Equipment User Guide

Table of Contents

Overview

The Equipment tool helps you manage your company's equipment for your worksites. Whether owned or rented, Procore's Equipment tool ensures all machines are optimally used and effectively managed from arrival to departure. 

This guide walks you through how to use Equipment in your project's Timesheets, Daywork Sheets, and Budget. 

 Tip
If this is your first time using the Equipment tool, you'll first want to set up the tool following the steps in the Equipment Setup Guide.

Add (Web)

Background

After Equipment is created in your company's Equipment tool, you can add or remove equipment from your project. Equipment can be used in Inspections, Timesheets, Daywork Sheets, and your Budget.

Things to Consider

Prerequisites

 Important

If you have existing integrations for a project that depend on equipment listed in the Project Settings of the project Admin tool, Procore recommends NOT enabling Equipment tool at this time.

Enabling the Equipment tool on a project disables existing third party integrations for that project that rely on the equipment listed in the in the project's Admin tool.

Steps

  1. Navigate to the project's Equipment tool.

  2. Click Add and select Add from Company Register.

    Tip

    If an equipment record doesn't exist, you can also create one. See Create an Equipment Record in the Project's Equipment Tool.

  3. Mark the checkboxes for the equipment you want to add.

  4. Click the Add.

See Also

Remove (Web)

Background

Removing equipment from a project makes it unavailable in the project's drop-down menus.

Things to Consider

Steps

  1. Navigate to the project's Equipment tool.

  2. Remove equipment.

    • Remove Inline

      1. Hover over the equipment record and click the remove icon - remove item icon.

      2. Click Remove to confirm.

    • Bulk Remove

      1. Mark the checkboxes for the equipment you want to remove.

      2. Click Remove from Project.

      3. Click Remove to confirm.

See Also

Create Equipment Records (Web)

Background

After Equipment is created in your company's Equipment tool, you can add or remove equipment from your project. Equipment can be used in Inspections, Timesheets and your Budget.

Things to Consider

Steps

  1. Navigate to the project's Equipment tool.
  2. Click Add and select Create Equipment.
     Tip
    First check to see if the equipment record already exists in the company's Equipment tool. See Add or Remove Equipment from Projects in the Project level Equipment Tool.
  3. Enter the equipment information.
    • Specification Information
      • Category. The equipment category.
      • Type. The equipment type.
      • Make. The equipment make.
      • Model. The equipment model.
      • Serial Number. The serial number.
      • Year. The year the equipment was manufactured.
    • General Information
      • Equipment ID. The equipment ID.
      • Equipment Name. The name of the equipment.
      • Rate per hour. The cost of the equipment per hour.
      • Status. The status of the equipment.
      • Ownership. Whether the equipment is owned, rented, or subcontracted.
        • Vendor Name. The name of the equipment vendor.
        • Rental Start Date. The start date for the equipment rental.
        • Rental End Date. The start date for the equipment rental.
      • Notes. Enter any notes.
    • Attachments
      1. Click Attach File and select the file from your computer.
        OR
        Drag and drop one or more files into the 'Drag and Drop' box.
  4. Click Create.

Check in Equipment (Web)

Objective

To set the current project to show where equipment is onsite in the company's Equipment tool.

Background

You can assign equipment to multiple projects and mark its current project to see where the equipment is onsite when viewing the company's Equipment register. 

clipboard_e560b4c948ce678cec1649c4aff6d1072.png

 Tip

To see all projects equipment is assigned to, see View Equipment Project Assignments.

Things to Consider

Prerequisites

Steps

Set Equipment Onsite

  1. Navigate to the company's Equipment tool.
  2. Inline, click the field in 'Onsite' column and select the project.
  3. Mark the checkboxes for the relevant equipment.
  4. Click Onsite and select Yes or No.

Bulk Set Equipment Onsite

  1. Navigate to the company's Equipment tool.
  2. Mark the checkboxes for the equipment you want to assign.
  3. Click Add to Projects.
  4. Select the projects.
  5. Optional: For each project, move the toggle icon-toggle-on.png ON if the equipment has arrived onsite.
  6. Click Add.

Check in Equipment (iOS)

Things to Consider

  • Required User Permissions

  • After you check in equipment from the project, the following is updated in Procore:

    • The equipment is added to your project's Equipment tool.

    • The project is set as the 'Current Project' to show where equipment is onsite in the company's Equipment tool.

    • When scanning the QR Code, the GPS location of your mobile device is used to update the location of the equipment if Location Services are enabled.

Steps

  1. Navigate to the Equipment tool using the Procore app on an iOS mobile device.

  2. Tap the equipment record to view details.
    OR
    Tap the QR code icon-qr-mobile.png icon. Then point your camera toward the QR code to open the equipment details page.

  3. If the equipment has not yet been added to your project, tap Add to Project.

  4. Move the 'Onsite' toggle icon-toggle-on.png to the ON position to mark it as 'onsite'.

See Also

Remove Equipment (iOS)

Things to Consider

  • Required User Permissions
  • After you remove equipment from the project, the following is updated in Procore:
    • The equipment is removed from your project's Equipment register.
    • The project is removed as the 'Current Project' in the company's Equipment tool.

Steps

  1. Navigate to the Equipment tool using the Procore app on an iOS mobile device.
  2. Tap the equipment record to view details.
  3. Tap the equipment record.
    OR
    Tap the QR code icon-qr-mobile.png icon and point your camera toward the QR code.
    The QR code will be scanned and show the equipment details.
  4. Click the horizontal ellipsis icon-ellipsis-horizontal.png and select Remove from Project List.
    The equipment is removed from your project's Equipment register.
    The project is removed as the 'Current Project' in the company's Equipment tool.

Check in Equipment (Android)

Things to Consider

  • Required User Permissions

  • After you check in equipment from the project, the following is updated in Procore:

    • The equipment is added to your project's Equipment tool.

    • The project is set as the 'Current Project' to show where equipment is onsite in the company's Equipment tool.

    • When scanning the QR Code, the GPS location of your mobile device is used to update the location of the equipment if Location Services are enabled.

Steps

  1. Navigate to the Equipment tool using the Procore app on an Android mobile device.

  2. Tap the equipment record to view details.
    OR
    Tap the QR code icon-qr-mobile.png icon. Then point your camera toward the QR code to open the equipment details page.

  3. If the equipment has not yet been added to your project, tap Add to Project.

  4. Move the 'Onsite' toggle icon-toggle-on.png to the ON position to mark it as 'onsite'.

See Also

Remove Equipment (Android)

Things to Consider

  • Required User Permissions
  • After you check in equipment from the project, the following is updated in Procore:
    • The equipment is removed from your project's Equipment register.
    • The project is removed as the 'Current Project' in the company's Equipment tool.

Steps

  1. Navigate to the Equipment tool using the Procore app on an Android mobile device.
  2. Tap the equipment record.
    OR
    Tap the QR code icon-qr-mobile.png icon and point your camera toward the QR code.
    The QR code will be scanned and show the equipment details.
  3. Click the horizontal ellipsis icon-ellipsis-horizontal.png and select Remove from Project List.
    The equipment is removed from your project's Equipment register.
    The project is removed as the 'Current Project' in the company's Equipment tool.

Program Equipment Inspections (Web)

Things to Consider

  • Required User Permissions
  • Additional Information:
    • Programs are grouped by template.
    • You can define the number of days before the due date that they want the inspection instance to be created.
    • Inspection due dates respect Working Days if they are configured.
    • Edits to Type, Trade and Description must be made in the Inspection Template.
    • To create an inspection programs for equipment, you must first configure the following settings:

Steps

  1. Navigate to the Project level Inspections tool.
  2. Click + Create.
    Note: If your company does not yet have Company level inspection templates set up, you will first need to create an inspection template before this button will be active.
    create-inspection.png
  3. Select Inspection Program.
  4. Select a default inspection template from your list of templates from the drop-down menu.
    Note: You cannot use a template that you have not yet added to your project. See Add an Inspection Template to Your Project.
  5. Enter the Program Information:
    • Name: The inspection program's name.
    • Frequency: How often you want the program to be created.
      Note: The 'Monthly' option will set the frequency to occur on the same day of each month, for example, the second Tuesday. 
    • First Inspection Due Date: The due date of the first inspection.
    • Days Created Before Due Date: How many days before an inspection's due date to create the inspection.
    • End By: The date after which no more inspections should be created.
      Note: This option only appears for frequencies other than 'Once'.
  6. Fill out the fields that are specific to your project:
    • Name: The inspection's name is set in the Company level template and cannot be edited at the Project level. Reference the number, location or date on the register page to differentiate your inspections. 
    • Status: By default, the status field will be set to 'Open'. You can change this to fit your needs.
      Note: An inspection's status should be set to 'Open' when someone begins performing the inspection. It should remain open until there are no more deficient items on the inspection. At this point, you should change the status to 'Closed' to indicate that no further action is needed.
    • Location: Use the location drop-down menu to select a location the inspection impacts. Either select from the predefined locations or Add a Multi-tiered Location to an Item. This location may be as general as the site location at the first tier or as specific as to where on the site the contractor will be working at the second tier.
    • Distribution: Add 'Standard' and 'Read Only' users to the distribution list to give them access to view a private inspection in the project. 
      Note: This will not send email notifications.
    • Private: Mark the checkbox next to Private to hide the inspection from anyone except for the 'Point of Contact', 'Assignee(s)', members added to the inspection's distribution list and 'Admin' level users on the project's Inspections tool.
    • Spec Section: Reference the specific contract documents or section of the specification book that's related to the inspection by choosing from the drop-down menu.
      Note: If the Specifications tool is enabled on the project, the selections in this menu are populated with the spec sections from that tool and it will display as a link upon saving the inspection. If the Specifications tool is disabled on the project, the selections in this menu are populated with values from the project's Admin tool.
      Note: Click the X next to the item you selected to delete the field.
    • Assignee(s): Select the people who are performing the inspection. By default, Procore will populate this with the creator's name.
    • Responsible Contractor: Select the company that performed the work to be inspected. If you selected a point of contact before this, you will only be able to choose from the contractor that point of contact is associated with.
      Note: If you do not have any contracting companies added to your Directory, the 'Point of Contact' drop-down menu will appear empty. You will need to go into your Project level Directory to add a contractor and associate a contact with it before you can add in this field.
      Note: Click the X next to the item you selected to delete the field.
    • Point of Contact: Select the person from the point of contact's group who performed the work to be inspected. If you selected a 'Responsible Contractor' before this, you will only be able to choose the company the point of contact is associated with.
      Note: If you have a contractor added to your Directory that doesn't have a contact associated with it, the 'Point of Contact' drop-down menu will appear empty. You will need to go into your Project level Directory to associate a contact with your responsible contracting company before you can add in this field. Only users with 'Standard' level permissions or above on the Observation tool may be listed as the Inspection's 'Point of Contact'.
      Note: Click the X next to the item you selected to delete the field.
    • Equipment: Use the location drop-down menu to select a location the inspection impacts. For setup, see Add an Equipment Record to the Project Equipment Tool.
    • Attachments: Attach any relevant files from your computer, the project's Photos tool, the project's Drawings tool, the project's Forms tool or the Project level Documents tool to your inspection for those performing the inspection can reference.
      Note: See Add a Photo to an Inspection so that it Populates in the Photos Tool.
  7. Click Create.
  8. Optional: Under Inspection Items Preview, review the inspection items and their response options.
  9. Click Create.

