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Add Resources to a Timesheet

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Things to Consider

  • You can only bulk enter labor.

  • Employees and workers can have multiple timecard entries on a daily timesheet.

  • Zero hour timecard entries are supported to provide flexibility to enter time off and per diem.

  • 'Approved' timecard entries cannot be deleted.

  • Additional edits cannot be made after a timecard entry has been marked as 'Completed.'

  • Company Timesheets Administrators can limit the cost codes and types that appear the selectors when creating timecard entries. See Configure Advanced Settings: Company Level Timesheets.

  • Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

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    Equipment. Show/Hide Details

    • Bulk time entry for equipment is not supported.

    • To sync Equipment Timesheets with Daily Log entries, the following must be true:

      • The required fields in your Equipment Timesheets fieldset must match those in your Daily Log Equipment fieldset.

      • The Daily Log must be open and not marked as 'Complete'.

      • Users must have permissions to create a timecard entry.

      • Users must have permissions to create an equipment Daily Log entry.

     sync equipment telematics to timesheets (beta)

    Company Administrators can enable the Equipment: Telematics to Timesheets - Operating Hours Sync beta in Procore Explore. (US 2 | UK)

    • Daily cumulative operating hours automatically pull in to equipment timecards in the Timesheets tool.

    • Equipment must be 'On Site' at a project.

    • This integration is currently only available for Timesheets on Web.

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    Resource Planning. Show/Hide Details

    • Users under the 'Assigned to Project' or 'Assigned Employees' sub header have corresponding assignments in the Resource Planning tool. Their start and stop times are automatically filled in based on their assignment in Resource Planning.

    • Users must be added to the project in Procore for their Resource Planning assignment hours to automatically populate in Timesheets. See Add an Existing User to Projects in Your Company's Procore Account.

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    Requirements for Users to be added to a Timesheet. Show/Hide Details

    • The person must be added to a the Directory and marked as an employee of your company.

    • Employees who are only entered in the Company Directory can be selected if the 'Employee Tracking on Projects' setting is enabled.
      Note: With the setting enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.

     

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    Rates. Show/Hide Details

     

     In Beta

    Company Administrators can enable the Resource Management: Rate Tables - Company & Project Rate Management beta in Procore Explore. (US 2 | UK)

    Rate tables centralize and standardize your labor and equipment rates across all projects.

    When you create rate tables, you define cost and billable rates for labor and equipment. You can also define which rates can be overridden at the project level.

    Rate tables are then applied to projects and referenced by different Procore tools such as Timesheets and Equipment. They can be viewed in 360 Reporting, Analytics, and within some Procore tools.

    • You can configure Timesheets to map rates for labor and equipment. When you create a timesheet, those rates are applied to labor and equipment. You can view rates in 360 Reporting and Analytics.
    • To protect historical data from accidental changes, rates created in the table will be applied the next day.

Prerequisites

Steps

  1. Navigate to the project's Timesheets tool.

  2. Select the date to locate the timesheet.

  3. Then click the vertical ellipsis Icon Ellipsis Options Menu for the timesheet and select Add Resources.

  4. Select the resources:

    • Crews

      1. Select a Crew.

      2. Click the People tab and mark the checkboxes for the people you want to create a timecard for.

      3. Click the Equipment tab and mark the checkboxes for the equipment you want to create a timecard for.

    • People

      1. Click All Employees to view all employees.

      2. Mark the checkboxes for the people you want to create a timecard for.

    • Equipment

      1. Click This Project or Company to select equipment from the Project or Company level Equipment tool.

      2. Mark the checkboxes for the equipment you want to create a timecard for.

  5. Click Add to add the new resources to the timesheet.

See Also