Edit a Timesheet
Objective
To edit information on a timesheet in the project's Timesheets tool.
Things to Consider
- Required User Permissions:
- 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.
- To edit any timesheet, 'Admin' level permission on the project's Timesheets tool.
- Additional Information:
- To edit a timesheet, the timesheet must be in an "Unapproved" status.
- Editing hours of a "Signed" time entry will remove the user's signature. The time entry will need to be re-signed by the user.
Steps
- Navigate to the project's Timesheets tool.
- Locate the timesheet you want to edit.
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.
- If you see an 'Individual Entries' section, time was entered for a user in either the Company Timecard, Site Diary or My Time tools.
- Locate the timecard entry on the timesheet you want to edit.
- Click on the fields you want to edit in the Timesheets list page to edit in-line information. Once modified, the information will automatically save.
- Click the vertical ellipsis (⋮) icon to modify all fields of the timesheet at the same time.
- 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.
- Classification: Select from the drop-down menu the employee classification associated with the time entry.
- 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. 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 are 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.- Regular Time
- Double Time
- Exempt
- Holiday
- Overtime
- PTO
- Salary
- Holiday
- 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.
- (Optional) Click Split to reallocate timecard data into multiple timecard entries. See Reallocate Time to New Timecards on the Company Timesheets Tool.
- Click Update.