Configure Advanced Settings: Company Level Timesheets
Objective
To configure advanced settings for the Company level Timesheets tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the company's Timesheets tool.
Prerequisites
- Your company must enable Procore's Resource Management tools.
Video
Steps
Configure Timesheets Settings
- Navigate to the company's Timesheets tool.
- Click the Configure Settings
icon. - Under Shared Settings, do the following:
Note: These settings apply to the Timecard, Timesheets and Daily Log tools.- Choose Default Work Week. Select your company's defined work week from the drop-down menu.
Note: This setting will display as the filter 'Current Work Week' or 'Last Work Week' in custom reports for the Timesheets tool. - Can Company Employees be Tracked on all Projects? Mark this checkbox to enable a selectable list of employees for use with the time modules on all Procore projects.
Note
- For a person's name to appear as a selection in the employee list, the Procore user account must be:
- Designated as an employee of your company in the Directory tool. See How do I add someone as an employee of my company?
AND - Added as a worker in the Crews tool. See Add a Worker.
- Designated as an employee of your company in the Directory tool. See How do I add someone as an employee of my company?
- To complete time entry in Procore and view the full list of employees, the user's account must be granted 'Read Only' level permissions on the Company level Directory.
- For a person's name to appear as a selection in the employee list, the Procore user account must be:
- Rounding on Timecards. If you want to set rounding rules on time entries, move the toggle to the ON position. Then set the time increment and rounding direction that you want to apply to your employee time entries. See Set the Rounding Rule for Your Company Timesheets. This setting is turned OFF in Procore by default.
- Click Update to save settings.
- Choose Default Work Week. Select your company's defined work week from the drop-down menu.
- Under Manage Time Types, mark the checkbox next to the time types you want to show in the Timesheets tool.
Note: Time types can be created here or in the Company level Timecard tool. See Add a Custom Time Type. - Under Timesheets Settings, select the following:
- Limiting Cost Codes by Cost Type. Mark the checkbox next to the cost type(s) with the corresponding cost code(s) that you want to show to users in the Timesheets tool. To add cost types, see Set Default Cost Types.
Notes
- The 'Limiting Cost Codes by Cost Types' checkbox limits the selections available in the 'Cost Codes' drop-down list on the Timesheets tool to the cost code/cost type combination(s) that you mark here.
- To select one of these cost codes when completing the steps to Create a Timesheet, one (1) of the following conditions must also be true:
- The cost code/cost type combination must be added to a budget line item on the project. See Add a Budget Line Item.
- The cost code/cost type combination must be imported to the project's budget using the 'Unit Quantity Based Budget' page of the Company Admin tool. See Import Budgeted Hours.
- Default Cost Type for Timecards. Select the cost type to assign to your project's timecard entries. If your company is using Procore's Project Financials, this action ensures that the labour costs from your project's timecards are reflected in the 'Procore Labour Productivity Cost' and 'Real-Time Labour Costing' budget views.
Note: By default, this option is set to 'None' and it must be updated.- Click Update to apply the default cost type to any future timecard entries.
- Click Apply to Existing Timecards to apply the default cost type to all existing timecard entries.
Important
- Applying a new default cost type to existing timecards by clicking Apply to existing timecards is a one-time action and cannot be undone without contacting your Procore point of contact.
- If your company is using Field Productivity with Project Financials, you must assign a Default Cost Type to timecard entries before your project teams can work with the following budget views:
- Create a Real-Time Labour Costing view for the budget. See Add a Budget View for Real-Time Labour Costing.
- Set Up the 'Procore Labour Productivity Cost' budget view. See Set Up the Procore Labour Productivity Cost Budget View.
- Custom Signature Text. Enter the text you want to show in the Signature field when a user is signing their time entry.
- Click Update to save.
- Payroll Settings. If your company processes its payroll using one of these supported systems below, select that system from the drop-down menu. This allows you to transfer time entries from Procore's Company level Timesheets tool to one of these systems.
- Sage 300 CRE®
See Set Up your Payroll Export for use with Sage 300 CRE®. - QuickBooks®
See Transfer Procore Time Entries to QuickBooks® Desktop.
- Sage 300 CRE®
- Limiting Cost Codes by Cost Type. Mark the checkbox next to the cost type(s) with the corresponding cost code(s) that you want to show to users in the Timesheets tool. To add cost types, see Set Default Cost Types.
Set User Permissions
- Navigate to the company's Timesheets tool.
- Click the Configure Settings icon.
- Click Permissions.
- Set the access permission level for the tool's users by clicking the icon in the permission column until the GREEN checkmark appears:
