The Timesheets report allows review, commenting, and approval or rejection of time entries by Date, Member, and Project.
The report can be viewed by Date, Member, Project, or Activity.
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The displayed entries on the report can be filtered by:
Approval Status: Submitted, Not Submitted, Approved, Rejected Timesheets.
Billable: Billable or non-billable Timesheets. By default, all types are shown, indicated by the label "All Time."
Client: Timesheets associated with projects linked to selected Clients.
Duplicate Checker: Show duplicated Timesheets (if any).
People: Timesheets belongs to specific Members.
Phase: Timesheets belongs to specific Phases.
Project: Timesheets belongs to specific Projects.
Project Manager: Timesheets associated with projects where the selected members serve as Project Managers.
Work Category: Timesheets belongs to specific Work Categories.
The date range can be adjusted by clicking on the blue date. Clicking the Save button saves the selected date and any applied filters.
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A summary of time entries is calculated in the top right corner based on the selected date range and selected filters. Displayed are the total hours of time entries, total billable and non-billable hours, and bar graphs to represent the distribution of Unsubmitted, Submitted, and Approved hours.
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Add Timesheets
Time Entries can be added from this report for any user and any project by selecting the blue plus sign in the top left corner or the three-dot menu at the top.
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Select Date, Project, Phase or Subphase and a Work Category. Some Work Category requires description for the Time Entry, otherwise it's optional.
Input the hours. Optionally, enter the invoice hours, then click Add.
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If the Member is not part of the Project yet, an add member confirmation will show.
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Learn more about standard Work Category
Modifying Timesheets
To modify single timesheets, click directly on fields such as date, member, project, work category, description, billable status, rate, hours, or approve/reject to edit them.
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Multiple timesheets can be selected by marking the checkboxes and then clicking the blue "Modify" button.
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The modify options including:
Approve: Approve the selected time entries.
Approved timesheets cannot be edited again. If you wish to edit the approved timesheets, please change the status to submit first.
Members won't receive notifications or emails regarding changes to time entry approval status.
Clear Approval/Rejection: Remove the approved or rejected status on selected time entries.
Reject: Reject the selected time entries.
Match Phase/Work Category Billable: Match the billable status of the time entries to the Phase or Work Category.
Make Billable: Make the selected time entries billable, this is consider overriding the billable status of the time entries.
Make Non-Billable: Make the selected time entries non-billable, this is consider overriding the billable status of the time entries.
Reset Rate: Make the rate(s) of the time entries match default project rate.
Edit Project: Move the selected time entries to a different project.
Modify Phase: Move the selected time entries to a different Phase.
The button will be disabled if the project only contains the default phase, if timesheets from multiple members are selected, or if timesheets from multiple projects are selected.Modify Work Category: Move the selected time entries to a different Work Category
Modify Date: Change the dates of the selected time entries
Delete: Delete the selected time entries
Comment on Timesheets
Click on the comment icon on the Timesheet.
Click Add an update, comment, or ask a question to enter the comment.
Click Post to submit the comment or Cancel to discard the comment.
To mention Members in a comment, type "@" followed by their name. A dropdown list will appear, allowing the selection of the desired Member. The Members will be notified upon posting.
Once the comment is posted, other Members or the comment creator can reply to the comment. The comment creator also has the ability to edit or delete the comment if necessary.
The comment count is displayed in the "Comments" column of the Timesheet.
View Individual Timesheet Activities
Click the log icon on the Timesheet to view its activity history, including details on when and who created, edited, submitted, approved, or rejected the Timesheet.
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Private Project
Work Planners with the following permissions:
Work Planner > Can Edit > Projects they are a member of
Work Planner > Can Edit > Projects they are a Project Manager of
can only view projects they have access to (either as a member or as a Project Manager). Any Timesheets that they don't have access to, will show as Private Project and cannot be edited or selected using checkboxes.
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Invoice Hours
The Invoice Hours feature enables the saving and updating of a dedicated source of hours for time entries, offering enhanced flexibility and accuracy in managing time-related expenses. On Timesheet Report, there are several pages where you can see this column.
On the following pages:
Timesheet Report > Date Tab
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Timesheet Report > Members (Daily view)
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Timesheet Report > Project Tab
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Timesheet Report > Activity Tab
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View by Member
Click on "Members" if you would like to view this report by member.
Select the members you'd like to view.
Click All Members to group Members by Departments, Disciplines, Offices, Portfolios, Roles, Regions, and Skills.
Filter your members list by clicking on the Filter button in the top left.
The Role filter considers only the member's Default Role, which are listed on Org settings > Members > All Members tab. For example, if a member has "Editor" as their default role and "Viewer" as a non-default role, the role filter will only show them if "Editor" is selected in the filter options
When viewing this report by Member, you can also choose to view the time either Weekly or Daily by selecting the appropriate option to the right of the members that you have selected.
Weekly will lock date to a weekly range.
Daily will allow you to select from a custom range of dates.
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On Weekly view, you are able to click the Approve All button to approve the Member's Timesheets of the day.
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For Timesheets that have been rejected or approved, click on the red x or green check icon on the top right corner to manually change the status.
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View Filters
All tabs include view filters similar to those in the Date tab. The available filters vary depending on the selected view, allowing different information on the timesheets to be displayed.
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Download Timesheets Data
All tabs of the Timesheets Report can be downloaded by clicking the three dots located to the right of the report name on the top of the page.
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Activity
Similar to the Timesheet log, the Activity tab displays a record of changes. The Activity column on the left shows which Member made changes to the Timesheet and when, while the Timesheet details are displayed on the right.
Use the date filter at the top to filter activities by date.
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Click the filter icon to filter activities by Members, Phases, Projects, and Projects where a Member is the Project Manager.
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