Configure Advanced Settings: Company Level Timesheets

Configure Timesheets Settings

Mark Timecards Private

Private Timecards will only be visibile to the creator of the timecard, the user the time is being tracked for and admins of the Timesheets tool.   

Set User Permissions

1. Navigate to the company's Timesheets tool. 
2. Click the Configure Settings  icon.
3. Under Shared Settings, do the following:

    Note

   These settings apply to the Timecard, Timesheets and Site Diary tools.
   • Choose Default Work Week. Select your company's defined work week from the drop-down menu.
     Note: This setting will display as the filter 'Current Work Week' or 'Last Work Week' in custom reports for the Timesheets tool.
   • Can Company Employees be Tracked on all Projects? Mark this tickbox to enable a selectable list of employees for use with the time modules on all Procore projects.

      Note

     • For a person's name to appear as a selection in the employee list, the Procore user account must be:
       • Designated as an employee of your company in the Directory tool. See How do I add someone as an employee of my company?
         AND
       • Added as a worker in the Crews tool. See Add a Worker. 
     • To complete time entry in Procore and view the full list of employees, the user's account must be granted 'Read Only' level permissions on the Company level Directory.
   • Rounding on Timecards. If you want to set rounding rules on time entries, move the toggle to the ON position. Then set the time increment and rounding direction that you want to apply to your employee time entries. See Set the Rounding Rule for Your Company Timesheets. This setting is turned OFF in Procore by default.
   • Click Update to save settings.
4. Under Manage Time Types, mark the tickbox next to the time types you want to show in the Timesheets tool. 
   Note: Time types can be created here or in the Company level Timecard tool. See Add a Custom Time Type.
5. Under Timesheets Settings, select the following:
   • Limiting Cost Codes by Cost Type. Mark the tickbox next to the cost type(s) with the corresponding cost code(s) that you want to show to users in the Timesheets tool. To add cost types, see Add Company Cost Types.

     NOTES

     • The 'Limiting Cost Codes by Cost Types' tickbox limits the selections available in the 'Cost Codes' drop-down list on the Timesheets tool to the cost code/cost type combination(s) that you mark here.
     • To select one of these cost codes when completing the steps to Create a Timesheet, one (1) of the following conditions must also be true:
       • The cost code/cost type combination must be added to a budget line item on the project. See Add a Budget Line Item.
       • The cost code/cost type combination must be imported to the project's budget using the 'Unit Quantity Based Budget' page of the Company Admin tool. See Import a Unit Quantity Based Budget.
   • Default Cost Type for Timecards. Select the cost type to assign to your project's timecard entries. If your company is using Procore's Project Financials, this action ensures that the labour costs from your project's timecards are reflected in the 'Procore Labour Productivity Cost' and 'Real-Time Labour Costing' budget views. 
     Note: By default, this option is set to 'Labour'. 
     • Click Update to apply the default cost type to any future timecard entries.
     • Click Apply to Existing Entries to apply the default cost type to all existing timecard entries.

        Important

       • Applying a new default cost type to existing timecards by clicking Apply to existing timecards is a one-time action and cannot be undone without contacting your Procore point of contact.
       • If your company is using Field Productivity with Project Financials, you must assign a Default Cost Type to timecard entries before your project teams can work with the following budget views: 
         • Create a Real-Time Labour Costing view for the budget. See Field Productivity and Project Financials: Setup Guide.
         • Set Up the 'Procore Labour Productivity Cost' budget view. See Set Up the Procore Labour Productivity Cost Budget View.

   • If your company is integrated with an ERP system Show/Hide 

     • Default Cost Type for Timecards on Non-ERP Synced Projects. If your company's ERP system is integrated with Procore, select the cost type to assign to timecard entries for non-ERP synced projects.
       • Click Update to apply the default cost type to any future timecard entries.
       • Click Apply to Existing Timecards to apply the default cost type to all existing timecard entries.
     • Default Cost Type for Timecards on Synced Projects. If your company's ERP system is integrated with Procore, select the cost type from your payroll system to assign to your project's timecard entries.
       • Click Update to apply the default cost type to any future timecard entries.
       • Click Apply to Existing Timecards to apply the default cost type to all existing timecard entries.
   • Custom Signature Text. Enter the text you want to show in the Signature field when a user is signing their time entry.
     • Click Update to save.
   • Payroll Settings. If your company processes its payroll using one of these supported systems below, select that system from the drop-down menu. This allows you to transfer time entries from Procore's Company level Timesheets tool to one of these systems.

      Note

     Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector and/or Procore + Sage 300 CRE® Connector. 

     • Sage 300 CRE®
       See Set Up your Payroll Export for use with Sage 300 CRE®.
     • QuickBooks®
       See Transfer Procore Time Entries to QuickBooks® Desktop.
   1. Navigate to the Company level Timesheets tool.
   2. Click Configure Settings gear  to open the Configurations page.
   3. In the Timesheet Settings section you will see the 'Make timecards private by default' setting.
   4. Place a tick in the tickbox to turn on the default setting. 
      
   5. Click Update. This saves your new configuration settings.
      Note: All existing and future timecards in the Timesheets tool will be set to private. 
   1. Navigate to the company's Timesheets tool.
   2. Click the Configure Settings  icon.
   3. Click Permissions.
      
   4. Set the access permission level for the tool's users by clicking the icon in the permission column until the GREEN tick appears:
      
      
       

      The colour-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

      Icon	Colour	Definition
      	GREEN	The user has been granted this access permission level to the tool.
      	RED	The user has NOT been granted this access permission to the tool.
      	GREY	The user is either a Procore Administrator or has been granted permissions to the Procore tools in this company using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Company Permissions Templates.

   See Also 

   • Configure Advanced Settings: Project Level Timesheets
   • Enable Classifications on a Project