entries track the work's cost code, work location, number of hours worked, time type (for example, regular or overtime), and mark whether or not the entry's hours are billable. A tool administrator also has the option to configure your project's timesheets to capture timekeeping data such as classifications and sub-jobs.

Things to Consider

• Required User Permissions 
• A user must be selected to add equipment.

Steps

1. Navigate to the project's Timesheets tool.
2. Select the date for which you want to create a timesheet. You can use the arrows to navigate day-by-day or select using the drop-down calendar control.
3. Click Create and select New Daily Timesheet from the drop-down list.

    Tip

   You can also use these options to create a new daily timesheet:

   • To create a new timesheet from a previous daily timesheet, see Copy a Previous Timesheet.
   • To create a new daily timesheet and update its timecard entries bulk, see Bulk Enter Timecard Entry.
4. Mark the checkbox(es) for the employees you want to create a timesheet for.

    Notes

   • To appear in this list, 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.
   • To select a crew, a crew must first be created in the Crews tool. See Create a Crew.
5. Click Equipment.
6. Mark the checkbox(es) for the equipment you want to create a timesheet for.

    Note

   To appear on this list, equipment records must be created in the company's Equipment tool and assigned to your project. See Equipment Setup Guide.
7. Click Add.
8. Enter the time entry information for each employee.
9. Enter the time entry information for each piece of equipment.
10. Review the summary for the timesheet's hours, and the daily and weekly hours across all projects.
11. Click Submit or Submit and Add Quantities to add the quantities to your timesheet.
    Note: You can only add quantities if quantities have been uploaded to your project. See Add Quantities to a Timesheet.

Objective

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

Things to Consider

• Required User Permissions
• You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

• This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

Prerequisites

• Configure the project's Timesheets tool. See Best Practices For Configuring Timesheets.
• To create a timesheet for equipment you must configure the following settings:
  • Enable Task Codes
  • Add the 'Equipment' Default Cost Type for timecard entries in the Company Timesheets tool. See Configure Advanced Settings: Company Level Timesheets

Video

Steps

1. Open the Procore app on an iOS mobile device and select a project.
2. Tap the quick create  icon and select Timesheet.
   OR
   Tap the Timesheets tool and tap the create  icon.
3. If prompted, tap Create New Timesheet.
4. Tap Crews, Employees, or Equipment.
5. Tap the crews, employees, or equipment that you want to create a timesheet for. See Add Employees to a Timesheet (iOS).

    Note

   • To appear in this list, the person must be added to a Directory and a checkmark must appear in the 'Is Employee of <Your Company>' box on their profile.
   • Resources under the 'Assigned to Project' sub header have corresponding assignments in the Resource Planning tool. The start and stop times are automatically filled in based on the assignment in Resource Planning.
   • 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.
   • To select a crew, a crew must first be created in the Crews tool. See Create a Crew.
6. Tap Done.
7. Tap the Date field and choose the date that you want to create a timesheet for.
8. Tap Done. 
9. Tap Add Line next to the crew member or employee name to enter the desired information into the timesheet.
10. Tap any of the following fields to add or modify the information for each crew member or employee:
    • Classification: Select from the drop-down menu the employee classification associated with the time entry. See Enable Classifications on a Project. 
    • Sub Job: Select from the drop-down menu the sub job associated with the time entry.
    • Cost Code: Tap to select the cost code 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.
    • Time Entry. Enter the hours worked and lunch breaks taken.
      Notes:
      • The format for time entry is configured in Advanced Settings: Project Level Timesheets.
      • Lunch time entered is deducted from the total time.
    • Time Type.

      • Beta  Auto-Apply Time Type Rules. Move the toggle  to the ON to automatically apply Overtime Rules. See Configure Overtime Rules for Timesheets.
        
        OR

      • Time Type: Select the type of time being entered.
    • Billable: Tap the toggle to indicate whether or not the entry is billable. 
    • Description: Tap the field to enter additional comments that will show in the timecard entry.
    • Add Line: Tap to create extra line items on a time entry. 
      Note: If using the Start and Stop 'Time Entry' method, the new line's Start Time will account for time already entered, and the new line's Stop Time will reflect the default Stop Time in your settings. Any time entered after the default Stop Time will be added in one hour increments.
11. Tap Apply. 
12. Review the summary for the timesheet's hours, and the daily and weekly hours across all projects.
13. Tap Submit.
    OR
    Tap Submit and Add Quantities. See Add Quantities to a Timesheet (iOS).

