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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 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:

Prerequisites

Complete at least one (1) of these tasks:

 

Steps

  1. Navigate to the project's Timesheets tool.
  2. 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.
  3. 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. 
      edit-timesheet-inline.png
       
    • To edit all of the fields in the timesheet at once, click the vertical ellipsis icon-ellipsis-options-menu.png icon and choose Edit Timesheet from the drop-down menu. Then continue with the next steps. 

      view-timesheet-options-menu.png
       
  4. Click into any of these fields on the timesheet to update the information:
     Note
    • 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.
    • Time Type: Indicates the type of pay being entered from the drop-down list. These are Procore's default options:
    • 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. 
  5. Click Update.