Skip to main content
Procore (en-CA)

Copy a Previous Timesheet

Also available on    

Objective

To create a new daily timesheet by copying an existing timesheet in the project's Timesheets tool. 

Background

When creating a new daily timesheet, you have the option to copy a previous timesheet. Copying a previous timesheet can save time on data entry, especially if your daily timesheet contains repetitive data entry for the same crew members. 

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the project's Timesheets tool.
  • Additional Information:
    • You can still Add Employees to the new timesheet. See Add Employees to a Timesheet.
    • You can still Bulk Time Entry information for multiple employees on the timesheet. See Bulk Enter Time Entry.
    • You can only copy over the data from the previous timesheet you entered. 

Prerequisites

Steps

  1. Navigate to the project's Timesheets tool.
  2. Click Create.
    create-timesheet.png
  3. Click From Previous Timesheet.
  4. Choose the Select Date. This is the date you want the timesheet created for.
  5. Click Add Employees to include additional employees that were not selected on the previous timesheet.
  6. Click Bulk Time Entry to apply the same information to multiple workers on the Timesheet. See Bulk Enter Time Entry for more information.
  7. Change any of the following information if desired:
    Notes:
    • An asterisk (*) denotes a required field.
    • Optional fields can be enabled/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: Enter or Select from the drop-down menu the cost code(s) 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.
      • Time Entry
        Depending on the 'Time Entry' method set on your project (see Configure Advanced Settings: Project Level Timesheets), you'll see the following fields:
        • Start and Stop Time Entry Method:
          • *Start Time: Enter or select the time the employee began working.
          • *Stop Time: Enter or select the time the employee stopped working.
          • Lunch Time: Select from the drop-down list the amount of time taken for a lunch break. Your options are:
            • 0 min (Default)
            • 30 min
            • 45 min
            • 60 min
        • Total Hours Entry Method:
          If your company is using configured to use this 'Time Entry' method, enter the total number of hours worked in the Hours field.
      • Time Type: Select from the drop-down menu the type of pay being entered. Select from the following options
      • Billable: Select from the drop-down menu if the hours are billable by clicking Yes or No.
      • Add Description: Click to enter additional comments to the time entry.
      • Add Line Item: Click this option to create extra line items on a time entry. 
  8. Click Submit and Add Quantities if you would like to add quantities to your timesheet.
    Note: This button will be disabled if quantities have not been uploaded into your project. See Add Quantities to a Timesheet for more information.
  9. Click Submit. The timesheet is automatically copied over to the selected date.
    A  banner will appear at the bottom of the page confirming the timesheet was successfully created.

See Also