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Procore (en-GB)

Configure Advanced Settings: Daywork Sheets

Objective

To configure advanced settings and notifications for the Daywork Sheets tool.

Background

Before your team starts using the Daywork Sheets tool, you'll want to configure the tool's advanced settings. You can add one or more Procore users to the tool's default distribution list. You can also specify which user(s) or groups receive automatic email notifications from Procore when specific actions are completed in the tool.  

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Daywork Sheets tool.

Prerequisites

Steps

Configure the Daywork Sheets Settings

Using the controls in the Daywork Sheets Settings tab, you can create a default distribution group and configure emails for the Daywork Sheets tool. 

Create a Default Distribution Group

To create an email distribution group for the Daywork Sheets tool, follow these steps:

  1. Navigate to the Daywork Sheets tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Under the Daywork Sheet Settings tab, scroll to the Default Distribution section.
  4. Select one or more project users from the Select a Person drop-down list.
     Note
    For a Procore user to appear as a selection in the 'Select a Person' drop-down list, a user with the appropriate permissions must complete the steps in Add a User Account to the Project Directory or Bulk Add Users and Companies to a Project Directory.
  5. Continue with Configure Daywork Sheets Emails

Configure Daywork Sheets Emails

To choose the actions that will send emails to the recipients you select, follow these steps: 

  1. Under the Daywork Sheets Settings tab, scroll to the Daywork Sheets Emails section.
  2. Mark one or more role checkboxes to specify which user or group members are sent a notification upon completion of each action in the list:
    • Actions:
      • Daywork Sheet Created. Procore sends an email notification when a user clicks Save on a new daywork sheet. See Create a Daywork Sheet.
      • Daywork Sheet Signed By Customer. Procore sends an email notification when your customer signs a daywork sheet. See Sign a Daywork Sheet
    • Recipients:
      • Creator. Sends an email notification to the Procore user who created the daywork sheet. 
      • Company Signee. Sends an email notification to the employee at your company who approved the work with a signature. 
      • Custom Signee. Sends an email notification to the owner or client who requested the work and approved it with a signature. 
      • Distribution Group. Sends a notification to all of the Procore users who have been added to the 'Default Distribution' group. 
  3. Click Update.

Configure the Change Events Export Options

 Coming Soon
This page details a feature that is not yet available in the production environment. To learn more, visit the  'United States (English)' version of the Procore Support Site at  T&M Tickets: New Connected Change Management Workflows.
  1. Click the Change Events Export Options tab.
     Note
    This tab is only visible and available when the Change Events tool is active on the project. See Add and Remove Project Tools and Can I enable the Change Events tool on my existing project?
  2. Under the Summarize Labor Line Items section, choose one of the Group Labor Totals options:
     Note
    • An asterisk (*) below indicates Procore's default setting. 
    • To preview each summarization option, hover your mouse cursor over the tooltip next to each option button. 
    • * Per Sheet: Total Hours by Individual Sheets. This option summarizes the employee hour entries on each daywork sheet to list total hours by classification and time type. 
    • Per Change Event: Total Hours from All Sheets. This option summarizes the total hours per employee entry from each daywork sheet added to a change event.  
    • Don't Summarize. This option lists total labor hours on all sheets with no summarization.
  3. Under the Summarize Equipment Line Items section, choose one of the Group Equipment Totals options:
    • * Per Sheet: Total Hours by Individual Sheets. This option summarizes the total hours per equipment entry from each daywork sheet added to a change event. 
    • Per Change Event: Total Hours from All Sheets. This option summarizes the total hours per equipment from each daywork sheet added to a change event.
    • Don't Summarize. This option lists total equipment hours on all sheets with no summarization.
  4. Click Update.