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Procore

Import a Timecard into a T&M Ticket

Objective

To import a timecard into a T&M ticket.

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the Project's T&M Tickets tool.
    • 'Read-only' or higher on the Project's Timesheets tool.
  • Additional Information:
    • Users with standard level permissions will on see timecards they created or that they are assigned to. 

Prerequisites  

Steps

There are two ways to import timecards into T&M Tickets:

Import a Timecard into an Existing T&M Ticket

  1. Navigate to the project's T&M Tickets tool.
  2. Click Edit next to the T&M Ticket you want to import a timecard into.
  3. Navigate to the Labor section.
  4. Click Import Timecards.
  5. Select the date of the timecards you want to import. 
    Note: Timecards will default to today's date, but you can use the date selector to choose a different date for a timecard. 
  6. Select the timecards you want to import. You search for timecards by employee name or filter the timecards by Cost Code.
    Note: You will only see Cost Codes options that were previously created.  
  7. Click Import Timecards

tm-ticket-import-timecard.png

Import a Timecard into a New T&M Ticket

  1. Navigate to the project's T&M Tickets tool.
  2. Click +Create to create a new T&M Ticket.
  3. Fill out the General Information for your T&M Ticket an navigate to the Labor section.
  4. Click Import Timecards.
  5. Select the date of the timecards you want to import. 
    Note: Timecards will default to today's date, but you can use the date selector to choose a different date for a timecard. 
  6. Select the timecards you want to import. You can search for timecards by employee name or filter the timecards by Cost Code.
    Note: You will only see Cost Codes options that were previously created.  
  7. Click Import Timecards