 

Create Inspection (Web)

Things to Consider

  • Required User Permissions

  • After a company template is copied to your project, it becomes a project template that can be modified without affecting the company template from which it originated.

  • Project templates may be modified in the Project level Inspections tool throughout the duration of the project, but changes will only be reflected on project checklists that are created from the modified template.

  • You can use a default inspection template more than once.

  • Creating an asset inspection automatically links it to the asset record as a related item.

Prerequisites

Steps

Create a Single Inspection

  1. Navigate to the Project level Inspections tool.

  2. Click Create.
    Note: If your company does not yet have Company level inspection templates set up, you first need to create an inspection template.
    Create Inspection

  3. Select Inspection.

  4. Select a default inspection template from your list of templates from the drop-down menu. Note: Templates must be added to your project. See Add Company Level Inspection Templates to Your Project.

  5. Enter the relevant general information for each field.

    • Name: Enter a name for the inspection.

    • Number of Inspections. Enter the number of identical inspection copies you want to create.

    • No. Enter the initial number to begin the sequential numbering for this batch of inspections.

    • Type. Select the category of the inspection, such as Quality, Safety, or Environmental.

    • Status. Set whether the inspection is currently Open, In Review or Closed.

    • Trade. Select the specific construction trade or discipline related to this inspection.

    • Location. Choose the exact physical area on the worksite where this inspection takes place.

    • Distribution. Select additional team members who should receive notifications and updates about this inspection.

    • Private. Check this box to restrict visibility to only admins, assignees, and specific list members.

    • Spec Section. Link the inspection to a specific project specification number from your contract documents.

    • Equipment. Associate the inspection with a specific piece of equipment tracked on the project.

      • Select Existing Equipment

        1. Click the Equipment or Equipment Name drop-down menu select the equipment.

    • Add Existing Equipment from the Company Equipment Tool

      1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

      2. When no results appear, click Search Company Register.

      3. Search and select the equipment from the Company level Equipment tool.

      4. Click Add to Project.

    • Create New Equipment Record
      Note: Use this to track equipment you own or are renting longterm. These records are also added to the company's Equipment tool.

      1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

      2. If it has yet to be created, select Create Equipment.

      3. Click Add to Register.

      4. Enter the equipment information.

        • Equipment Photo

          1. Click the image.

          2. Select a file from your computer.

          3. Click Open to upload the photo.

        • Specification Information

          • Category. The equipment category.

          • Type. The equipment type.

          • Make. The equipment make.

          • Model. The equipment model.

          • Serial Number. The serial number.

          • Year. The year the equipment was built.

        • General Information

          • Equipment ID. The equipment ID.

          • Equipment Name. The name of the equipment.

          • Rate per hour. The cost of the equipment per hour.

          • Status. The status of the equipment.

          • Ownership. Indicates if equipment is owned, rented, or subcontracted. If not owned, the following fields are available:

            • Vendor Name. The name of the equipment vendor.

            • Rental Start Date. The start date for the equipment rental.

            • Rental End Date. The start date for the equipment rental.

          • Assignee. The equipment's assignee.
            Note: Assignees must be listed as a user in the Company Directory.

          • Onsite. Indicates if the equipment is at the project site.

          • Groups. The group for the equipment.
            Note: This is configured in the Resource Planning tool.

          • Notes. Notes about the equipment

        • Additional Information

          • Any additional information about the equipment.

        • Attachments

          1. Click Attach File and select the file from your computer.
            OR
            Drag and drop one or more files into the 'Drag and Drop' box.

         

      5. Click Create.

    • Create Unmanaged Project-Only Equipment
      Note: Use this to track temporary equipment, such as a rented generator. These records are not added to the company's Equipment tool.

      1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

      2. If it has yet to be created, select Create Equipment.

      3. Enter the equipment ID.

      4. Click Create to add it to the item and the 'Project-Only Equipment' tab in the project's Equipment tool.

      • Assets 
      • Description
      • Attachments

  6. Enter the relevant inspection details for each field.

    • Inspection Date:  Enter the date the actual physical inspection is performed.
    • Due Date. Set the deadline by which this inspection must be completed and submitted.
    • Assignee(s). Select the individual person or people responsible for carrying out the inspection.
    • Responsible Contractor. Choose the subcontracting company whose work is being inspected.
    • Point of Contact. Select the specific person from the responsible contractor's team for co-ordination.

  7. Optional: Under Inspection Items Preview, review the inspection items and their response options.

  8. Click Create.

Bulk Create Inspections

 In Beta
The Bulk Create Inspections feature is currently in open beta and can be enabled within Procore Explore.

With the bulk create feature, you can quickly create multiple inspections with identical details to save time.

  1. In the new field titled Number of Inspections, enter the desired quantity. You can use the up/down arrows or type the number directly.

  2. Optionally, you can set the starting number for the inspections in the sequence. For example, if you set the starting number to 64 and the number of inspections to 5, the inspections will be numbered sequentially starting at 64.

  3. Fill in all the other inspection details (e.g., location, assignee, due date) as you normally would.
    Note: All the inspections created in this bulk action will have the exact same details. This feature does not allow you to assign different locations or assignees for each individual inspection.

  4. Once you have filled in all the details, click Create.

Next Steps

Perform Inspection (Web)

Things to Consider

Video

 

Steps

 Tip

To save time, use the TAB and ENTER keys on your keyboard to switch between sections and buttons.

  • When you press TAB, it will save your input and move to the next section or button.
  • When you press ENTER, it will activate the button you are on.
  1. Navigate to the Project level Inspections tool.
  2. Click View next to the inspection you want to perform.
  3. Scroll down to the 'Inspection Items' section. Respond to the items or sections according to their response option.
    Notes:
    • Each inspection item has an activity feed that includes the following information: Response Changes, Attachments, Photos, Comments, and Observations. 
    • If an item requires a signature, you may need additional permissions to create a contact if they are not already in your Directory. See Inspection User Permissions.
    • If you are performing an inspection that includes a section that is no longer applicable to the project, toggle the Mark section as N/A on to mark all inspection items in that section as N/A. Any previously marked inspection items in that section will be overridden with N/A and the section will be collapsed. Expand the section again by clicking the caret on the right or turn off the toggle by clicking it again. This gives the items in a section no status and the history will reflect the status changes. 
  4. Optional: Add comments to an inspection item.
  5. Optional: Add attachments to an inspection item. 
  6. Optional: Create an observation from an inspection.
  7. As you perform the inspection, the wheel at the top of the page will provide a breakdown of your responses.

 

Create Inspection (iOS)

Things to Consider

Prerequisites

Steps

You can create an inspection from the following places:

Create an Inspection from the Equipment Tool

  1. Navigate to the Equipment tool using the Procore app on an iOS mobile device.
  2. Tap the equipment record.
    OR 
    Tap the QR code icon-qr-mobile.png icon. Then point your camera toward the QR code to open the equipment details page.
  3. Click the horizontal ellipsis icon-ellipsis-horizontal.png and select Create Inspection.
  4. Tap the template you want to use for the inspection.
    Note: Inspection templates are created by users with 'Admin' permissions to the Company level Inspections tool. If none appear here, contact an Inspections Admin user to have them Create a Company Level Inspection Template or Add Inspection Templates to Your Project.
  5. Tap into the following fields to add the appropriate information:
    • Status: Select the status of the inspection. New inspections are in 'Open' status by default.
      Note: An inspection's status should be set to 'open' when someone begins performing the inspection. It should remain open until there are no more deficient items on the inspection. At this point, you should change the status to 'closed' to indicate that no further action is needed.
    • Add Attachments: 
      • icon-camera-circle-mobile.svg Camera: Tap to open your device's camera and take a photo to add to the inspection. 
      • icon-photo-circle-mobile.png Photos: Tap to select an image from your device's photo library or Procore Photos. After you select the photos, click Add or Done.
      • icon-attachment-circle-mobile.svg Files: Tap to select a saved file from your device's files.
    • Trade: Select a trade related to your inspection.
      Note: If you do not have trades added to your company, the 'Trade' field will appear as an empty field. You will need to add these to the Company level Admin tool before you can fill this field out. See       Add or Delete Trades.
    • Inspection Date: Select the date the inspection is taking place.
    • Due Date: Select the date the inspection needs to be completed by. 
    • Assignees: Select one or more assignees that will be responsible for the inspection. ​​​
    • Location: Select a location associated with the inspection.
      Note: You can also scan a location's QR code to enter a location:
      1. Tap the QR code icon-qr-ios.png icon in the upper right on the Locations menu.
      2. Point the camera of your device to the QR code to scan it.
        Procore automatically scans your location and adds it to the inspection.
    • Responsible Contractor: Select the company that performed the work to be inspected.
      Note:
      • If you selected a point of contact before this, you will only be able to choose from the contractor that point of contact is associated with.
      • If no contracting companies exist in the project's Directory, you will not be able to select a 'Point of Contact'.
    • Point of Contact: Select a person to be the point of contact for the inspection. If you selected a 'Responsible Contractor' before this, you will only be able to choose a contact who is associated with that company.
      Note: Only users with 'Standard' level permissions or above on the Observation tool may be listed as the Inspection's 'Point of Contact'.
    • Specification Section: Select a specification section to associate with the inspection.
    • Private. Move the toggle to the ON icon-toggle-on-ios.png or OFF icon-toggle-off-ios.png position. Private inspections are only visible to the 'Point of Contact', 'Assignee(s)', members added to the inspection's distribution list, and 'Admin' level users on the project's Inspections tool.
    • Description: Enter a description of the inspection.
  6. Tap Create.

