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It will happen often that you'll need to go back to your timesheet to add or adjust information. This article will guide you through how to make adjustments to your timesheets.
Note: If the steps below don't match what you see on your screen, it could be due to your permission levels. In this case, please contact us or your account admin.
How to Adjust a Previous Timesheet
To add or edit hours for a past week, navigate to Time > Past Timesheets. Here, any past timesheets will appear for the year that is selected.
The padlock icon just to the right of the week's date indicates that the timesheet has been locked. You may view a timesheet, whether unlocked or locked, by clicking on the date.
When a timesheet is locked, an Admin user, or user with "Can Edit All Timesheets" permissions enabled must first unlock it to make any changes.
To unlock a past timesheet, click on the Ellipses icon on the far right of the line for the week you'd like to adjust, and then click on "Unlock". If a timesheet is already unlocked, then the "Lock" option will appear instead.
After the timesheet is unlocked, you'll be able to add any projects, associated time, activities, and notes for the week. You'll also be able to add any overhead expenses.
To edit an existing timesheet entry's hours, highlight the number in the hour field and overwrite it. You can tab to the next step or click into the next field as needed.
If the phase should be adjusted, click on the purple Edit icon located next to the phase.
After the necessary updates have been made, click on the purple Submit button in the top right corner.
💡 The Project and Role associated with a timesheet entry can be edited from the Organization Timesheet or Organization Time Log. To edit the project or role, or to batch edit multiple timesheets at once, please refer to this article to learn more.
Exporting Past Timesheets
To export your past timesheets, click on the Export button in the top right corner.
From here, a pop-up will appear where you can specify the date range and format the dates as either columns or rows. You'll also have a checkbox to include any notes from the timesheets in the export.
After clicking Export CSV, the CSV can be opened in your preferred spreadsheet software, such as Excel, Google Sheets, or Mac Numbers.