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Configure Advanced Settings: Project Level Timesheets

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Objective

To configure advanced settings for the project's Timesheets tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Timesheets tool. 

Prerequisites

Video

 

Steps

  1. Navigate to the project's Timesheets tool. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Configure the following settings:

Configure the Time Entry Settings

  1. Under the Time Entry Settings tab, select one of these options from the Time Entry drop-down list:
    • Start Time and Stop Time. Choose this option if you want employees to enter both a start and stop time on timecards.  This allows users to enter the exact hour and minute that they started and stopped work.
      OR
    • Total Hours. Choose this option if you want employees to enter only the total number of hours worked. 
       Note
      When you edit the 'Time Entry Settings' on a Procore project, keep in mind that updated settings are applied only to future timesheets. Updates to settings are NOT retroactively applied to existing timesheets. 
  2. Under the Enable Additional Fields on All Timecards area, do the following:
    • Sub Job. Mark this tickbox to enable Sub Job as a field on timecard entries.
    • Location. Mark this tickbox to enable Location as a field on timecard entries.
    • Time Type. Mark this tickbox to enable Time Type as a field on timecard entries.
    • Billable. Mark this tickbox to enable Billable as a field on timecard entries.
    • Classification. See Enable Classifications below for more detail. 
  3. If you are finished configuring your settings, click Update. 

Set Up a Geofence to Track Field Employees

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

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

Enable Classifications

  1. Click the Time Entry Settings tab. 
  2. Under 'Enable additional fields on all timecards', mark the Classification tickbox.

    project-timesheets-enable-classifications.png
     
  3. Click Update.
     Notes
    • If you are your company’s Procore Administrator:
      • A blue ‘Company Admin User’ banner appears on the Classifications tab as pictured below. To add classifications to the Company level Admin tool, you can click the Configure Classifications button in the banner. Then follow the steps in Add a Classification.
      • You can also import Procore users and classifications in the Company or Project Directory. The user import template contains a 'Work Classification' column where you can input these entries. See Procore Import Templates.
    • If your user account has 'Admin' level permission on the Project Admin tool, you can enable and disable classifications for a project by following the steps in Enable Classifications on a Project.