Edit a Timesheet
Objective
To edit the timecard entries on a timesheet using the project's Timesheets tool.
Background
Depending on your user account's permissions level, you will either be limited to editing a timesheet that you created or you can edit any timesheet on the project.
Things to Consider
- Required User Permissions:
- To edit any timecard entry when it's in the 'Pending' or 'Reviewed' status, 'Admin' level permissions on the project's Timesheets tool. You can also switch a timecard entry's status between 'Pending', 'Reviewed', and 'Approved' as needed.
- To edit any timecard entry when it's in the 'Pending' status, 'Read Only' or 'Standard' level permissions with the Review & Edit Timesheets granular permission enabled on your permissions template. You can also switch between the 'Pending' and 'Reviewed' status.
- To edit a timecard entry you created when it's in the 'Pending' status, 'Standard' level permissions on the project's Timesheets tool. You cannot change the status from 'Pending.'
- Important:
- When you edit a signed timesheet, Procore removes the signature. The employee must sign it again. See Sign a Timesheet (Android) and Sign a Timesheet (iOS).
- Zero (0) hour entries are supported. This provides your team with the flexibility it needs to enter time off and per diem.
- Additional Information:
- 'Approved' timecard entries:
- Can only be edited by a user with 'Admin' permissions on the Company level Timesheets tool.
- Cannot be deleted.
- Can only be marked as 'Completed' in the Company level Timesheets tool.
- 'Completed' timecard entries:
- Cannot be edited at the project level. See Edit a Time Entry in the Company Level Timesheets Tool and Edit Your Company's Timesheets in Bulk.
- 'Approved' timecard entries:
Prerequisites
Complete at least one (1) of these tasks:
Steps
- Navigate to the project's Timesheets tool.
- Use the calendar control to select the Single Day or Date Range for displaying timesheets on the page. Procore lists the current date by default.
Note
- If you see an 'Individual Entries' section, the timecard entry was submitted with the Company level Timecard, Project level Daily Log or the My Time mobile app.
- Choose from these editing options:
- To use the inline editing feature, click a cell in the timecard entry and update the value. Procore automatically saves your update when you click out of a cell.
- To edit all of the fields in the timesheet at once, click the vertical ellipsis
icon and choose Edit Timesheet from the drop-down menu. Then continue with the next steps.
- To use the inline editing feature, click a cell in the timecard entry and update the value. Procore automatically saves your update when you click out of a cell.
- Click into any of these fields on the timesheet to update the information:
Note
- An asterisk (*) denotes a required field.
- Optional fields can be enabled/disabled on the Configure Settings page. See Configure Advanced Settings: Project Level Timesheets.
- Optional: Classification: Select a classification from the drop-down list. The selections are added to Procore by your company's Procore Administrator. See Add a Classification.
- Optional: Sub Job: Select from the drop-down list. The selections are added by a tool administrator. See Add a Sub Job to a Procore Project.
- *Cost Code: Enter or select from the drop-down list the cost code(s) associated with the timecard entry.
Tip
The selections that are available in the 'Cost Codes' drop-down list depend on how the 'Limiting Cost Codes by Cost Types' setting is configured in your Company level Timesheets tool. See Configure Advanced Settings: Company Level Timesheets. In addition, one (1) of the following items must also be true on your project:
- The cost code/cost type combination must be included on a budget line item in the Procore project. See Add a Budget Line Item.
- The cost code/cost type combination must have been imported to the budget using the 'Unit Quantity Based Budget' page of the Company Admin tool. See Import Budgeted Hours.
- Location: Select from the drop-down list. This entry corresponds to the location where the user performed the work. If you have the appropriate permissions to add a location, see How do I add a multi-tiered location to an item?
- 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.
- Start and Stop Time Entry Method:
- Time Type: Indicates the type of pay being entered from the drop-down list. These are Procore's default options:
- Regular Time
- Double Time
- Exempt
- Holiday
- Overtime
- PTO
- Salary
- Vacation
Note: Time types can be created in the Company level Timecard tool (see Add a Custom Time Type) or the Company level Timesheets tool (see 'Manage Time Types' in Configure Advanced Settings: Company Level Timesheets).
- Billable: Select Yes or No from the drop-down list to indicate whether the hours are billable or not.
- Add Description: Click to enter additional comments to the timecard entry.
- Add Line Item: Click this link to add a new timecard entry to the timesheet.
- Click Update.