Create a Timesheet  

1. Create a timesheet to organize time logs and manage approvals.
   
2. Click Timesheets in the left navigation panel.
   
3. Click Create Timesheet in the top-right corner.
   
4. In the timesheet form,
   
1. Select the Time Period.
   
2. Choose the Log Users whose time logs you want to group.
   
3. Select the relevant Project, Customer, and Billing Type.
   
5. Click Create.
   
6. A draft timesheet will be created.
   
7. Enter a Timesheet Name.
   
8. Select the Project, User, Task/ Issue, and enter the time per day.
   
1. For general entries, Click on the drop-down field, enter the general log name and enter the time per day.
   
9. Click  Add Row to add more entries.
   
10. Click Save as Draft to save it for later changes, or click Send for Approval to submit it.
    The timesheet will be sent for approval based on the approval rule, if set.

OR

1. Group Existing Time Logs into a Timesheet.
   To group existing time logs into a timesheet:
1. Click Time Logs in the left navigation panel.
   
2. From the view drop-down, select List.
   
3. Select the time logs you want to include in a timesheet.
   
4. Click Create Timesheet.
   
5. A draft timesheet is created with the selected time logs.
   
6. Enter a Timesheet Name.
   
7. Click Save as Draft to save it for later changes, or click Send for Approval to submit it.
   
2. The timesheet will be sent for approval based on the approval rule if set.
   

Edit Timesheet  

1. Click Timesheets in the left navigation panel.
   
2. Click the timesheet to open its details page.
   
3. Make the necessary changes and click Save as Draft or Send for Approval. 

Approve a Timesheet  

1. Click Timesheets or My Approvals in the left navigation panel.
   
2. Click the timesheet to open the details page and click Approve.
   or
3. Hover over the timesheet in the list, click > Approve.
   

Users with Timesheet Approval permission can access this tab.

Reject a Timesheet  

1. Click Timesheets or My Approvals in the left navigation panel.
   
2. Click the timesheet to open the details page and click Reject.
   or
3. Hover over the timesheet and click  > Reject.
   
4. Enter your comments in the rejection prompt.
   
5. Click Reject to confirm.
   

Users with Timesheet Approval permission can access this tab.

Recall a Timesheet  

1. Click Timesheets in the left navigation panel.
   
2. Click the pending timesheet to open the details page.
   
3. Click Recall Timesheet at the bottom of the page.
   
4. User can then edit the timesheet, save it as a draft, or send it for approval again.
   

Filter Timesheets  

1. Click Timesheets in the left navigation panel.
   
2. Click the filter icon and select the filter conditions.
   
3. Click Find.
   
1. To remove filter, click Clear Filter.
   

Export Timesheet  

1. Export a timesheet as a file for sharing across teams.
   
2. Click Timesheets in the left navigation panel.
   
3. Click the timesheet to open the details page.
   
4. Click  in the top right corner > Export Timesheet.
   

Manage Timesheets  

1. Click Timesheets in the left navigation panel.
   
2. Use the drop-down in the top left to view timesheets based on the categories such as All Timesheets, Pending Approval, Approved, Rejected, and Drafts.
   
3. Click a timesheet to view its details.
   or
4. Right-click on a timesheet and select View Details.
   
5. To view the approval flow, click the " " icon next to the timesheet.
   

Delete Timesheet  

1. Navigate to Timesheets in the left navigation panel.
   
2. Right-click on a timesheet and select Delete.
   or
3. Hover over a timesheet and click   > Delete.