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Edit a Timesheet

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Objective

To edit information on a timesheet in the project's Timesheets tool.

Things to Consider

  • Required User Permission:
    • To edit any timesheet, 'Admin' level permission on the project's Timesheets tool.
      OR
    • To edit a timesheet that you created, 'Standard' level permission or higher on the project's Timesheets tool.

Steps

  1. Navigate to the project's Timesheets tool.
  2. Locate your desired timesheet.
    Notes:
    • If a date is not selected, all timesheets will be listed.
    • You can select a date range in order to see all timesheets for a certain time period.
  3. Locate your desired timecard entry on the timesheet.
  4. Click on the fields to quickly in-line edit the information from the Timesheets list page. Once modified, the information will automatically save.

    inline edit 12-14-18.jpg

    OR to modify all fields of the timesheet
     
  5. Click the vertical ellipsis (⋮) icon in the top right corner of the timesheet.
  6. Select Edit Timesheet.

    edit timesheet dropdown 1 12-14-18.jpg
     
  7. Click into any of the following fields on the timesheet to modify the information:
    Notes:
    • An asterisk (*) denotes a required field.
    • Optional fields can be enabled/disabled in the Configure Settings. See Configure Advanced Settings: Timesheets.
      • Click into the Select Date field to change the date of a timesheet.
      • Click Add Employees to add additional employees to the timesheet.
      • Click Bulk Time Entry to apply the same changes to multiple employees on a timesheet.
      • Click Add Line Item to add multiple line items for an employee entry on a timesheet.
      • Sub Job: Select from the drop-down menu the sub job associated with the time entry.
      • *Cost Code: Enter or Select from the drop-down menu the cost code(s) associated with the time entry. 
        Note: If you are an admin on the Company Admin tool, you can limit the cost code selections that appear in this list. To learn more, see Manage Time Tracking Settings.
      • Location: Select from the drop-down menu the location where the work was performed by that user.
      • *Start Time: Enter or Select the time the user began working.
      • *Stop Time: Enter or Select the time the user stopped working.
        Note: You will only see the Start and Stop fields if you have configured your settings to show these fields. See Configure Advanced Settings: Timesheets. 
      • Lunch Time: Select from the drop-down menu the amount of time taken for a lunch break. Select from the following options:
        Notes: 
        • The amount of time selected will be subtracted from the Total Time.
        • This field will only be available if Start Time and Stop Time is enabled.
          • 0 min (Default)
          • 30 min
          • 45 min
          • 60 min
      • Time Type: Select from the drop-down menu the type of pay being entered. Select from the following options:
        Note: If you are an admin on the Company Admin tool, you can add custom time types and/or exclude time types in this list. See Manage Time Tracking Settings for more information.
        • Regular Time
        • Double Time
        • Exempt
        • Holiday
        • Overtime
        • PTO
        • Salary
        • Vacation
      • Billable: Select from the drop-down menu if the hours are billable by clicking Yes or No.
      • Add Description: Click to enter additional comments to the time entry.
  8. Click Update.

See Also

 

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