Which Procore tools support 'Classifications'?
Answer
In Procore, a classification is a way for a company to categories its employees and workers on a project.
Examples
- You might want your classifications to reflect roles in the building trades, such as Bricklayer, Electrician and so on.
- You might want your classifications to reflect a rank in a trade, such as Apprentice, Journeyman and so on.
Classifications are supported by these Procore Tools:
Company Level Tools
Classifications interact with these Company Level Procore tools:
Company Tool | Description | Learn More |
---|---|---|
Admin | Create a list of classifications for your company's Procore account. | Add a Classification |
Directory | Assign a classification to an employee or worker using the 'Classification' drop-down list under 'Contact Information' in a user or contact record. | Add a User Account to the Company Directory |
Timesheets | Change the classification on a timecard entry using the 'Classification' drop-down list in a timesheet. | Edit a Timecard Entry in the Company Level Timesheets Tool |
Project Level Tools
Classifications interact with these Project Level Procore tools:
Project Tool | Description | Learn More |
---|---|---|
Admin | Enable and disable the Company level classifications of your choice on a Procore project using the controls in the 'Classifications' page under 'Project Settings.' These settings carry over to new projects created using the project templates feature. See Which project settings from the Admin tool carry over from a project template? | |
Crews | Assign a classification to a worker using the 'Classification' drop-down list in the Add Worker window. | Add a Worker |
Site Diary | If the project's Timesheets tool is enabled, the 'Classification' drop-down list appears and Procore automatically completes this field with the data entered on a timesheet. | Create Timecard Entries |
Directory | Assign a classification to an employee or worker using the 'Classification' drop-down list under 'Contact Information' in a user or contact account. | Add a User Account to the Project Directory |
Import classifications during the user import process by inputting data in the 'Work Classifications' column. | Procore Import Templates | |
Timesheets | Assign a classification to an employee or worker using the 'Classification' drop-down list in a timesheet. | Create a Timesheet |
Daywork Sheets | View or change an employee's classification using the 'Classification' drop-down list in the Create a Daywork Sheet page. | Create a Daywork Sheet |
Mobile Tools
Classifications interact with these mobile tools:
Company Tool | Description | Learn More |
---|---|---|
My Time | Change the classification on a time entry using the 'Classification' drop-down list. | |
Timesheets | Change the classification on a timecard entry using the 'Classification' drop-down list in a timesheet. |