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Procore

Edit a Timesheet

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Objective

To edit information on a timesheet in the project's Timesheets tool.

Things to Consider

  • Required User Permissions:
    • To edit any timesheet, 'Admin' level permission on the project's Timesheets tool.
      OR
    • To edit a timesheet that you created, 'Standard' level permission or higher on the project's Timesheets tool.
  • Additional Information:
    • The timesheet must be in an "Unapproved" status.
    • Editing hours of a 'Signed' time entry will remove the user's signature. The time entry will need to be re-signed by the user.

Steps

  1. Navigate to the project's Timesheets tool.
  2. Locate the timesheet you want to edit.
    Notes:
    • If a date is not selected, all timesheets will be listed.
    • You can select a date range in order to see all timesheets for a certain time period.
    • If you see "Other Entries" listed for a user, time was entered in either the Company Timecard or Daily Log tools.
  3. Locate the timecard entry on the timesheet you want to edit.
  4. Click on the fields to in-line edit the information from the Timesheets list page. Once modified, the information will automatically save.



    OR to modify all fields of the timesheet
     
  5. Click the vertical ellipsis (⋮) icon in the top right corner of the timesheet.

     
  6. Select Edit Timesheet.
  7. Click into any of the following fields on the timesheet to modify the information:
    Notes:
    • An asterisk (*) denotes a required field.
    • Optional fields can be enabled/disabled in the Configure Settings. See Configure Advanced Settings: Timesheets.
      • Click into the Select Date field to change the date of a timesheet.
      • Click Add Employees to add additional employees to the timesheet.
      • Click Bulk Time Entry to apply the same changes to multiple employees on a timesheet.
      • Click Add Line Item to add multiple line items for an employee entry on a timesheet.
      • 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 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 Manage Time Tracking Settings.
      • 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 an admin on the Company Admin tool, you can add custom time types and/or exclude time types in this list. See Manage Time Tracking Settings 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.
  8. Click Update.

See Also

 

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