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 OrdersSelect the relevant Sales Order
Click the
TrackingtabClick
Hours worked
Locate Timesheet entry to be edited
Click
editMake the necessary changes
Click
Doneto save.
📝Note: if a Time Entry was previously Approved, editing it will return it to Awaiting Approval status.
via Timesheet Manager page
Go to
Productivity>TimesheetsSelect a Team Member
Click the
+next to the relevant date to expand the Timesheet entries
Click the kebab menu (three vertical dots
⋮) next to the entry
Select
Options>EditMake the necessary changes
Click
Edit time tracking entryto save.
📝Note: 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.
To Duplicate a Timesheet Entry:
Go to
Productivity>Timesheets
In Timesheet Manager page, select a Team Member
Click the + next to the relevant date to expand Timesheet entries
Click the kebab menu (three vertical dots ⋮) next to the entry
Select Duplicate
Make the necessary changes
Click Duplicate time entry to confirm.