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Procore (en-CA)

Edit a Timesheet

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

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:
      • 'Admin' level permissions on the project's Timesheets tool.
    • To edit any non-approved timecard entry:
      • 'Admin' level permissions on the project's Timesheets tool.
        OR
      • 'Read Only' or 'Standard' level permissions with the Review & Edit Timesheets granular permission enabled on your permissions template.
    • To edit a timecard you created:
      • 'Standard' level permissions on the project's Timesheets tool.
  • 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:
    • Depending on your permissions, you may need to change the status of the timesheet to edit the timesheet.
    • '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:

Prerequisites

Complete at least one (1) of these tasks:

Steps

  1. Navigate to the project's Timesheets tool.
  2. Click the Calendar  icon to select the Single Day or Date Range. 
  3. Choose from these editing options:
    • To edit inline, click a cell in the timecard entry and update the value. Procore automatically saves your update when you click out of a cell. 
      edit-timesheet-inline.png
       
    • To bulk edit, click the vertical ellipsis icon-ellipsis-options-menu.png icon and choose Edit Timesheet.  
      view-timesheet-options-menu.png
    • To bulk edit, mark the checkboxes for the timesheets you want to edit. Click Bulk Actions and Edit.
      Screen Shot 2023-06-16 at 11.10.49 AM copy.png
       
       Note

      If your company's Procore Administrator assigns a configurable fieldset to the Project level Timesheets tool, Procore will require you to add the required field data whenever you attempt to edit a timecard entry that is missing data in the required field(s). Reasons a timecard entry might be missing the required field data include:

      • The timecard entry was created in the Project level Timesheets tool before the configurable fieldset was assigned to the project. 
      • The timecard entry was created in the Company level Timecard tool, the Project Level Daily Log tool, or the My Type mobile app. These tools do not enforce the rules that are defined for Project level Timesheets.

      If a timecard entry is missing data, Procore will automatically open the following 'Edit Timecard' dialog box. You must enter data in all of the required fields before you can click Confirm and proceed with editing the rest of the timecard entry. 

      edit-timecard-individual-entries.png

  4. Edit the information.
  5. Click Update.