Creating, Editing, and Deleting Timesheets

New timesheets can be created from anywhere in SuiteProjects Pro.

Creating a New Timesheet

Click the Create button in the upper-left corner of the screen and select Timesheets (New...) or Timesheets (New clone...).
- Selecting New... creates a completely new timesheet.
- Selecting New clone... creates a new timesheet which is a copy of an already-existing timesheet.
If you selected New..., set the timesheet starting date, add notes, allow timesheet overlapping, and add attachments to your timesheet.

If you selected New clone..., set the timesheet starting date, the timesheet to duplicate, and choose how to populate the hours cells. As with New..., you can add notes and attachments to the timesheet.
Click the Save button. Your new timesheet appears.
Fill in the Customer: Project, task, and hours worked for each day.
- You can add a description and notes for each task by clicking the Note/Description icon next to each hours cell.
- Clicking the icon pins the timesheet hours cells so that if your window is re-sized or there is a long list of days, as many cells as possible stay visible on-screen.
When finished, click either Save to save the report or Save & submit to save the timesheet AND submit it for approval.

Editing an Existing Timesheet

Go to Timesheets > Timesheets. A list of your existing timesheets appears.

Note:
Your role may prevent you from editing timesheets which do not belong to you.
Click on the timesheet name of the timesheet you would like to edit. The timesheet appears.
Make your changes to the timesheet.
When finished, click either Save to save the report or Save & submit to save the timesheet AND submit it for approval.

Each time sheet has several tabs which allow you to edit the timesheet.

Under Edit you can change the Customer or Project, Task, and Hours for each day, and add Descriptions and Notes to each hours cell.
- Click the icon next to a row to create a copy of that row.
- Click the next to a row to delete that row. A small dialog appears asking you to confirm the deletion.
- Click the to search for Customers or Projects.
Under Hours remaining, you can see the number of hours left for each task you entered time for. The System estimate (hrs) field shows how many hours are left based on the initial number of hours set for the task. If you think the task will take more or less time than the initial estimate, you can adjust it in the Hours remaining field for each task.
Under Report, you can see a tabular layout of your timesheet which can be printed, saved as a PDF, or downloaded as a CSV or HTML file.
Under Properties, you can edit the timesheet’s accounting date, default time type, default customer or project, and default task. You can also add notes or attachments.
Under Submit/Approve, you can see the Approval history for the timesheet, along with any notes for each approval stage.

Editing a Rejected Timesheet

If your timesheet approver rejects a timesheet or individual time entries in a timesheet, the timesheet or time entries are returned to you. To find them, go to Timesheets > Timesheets > Rejected.
Click the timesheet or time entries you would like to edit. A detailed report of the rejected timesheet or time entries appears.
Click the Edit tab. The timesheet edit tab appears.
Make your changes to the timesheet or time entries, and click Save or Save & Submit.
- If you click Save, the timesheet is only saved, but not submitted.
- If you click Save & Submit, the timesheet is saved and submitted to your approver.

Deleting a Timesheet

Go to Timesheets > Timesheets and click on the name of the timesheet which you want to delete. Your timesheet will open.
Click on Properties. In the Properties tab, click Delete.
A popup window will open asking you to confirm the deletion. Click OK. Your timesheet will be deleted and you will be taken to the Timesheets list.

Bulk Deleting Timesheets

Go to Timesheets > Timesheets and select all the timesheets you want to delete by clicking the checkboxes next to them.
Click the Run an action icon at the top of the Run an action column. A popup window opens.
Select Delete the selected timesheets and click OK.
A dialog appears showing confirming the number of timesheets deleted. Click the Click here link to close the window and return to the Timesheets list.

Note:

Only administrators and users with the Allow employee to delete (individually or in bulk) open, submitted or rejected timesheets can run a bulk delete action on timesheets. To enable this feature, Creating a Support Case and request that the following internal switch be enabled in your account: Administrators can delete employees timesheets.

Bulk deleting timesheets with highlighted the delete selected timesheets form