Next Step

• Sign a Timesheet (iOS)

See Also

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

If you would like to learn more about Procore's timesheet management software and how it can help your business, please visit our construction timesheet software product page .

Objective

To create a timesheet on your Android mobile device.

Background

Things to Consider

• You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Prerequisites

• Configure the project's Timesheets tool. See Best Practices For Configuring Timesheets.
• To create a timesheet for equipment you must configure the following settings:
  • Enable Task Codes
  • Add the 'Equipment' Default Cost Type for timecard entries in the Company Timesheets tool. See Configure Advanced Settings: Company Level Timesheets

Steps

1. Open the Procore app on an Android mobile device 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. If prompted, tap New Daily Timesheet.
4. Tap Crew, Employees, or Equipment. 
5. Tap the crew names, employee names, or equipment that you want to add to the timesheet.

    Note

   • To appear in this list, 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.
   • Resources under the 'Assigned to Project' sub header have corresponding assignments in the Resource Planning tool. The start and stop times are automatically filled in based on the assignment in Resource Planning.
   • 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. To select a crew, a crew must first be created in the Crews tool. See Create a Crew.
6. Tap Done. 
7. Next to each person's name, tap Add Line.
8. Tap the fields to add the following information:
   • Classification: Tap to select the employee's job classification from the drop-down menu associated with the time entry. See Enable Classifications on a Project. 
   • Sub Job: Select from the drop-down menu the sub job associated with the time entry.
   • *Cost Code: Tap to select the cost code 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: Tap to select the location where the person performed the work. 
   • Time Entry: Enter the hours worked and lunch breaks taken.
     Notes:
     • The format for time entry is configured in Advanced Settings: Project Level Timesheets.
     • Lunch time entered is deducted from the total time.
   • Type: Select the type of pay being entered.

     • Beta  Auto-Apply Time Type Rules. Move the toggle  to the ON to automatically apply Overtime Rules. See Configure Overtime Rules for Timesheets.
       
       OR

     • Type: Tap to select the type of time being entered.

   • Billable: Tap the toggle to indicate that the work is billable. 
   • Description: Tap to type an additional description that will appear in the timecard.
   • Add Line: Tap to create extra line items on a time entry. 
     Note: If using the Start and Stop 'Time Entry' method, the new line's Start Time will account for time already entered, and the new line's Stop Time will reflect the default Stop Time in your settings. Any time entered after the default Stop Time will be added in one hour increments.
9. Tap Save.
10. Review the summary for the timesheet's hours, and the daily and weekly hours across all projects.
11. Tap Submit.

See Also

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

Things to Consider 

• Required User Permissions:

  • 'Admin' on the Company Admin tool.

• Additional Information:

  • To set up a budget view for real-time labor productivity, see Resource Tracking and Project Financials: Setup Guide.

  • To set up a labor productivity cost budget view, see Set Up the Procore Labor Productivity Cost Budget View.

  • Any user with 'Read Only' permission or higher on the Budget tool has access permission to apply the view to a project's budget. See Apply the View, Snapshot, Group, and Filter Options on a Budget or Forecasting View.

• For companies using the  ERP Integrations tool:
  • If your company account is using the ERP Integrations tool, Procore automatically provides you with a budget view for your Integrated ERP System. See Which ERP integrations are supported by Procore? for details about your specific ERP connector.
  • Any custom budget views that you create for an ERP Integration must contain all of the required ERP data columns. This ensures that Procore can send the required budget data to the company's ERP Integrations tool for acceptance for export to the integrated ERP system by an Accounting Approver. See Send a Budget to ERP Integrations for Accounting Acceptance.

To see equipment hours in your budget, you must create a budget view with the 'Equipment Timecard Hours' column. We recommend using the Labor Productivity Cost view as it contains the most relevant columns, and adding Equipment Timecard Hours to that view.

About the Labor Productivity Cost View

The 'Procore Labor Productivity Cost' budget view provides project teams with the ability to include production quantities on the project's budget. See What are 'production quantities'? Building off the Real-Time Labor Costing feature, the 'Procore Labor Productivity Cost' budget view is designed to provide self-performing and specialty contractors with the ability to gain greater insight into your project's production rates to make better decisions that maximize profit margins.  With this release, you can:

• Add and import production units to a project's budget in Procore's Financial Management tools:  Budget, Change Events, and Change Orders.
• Collect production units from field personnel with Timecard Entries in the Daily Log and both the Timecards and Timesheets tools.
• Track and compare budgeted production units to installed production units using Procore's Budget and Reports tools.

