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Procore (en-CA)

Create a Timesheet (iOS)

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Also available on  android-gray-icon.jpg  web-gray-icon.jpg

Objective

To create a timesheet using the Procore app on an iOS mobile device. 

Things to Consider

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

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

Prerequisites

Video

 

Steps

  1. Navigate to the Timesheets tool using the Procore app on an iOS mobile device. 
  2. Tap the date for which you want to create a timesheet.
  3. Tap Create New  icon-create-new-ios.png.
    create-timesheet-ios.png
  4. Tap Create New Timesheet.
  5. Tap to select the crews and employees for whom you want to create a timesheet.
  6. Tap Next.
  7. Tap Add Line next to the employee's name to enter the desired information into the timesheet.
  8. Tap any of the following fields to modify the information:
    Notes:
    • Required fields are indicated by an asterisk (*).
    • Optional fields can be enabled or disabled in the Configure Settings. See Configure Advanced Settings: Project Level Timesheets.
      • Classification: Select from the drop-down menu the employee classification associated with the time entry.
      • Sub Job: Select from the drop-down menu the sub job associated with the time entry.
      • Cost Code*: Tap to select the cost code associated with the time entry.
        Note: If you are an admin on the Company Admin tool, you can limit the cost code selections that appear in this list. To learn more, see Configure Advanced Settings: Company Level Timesheets.
      • Location: Select from the drop-down menu the location where the work was performed by that user.
      • Start Time*: Select the time the user began working.
      • Stop Time*: Select the time the user 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: Select from the drop-down menu the amount of time taken for a lunch break. Select from the following options:
        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.
          • 0 min (Default)
          • 30 min
          • 45 min
          • 60 min
      • Time Type: Select from the drop-down menu the type of pay being entered. Select from the following options:
        Note: If you are an admin on the Company Admin tool, you can add custom time types to this list. See Configure Advanced Settings: Company Level Timesheets for more information.
        • Regular Time
        • Double Time
        • Exempt
        • Holiday
        • Overtime
        • PTO
        • Salary
        • Vacation
      • Billable: Tap the toggle to indicate whether or not the entry is billable. 
      • Description: Tap the field to enter additional comments that will show in the timecard entry.
  9. Tap Save.
  10. Tap Submit.