Documentation Time Entries Time Entry Form
Detailed guide

Time Entry Form

The detailed entry workflow for creating or correcting a single time record with full field context and validation clarity.

Use this form to create a clean record the first time or safely update an existing one without guessing which field drives downstream behavior.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Correct one incorrect row without disturbing adjacent valid entries.
  • Move time to the right project/task when allocation or scoping changed after work was logged.
  • Adjust date or hours to match source evidence before approval or invoicing.
  • Add clear notes when the correction needs future audit context.

Put it into practice

  1. Start by confirming record identity before editing: validate project, person, and date context so you do not repair the wrong entry.

    InteractionsTime Entry Form header and top fields: verify current project/task/date context first.

  2. Set project and task alignment first when attribution is wrong. Correct ownership before adjusting hours so downstream summaries update in the right place.

    InteractionsProject and task fields: select the correct project and task before changing other values.

  3. Update date and hours using source truth (calendar, work notes, or approved logs). Keep values exact and avoid rounded estimates unless policy requires it.

    InteractionsDate and hours fields: enter the accurate work date and effort amount.

  4. Review billing-related fields and notes next. Mark supporting context clearly when the correction affects approval, client questions, or invoice evidence.

    InteractionsBilling or notes area: verify billable context and add concise explanatory notes where needed.

  5. Save once and validate the post-save result in the list or timesheet context. Confirm the row appears in the intended project, period, and status slice.

    InteractionsUse Save, then return to Time Entries or Timesheet View to verify the updated row in context.
    Open workflow: Timesheet View

  6. If the correction impacts billing, open the relevant project time log or invoice workflow and confirm the evidence now reconciles.

    InteractionsAfter save, pivot to Project Time Entries and invoice review where applicable.
    Open workflow: Project Time Entries

What to review

Page header and breadcrumb

Confirms whether you are creating or editing, gives you the back path, and is the quickest way to avoid updating the wrong record.

Primary form sections

The form is grouped so you can complete one block at a time instead of hunting for every field in a single long screen.

Required inputs and field labels

Every required label tells you what must exist before the record can be saved; blank or invalid values should be corrected before moving on.

Validation and inline errors

Use these messages as instructions, not warnings to dismiss. They tell you exactly which field blocks save and why.

Primary save action

Commits the record only after the form validates. Use it after reviewing every section because it is the action that changes workspace data.

Cancel or return action

Leaves the form and takes you back without finishing the workflow. Use it when you opened the wrong record or need to check related data first.

Project and task fields

These fields determine which delivery stream owns the effort and whether downstream project reporting stays trustworthy.

Date and hours fields

These numeric values drive utilization, project cost, and invoice evidence, so precision matters more than speed.

Billing or note fields

Supporting metadata keeps the record explainable for reviewers, approvers, and finance teams later.

Guardrails

  • Project/task/date/hour combinations should remain internally consistent so corrected rows reconcile in reports and billing views.
  • Large hour adjustments should include enough note context to explain why the change was needed.
  • Edits should be minimal and evidence-based; avoid rewriting valid fields that do not need correction.
  • Many roles can edit only their own entries, while supervisors or finance roles may correct wider workspace records.
  • Certain records may be effectively locked by approval or downstream billing state even when the form is visible.

If it starts drifting

  • If save fails, fix required project/task/date/hour fields first, then review optional notes and metadata.
  • If the wrong project or task is unavailable, verify assignment permissions before forcing workaround entries.
  • If a corrected row still appears wrong in reports, re-check status and date filters in the destination view before editing again.