Create a Daywork Sheet

Objective

To create a Daywork Sheet.

Background

Things to Consider

• Required User Permissions:
  • 'Standard' level permissions or higher on the Daywork Sheets tool.
    OR
  • 'Admin' level permissions on the Directory tool. 

Prerequisites

• Configure Advanced Settings: Daywork Sheets
• Turn Daywork Sheet Sections ON and OFF

Steps

1. Navigate to the project's Daywork Sheets tool.
2. Click Create.
3. In the 'Create a Daywork Sheet' window, enter the appropriate information in the following fields:

    Note

   Required fields are marked with an asterisk (*).
   
   • Ordered By: Select the user who made the request from the drop-down list. You can select one (1) name from the list. To appear in the list, the person must have a user account in the project's Directory tool. See Add a User Account to the Project Directory.
   • Location: Select the location where the work associated with the Daywork Sheet will be performed. Users granted the appropriate permissions will have the option to click Create New Location button. See Add Tiered Locations to a Project.
   • Reference #: Enter a reference number (such as a variation number) to associate with the Daywork Sheet.
   • Performed On*: This field defaults to the current day. Click on the field and select a date from the calendar to change it.
   • Status: Daywork Sheets are automatically set to the 'In Progress' status when created, but will update to the 'Ready for Review' status when the ticket has been signed by the Company Signee. When the Customer Signee has signed and verified the ticket, the status will update to 'Field Verified'.
   • Description of Work*: Enter a short description of the work for the Daywork Sheet.
4. In the 'Labor' section, click the following fields to enter information as needed:
   
   • Employee*: Search for or select an employee or worker name from the drop-down list.

      Notes

     • To add an employee to the list, see How do I add someone as an employee of my company?
     • To add a worker to the list, see Add a Worker. For information about contacts, see What is a 'contact' in Procore and which project tools support the concept?
   • Classification: Select a classification from the drop-down list. To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'?
   • Time Type: Select the time type for the work. To add time types, see Configure Advanced Settings: Timecard.
   • Hours*: Enter the number of hours the employee performed work on the sheet. 
5. Click Add. 
6. In the 'Materials' section, click the following fields to enter information as needed:
   
   • Material*: Enter the type of material used. 
   • Description: Enter a description of the material or the progress claim number for material delivery.
   • Unit*: Select a unit of measurement from the dropdown menu.
   • Quantity*: Enter the number of materials needed.
7. Click Add.
8. In the 'Equipment' section, click the following fields to enter information as needed:
   
   • Equipment*: Select the equipment used from the dropdown menu.
     Note: Users with 'Standard' or higher permissions to the Daywork Sheets tool can add additional equipment.
   • Description: Type any relevant information about the equipment item such as the type, equipment ID number or delivery ID number.
   • Quantity*: Enter the number of hours the equipment was used.
9. In the 'Subcontractors' section, click the following fields to enter information as needed:|
   
   
    
   • Company*. Select the name of the company performing the work. To appear as a selection in this drop-down list, the company must have a record in the Project Directory. See Add a Company to the Project Directory. 
   • Description. Enter a description of the work performed. 
10. Click Add.
11. In the 'Approvals' section, follow these steps:
    
    • Company Signature
      Select a name from the Signee drop-down list. You can select one (1) person as a signee. 
    • Customer Signature
      Select a name from the Signee drop-down list. You can select one (1) signee as a signee. 

       Notes

      • For a name to appear in the Signee drop-down lists, the person must have a user record in the project's Directory tool. See Add a User Account to the Project Directory.
      • After you save the sheet, you can request a signature by following the steps in Request a Signature on a Daywork Sheet.
    • In the Notes box, type any additional notes you want to add to the sheet.
    • In the Attachments area, you can attach photos or any important documents, emails or forms associated with the ticket.
12. Click Save.
    Procore creates your sheet. An 'In Progress' banner appears to indicate the sheet is being actively worked on. 

Next Step

• Request a Signature on a T&M Ticket

See Also

• Edit a Daywork Sheet
• Manage Daywork Sheets
• Delete or Restore a T&M Ticket