Create an Inspection from the Inspections Tool

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Inspection.
    OR
    Tap the Inspections tool and tap the create icon-plus-quick-create-mobile2.png icon.
  3. Tap the template you want to use for the inspection.
    Note: Inspection templates are created by users with 'Admin' permissions to the Company level Inspections tool. If none appear here, contact an Inspections Admin user to have them Create a Company Level Inspection Template or Add Inspection Templates to Your Project.
  4. Tap into the relevant fields to add the appropriate information.
  5. Tap Create.
 Tip

If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.

After the required fields have been entered, you will be able to create or save the form.

Perform Inspection (iOS)

Things to Consider

  • Required User Permissions
  • Additional Information:
    • This action can also be performed while an active network connection is not available on your mobile device (offline mode). Tasks performed in offline mode will be synced with Procore after a network connection has been reestablished.

Steps

  1. Navigate to the project's Inspections tool using the Procore app on an iOS mobile device.
  2. Tap the inspection you want to perform.
  3. Complete the item with the appropriate response.
    Note: Based on your response, some inspection items may also require you to add a photo or an observation. 
  4. Optional: Tap the info icon-info-ios.png icon for an inspection item to perform additional actions.
    • Tap Comment to add a comment and then tap Save.
    • Tap Photo to either take a new photo or select an existing one from your device to attach to the item.
    • Tap Observation if you want to create an observation. See Create an Observation from an Inspection (iOS).

 

Create Inspection (Android)

Things to Consider

  • Required User Permissions

  • Additional Information:

    • This action can also be performed while an active network connection is not available on your mobile device (offline mode). Tasks performed in offline mode will be synced with Procore after a network connection has been reestablished.

    • You can configure what items are created with the quick create icon-plus-quick-create-mobile2.png icon, see Configure Quick Create Settings.

Prerequisites

Steps

You can create an inspection from the following places:

Create an Inspection from the Equipment Tool

  1. Navigate to the Equipment tool using the Procore app on an iOS mobile device.
  2. Tap the equipment record.
    OR 
    Tap the QR code icon-qr-mobile.png icon. Then point your camera toward the QR code to open the equipment details page.
  3. Click the horizontal ellipsis icon-ellipsis-horizontal.png and select Create Inspection.
  4. Tap the template you want to use for the inspection.
    Note: Inspection templates are created by users with 'Admin' permissions to the Company level Inspections tool. If none appear here, contact an Inspections Admin user to have them Create a Company Level Inspection Template or Add Inspection Templates to Your Project.
  5. Tap into the following fields to add the appropriate information:
    • Status: Select the status of the inspection. New inspections are in 'Open' status by default.
      Note: An inspection's status should be set to 'open' when someone begins performing the inspection. It should remain open until there are no more deficient items on the inspection. At this point, you should change the status to 'closed' to indicate that no further action is needed.
    • Add Attachments: 
      • icon-camera-circle-mobile.svg Camera: Tap to open your device's camera and take a photo to add to the inspection. 
      • icon-photo-circle-mobile.png Photos: Tap to select an image from your device's photo library or Procore Photos. After you select the photos, click Add or Done.
      • icon-attachment-circle-mobile.svg Files: Tap to select a saved file from your device's files.
    • Trade: Select a trade related to your inspection.
      Note: If you do not have trades added to your company, the 'Trade' field will appear as an empty field. You will need to add these to the Company level Admin tool before you can fill this field out. See       Add or Delete Trades.
    • Inspection Date: Select the date the inspection is taking place.
    • Due Date: Select the date the inspection needs to be completed by. 
    • Assignees: Select one or more assignees that will be responsible for the inspection. ​​​
    • Location: Select a location associated with the inspection.
      Note: You can also scan a location's QR code to enter a location:
      1. Tap the QR code icon-qr-ios.png icon in the upper right on the Locations menu.
      2. Point the camera of your device to the QR code to scan it.
        Procore automatically scans your location and adds it to the inspection.
    • Responsible Contractor: Select the company that performed the work to be inspected.
      Note:
      • If you selected a point of contact before this, you will only be able to choose from the contractor that point of contact is associated with.
      • If no contracting companies exist in the project's Directory, you will not be able to select a 'Point of Contact'.
    • Point of Contact: Select a person to be the point of contact for the inspection. If you selected a 'Responsible Contractor' before this, you will only be able to choose a contact who is associated with that company.
      Note: Only users with 'Standard' level permissions or above on the Observation tool may be listed as the Inspection's 'Point of Contact'.
    • Specification Section: Select a specification section to associate with the inspection.
    • Private. Move the toggle to the ON icon-toggle-on-ios.png or OFF icon-toggle-off-ios.png position. Private inspections are only visible to the 'Point of Contact', 'Assignee(s)', members added to the inspection's distribution list, and 'Admin' level users on the project's Inspections tool.
    • Description: Enter a description of the inspection.
  6. Tap Create.

Create an Inspection from the Inspections Tool

  1. Open the Procore app on an Android mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Inspection.
    OR
    Tap the Inspections tool and tap the create icon-plus-quick-create-mobile2.png icon.
  3. Tap to select a template you want to create an inspection from. 
    Note: Inspection templates are created by users with 'Admin' permissions to the Company level Inspections tool. If none appear here, contact an Inspections Admin user to have them Create a Company Level Inspection Template or Add Inspection Templates to Your Project.
  4. Tap into the relevant fields to enter information as appropriate. 
    • Inspection Items: Tap to view inspection items that have been carried over from the inspection template. These items are not editable.
  5. Tap Create.
 Tip

If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.

After the required fields have been entered, you will be able to create or save the form.

Perform Inspection (Android)

Things to Consider

  • Required User Permissions

  • This asset or item can be viewed or edited in offline mode if it was previously viewed and cached on your mobile device. Tasks performed in offline mode sync with Procore once a network connection is reestablished.

Steps

  1. Navigate to the project's Inspections tool using the Procore app on an Android mobile device.
  2. Tap the inspection you want to perform.
  3. Complete the status of each item by tapping the appropriate response (e.g. Pass/ Safe icon-inspections-pass.png, Fail/ At Risk icon-inspections-fail.png, or N/A icon-inspections-na.png).
    Note: Some items may require you to select from a custom response set or respond in the form of text, date, or number entry.
  4. Based on your response, some inspection items may also require you to add a photo or an observation. 

    inspections-android-perform-inspection.png
     
  5. Optional: Add comments or attachments to an inspection item.
    1. Tap the inspection item.
    2. Tap the Attachmenticon-attachment-android.pngicon to add a file or tap into the text box to add a comment.
  6. Tap Save.

See Also

Create an Incident (Web)

Also available on  icon-apple-logo.png  icon-android-logo.png  

Objective

To create an incident in the Incidents tool.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Incidents 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 Incidents tool.
  2. Click the Incidents tab.
  3. Click +Create.
  4. Add the following information, as applicable:
    • In the 'Incident Information' section:
      • Title. Enter a descriptive name to describe the incident.
      • Distribution. Enter the users whom you want to give access to the incident in Procore. 
        Note: Users added to this list will be sent an email notification when the incident is created. To send the incident to team members later, see Email Incidents.
      • Location. Select the location where the incident occurred from the list.
      • Event Date. Select the date the incident occurred.
      • Event Time. Select the time the incident occurred.
        OR
      • Time Unknown. Mark this checkbox if the time the incident occurred is unknown.
      • Recordable. Mark this checkbox if this incident is legally classified as a recordable incident by a regulatory agency or governing body.
      • Private. Mark this checkbox to designate the incident as 'Private'. Private incidents are only visible to their creators, users added to the Distribution list and users with 'Admin' level permissions on the project's Incidents tool.
      • Description. Enter a detailed description of the incident. 
      • Attachments. Attach any relevant files.
    • In the 'Investigation Information' section: 
      • Hazard. Select the hazard the person affected was involved with (e.g., Caught In).
      • Contributing Condition. Select the condition that contributed to the incident (e.g., Defective Equipment).
      • Contributing Behaviour. Select the behaviour that contributed to the incident (e.g., Distraction).
  5. Click Create. 
  6. Optional: Add a record, witness statement or action to the incident after it has been created.

 

Create an Incident (iOS)

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Incidents tool.
  • Additional Information:

Steps  

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Incident.
    OR
    Tap the Incidents tool and tap the create icon-plus-quick-create-mobile2.png icon.
  3. Enter the following information, as appropriate:
    • Title: Enter a descriptive title that accurately describes the incident.
    • Attachments:
      • icon-camera-circle-mobile.svg Camera: Tap to open your device's camera and take a photo to add to the incident. 
      • icon-photo-circle-mobile.png Photos: Tap to select an image from your device's photo library or Procore Photos. After you select the photos, click Add or Done.
      • icon-attachment-circle-mobile.svg Files: Tap to select a saved file from your device's files.
    • Location: Select a location from the drop-down menu. See How do I add a multi-tiered location to an item? 
    • Event Date: Select the date associated with the incident. 
    • Time Unknown: If the time of the incident is unknown, tap the toggle to indicate that the time of the incident is unknown.
    • Event Time: If the time is known, enter a time associated with the incident.
    • Distribution: Enter the users to whom you want to give access to the incident in Procore. 
      Note: Users added to this list will be sent an email notification when the incident is created.
    • Private: Tap the toggle to mark the incident as 'Private' to hide it from everyone except Incident tool 'Admin' users and the creator of the incident.
    • Hazard: Select a hazard associated with the incident.
    • Contributing Behaviour: Select a contribution behaviour associated with the incident.
    • Contributing Condition: Select a contributing condition associated with the incident.
    • Description: Enter a description of the incident.  
  4. Tap Create.

