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Procore

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. 

Prerequisites

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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 project's Timesheets tool. 
  2. Click the Configure Settings  icon.
  3. Configure the following settings:

Configure the Time Entry Settings

  1. 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.
      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. 
  2. Under the Enable Additional Fields on All Timecards area, do the following:
    • Sub Job. Mark this checkbox to enable Sub Job as a field on timecard entries.
    • Location. Mark this checkbox to enable Location as a field on timecard entries.
    • Time Type. Mark this checkbox to enable Time Type as a field on timecard entries.
    • Billable. Mark this checkbox to enable Billable as a field on timecard entries.
    • Classification. See Enable Classifications below for more detail. 
  3. If you are finished configuring your settings, click Update

Set Up a Geofence to Track Field Employees

  1. Under the Time Entry Settings tab.
  2. Optional: Scroll to the Employee Location Tracking area. Then do the following:

    geofence-employee-tracking.png
     Note
    The mapped location of where and when a user clocked in or out shows if you click Onsite or Offsite under the columns Clock In Location and Clock Out Location on the Company Timesheets list page.
    • Project Address. Mark this checkbox to set up a geofence around the project location. This geofence tracks the location of your field employees only when they clock in and clock out.
    • Geofence Distance. Click and hold to move the slider until you reach the distance of the geofence perimeter that you want set up.
  3. If you are finished configuring your settings, click Update 

Enable Classifications

  1. Under the Time Entry Settings tab. 
  2. Mark the Classification checkbox to enable the Classifications tab.
  3. Click Update.
  4. Click the Configure Settings  icon.
  5. Click the Classifications tab. 
    classifications subtab 1.jpg
  6. Place a mark next to the checkboxes in the Available column. 
     Notes
    • If you are your company's Procore Administrator, a blue 'Company Admin User' banner appears. You can click the Update Classification button in this banner. 
    • To learn how to add new classifications to Procore using the Company Admin tool, see Add a Classification.
    • If you plan to import users to the Company or Project Directory, the user import template contains a 'Work Classification' column where you can input these entries. See Procore Import Templates.
  7. Click Update.

See Also