Overview
Existing time entries can be edited to correct details or updated, and duplicated to save re-entering the same information for similar work. Both actions are available from the Timesheet Manager page, and editing is also available from the Tracking tab of a sales order.
👥 Access permissions
Please review user roles before managing Timesheets.
📍 Location in the app
Productivity>TimesheetsSales>Sales Orders> select an order >Trackingtab
Edit a Timesheet
Time entry details can be edited from either:
📝 Note
If a time entry was previously Approved, editing it returns it to Awaiting Approval status.
Via the Tracking tab of a sales order
Go to
Sales>Sales Orders.Select the relevant sales order.
Click the
Trackingtab.Click
Hours worked.
Locate the time entry to edit.
Click
Edit.Make the necessary changes.
Click
Doneto save.
Via the Timesheet Manager page
Go to
Productivity>Timesheets.Select a team member.
Click the
+next to the relevant date to expand the time entries.
Click the ⋮ (more options) menu next to the entry.
Select
Options>Edit.Make the necessary changes.
Click
Edit time tracking entryto save.
Duplicating a Timesheet
All user types except Assignee can duplicate their own Timesheets. Duplicating is useful for quickly logging similar time entries without re-entering details.
Go to
Productivity>Timesheets.
On the Timesheet Manager page, select a team member.
Click the
+next to the relevant date to expand the time entries.Click the ⋮ (more options) menu next to the entry.
Select
Duplicate.Make the necessary changes.
Click
Duplicate time entryto confirm.