Create an Incident (Android)

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Incidents tool.
  • Additional Information:

Prerequisites

Steps  

  1. Open the Procore app on an Android mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Incident.
    OR
    Tap the Incidents tool and tap the create icon-plus-quick-create-mobile2.png icon.
  3. Enter the following information:
    • Title: Enter a descriptive title that accurately describes the incident.
    • Location: Select a location from the drop-down menu. See How do I add a multi-tiered location to an item? 
    • Event Date: Select the date associated with the incident. 
    • Time Unknown: If the time of the incident is unknown, tap the toggle to indicate that the time of the incident is unknown.
    • Event Time: If the time is known, enter a time associated with the incident.
    • Distribution: Enter the users to whom you want to give access to the incident in Procore. 
      Note: Users added to this list will be sent an email notification when the incident is created.
    • Private: Tap the toggle to mark the incident as 'Private' to hide it from everyone except Incident tool 'Admin' users and the creator of the incident.
    • Hazard: Select a hazard associated with the incident.
    • Contributing Behaviour: Select a contribution behaviour associated with the incident.
    • Contributing Condition: Select a contributing condition associated with the incident.
    • Description: Enter a description of the incident. 
  4. Optional: To add relevant files or photos, tap one of the following options:
    •  Take Photos: Take a photo with your mobile device's camera and add it to the incident.
    •  Attachments: Choose a photo or file from your mobile device and add it to the incident.
  5. Tap Create.

  6. Add additional information.

See Also

Create Equipment Entry (Web)

Background

The Equipment section allows you to track the usage hours of equipment and machinery for the project, the time of their inspection, and the associated cost code.

Things to Consider

  • To sync Equipment Timesheets with Site Diary entries, the following must be true:

Steps

 Note
Add or create equipment records in the Project's Equipment tool.
Previously, an equipment record was added and managed using the Equipment page of the Admin tool.

  1. Navigate to the project's Site Diary tool.

  2. Scroll to the Equipment section.
    You can also use the left navigation menu to quickly navigate to the Equipment section.

  3. To create an entry, add information to the fields.

    Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

    Equipment - Field Names and Descriptions

    • Company: Select the company name for which you are creating this log entry.

    • Equipment Name. Select the equipment involved.

      • Select Existing Equipment

        1. Click the Equipment or Equipment Name drop-down menu select the equipment.

      • Create New Equipment Record
        Note: Use this to track equipment you own or are renting longterm. These records are also added to the company's Equipment tool.

        1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

        2. If it has yet to be created, select Create Equipment.

        3. Click Add to Register.

        4.  

          Enter the equipment information.Show/Hide Fields

          • Equipment Photo

            1. Click the image.

            2. Select a file from your computer.

            3. Click Open to upload the photo.

          • Specification Information

            • Category. The equipment category.

            • Type. The equipment type.

            • Make. The equipment make.

            • Model. The equipment model.

            • Serial Number. The serial number.

            • Year. The year the equipment was built.

          • General Information

            • Equipment ID. The equipment ID.

            • Equipment Name. The name of the equipment.

            • Rate per hour. The cost of the equipment per hour.

            • Status. The status of the equipment.

            • Ownership. Indicates if equipment is owned, rented, or subcontracted. If not owned, the following fields are available:

              • Vendor Name. The name of the equipment vendor.

              • Rental Start Date. The start date for the equipment rental.

              • Rental End Date. The start date for the equipment rental.

            • Assignee. The equipment's assignee.
              Note: Assignees must be listed as a user in the Company Directory.

            • Onsite. Indicates if the equipment is at the project site.

            • Groups. The group for the equipment.
              Note: This is configured in the Resource Planning tool.

            • Notes. Notes about the equipment

          • Additional Information

            • Any additional information about the equipment.

          • Attachments

            1. Click Attach File and select the file from your computer.
              OR
              Drag and drop one or more files into the 'Drag and Drop' box.

        5. Click Create.

      • Create Unmanaged Project-Only Equipment
        Note: Use this to track temporary equipment, such as a rented generator. These records are not added to the company's Equipment tool.

        1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

        2. If it has yet to be created, select Create Equipment.

        3. Enter the equipment ID.

        4. Click Create to add it to the item and the 'Project-Only Equipment' tab in the project's Equipment tool.

    • Hours Operating. Enter the number of hours the equipment was active.

    • Hours Idle. Enter the number of hours the equipment was idle.

    • Cost Code. Select the cost code associated with the entry.

    • Location. Select the equipment location from the dropdown menu.

    • Inspected. Mark the checkbox if the equipment was inspected.

    • Inspection Time. Enter what time the equipment was inspected.

    • Comments: Enter any comments or additional information that further describes the entry (if required).

    • Attachments: Attach any additional files to the entry. To attach the files, do one of the following:

      • Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area.
        OR

      • Click Upload Files to select a file from your computer.

4. Click Create.
The log entry is created or added.

See Also

Create Equipment Entry (iOS)

Things to Consider

Steps

Create Equipment Entries

 Note
Add or create equipment records in the Project's Equipment tool. See Add or Remove Equipment from Projects in the Project level Equipment Tool.
Note: Previously equipment was added and managed added in the Equipment page of the Admin tool.
  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Equipment Entry.
    OR
    Tap the Site Diary tool and tap Equipment. Then tap the create icon-plus-quick-create-mobile2.png icon. 
  3. Tap into the following fields to enter information.
    • Equipment Name. Tap and select the equipment from the drop-down list.
    • Hours Operating. Tap and enter the number of hours the equipment was active.
    • Hours Idle. Tap and enter the number of hours the equipment was idle.
    • Cost Code. Tap and select the cost code associated with the entry. 
    • Location. Tap and select the location from the drop-down list.
    • Inspected. Tap to mark the checkbox if the equipment was inspected.
    • Inspection Time. Tap and enter what time the equipment was inspected.
    • Comments. Tap and add any comments.
  4. Tap Create.
 Tip

If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.

After the required fields have been entered, you will be able to create or save the form.

 

 Legacy Content

Create Equipment Entries (Legacy)

 Note

Manage any equipment added to this section by viewing the Equipment list on the Equipment page of the Admin tool.
Note: Requires 'Admin' permissions on the Admin tool.

  1. Open the Procore app on an iOS mobile device and select a project.
  2. Note: This loads the Tools screen for the project.
  3. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Equipment Entry.
    OR
    Tap the Site Diary tool and tap Equipment. Then tap the create icon-plus-quick-create-mobile2.png icon. 
  4. Tap into the following fields to enter information.

    • Equipment Name: Tap the Equipment Name field. Enter the name of the equipment.

    • # Hours Operating: Enter the number of hours the equipment was operating.

    • # Hours Idle: Enter the number of hours the equipment was idle.

    • Cost Code: Tap the Cost Code field. Select from the drop-down menu the cost code associated with the entry. 

    • Location: Select a location from the menu. Tap a tiered location to pull up any sub locations. Tap Add to add that location. You may also tap QR in the top right to scan a location's QR code if a team member has Generated Location QR Codes for the worksite.

    • Inspected: By default, the Inspected button will be set to 'No.' Toggle the Inspected button to 'Yes' if the equipment was inspected that day.

    • Inspection Time: Enter the time the equipment was inspected by selecting the hour and minutes from the menu.

    • Attachments: Tap on the following options to add photo or file attachments to the entry:

      • Camera: Use your mobile device's camera to take a photo that is automatically added to the entry once you exit the camera.

        • Take a photo without mark up.

          1. Tap the shutter to take a photo.

          2. Tap Done to attach it to the entry.

        • Take a photo with mark up.

          1. Tap Markup to take the photo and immediately mark it up.

          2. Tap the shutter to take a photo.

          3. Mark up the photo.

          4. If you want to save both the original and marked up photo, mark the Save as New Photo option, then tap Save. OR If you want to only save your marked up photo, clear the Save as New Photo option, then tap Overwrite.

          5. Tap Done to attach it to the entry.

      • Photos: Tap to select photos from your device's Gallery OR from Procore's Photos tool in the project.

        • Add from Procore

          1. Tap Procore Photos.

          2. Tap the album.

          3. Tap the photos.

          4. Tap Done to attach it to the entry..

        • Add from Device

          1. Tap Upload Photos.

          2. Tap the photos.

          3. Tap Add to attach it to the entry.

      • Files: Select a saved file from your mobile device to add it to the entry.

        1. Tap the file to automatically attach it to the entry.

    • Notes: Enter any notes that may describe the entry.

  5. Tap Create.

 

Create Equipment Entry (Android)

Things to Consider

Steps

Create Equipment Entries

 Note
Add or create equipment records in the Project's Equipment tool. See Add or Remove Equipment from Projects in the Project level Equipment Tool.
Note: Previously equipment was added and managed added in the Equipment page of the Admin tool.

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.

  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Equipment Entry.
    OR
    Tap the Site Diary tool and tap Equipment. Then tap the create icon-plus-quick-create-mobile2.png icon.

  3. Tap into the following fields to enter information.

    • Equipment Name: Tap and select the equipment from the drop-down list.

    • Hours Operating: Tap and enter the number of hours the equipment was active.

    • Hours Idle: Tap and enter the number of hours the equipment was idle.

    • Cost Code: Tap and select the cost code associated with the entry.

    • Location: Tap and select the location from the drop-down list.

    • Inspected: Tap to mark the checkbox if the equipment was inspected.

    • Inspection Time: Tap and enter what time the equipment was inspected.

    • Comments: Tap and add any comments.

  4. Tap Create.

 Tip

  1. Click Fix Errors to go to the first empty field, if the required fields are empty.

  2. Click Next Field or Previous Field to view other empty required fields.
    After the required fields have been entered, you will be able to create or save the form.

