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Procore Support (en-au)

Perform Bulk Actions in the Company Level Timesheets Tool

Objective

To perform bulk actions in the Company level Timesheets tool. 

Things to Consider

  • Required User Permissions:
    • To perform bulk actions in the Company level Timesheets tool:
      • 'Standard' level permissions or higher on the Company level Timesheets tool.
        OR
      • 'Admin' level permissions on the Project level Timesheets tool. 
    • To use the Bulk actions menu to edit, duplicate or change the status of a timecard entry from 'Pending' to 'Reviewed', 'Read Only' or 'Standard level permissions on the Project level Timesheets tool with the Review & Edit Timesheets granular permission on your project permissions template. Although you can see the 'Approved' menu option, when you hover your mouse cursor over that option you will see a message that you do not have sufficient permissions to change items to the 'Approved' status. 

Prerequisites

Steps

  1. Navigate to the company's Timesheets tool.
  2. Locate the time entries you want to approve.
  3. Mark the checkbox next to each time entry.
  4. Click Bulk Actions and choose one of these options:
    • Change Status. Change the status of the selected timecard entries as needed. To learn about the available status options, see What are the Timesheets tool's default statuses for time entries?
    • Edit.  Update the fields in the Bulk Changes section as needed and then click Apply Changes.
    • Duplicate. Update the fields in the Bulk Changes section for the timecard entries that you want to duplicate and then click Apply Changes. Then click Create Timecards.

See Also