Equipment User Guide

Background

In Procore, timecards and timecard entries are used to log the number of hours employees and workers spend doing work on a construction project. Each day, you will create a new daily timesheet. A daily timesheet contains the individual timecard entries submitted by your employees and workers for a specific date. By default, Procore's timecard entries track the work's cost code, work location, number of hours worked, time type (for example, regular or overtime), and mark whether or not the entry's hours are billable. A tool administrator also has the option to configure your project's timesheets to capture timekeeping data such as classifications and sub-jobs.

Things to Consider

• Required User Permissions

• A user must be selected to add equipment.

Steps

1. Navigate to the project's Timesheets tool.

2. Select the date for which you want to create a timesheet. You can use the arrows to navigate day-by-day or select using the drop-down calendar control.

3. Click Create and select New Daily Timesheet from the drop-down list.

    Tip

   You can also use these options to create a new daily timesheet:

   • To create a new timesheet from a previous daily timesheet, see Copy a Previous Timesheet.

   • To create a new daily timesheet and update its timecard entries bulk, see Bulk Enter Timecard Entry.

4. Mark the checkbox(es) for the employees you want to create a timesheet for.

    Notes

   • To appear in this list, the person must be added to a Directory and a checkmark must appear in the 'Is Employee of ' box on their profile. For more information on how to check for this setting in a user's profile, see Edit a User Account in the Project Directory.

   • Employees who are only entered in the Company Directory can be selected if the 'Can Company Employees be Tracked on all Projects?' setting is enabled. See Configure Advanced Settings: Company Level Timesheets.

   • With the setting "Employees Can Be Tracked On All Projects" enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.

   • To select a crew, a crew must first be created in the Crews tool. See Create a Crew.

5. Click Equipment.

6. Mark the checkbox(es) for the equipment you want to create a timesheet for.

    Note

   To appear on this list, equipment records must be created in the company's Equipment tool and assigned to your project. See Equipment Setup Guide.

7. Click Add.

8. Enter the time entry information for each employee.

9. Enter the time entry information for each piece of equipment.

10. Review the summary for the timesheet's hours, and the daily and weekly hours across all projects.

11. Click Submit or Submit and Add Quantities to add the quantities to your timesheet.
    Note: You can only add quantities if quantities have been uploaded to your project. See Add Quantities to a Timesheet.