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Procore

Add a Crew to a Timesheet

Also available on  ios-gray-icon.jpg  android-gray-icon.jpg 

Objective

To add a crew to an existing timesheet using the Project level Timesheets tool. 

Background

The Timesheets tool lets you add employees, workers and crews to a daily timesheet. This allows your team to create timecard entries for crew members. Before you can add a crew to a timesheet, it must be created in the Project level Crews tool. Then you can use the steps below to add a crew to a timesheet. 

Things to Consider

  • Required User Permissions:
    • To edit any timecard entry:
      • 'Admin' level permissions on the project's Timesheets tool.
    • To edit any non-approved timecard entry:
      • 'Admin' level permissions on the project's Timesheets tool.
        OR
      • 'Read Only' or 'Standard' level permissions with the Review & Edit Timesheets granular permission enabled on your permissions template.
    • To edit a timecard you created:
      • 'Standard' level permissions on the project's Timesheets tool.
  • 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:
    • Depending on your permissions, you may need to change the status of the timesheet to edit the timesheet.
    • 'Approved' timecard entries:
      • Can only be edited by a user with 'Admin' permissions on the Company level Timesheets tool. 
      • Cannot be deleted.
      • Can only be marked as 'Completed' in the Company level Timesheets tool.
    • 'Completed' timecard entries:

Steps

  1. Navigate to the project's Timesheets tool. 
  2. Locate the timesheet to modify. Then click the vertical ellipsis  icon-ellipsis-options-menu.png  on the top-right of the timesheet and choose Add Employees from the drop-down menu. 
    view-timesheet-options-menu.png
  3. In the left pane of the 'Add Employees' window, highlight the crew's name. 
  4. In the centre pane, choose from these options:
    • To add all of the crew members listed, click Select All.
    • To add specific crew members, mark the tickbox(es) next to the crew members you want to add to the timesheet.
      add-employees-to-crew-timesheet.png
  5. Click Add.
    This adds a crew members to the timesheet. You can continue editing the timesheet. 

Next Step