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Procore (en-GB)

Enable Classifications on a Project

Objective

To enable classifications on a project for use with the Timesheets, Daywork Sheets, Timecard, Timecard log in the Site Diary and the My Time mobile app.

Background

In Procore, a classification is a way for a company to categorise its employees on a project. To provide your company with flexibility, you can create a customised classification list that suits your business's specific needs in the Company level Admin tool. After creating a classification, you can then use the steps below to enable them to be used with Procore's Field Productivity tools: 

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.  

Things to Consider

Prerequisites

  • To access the Classifications tab in the Project Admin tool, your company must have a licence for the Timesheets and Daywork Sheets tools. 
  • You must create one or more classifications at the company level. See Add a Classification or Update the User Import Template.

Steps

  1. Navigate to the project's Admin tool.  
  2. Under Project Settings, click Classifications.  
  3. Choose from these options:
    • To set up classifications on your project for the first time
      Click the Import Classifications button. This imports the classifications from the Company level Admin tool into your project. From this point on, any changes to the classifications at the company level are automatically updated in your project and you'll need to manually disable any new classifications that you don't want in this project. To jump to the Company level Admin tool to make changes, click Update Classifications. Then see Add a Classification.

      project-admin-import-classifications.png
       
    • To disable all classifications
      By default, all of your company's classifications are turned ON so you can remove the mark from the Available? checkbox in the table's header row to select the ones you want one-by-one. 
    • To enable specific classifications
      Mark the individual checkboxes as appropriate for your project.

      project-admin-enable-classifications.png

Procore automatically saves your settings.