By default, Procore provides its users with a standard 'Procore Labor Productivity Cost' budget view, which is available to your company's Procore Administrator in the Company level Admin tool. 

Things to Consider

• Required User Permissions:

  • 'Admin' on the Company Admin tool.

• Additional Information:

  • To set up a budget view for real-time labor productivity, see Resource Tracking and Project Financials: Setup Guide.

  • To set up a labor productivity cost budget view, see Set Up the Procore Labor Productivity Cost Budget View.

  • Any user with 'Read Only' permission or higher on the Budget tool has access permission to apply the view to a project's budget. See Apply the View, Snapshot, Group, and Filter Options on a Budget or Forecasting View.

• For companies using the  ERP Integrations tool:
  • If your company account is using the ERP Integrations tool, Procore automatically provides you with a budget view for your Integrated ERP System. See Which ERP integrations are supported by Procore? for details about your specific ERP connector.
  • Any custom budget views that you create for an ERP Integration must contain all of the required ERP data columns. This ensures that Procore can send the required budget data to the company's ERP Integrations tool for acceptance for export to the integrated ERP system by an Accounting Approver. See Send a Budget to ERP Integrations for Accounting Acceptance.

• Required User Permission:
  • To add or edit a budget view, 'Admin' on the Company Admin tool.
    Note:  Your company's Procore account must be using Procore's Project Financials and Resource Tracking tools. 

1. Navigate to the Company Admin tool. 
2. Under Tool Settings, click Budget. 
3. Click Set Up New Budget View. 
   
4. Under Standard Views, highlight Procore Labor Productivity Cost.
   
5. Click Create.
6. Name your view as follows:
   • View Name. Enter a name for your new view. In this example, we named it: Labor Productivity Cost
   • View Description. Enter a description for your view. In this example, we entered: Recommended view for labor cost productivity report
7. Click Configure Columns. This opens the Configure Columns window pictured below. From this point, continue with the next step to Add the Equipment Time Column.
   
   

Things to Consider

• Required User Permissions:

  • 'Admin' on the Company Admin tool.

• Additional Information:

  • To set up a budget view for real-time labor productivity, see Resource Tracking and Project Financials: Setup Guide.

  • To set up a labor productivity cost budget view, see Set Up the Procore Labor Productivity Cost Budget View.

  • Any user with 'Read Only' permission or higher on the Budget tool has access permission to apply the view to a project's budget. See Apply the View, Snapshot, Group, and Filter Options on a Budget or Forecasting View.

• For companies using the  ERP Integrations tool:

  • If your company account is using the ERP Integrations tool, Procore automatically provides you with a budget view for your Integrated ERP System. See Which ERP integrations are supported by Procore? for details about your specific ERP connector.

  • Any custom budget views that you create for an ERP Integration must contain all of the required ERP data columns. This ensures that Procore can send the required budget data to the company's ERP Integrations tool for acceptance for export to the integrated ERP system by an Accounting Approver. See Send a Budget to ERP Integrations for Accounting Acceptance.

Steps from the Configure Columns window…	Settings
Click the Create button and choose Source from the drop-down list. Under 'New Source Column', do the following: Column Name. Enter the name: Equipment Timecard Hours Column Source. Select Equipment Timecard Hours.  Mark the checkbox for Equipment Timecard Hours. Click Save.

Things to Consider

• Required User Permissions:

  • 'Admin' on the Company Admin tool.

• Additional Information:

  • To set up a budget view for real-time labor productivity, see Resource Tracking and Project Financials: Setup Guide.

  • To set up a labor productivity cost budget view, see Set Up the Procore Labor Productivity Cost Budget View.

  • Any user with 'Read Only' permission or higher on the Budget tool has access permission to apply the view to a project's budget. See Apply the View, Snapshot, Group, and Filter Options on a Budget or Forecasting View.

• For companies using the  ERP Integrations tool:

  • If your company account is using the ERP Integrations tool, Procore automatically provides you with a budget view for your Integrated ERP System. See Which ERP integrations are supported by Procore? for details about your specific ERP connector.

  • Any custom budget views that you create for an ERP Integration must contain all of the required ERP data columns. This ensures that Procore can send the required budget data to the company's ERP Integrations tool for acceptance for export to the integrated ERP system by an Accounting Approver. See Send a Budget to ERP Integrations for Accounting Acceptance.

