Setup Equipment Configurable Fieldset for Timesheets
In Beta
Company Administrators can enable the Improved Equipment Time Tracking in Procore Explore. (US 2 | UK)
This beta allows you to define custom fields for equipment time entries and automatically sync them to the daily log.
Steps: To sync Equipment Timesheets with Daily Log entries, the configurable fieldset for Daily Log Equipment Entries must match the Equipment fieldset for Timesheets.
Navigate to the Company level Admin tool.
Under 'Tool Settings', click Timesheets.
Click Create Fieldset and select Equipment.
Enter a name for the fieldset and click Create.
Update field visibility:
Click the toggle to the ON
position to make the field visible in the section.Click the toggle to the OFF
position to hide the field in the section.
Update required fields:
Mark the 'Required' checkbox to designate the field as required.
Clear the 'Required' checkbox to designate the field as optional.
Notes:Fields without a checkbox are optional by default and cannot be changed to required.
A gray marked checkbox
indicates that the field is required by default and cannot be changed to optional.
Optional: Add Custom Fields.
Click Save Changes.
Click Assign Projects to add the fieldset to projects.
Mark the checkbox next to each project you want to apply the fieldset to and click Update.
Click Confirm.
Optional: To set a fieldset as the default for new projects, click the
icon at the end of its row on the 'Fieldsets' tab and select Set as New Project Default.