See Also

Create a Daywork Sheet (Web)

Background

Quickly document out-of-scope work from the field by creating a Daywork sheet. Use this tool to log labour, equipment, and materials, and to capture required stakeholder signatures on-site.

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Daywork Sheets tool.

  2. Click Create.

  3. Fill out the 'General Information' section of the form.

    Show/Hide Fields

    • Ordered By. The person in your project directory that ordered the work.

    • Location. The location the work was performed.

    • Reference Number. A reference number for the work.

    • Performed On. The date the work was performed.

    • Description of Work. A description of the work that was performed.

  4. In the 'Labor' section, enter labour information. Then click Add.

    Show/Hide Fields

    • Employee. The person in your project directory that performed the work.

    • Classification. The person's classification.

    • Time Type. The kind of time to be billed.

    • Hours. The quantity of hours worked.

  5. In the 'Materials' section, enter information for the installed materials. Then click Add.

    Show/Hide Fields

    • Material. The materials used to perform the work.

    • Description. A description of the materials.

    • Unit. The unit of measure for the materials.

    • Quantity. The quantity of materials used.

  6. In the 'Equipment' section, enter information for the equipment used. Then click Add.

    Show/Hide Fields

    • Equipment. The equipment in your project's equipment tool used to perform the work.

    • Description. A description of the equipment.

    • Quantity. The quantity of hours the equipment was used.

  7. In the 'Subcontractors' section, enter the relevant information. Then click Add.

    Show/Hide Fields

    • Company. The company listed in your project's directory.

    • Description. A description of the company.

  8. In the 'Approvals' section, select the Signees from the drop-down list.

    • Company Signee. A company signee is a person with signature authority for the company performing the work requested in the sheet.

    • Customer Signee. A customer signee is a person with signature authority for the entity that requested the labour, materials, or equipment being requested in the Daywork sheet.

  9. Optional: In the Notes box, type any additional notes you want to add to the sheet.

  10. Optional: In the Attachments area, you can attach photos or any important documents, emails, or forms associated with the sheet.

  11. Click Save to create a Daywork sheet is 'In Progress' and actively being worked on.

Create a Timesheet
Create a Change Event from a Daywork Sheet

Create a Daywork Sheet (iOS)

Objective

To create a Time and Materials sheet in the Daywork Sheets tool using the Procore app on an iOS mobile device.

Things to Consider

Steps

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Daywork Sheet.
    OR
    Tap the Daywork Sheets tool and tap the create icon-plus-quick-create-mobile2.png icon.
  3. Tap to enter information into the following fields as appropriate:
    Note: An asterisk (*) indicates that the field is required.
    • Description*: Enter a short description of the work for the Daywork Sheet.
    • Status: The status of your sheet will update automatically when certain conditions have occurred.
      • In Progress: This is the default status when a sheet is created and has not been signed by the Company or Customer Signee.
      • Ready for Review: The sheet will update to this status when the assigned Company Signee has verified the sheet's labour, equipment and material to indicate that it is ready for customer review.
      • Field Verified: The sheet will update to this status when the Customer Signee has verified and signed it.
      • Closed: Sheets can be set to 'Closed' status on the desktop app to indicate that the sheet is closed or has been sent to the client and should not be edited.
        Note: Sheets can only be moved to the 'Closed' status on the desktop app and cannot be edited on the mobile app. To edit a closed sheet, you will need to reopen it from the desktop app. For instructions on how to close or reopen a sheet, see Close or Reopen a Daywork Sheet.
    • Performed On*: This field defaults to the current day.
    • Locations: Tap to select the location where the work is being performed.
      Note: Users with 'Admin' permissions or users who have the "Manage Locations" granular permission enabled on the Admin tool can add a location. See Add Tiered Locations to a Project.
    • Ordered by: Select the users who ordered the sheet.
      Note: A user must be recorded in the Project level Directory tool to be selected from this list. To add someone to the project directory, see Add a Person to the Project Level Directory (iOS).
    • Reference #: Enter the Variation number that will be associated with the Daywork sheet.
  4. Attachments:
    • icon-camera-circle-mobile.svg Camera: Tap to open your device's camera and take a photo to add to your Daywork sheet.
    • icon-photo-circle-mobile.png Photos: Tap to select an image from your device's photo library or Procore Photos. After you select the photos, click Add or Done.
    • icon-attachment-circle-mobile.svg Files: Tap to select a saved file from your device's files
  5. In the 'Labor' section, under 'Employees', tap on the following fields to enter information as needed:
    • Employee*: Select the employee from the Workers list.
      Note: To add a worker to the list, see Add a Worker (iOS).
    • Classification: Select the employee’s classification from the list.
    • Hours*: Enter the number of working hours the employee performed.
    • Time Type: Select the time type for the work.
  6. Tap Apply.
  7. In the 'Materials' section, under 'Quantities', tap on the following fields to enter information as needed:
    • Material*: Enter the type of material used. 
    • Material Description: Enter a description of the material or the progress claim number for the material delivery.
    • Unit*: Select a unit of measurement from the list.
    • Quantity*: Enter the quantity of materials needed.
  8. Tap Apply.
  9. In the 'Equipment' section, under 'Quantities', tap on the following fields to enter information as needed:
    • Equipment Name*: Select the equipment used from the list.
    • Equipment Description: Type any relevant information about the equipment item such as the type, equipment ID number or delivery ID number.
    • Hours*: Type in the number of hours the equipment was used.
  10. Tap Apply.
  11. In the 'Approvals' section, under 'Company Signee', select the user from the list.
  12. Under 'Customer Signee', select the customer name from the list.
  13. Optional: In the 'Notes' section, under 'More Information', type in any additional information as needed.
  14. Tap Save.

Create a Daywork Sheet (Android)

Objective

To create a Daywork Sheet using the Procore app on an Android mobile device.

Things to Consider

Steps

  1. Open the Procore app on an Android mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Daywork Sheet.
    OR
    Tap the Daywork Sheets tool and tap the create icon-plus-quick-create-mobile2.png icon.
  3. Tap into the following fields to enter the appropriate information:
    Note: An asterisk (*) indicates that the field is required.
    • Description*: Enter a short description of the work for the Daywork Sheet.
    • Status: The status of your sheet will update automatically when certain conditions have occurred.
      • In Progress: This is the default status when a sheet is created and has not been signed by the Company or Customer Signee.
      • Ready for Review: The sheet will update to this status when the assigned Company Signee has verified the sheet's labour, equipment and material to indicate that it is ready for customer review.
      • Field Verified: The sheet will update to this status when the Customer Signee has verified and signed it.
      • Closed: Sheets can be set to 'Closed' status on the desktop app to indicate that the sheet is closed or has been sent to the client and should not be edited.
        Note: Sheets can only be moved to the 'Closed' status on the desktop app and cannot be edited on the mobile app. To edit a closed sheet, you will need to reopen it from the desktop app. For instructions on how to close or reopen a sheet, see Close or Reopen a Daywork Sheet.
    • Performed On*: This field defaults to the current day.
    • Location: Tap to select the location where the work is being performed.
    • Ordered by: Select the users who ordered the sheet.
      Note: A user must be recorded in the Project level Directory tool to be selected from this list. To add someone to the project directory, see Add a Person to the Project Level Directory (Android).
    • Reference #: Enter the Variation number that will be associated with the Daywork sheet.
  4. Tap the Camera icon-camera-circle-mobile.svg icon to take a picture.
    OR
    Tap the Photos icon-photo-circle-mobile.png icon to upload a photo from Procore or your device.
    OR
    Tap the Files icon-attachment-circle-mobile.svg icon to upload a photo or video.
  5. In the 'Labor' section, under 'Employees', tap on the following fields to enter information as needed:
    • Employee*: Select the employee from the Workers list.
      Note: To add a worker to the list, see Add a Worker (Android).
    • Classification: Select the employee’s classification
      Link to existing classification article
    • Hours*: Enter the number of working hours the employee performed.
    • Time Type: Select the time type for the work.
  6. Tap Apply.
  7. In the 'Materials' section, under 'Quantities', tap on the following fields to enter information as needed:
    • Material*: Enter the type of material used. 
    • Material Description: Enter a description of the material.
    • Unit*: Select a unit of measurement from the list.
    • Quantity*: Enter the quantity of materials needed.
  8. Tap Apply.
  9. In the 'Equipment' section, under 'Quantities', tap on the following fields to enter information as needed:
    • Equipment Name*: Select the equipment used from the list.
    • Equipment Description: Type any relevant information about the equipment item.
    • Hours*
  10. Tap Apply.
  11. In the 'Approvals' section, under 'Company Signee', select the user from the list.
  12. Under 'Customer Signee', select the customer name from the list.
  13. Optional: In the 'Notes' section, under 'More Information', type in any additional information as needed.
  14. Tap Save.

Create a Timesheet (Web)

Background

In Procore, timecards and timecard entries are used to log the number of hours employees and workers spend doing work on a construction project. Each day, you will create a new daily timesheet. A daily timesheet contains the individual timecard entries submitted by your employees and workers for a specific date. By default, Procore's timecard entries track the work's cost code, work location, number of hours worked, time type (for example, regular or overtime), and mark whether or not the entry's hours are billable. A tool administrator also has the option to configure your project's timesheets to capture timekeeping data such as classifications and sub-jobs.

Things to Consider

Steps

  1. Navigate to the project's Timesheets tool.
  2. Select the date for which you want to create a timesheet. You can use the arrows to navigate day-by-day or select using the drop-down calendar control.
  3. Click Create and select New Daily Timesheet from the drop-down list.
     Tip

    You can also use these options to create a new daily timesheet:

  4. Mark the checkbox(es) for the employees you want to create a timesheet for.
     Notes
    • 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. 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.
  5. Click Equipment.
  6. Mark the checkbox(es) for the equipment you want to create a timesheet for.
     Note
    To appear on this list, equipment records must be created in the company's Equipment tool and assigned to your project. See Equipment Setup Guide.
  7. Click Add.
  8. Enter the time entry information for each employee.
  9. Enter the time entry information for each piece of equipment.
  10. Review the summary for the timesheet's hours and the daily and weekly hours across all projects.
  11. Click Submit or Submit and Add Quantities to add the quantities to your timesheet.
    Note: You can only add quantities if quantities have been uploaded to your project. See Add Quantities to a Timesheet.

