Explains how to copy a timesheet from one week to the next
Select Timesheet to Copy
- From the timesheet list, select the timesheet you wish to copy by clicking on it once (it will go purple)
- Click on the 'copy' button in the main toolbar in the top-right corner to copy this timesheet
- If you cannot see your timesheet to copy then check the from and to date filters above the timesheet list.
You will normally copy the latest timesheet to a new one, or the one at the top of the list when it is sorted by start date descending. You can copy timesheets out of sequence by simply selecting an earlier timesheet to copy instead.
What Period is my Timesheet Copied to?
The selected timesheet is copied to the timesheet period which overlaps with or contains the "to date" in your original search timesheet selection (highlighted with the purple box in both screen shots above).
If there is already a timesheet defined for that period you will receive a pop-up dialog (as shown above) asking you whether you want to:
- Edit or display the existing timesheet for the period "to date" falls inside (you can only display it if its status does not allow you to edit)
- Copy the selected timesheet to a new, later period. The next available period with no prior timesheet is suggested, but you can change the date
- Only timesheet tasks, projects and customers are copied to the new timesheet by default. Check this box if you tend to work the same hours on these tasks from week to week and wish to also copy the hours. You can modify the hours in your new timesheet.
Choose either option (1) or (2) and hit the confirm button to copy the selected timesheet to the new period. Or click on cancel to not copy anything.
Editing and Submitting a Copied Timesheet
After you copy the selected timesheet you are immediately taken to create mode for the new timesheet period. The customers, projects and tasks - as well as hours if you checked the box to also copy hours - are defaulted into the new timesheet. Remarks, locations and start and stop times are also copied.
From here you can:
- Cancel your copied timesheet without saving it by using the browser back, or by clicking on a different navigation menu option (click on "don't save" when you are asked if you want to save changes)
- Edit the hours, tasks, billable indicators, remarks, locations or start and stop times just as you would do when entering a new timesheet
- Save or submit the timesheet. Submitting the timesheet automatically saves it first.