Create a Daywork Sheet

Objective

To create a daywork sheet.

Background

Things to Consider

• Required User Permissions:
  • 'Standard' level permissions or higher on the Daywork Sheets tool.

Prerequisites

• Configure Advanced Settings: Daywork Sheets

Steps

1. Navigate to the project's Daywork Sheets tool.
2. Click Create.
3. In the 'Create a Daywork Sheet' window, enter the appropriate information in the following fields:

    Note

   Required fields are marked with an asterisk (*).
   • Ordered By: Select the user who made the request from the drop-down list. You can select one (1) name from the list. To appear in the list, the person must have a user account in the project's Directory tool. See Add a User Account to the Project Directory.
   • Location: Select the location where the work associated with the daywork sheet will be performed. Users granted the appropriate permissions will have the option to click the Create New Location button. See Add Tiered Locations to a Project.
   • Reference #: Enter a reference number (such as a change order number) to associate with the daywork sheet.
   • Performed On*: This field defaults to the current day. Click on the field and select a date from the calendar to change it.
   • Status: Daywork sheets are automatically set to the 'In Progress' status when created, but will update to the 'Ready for Review' status when the sheet has been signed by the Company Signee. When the Customer Signee has signed and verified the sheet, the status will update to 'Field Verified'.
   • Description of Work*: Enter a short description of the work for the daywork sheet.
4. In the 'Labour' section, click on the following fields to enter information as needed:
   • Employee*: Select the employee from the Workers list.

      Note

     • To add an employee, see How do I add someone as an employee of my company?
     • To add a worker to the list, see Add a Worker.
   • Classification: Select a classification from the drop-down list. To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'?
   • Time Type: Select the time type for the work. To add time types, see Configure Advanced Settings: Timecard.
   • Hours*: Enter the number of hours the employee performed work on the sheet.
5. Click Add.
6. In the 'Materials' section, click on the following fields to enter information as needed:
   
   • Material*: Enter the type of material used. 
   • Description: Enter a description of the material or the invoice number for material delivery.
   • Unit*: Select a unit of measurement from the dropdown menu.
   • Quantity*: Enter the number of materials needed.
7. Click Add.
8. In the 'Equipment' section, click on the following fields to enter information as needed:
   
   • Equipment*: Select the equipment used from the dropdown menu.
     Note: Users with 'Standard' or higher permissions to the Daywork Sheets tool can add additional equipment.
   • Description: Type any relevant information about the equipment item such as the type, equipment ID number, or delivery ID number.
   • Quantity*: Enter the number of hours the equipment was used.
9. In the 'Approvals' section, follow these steps:
   
   • Company Signature
     Select a name from the Signee drop-down list. You can select one (1) person as a signee. 
   • Customer Signature
     Select a name from the Signee drop-down list. You can select one (1) signee as a signee. 

      NOTES

     • For a name to appear in the Signee drop-down lists, the person must have a user record in the project's Directory tool. See Add a User Account to the Project Directory.
     • After you save the sheet, you can request a signature by following the steps in Request a Signature on a Daywork Sheet.
   • In the Notes box, type any additional notes you want to add to the sheet.
   • In the Attachments area, you can attach photos or any important documents, emails, or forms associated with the sheet.
10. Click Save.
    Procore creates your sheet. An 'In Progress' banner appears to indicate the sheet is being actively worked on. 

See Also

• Edit a Daywork Sheet
• Manage Daywork Sheets
• Delete or Restore a Daywork Sheet