Create a Timesheet (iOS)

Background

Procore's timecards and timesheets track the hours employees and equipment spend on a construction project.

When timecards are created, they are added to a daily timesheet. Within a timesheet, individual timecard entries track the employee and equipment hours. For employees, information tracked includes cost code, work location, hours worked, time type (like regular or overtime), and whether the hours are billable. For equipment, the task code and the operating hours are tracked.

An administrator can also configure timesheets to record employee data such as classifications and sub jobs.

 Tip
You can also Bulk Enter Timecard Entries.

Things to Consider

  • You can only bulk enter labour.

  • Employees and workers can have multiple timecard entries on a daily timesheet.

  • Zero hour timecard entries are supported to provide flexibility to enter time off and per diem.

  • 'Approved' timecard entries cannot be deleted.

  • Additional edits cannot be made after a timecard entry has been marked as 'Completed.'

  • Company Timesheets Administrators can limit the cost codes and types that appear the selectors when creating timecard entries. See Configure Advanced Settings: Company Level Timesheets.

  • Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

  • Equipment.

     

    To sync Equipment Timesheets with Site Diary entries, the following must be true:

    • The required fields in your Equipment Timesheets fieldset must match those in your Site Diary Equipment fieldset.

    • The Site Diary must be open and not marked as 'Complete'.

    • Users must have permissions to create a timecard entry.

    • Users must have permissions to create an equipment Site Diary entry.

  • Resource Planning.

     

    • Users under the 'Assigned to Project' or 'Assigned Employees' 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.

    • Users must be added to the project in Procore for their Resource Planning assignment hours to automatically populate in Timesheets. See Add an Existing User to Projects in Your Company's Procore Account.

  • Requirements to be added to a Timesheet.

     

    • The person must be added to a the Directory and marked as an employee of your company.

    • Employees who are only entered in the Company Directory can be selected if the 'Employee Tracking on Projects' setting is enabled.
      Note: With the setting enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.

  • You can configure what items are created with the quick create Icon Plus Quick Create Mobile2 icon. See Configure Quick Create Settings.

  • Grid-Based Entry is available on iPads, when task codes are enabled.

  • You can only have one draft per person. Drafts do not appear on web or on another user's device.

Prerequisites

Steps

 Tip

Tablet users: Tap Change View to toggle between the Grid Icon Grid View Mobile and Line Icon List View 1 views.

Line View

  1. Open the Procore app on an iOS mobile device and select a project.

  2. Tap the quick create Icon Plus Quick Create Mobile2 icon and select Timesheet.
    OR
    Tap the Timesheets tool and tap the create Icon Plus Quick Create Mobile2 icon.

  3. If prompted, tap Create New Timesheet.

  4. Tap Site teams, Employees, or Equipment.

  5. Tap the site teams, employees, or equipment that you want to create a timecard for.

  6. Tap Done.

  7. Tap the Date field and choose the date that you want to create a timecard for.

  8. Tap Done.

  9. Enter time for Labour.

    1. Tap Add Line next to the site team member or employee name to enter information into the timecard.

    2. Tap any of the fields to enter labour information.

       
       Note
      Project Timesheets Administrators configure how each project collects time.

      • Classification: The resource classification.

      • Codes

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Cost Code: The cost code associated with the time entry.

        • Sub Job: Select from the drop-down menu the sub job associated with the time entry.

      • Location: The location where the work was performed.

      • Time

        • Total Time: The total time worked for the day.

        • Start Time: The time the resource started working.

        • Stop Time: The time the resource stopped working.

        • Lunch Time: The amount of time taken for a lunch break.
          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.

        • Time Type: Select the type of pay being entered.

          • Regular Time

          • Double Time

          • Exempt

          • Holiday

          • Overtime

          • PTO

          • Salary

          • Holiday

      • Billable: Tap the toggle to indicate whether or not the entry is billable.

      • Auto-Apply Overtime Rules (Beta). Tap the toggle to automatically enforce overtime rules.

      • Description: Additional comments that will show in the timecard entry.

    3. Tap Add Line to add a new line for the timecard.

    4. Tap Apply.

  10. Enter time for Equipment.

    1. Tap Add Line next to the equipment to enter information into the timecard.

    2. Tap any of the fields to enter equipment information.

       
       Note
      Project Timesheets Administrators configure how each project collects time.

      • Task Code: A combination of Cost Codes and Sub Jobs.

      • Operator: The user operating the equipment.

      • Operating Hours: How many hours the equipment was operating.

      • Idle Hours: How many hours the equipment was idle.

    3. Tap Add Line to add a new line for the timecard.

    4. Tap Apply.

  11. Review the summary for the timecard's hours, and the daily and weekly hours across all projects.

  12. Submit the timesheet.

Grid View (Tablet Only)

  1. Open the Procore app on an iOS tablet and select a project.

  2. Initiate a Timesheet

    • New Timesheet

      • Tap the quick create Icon Plus Quick Create Mobile2 icon and select Timesheet.

      • Tap the Timesheets tool and tap the create Icon Plus Quick Create Mobile2 icon and select Create New Timesheet.

    • Copy a Timesheet

      • Tap Copy From Previous to copy the previous timesheet that you created.

      • Tap Copy From Any Date to copy any previous timesheet that you have access to. Then tap the timesheet to copy.

  3. Tap Site teams, Employees, or Equipment.

  4. Tap the site teams, employees, or equipment that you want to create a timecard for. Then tap Done.

  5. Tap the task codes to apply to the timecards. Then tap Done.
    Note: Later in the workflow, you will allocate time for the relevant task codes for each person.

  6. Optional: Tap the date field and select the date that you want to create timecards for.

  7. Follow steps to enter or update timecard information:

    • Enter Time by Tapping Cells

      1. Tap any task code field for a user or equipment and enter the timecard information.
        Note: You can tap multiple cells to bulk enter time.

         
         Note
        Project Timesheets Administrators configure how each project collects time.

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Location: The location where the work was performed.

        • Time

          • Total Time: The total time worked for the day.

          • Start Time: The time the resource started working.

          • Stop Time: The time the resource 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: Project Level Timesheets.

          • Lunch Time: The amount of time taken for a lunch break.
            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.

          • Time Type: The type of pay being entered.

            • Regular Time

            • Double Time

            • Exempt

            • Holiday

            • Overtime

            • PTO

            • Salary

            • Holiday

        • Billable: The ON toggle Icon Toggle On indicates that entry is billable.

        • Auto-Apply Overtime Rules (Beta). The ON toggle Icon Toggle On automatically enforces overtime rules.

        • Description: Additional comments that will show in the timecard entry.

         
         Note
        Project Timesheets Administrators configure how each project collects time.

      2. Tap Apply.

    • Bulk Enter Time Using Checkboxes

      1. Tap the checkboxes for the resources you want to enter time for.

      2. Enter the information to be applied to all selected timecards.
        Note: If you wish not to apply the information to one of the selected cells, tap the highlighted cell to deselect.

         
         Note
        Project Timesheets Administrators configure how each project collects time.

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Location: The location where the work was performed.

        • Time

          • Total Time: The total time worked for the day.

          • Start Time: The time the resource started working.

          • Stop Time: The time the resource 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: Project Level Timesheets.

          • Lunch Time: The amount of time taken for a lunch break.
            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.

          • Time Type: The type of pay being entered.

            • Regular Time

            • Double Time

            • Exempt

            • Holiday

            • Overtime

            • PTO

            • Salary

            • Holiday

        • Billable: The ON toggle Icon Toggle On indicates that entry is billable.

        • Auto-Apply Overtime Rules (Beta). The ON toggle Icon Toggle On automatically enforces overtime rules.

        • Description: Additional comments that will show in the timecard entry.

         
         Note
        Project Timesheets Administrators configure how each project collects time.

      3. Tap Apply.

    • Bulk Enter Time for a Single Task Code

      1. Tap the horizontal ellipsis Icon Ellipsis Horizontal for the task code.

      2. Tap Labour Time Entry or Equipment Time Entry.

      3. Enter the information to be applied to all selected timecards.
        Note: If you wish not to apply the information to one of the selected cells, tap the highlighted cell to deselect.

         
         Note

        Project Timesheets Administrators configure how each project collects time.

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Location: The location where the work was performed.

        • Time

          • Total Time: The total time worked for the day.

          • Start Time: The time the resource started working.

          • Stop Time: The time the resource 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: Project Level Timesheets.

          • Lunch Time: The amount of time taken for a lunch break.
            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.

          • Time Type: The type of pay being entered.

            • Regular Time

            • Double Time

            • Exempt

            • Holiday

            • Overtime

            • PTO

            • Salary

            • Holiday

        • Billable: The ON toggle Icon Toggle On indicates that entry is billable.

        • Auto-Apply Overtime Rules (Beta). The ON toggle Icon Toggle On automatically enforces overtime rules.

        • Description: Additional comments that will show in the timecard entry.

         
         Note
        Project Timesheets Administrators configure how each project collects time.

      4. Tap Apply.

  8. Optional: To add another task code, tap Add Code. Select the task code, then tap Done.

  9. Optional: To remove a resource, tap the horizontal ellipsis Icon Ellipsis Horizontal next to the resource, then tap Delete Resource.

  10. Review the summary for the timecards' hours, and the daily and weekly hours across all projects.

  11. Save or submit timesheet.

    • Tap Save Draft to save the timesheet as a draft and finalise later.

    • Tap Submit to submit.

    • Tap Submit and Add Quantities to add quantities to a timesheet.

Next Step

See Also

Create a Timesheet (Android)

Background

Procore's timecards and timesheets track the hours employees and workers spend on a construction project.

When timecards are created, they are added to a daily timesheet. Within a timesheet, individual timecard entries track the employee's hours, cost code, work location, hours worked, time type (like regular or overtime), and whether the hours are billable.

