How to Edit a Timesheet
User can Edit the Timesheet in New status only , for Submitted and Approved status user can open timesheet in view only mode.
- Select the Timesheets icon from the left-hand navigation panel
- Click the ‘…’ icon
- Select Timesheet in New status
- Press Edit to edit the Timesheet
- Press Save button to update the Timesheet Values.
Submitted and Approved Timesheets are open on view only mode and user cannot make any changes.
- Select Timesheet in Submitted status
- Click the ‘…’ icon
- Press Detail option to view Timesheet
Timesheet is open in view only mode and user can see the details.
Click on Export to Excel button to Export the Timesheet in Downloads folder.
'+' and '-' buttons are used to Expand and Collapse Cases to see all the activities assigned to the Case
- Select the Case and enter time for the respective Activity , system will automatically shows the total at Activity level as well as Case level , for multiple Cases total timesheet total is calculated at the bottom
Details
When your Timesheet opens you can add the hours and minutes of that specific date. Hours and minutes can be added by highlighting one of the sides, like shown in the screenshot above, and entering the desired number. You can do this at the end of everyday to keep your Timesheet updated.
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