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Procore

Search for and Filter Employee Timesheets

Objective

To use the Company level Timesheets tool's search and filter settings to find a timesheet.

Background 

After you create timesheets, you can apply search and filter options to organise your information on the page.  

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the company's Timesheets tool. 

Steps

Search for a Timesheet

  1. Navigate to the company's Timesheets tool.
  2. Select one of the available options from the view drop-down list to choose how entries are displayed:
    • Day. Select this option to display time entries from a specific day. 
    • Work Week. Select this option to display time entries from individual work weeks. 
    • Custom Range. Select this option to display time entries from a custom range of dates. 
  3. Enter the employee's name.
  4. Click the icon-search.png icon or press ENTER on your keyboard to search.

Add Filters

  1. Navigate to the company's Timesheets tool.
  2. Select one of the available options from the view drop-down list to choose how entries are displayed:
    • Day. Select this option to display time entries from a specific day. 
    • Work Week. Select this option to display time entries from individual work weeks. 
    • Custom Range. Select this option to display time entries from a custom range of dates. 
  3. Click the Add Filter drop-down menu.
    filter-company-level-timesheets.png
  4. Add one (1) or more of these filters:
     Tip

    Don't see the timesheet you are looking for? You can apply more than one filter to further narrow the display results.

    • To clear a filter, click the X on the Add Filters menu.
    • To clear all filters, click Clear All.
    • Billable. These filter options are based on employee time card entries.
    • Classification. These filter options are based on your company's configuration. See Add a Classification.
    • Cost Code.  These filter options are based on your company's configuration. See Add Company Cost Codes.
    • Created By. These filter options are based on employee time card entries.
    • Crews. These filter options are based on your project's configuration. See Create a Crew.
    • Department. These filter options are based on your company's configuration. See Add a Custom Department.
    • Employee ID. These filter options are based on information in your company's Directory.
    • Employees. These filter options are based on employee time card entries.
    • Location. These filter options are based on your project's configuration. See Add Tiered Locations to a Project.
    • Projects. These filter options are based on time entries associated with projects.
    • Region. These filter options are based on your company's configuration. See Add a Custom Project Region.
    • Status. The filter options are based on the timesheet's approval status. See Approve a Timesheet.
    • Sub Job. These filter options are based on your company's configuration. See Enable Sub Jobs on Projects for WBS.
    • Time Type. These filter options are based on your company's configuration. See Create a Custom Time Type.
 Tip

Surface entries that are missing data by filtering by the 'None' value for specific fields. This feature is available for the following fields:

  • Classification
  • Cost Code
  • Crews
  • Employee ID
  • Location
  • Sub Job
  • Time Entered
  • Time Type