Configure Advanced Settings: Project Level Timesheets
Objective
To configure advanced settings for the project's Timesheets tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Timesheets tool.
- Additional Information:
- You can also configure some fields to be required, optional, or hidden on a project. See Create New Configurable Fieldsets and Which fields in the Timesheets tool can be configured as required, optional, or hidden?
Prerequisites
- Add the Timesheets tool to the project. See Add and Remove Project Tools.
- Configure the 'Latitude' and 'Longitude' settings for the 'Project Location' in the Project level Admin tool. See Update General Project Information.
Video
Steps
- Navigate to the project's Timesheets tool.
- Click the Configure Settings
icon. - Configure the following settings:
Configure the Time Entry Settings
- Under the Time Entry Settings tab, select one of these options from the Time Entry drop-down list:
- Start Time and Stop Time. Choose this option if you want employees to enter both a start and stop time on timecards. This allows users to enter the exact hour and minute that they started and stopped work, and account for lunch times.
OR - Total Hours. Choose this option if you want employees to enter only the total number of hours worked.
Note
When you edit the 'Time Entry Settings' on a Procore project, keep in mind that updated settings are applied only to future timesheets. Updates to settings are NOT retroactively applied to existing timesheets.
- Start Time and Stop Time. Choose this option if you want employees to enter both a start and stop time on timecards. This allows users to enter the exact hour and minute that they started and stopped work, and account for lunch times.
- If you are finished configuring your settings, click Update.
Set Up a Geofence to Track Field Employees
If your project has been configured to use the Project level Admin tool's 'Latitude' and 'Longitude' values to display project weather on the Project Home page, Field Productivity users can also set up geofence to track your employee's field location when they clock in/out. A geofence is a virtual boundary around a geographic area that can be used by log entries when an employee enters or exits the boundaries with a mobile device. In this procedure, it is assumed your geofence is configured for the specific jobsite location.
- Under the Time Entry Settings tab.
- Optional: Scroll to the Employee Location Tracking area. Then do the following:
Note
- The mapped location of where and when a user clocked in or out shows if you click 'Onsite' or 'Offsite' under the 'Clock In Location' and 'Clock Out Location' columns on the Company level Timesheets tool's list page.
- Project Address
Mark this checkbox to set up a geofence around the project location. When the geofence setting is turned ON, you can define the perimeter of the geofence area. This tracks your employees who carry a mobile device, so when an employee enters or exits the boundary, the device reminds them to clock in/out on their device.Important
This checkbox is only available if the 'Latitude' and 'Longitude' settings for the 'Project Location' in the Project level Admin tool exist. The values must also correspond to your project's location. For instructions, see Update General Project Information. - Geofence Distance
Click and hold to move the slider until you reach the distance of the geofence perimeter that you want set up.
- Optional: Scroll to the Employee Location Tracking area. Then do the following:
- If you are finished configuring your settings, click Update.