Create a Timesheet (iOS)
Objective
To create a timesheet using the Procore app on an iOS mobile device.
Things to Consider
- Required User Permissions
- You can configure what items are created with the quick create
icon, see Configure Quick Create Settings.
Prerequisites
- Configure the project's Timesheets tool. See Best Practices For Configuring Timesheets.
- To create a timesheet for equipment you must configure the following settings:
- Enable Task Codes
- Add the 'Equipment' Default Cost Type for timecard entries in the Company Timesheets tool. See Configure Advanced Settings: Company Level Timesheets
Video
Steps
- Open the Procore app on an iOS mobile device and select a project.
Note: This loads the Tools screen for the project. - Tap the quick create icon and select Timesheet.
OR
Tap the Timesheets tool and tap the create icon. - Tap Site teams, Employees, or Equipment.
- Tap the site teams, employees, or equipment that you want to create a timesheet for. See Add Employees to a Timesheet (iOS).
Note
- To appear in this list, the person must be added to a Directory and a checkmark must appear in the 'Is Employee of <Your Company>' box on their profile.
- Users under the 'Assigned to Project' 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.
- For more information on how to check for this setting in a user's profile, see Edit a User Account in the Project Directory.
- Employees who are only entered in the Company Directory can be selected if the 'Can Company Employees be Tracked on all Projects?' setting is enabled. See Configure Advanced Settings: Company Level Timesheets.
- With the setting 'Employees Can Be Tracked On All Projects' enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.
- To select a site team, a site team must first be created in the Site teams tool. See Create a Site team.
- Tap Done.
- Tap the Date field and choose the date that you want to create a timesheet for.
- Tap Done.
- Tap Add Line next to the site team member or employee name to enter the desired information into the timesheet.
- Tap any of the following fields to add or modify the information for each site team member or employee:
- Classification: Select from the drop-down menu the employee classification associated with the time entry. See Enable Classifications on a Project.
- Sub Job: Select from the drop-down menu the sub job associated with the time entry.
- Cost Code: Tap to select the cost code 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 Configure Advanced Settings: Company Level Timesheets. - Location: Select from the drop-down menu the location where the work was performed by that user.
- Time Entry. Enter the hours worked and lunch breaks taken.
Notes:- The format for time entry is configured in Advanced Settings: Project Level Timesheets.
- Lunch time entered is deducted from the total time.
- Time Type.
-
Beta Auto-Apply Time Type Rules. Move the toggle
to the ON to automatically apply Overtime Rules. See Configure Overtime Rules for Timesheets.
OR - Time Type: Select the type of time being entered.
-
- Billable: Tap the toggle to indicate whether or not the entry is billable.
- Description: Tap the field to enter additional comments that will show in the timecard entry.
- Add Line: Tap to create extra line items on a time entry.
Note: If using the Start and Stop 'Time Entry' method, the new line's Start Time will account for time already entered and the new line's Stop Time will reflect the default Stop Time in your settings. Any time entered after the default Stop Time will be added in one hour increments.
- Tap Apply.
- Review the summary for the timesheet's hours and the daily and weekly hours across all projects.
- Tap Submit.
OR
Tap Submit and Add Quantities. See Add Quantities to a Timesheet (iOS).