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Procore

Add a Crew to a Timesheet

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Objective

To add a crew to a timesheet in the project's Timesheets tool.

Background

Procore's Timesheets tool is integrated with the Crews tool, which enables users to leverage existing groups of laborers organized into "crews" when creating a timesheet. This allows for faster and more accurate Timesheet creation.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the project's Timesheets tool.
      AND
    • 'Read-only' or higher level permissions on the project's Crews tool.

Prerequisites

Steps

  1. Navigate to the project's Timesheets tool. 
  2. Click Create Daily Timesheet button in the right pane.

    create-daily-timesheet-button.jpg
     
  3. In the Add Employees window, select a crew from the left column that you want to add to the timesheet.
  4. Mark the checkbox(es) next to your desired crew member(s).

    add employees window 5-9-18 1.jpg
     
  5. Click Add.
    This reveals the Timesheet timecard entries list.
  6. Choose your Select Date.
    Note: The Select Date defaults to the current date.
  7. Click Add Employees to include additional employees on the timesheet that were not selected in the Add Employees window.
  8. Click Bulk Time Entry to apply the same information to multiple workers on the Timesheet. See Bulk Enter Time Entry for more information.
  9. Enter in the following information:
    Notes:
    • An asterisk (*) denotes a required field.
    • Optional fields can be enabled/disabled in the Configure Settings. See Configure Advanced Settings: Timesheets.
      • Sub Job: 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 log entry.
        Note: If you are a Company Admin, you can limit the cost code selections that appear in this list. To learn more, see Set Default Cost Types.
      • 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: Timesheets.
      • Lunch Time: Select from the drop-down menu the amount of time taken for a lunch break. Select from the following options:
        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.
          • 0 min (Default)
          • 30 min
          • 45 min
          • 60 min
      • Time Type: Select from the drop-down menu the type of pay being entered. Select from the following options:
        Note: If you are a Company Timecard Admin, you can add custom time types and/or exclude time types in this list. See Configure Advanced Settings: Timecard for more information.
        • Regular Time
        • Double Time
        • Exempt
        • Holiday
        • Overtime
        • PTO
        • Salary
        • Vacation
      • Billable: Select from the drop-down menu if the hours are billable by clicking Yes or No.
      • Add Description: Click to enter additional comments to the time entry.
      • Add Line Item: Click this option to create extra line items on a time entry. 
  10. Click Submit and Add Quantities if you would like to add quantities to your timesheet.
    Note: This button will be disabled if quantities have not been uploaded in to your project. See Add Quantities to a Timesheet for more information.
  11. Click Submit.
    A banner will appear at the bottom of the page confirming the timesheet was successfully created.

See Also

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