An administrator can also configure timesheets to record data such as classifications and sub jobs.

 Tip
You can also Bulk Enter Timecard Entries.

Things to Consider

  • You can only bulk enter labour.

  • Employees and workers can have multiple timecard entries on a daily timesheet.

  • Zero hour timecard entries are supported to provide flexibility to enter time off and per diem.

  • 'Approved' timecard entries cannot be deleted.

  • Additional edits cannot be made after a timecard entry has been marked as 'Completed.'

  • Company Timesheets Administrators can limit the cost codes and types that appear the selectors when creating timecard entries. See Configure Advanced Settings: Company Level Timesheets.

  • Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

  •  

    Equipment. Show/Hide Details

    To sync Equipment Timesheets with Site Diary entries, the following must be true:

    • The configurable fieldset for Site Diary Equipment Entries must match the Equipment fieldset for Timesheets.

    • The Site Diary must be open and not marked as 'Complete'.

    • Users must have permissions to create a timecard entry.

    • Users must have permissions to create an equipment Site Diary entry.

  •  

    Resource Planning. Show/Hide Details

    • Users under the 'Assigned to Project' or 'Assigned Employees' 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.

    • Users must be added to the project in Procore for their Resource Planning assignment hours to automatically populate in Timesheets. See Add an Existing User to Projects in Your Company's Procore Account.

  •  

    Requirements to be added to a Timesheet. Show/Hide Details

    • The person must be added to a the Directory and marked as an employee of your company.

    • Employees who are only entered in the Company Directory can be selected if the 'Employee Tracking on Projects' setting is enabled.
      Note: With the setting enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.

  • Grid-based entry is available on tablets, when task codes are enabled.

    • When selecting a Site team, the 'Assigned Employees' have corresponding assignments in the Resource Planning tool. Their start and stop times are automatically filled in based on their assignment in Resource Planning.

  • You can configure what items are created with the quick create Icon Plus Quick Create Mobile2 icon, see Configure Quick Create Settings.

Prerequisites

Steps

 Tip
Tablet users: Tap Change View to toggle between the Grid Icon Grid View Mobile and Line Icon List View 1 views.

Line View

  1. Open the Procore app on an Android mobile device and select a project.

  2. Tap the quick create Icon Plus Quick Create Mobile2 icon and select Timesheet.
    OR
    Tap the Timesheets tool and tap the create Icon Plus Quick Create Mobile2 icon.

  3. Tap New Daily Timesheet.

  4. Tap Site teams, Employees, or Equipment.

  5. Tap the site teams, employees, or equipment that you want to create a timesheet for.

  6. Tap Done.

  7. Tap the Date field and choose the date that you want to create a timesheet for.

  8. Tap Done.

  9. Enter time for Labour.

    1. Tap Add Line next to the site team member or employee name to enter information into the timecard.

    2.  

      Tap any of the fields to enter labour information. Show/Hide Fields

       Note
      Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

       

      • Classification: The resource classification.

      • Codes

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Cost Code: The cost code associated with the time entry.

        • Sub Job: Select from the drop-down menu the sub job associated with the time entry.

      • Location: The location where the work was performed.

      • Time

        • Total Time: The total time worked for the day.

        • Start Time: The time the resource started working.

        • Stop Time: The time the resource stopped working.

        • Lunch Time: The amount of time taken for a lunch break.
          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.

        • Time Type: Select the type of pay being entered.

          • Regular Time

          • Double Time

          • Exempt

          • Holiday

          • Overtime

          • PTO

          • Salary

          • Holiday

      • Billable: Tap the toggle to indicate whether or not the entry is billable.

      • Auto-Apply Overtime Rules (Beta). Tap the toggle to automatically enforce overtime rules.

      • Description: Additional comments that will show in the timecard entry.

    3. Tap Add Line to add a new line for the timecard.

    4. Tap Save.

  10. Enter time for Equipment.

    1. Tap Add Line next to the equipment to enter information into the timecard.

    2.  

      Tap any of the fields to enter equipment information. Show/Hide Fields

       Note
      Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

      • Task Code: A combination of Cost Codes and Sub Jobs.

      • Operator: The user operating the equipment.

      • Operating Hours: How many hours the equipment was operating.

      • Idle Hours: How many hours the equipment was idle.

    3. Tap Add Line to add a new line for the timecard.

    4. Tap Save.

  11. Review the summary for the timecard's hours, and the daily and weekly hours across all projects.

  12. Submit the timesheet.

Grid View (Tablet Only)

  1. Open the Procore app on an Android mobile device and select a project.

  2. Tap the quick create Icon Plus Quick Create Mobile2 icon and select Timesheet.
    OR
    Tap the Timesheets tool and tap the create Icon Plus Quick Create Mobile2 icon.

  3. Tap New Daily Timesheet.

  4. Tap Site teams, Employees, or Equipment.

  5. Tap the site teams, employees, or equipment that you want to create timecards for.

  6. Tap Next.

  7. Tap the task codes to apply to the timecards. Then tap Done.
    Note: Later in the workflow, you will allocate time for the relevant task codes for each person.

  8.  

     Tip
    Tap Change View and select Grid View Icon Grid View Mobile or Line View Icon List View 1.

  9. Optional: Tap the date field and select the date that you want to create timecards for.

  10.  

    Follow steps to enter or update timecard information:

    • Enter Time by Tapping Cells

      1. Tap any task code field for a user or equipment and enter the timecard information.
        Note: You can tap multiple cells to bulk enter time.

        Show/Hide Fields for Labour

         Note
        Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Location: The location where the work was performed.

        • Time

          • Total Time: The total time worked for the day.

          • Start Time: The time the resource started working.

          • Stop Time: The time the resource 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: Project Level Timesheets.

          • Lunch Time: The amount of time taken for a lunch break.
            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.

          • Time Type: The type of pay being entered.

            • Regular Time

            • Double Time

            • Exempt

            • Holiday

            • Overtime

            • PTO

            • Salary

            • Holiday

        • Billable: The ON toggle Icon Toggle On indicates that entry is billable.

        • Auto-Apply Overtime Rules (Beta). The ON toggle Icon Toggle On automatically enforces overtime rules.

        • Description: Additional comments that will show in the timecard entry.

         

         

        Show/Hide Fields for Equipment

         Note
        Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Operator: The user operating the equipment.

        • Operating Hours: How many hours the equipment was operating.

        • Idle Hours: How many hours the equipment was idle.

      2. Tap Apply.

    • Bulk Enter Time Using Checkboxes

      1. Tap the checkboxes for the resources you want to enter time for.

      2. Enter the information to be applied to all selected timecards.
        Note: If you wish not to apply the information to one of the selected cells, tap the highlighted cell to deselect.

        Show/Hide Fields for Labour

         Note
        Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Location: The location where the work was performed.

        • Time

          • Total Time: The total time worked for the day.

          • Start Time: The time the resource started working.

          • Stop Time: The time the resource 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: Project Level Timesheets.

          • Lunch Time: The amount of time taken for a lunch break.
            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.

          • Time Type: The type of pay being entered.

            • Regular Time

            • Double Time

            • Exempt

            • Holiday

            • Overtime

            • PTO

            • Salary

            • Holiday

        • Billable: The ON toggle Icon Toggle On indicates that entry is billable.

        • Auto-Apply Overtime Rules (Beta). The ON toggle Icon Toggle On automatically enforces overtime rules.

        • Description: Additional comments that will show in the timecard entry.

         

        Show/Hide Fields for Equipment

         Note
        Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Operator: The user operating the equipment.

        • Operating Hours: How many hours the equipment was operating.

        • Idle Hours: How many hours the equipment was idle.

      3. Tap Apply.

    • Bulk Enter Time for a Single Task Code

      1. Tap the horizontal ellipsis Icon Ellipsis Horizontal for the task code.

      2. Tap Bulk Time Entry (Labor) or Bulk Time Entry (Equipment).

      3. Enter the information to be applied to all selected timecards.
        Note: If you wish not to apply the information to one of the selected cells, tap the highlighted cell to deselect.

        Show/Hide Fields for Labour

         Note
        Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Location: The location where the work was performed.

        • Time

          • Total Time: The total time worked for the day.

          • Start Time: The time the resource started working.

          • Stop Time: The time the resource 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: Project Level Timesheets.

          • Lunch Time: The amount of time taken for a lunch break.
            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.

          • Time Type: The type of pay being entered.

            • Regular Time

            • Double Time

            • Exempt

            • Holiday

            • Overtime

            • PTO

            • Salary

            • Holiday

        • Billable: The ON toggle Icon Toggle On indicates that entry is billable.

        • Auto-Apply Overtime Rules (Beta). The ON toggle Icon Toggle On automatically enforces overtime rules.

        • Description: Additional comments that will show in the timecard entry.

         

        Show/Hide Fields for Equipment

         Note
        Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Operator: The user operating the equipment.

        • Operating Hours: How many hours the equipment was operating.

        • Idle Hours: How many hours the equipment was idle.

      4. Tap Apply.

  11. Optional: To add another task code, tap Add Code. Select the task code and tap Done.

  12. Optional: To remove a resource, tap the horizontal ellipsis Icon Ellipsis Horizontal next to the resource and tap Delete Resource.

  13. Review the summary for the timecards' hours, and the daily and weekly hours across all projects.

  14. Submit

Next Steps

See Also

Overview

Things to Consider 

To see equipment hours in your budget, you must create a budget view with the 'Equipment Timecard Hours' column. We recommend using the Labour Productivity Cost view as it contains the most relevant columns, and adding Equipment Timecard Hours to that view.

About the Labour Productivity Cost View

The 'Procore Labour Productivity Cost' budget view provides project teams with the ability to include production quantities on the project's budget. See What are 'production quantities'? Building off the Real-Time Labour Costing feature, the 'Procore Labour Productivity Cost' budget view is designed to provide self-performing and specialty contractors with the ability to gain greater insight into your project's production rates to make better decisions that maximise profit margins.  With this release, you can:

  • Add and import production units to a project's budget in Procore's Financial Management tools:  Budget, Change Events and Variations.
  • Collect production units from site personnel with Timecard Entries in the Site Diary and both the Timecards and Timesheets tools.
  • Track and compare budgeted production units to installed production units using Procore's Budget and Reports tools.