After closing the Configure Columns window, the system returns you to the new budget view's window. Under Column Configuration, you can get an idea of how your budget view will look in Procore by selecting a project from the Preview with Project drop-down list. 

Things to Consider

• Required User Permissions:

  • 'Admin' on the Company Admin tool.

• Additional Information:

  • To set up a budget view for real-time labor productivity, see Resource Tracking and Project Financials: Setup Guide.

  • To set up a labor productivity cost budget view, see Set Up the Procore Labor Productivity Cost Budget View.

  • Any user with 'Read Only' permission or higher on the Budget tool has access permission to apply the view to a project's budget. See Apply the View, Snapshot, Group, and Filter Options on a Budget or Forecasting View.

• For companies using the  ERP Integrations tool:

  • If your company account is using the ERP Integrations tool, Procore automatically provides you with a budget view for your Integrated ERP System. See Which ERP integrations are supported by Procore? for details about your specific ERP connector.

  • Any custom budget views that you create for an ERP Integration must contain all of the required ERP data columns. This ensures that Procore can send the required budget data to the company's ERP Integrations tool for acceptance for export to the integrated ERP system by an Accounting Approver. See Send a Budget to ERP Integrations for Accounting Acceptance.

After previewing your budget view and determining that it suits your business needs, you can assign it one or more Procore projects.

1. Click the Assign to Projects drop-down list.
   

2. Place a checkmark in the box next to one or more of the following options:

   1. All Projects Selected. This assigns the new budget view all of your Procore projects.

   2. All Projects Using ERP Direct Costs. This assigns the new budget view to projects using the ERP Direct Costs budget view.

   3. All Projects Using Procore Direct Costs. This assigns the new budget view to projects using the project level Direct Costs tool.

   4. [Individual Projects]. This assigns the new budget view to only the project(s) that you select.

3. Click Done.

Things to Consider

• Required User Permissions:

  • 'Admin' on the Company Admin tool.

• Additional Information:

  • To set up a budget view for real-time labor productivity, see Resource Tracking and Project Financials: Setup Guide.

  • To set up a labor productivity cost budget view, see Set Up the Procore Labor Productivity Cost Budget View.

  • Any user with 'Read Only' permission or higher on the Budget tool has access permission to apply the view to a project's budget. See Apply the View, Snapshot, Group, and Filter Options on a Budget or Forecasting View.

• For companies using the  ERP Integrations tool:

  • If your company account is using the ERP Integrations tool, Procore automatically provides you with a budget view for your Integrated ERP System. See Which ERP integrations are supported by Procore? for details about your specific ERP connector.

  • Any custom budget views that you create for an ERP Integration must contain all of the required ERP data columns. This ensures that Procore can send the required budget data to the company's ERP Integrations tool for acceptance for export to the integrated ERP system by an Accounting Approver. See Send a Budget to ERP Integrations for Accounting Acceptance.

Navigate to the project's Budget tool. Then click the Budget, Budget Details, or Project Snapshot Status tab and select an option from the View menu. To add views to this menu, see Assign a Budget View to a Project.

Things to Consider

• Company Equipment Required User Permissions

• Project Equipment Required User Permissions

• QR Codes must be scanned with QR reader for the Equipment tool in the Procore mobile app:

  • Scan an Equipment QR Code (Android)

  • Scan an Equipment QR Code (iOS)

Steps

• Print a Single QR Code
• Bulk Print QR Codes

See Also

• Scan an Equipment QR Code (Android)
• Scan an Equipment QR Code (iOS)

Things to Consider

• Required User Permissions
• The Equipment tool must be enabled for your project. See Add and Remove Project Tools.

Steps

1. Navigate to the project's Equipment tool.
2. Click the Equipment ID to view the equipment details.

See Also

• Add or Remove Equipment from Projects in the Project level Equipment Tool
• Create an Equipment Record in the Project Equipment Tool

Things to Consider

• Required User Permissions

Steps

1. Navigate to the Equipment tool using the Procore app on an iOS mobile device.
2. Tap the equipment record to view details.

See Also

• Equipment User Guide

Things to Consider

• Required User Permissions

Steps

1. Navigate to the Equipment tool using the Procore app on an Android mobile device.
2. Tap the equipment record to view details.

See Also

• Scan an Equipment QR Code (Android)