Editing a Timesheet
Timesheet details can be edited from either the Tracking tab of a Sales Order or the Timesheet Manager page.
via Tracking tab of a Sales Order
Navigate to
Sales
>Sales Orders
Select the relevant Sales Order
Click the
Tracking
tabClick
Hours worked
Locate Timesheet entry to be edited
Click
edit
Make the necessary changes
Click
Done
to save.
๐Note: if a Time Entry was previously Approved, editing it will return it to Awaiting Approval status.
via Timesheet Manager page
Go to
Productivity
>Timesheets
Select a Team Member
Click the
+
next to the relevant date to expand the Timesheet entriesClick the kebab menu (three vertical dots
โฎ
) next to the entrySelect
Options
>Edit
Make the necessary changes
Click
Edit time tracking entry
to save.
๐Note: if a Time Entry was previously Approved, editing it will return it to Awaiting Approval status.
Duplicating a Timesheet
All user types, excluding Assignee, may duplicate their own Timesheets. This is useful for quickly logging similar Time Entries without re-entering details.