By default, Procore provides its users with a standard 'Procore Labour Productivity Cost' budget view, which is available to your company's Procore Administrator in the Company level Admin tool. 

Example

Procore Labour Productivity Cost Budget View in the Budget Tool

The illustration below shows you the recommended layout for the 'Procore Labour Productivity Cost' budget view, as it will look when applied to your project's Budget tool. 

budget-procore-labor-prod-cost-view.png

Default Columns

The following table details the default columns provided with the 'Procore Labour Productivity Cost' budget view. In the Description column, the following symbols represent the operator for a calculation:

  • add (+)
  • subtract (-)
  • multiply (*)
  • divide (/)
Column Name Column  Type Column Format Column Description Column Configuration
Revised Budget Calculated Currency Shows the Original Budget amount, plus the Budget Change amount, plus the Approved VARs amount.  Original Budget
Add (+)
Budget Changes
Add (+)
Approved VARs
Direct Costs Source Currency Shows the Direct Costs amount. Source Category: Direct Costs
Source: Direct Costs
Source Filtering: Status = Pending,  Revise and Resubmit, Approved
Direct Costs Unit Cost Source Number Shows the actual cost per unit for direct costs.  Direct Costs
Divide (/)
Direct Costs Unit Qty
% Budget Complete Calculated Percent Shows how much of the current budget amount for the budget line item is estimated to be used based on the real-time labour hours and actual labour cost. Estimated Cost w/ Timesheet Hours
Divide (/)
Revised Budget
Projected Labour Cost at Completion Calculated Currency Shows the projected labour cost at completion for the budget line item. Projected Hours at Completion
Multiply (*)
Direct Costs Unit Cost
Projected Labour Cost Over/Under Calculated Current Shows the Revised Budget minus the Projected Labour Cost at Completion. Revised Budget
Subtract (-)
Project Labour Cost at Completion
Revised Budgeted Unit Qty Calculated Number Shows the Budget Production Qty plus the Approved COs Production Qty.  Budget Unit Qty
Add (+)
Approved VAR Units
Budget UOM Standard n/a Shows the Unit of Measure (UOM) for the budget line item. n/a
Timesheet Hours 1 Source Number Shows all Timecard Entry Hours. You can optionally apply Status filters to narrow the data in the view.   Source Category: Timecard Entry Hours
Source: Timecard Entry Hours
Filtering: None
% Hours Used Calculated Percent Shows how much of the current budget unit qty (labour hours) have been used based on time submitted in Procore. Timesheet Hours
Divide (/)
Revised Budget Unit Qty
Earned Hours Calculated Number Shows the number of labour hours earned (merited) based on the work produced to date for that cost code.

Revised Budget Unit Quantity
Multiply (*)
% Complete Production
Projected Hours at Completion Calculated Number Shows the estimated labour hours needed to complete production for the cost code based on the work produced to date. Timesheet Hours
Divide (/)
% Complete Production
% Complete Production Calculated Percent  Shows the percentage of the production quantity has been installed to date of the current budgeted production quantity for the cost code. Actual Qty Installed
Divide (/)
Revised Budgeted Production Qty
Production UOM Source n/a Shows the UOM for the budgeted production quantity (i.e., for the cost code on the line item). Source Category: Production UOM
Source: Budgeted Production UOM
Source Filtering: n/a
Revised Budgeted Production Rate Calculated Number Shows the actual budgeted production rate based on labour hours and installed quantities to date. Revised Budgeted Production Qty
Divide (/)
Revised Budget Unit Qty
Actual Production Rate Calculated Number Shows the actual budgeted production rate based on labour hours and installed quantities to date. Actual Qty Installed
Divide (/)
Timesheet Hours
Variance Production Rate Calculated Number Shows the difference between the current budgeted production rate and the actual production rate. A positive number indicates you are performing faster than expected. A negative number indicates you are performing slower than expected. Actual Production Rate
Subtract (-)
Revised Budgeted Production Rate

1 The 'Labor Productivity Cost' budget view is only available to customers using Procore's Resource Tracking tools. However, the 'Timesheet Hours' column can be added to other budget views. To learn how to add the column, see Can we import our third-party timecard entries to work with the 'Timesheet Hours' column in Procore's Budget tool?

Create a New Budget View

Things to Consider

  • Required User Permission:
    • To add or edit a budget view, 'Admin' on the Company Admin tool.
      Note:  Your company's Procore account must be using Procore's Project Financials and Resource Tracking tools. 
  1. Navigate to the Company Admin tool. 
  2. Under Tool Settings, click Budget. 
  3. Click Set Up New Budget View. 
    set-up-new-budget-view.png
  4. Under Standard Views, highlight Procore Labour Productivity Cost.
    procore-labor-productivity-cost-view.png
  5. Click Create.
  6. Name your view as follows:
    • View Name. Enter a name for your new view. In this example, we named it: Labour Productivity Cost
    • View Description. Enter a description for your view. In this example, we entered: Recommended view for labour cost productivity report
  7. Click Configure Columns. This opens the Configure Columns window pictured below. From this point, continue with the next step to Add the Equipment Time Column.

Add Equipment Time Column

Things to Consider

Steps from the Configure Columns window… Settings
  1. Click the Create button and choose Source from the drop-down list.
  2. Under 'New Source Column', do the following:
    • Column Name. Enter the name: Equipment Timecard Hours
    • Column Source. Select Equipment Timecard Hours. 
  3. Mark the checkbox for Equipment Timecard Hours.
  4. Click Save.
 lpc-equipment-timecard-hours.png

 

Preview the Budget

After closing the Configure Columns window, the system returns you to the new budget view's window. Under Column Configuration, you can get an idea of how your budget view will look in Procore by selecting a project from the Preview with Project drop-down list. 

Assign the Budget View to a Procore Project

After previewing your budget view and determining that it suits your business needs, you can assign it one or more Procore projects. 

    Click the Assign to Projects drop-down list.

    assign-to-projects.png
     
  2. Place a checkmark in the box next to one or more of the following options:
    1. All Projects Selected. This assigns the new budget view all of your Procore projects. 
    2. All Projects Using ERP Direct Costs. This assigns the new budget view to projects using the ERP Direct Costs budget view. 
    3. All Projects Using Procore Direct Costs. This assigns the new budget view to projects using the project level Direct Costs tool. 
    4. [Individual Projects]. This assigns the new budget view to only the project(s) that you select. 
  3. Click Done.

Apply the Budget View to your Budget

Navigate to the project's Budget tool. Then click the Budget, Budget Details, or Project Snapshot Status tab and select an option from the View menu. To add views to this menu, see Assign a Budget View to a Project.

Budget Tab View Menu

 Note

Generate and Print QR Codes

Things to Consider

Steps

  1. Navigate to the company or project's Equipment tool.
  2. Hover over the equipment record and click the QR code icon-qr-mobile.png icon.
  3. To download a CSV and create your QR codes outside of Procore, click Download CSV.
    OR
    Select the 'Page Size' and 'Format Options'.
    1. Click Print.
    2. In the Print window, click Print.

Bulk Print QR Codes

  1. Navigate to the company or project's Equipment tool.
  2. Mark the checkboxes for the equipment records you want to generate QR codes for.
  3. Click the QR code icon-qr-mobile.png icon.
  4. To download a CSV and create your QR codes outside of Procore, click Download CSV.
    OR
    Select the 'Page Size' and 'Format Options'.
    1. Click Print.
    2. In the Print window, click Print.

View Equipment Details (Web)

Background

Procore's Equipment tool ensures all machines are optimally used and effectively managed from arrival to departure. The project's Equipment tool shows what equipment has been assigned to your project and is available for use in the project's Timesheets, Inspections and Budget tools.

Things to Consider

  • Required User Permissions

  • The Equipment tool must be enabled for your project. See Add and Remove Project Tools.

  • Equipment on the Registry tab includes full details for equipment that is owned or subcontracted by your company. Records here are also added to the company's Equipment Registry.

  • The Project-Only Equipment tab includes short term or temporary equipment that was created in the Site Diary, Incidents, or Inspections tools. These records are not added to the company's Equipment Registry.

Steps

  1. Navigate to the project's Equipment tool.

  2. View Equipment.

    • Click the Registry tab and the Equipment ID to view the equipment details.

    • Click the Project-Only Equipment tab to view temporary equipment that was created in the Site Diary, Incidents, or Inspections tools.

See Also

Scan Equipment QR Codes (iOS)

Things to Consider

  • Required User Permissions

  • QR Codes must be scanned with QR reader for the Equipment tool in the Procore mobile app.

  • You must give the Procore mobile app permission to access the camera on your mobile device.

  • If Location Services are enabled on your mobile device, the GPS location of your mobile device is used to update the location of the equipment.

Steps

  1. Navigate to the Equipment tool using the Procore app on an iOS mobile device.

  2. Tap the QR code icon-qr-mobile.png icon.

  3. Point your camera toward the QR code to automatically scan it and show the equipment details.

  4. Optional: Continue your workflow by taking the following actions:

See Also

View Equipment Details (iOS)

Things to Consider

Steps

  1. Navigate to the Equipment tool using the Procore app on an iOS mobile device.
  2. Tap the equipment record to view details.

Scan Equipment QR Codes (Android)

Things to Consider

  • Required User Permissions

  • QR Codes must be scanned with QR reader for the Equipment tool in the Procore mobile app.

  • You must give the Procore mobile app permission to access the camera on your mobile device.

  • If Location Services are enabled on your mobile device, the GPS location of your mobile device is used to update the location of the equipment.

Steps

  1. Navigate to the Equipment tool using the Procore app on an Android mobile device.

  2. Tap the QR code icon-qr-mobile.png icon.

  3. Point your camera toward the QR code to scan it and show the equipment details.

  4. Optional: Continue your workflow by taking the following actions:

See Also

View Equipment Details (Android)

Things to Consider

Steps

  1. Navigate to the Equipment tool using the Procore app on an Android mobile device.
  2. Tap the equipment record to view details.