Budget Modal - Spent Tab

Spent Tab

This section shows you the entered timesheet hours for the project you are viewing broken down by phase. Each row is an individual time entry. Whether the timesheets are submitted or not, approved, or rejected, they will all show up here and count towards your budget.

On the top left, you can select the date range of time entries you want to view by clicking the date range and group the time entries by members or phases

To add time entries for any user in this project, click the plus icon in the Phase.

Select the Date, Member and Work Category. Some Work Category requires description for the Time Entry, otherwise it's optional.

Enter the hours, then click Add.

Work Category is required for a Time Entry to be created. When you enter a Time Entry under a Phase that has tracking time on the Phase Level setting, you need to create a standard Work Category in Organization Settings to use as a default Work Category.

Learn more about standard Work Category

How to modify timesheets on a project?

Click the checkbox to select timesheets, click modify on the top.

From this menu, the following actions can be perfomed

1. Approve: Marks the timesheet as approved.

2. Clear Approval/Rejection: Removes any previous approval or rejection status.

3. Reject: Rejects the timesheet submission.

4. Match Phase/Work Category Billable: Aligns the timesheet’s phase or work category with the billable status.

5. Make Billable: Changes the timesheet status to billable. This is considered as overriding the billable status.

6. Make Non-Billable: Changes the timesheet status to non-billable. This is considered as overriding the billable status.

7. Reset Rate: Resets the bill rate to default.

8. Edit Project: Change the project on the timesheet.

9. Modify Phase: Change the phase on the timesheet.

10. Modify Work Category: Change work category on the timesheet.

11. Modify Date: Allows modification of the timesheet's date.

12. Delete: Deletes the timesheet entry.

Override Timesheets Billable Status

Occasionally, Timesheets may have a billable status that differs from the default. By clicking the billable checkbox, you can manually adjust this status for each Timesheet.

A confirmation modal will appear to verify your decision to override.

After overriding, a red chip in the billable column will signal that the status has been successfully changed.

If multiple Timesheets require changes, you can select them using the checkbox on the right. Then click Modify on the top.

Select Make Billable or Make Non-Billable according to your needs

Match Timesheets Billable Status to Phase or Work Category

Select the Timesheets by clicking the checkbox.

Click Modify, then select Match Phase/Work Category Billable.