Configure Advanced Settings: Project Level Timesheets
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
- Add Timesheets to Project Tools. See Add and Remove Project Tools
Video
Steps
- Navigate to the project's Timesheets tool.
- Click the Configure Settings
icon. - Configure the following settings:
Configure the Time Entry Settings
- 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.
- 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.
- 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.
- If you are finished configuring your settings, click Update.
Set Up a Geofence to Track Site Employees
- Under the Time Entry Settings tab.
- Optional: Scroll to the Employee Location Tracking area. Then do the following:
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.
- If you are finished configuring your settings, click Update.
Enable Classifications
- Under the Time Entry Settings tab.
- Mark the Classification checkbox to enable the Classifications tab.
- Click Update.
- Click the Configure Settings icon.
- Click the Classifications tab.
- Place a mark next to the checkboxes in the Available column.
Notes
- If you are your company's Procore Administrator, a blue 'Company Admin User' banner appears. You can click the Update Classification button in this banner.
- To learn how to add new classifications to Procore using the Company Admin tool, see Add a Classification.
- If you plan to import users to the Company or Project Directory, the user import template contains a 'Work Classification' column where you can input these entries. See Procore Import Templates.
- Click Update.