Documentation Time Entries Timesheet View
Detailed guide

Timesheet View

The row-based timesheet view for entering and editing day-by-day delivery effort.

The timesheet view is optimized for weekly entry and correction. It is the fastest place to fix day-by-day time.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Add missing rows from the modal instead of trying to repurpose the wrong row.
  • Edit the smallest incorrect row first when totals do not match expectations.

Put it into practice

  1. Start by selecting the correct week before editing rows. This prevents misplaced entries and avoids repairing the wrong period.

    InteractionsTimesheet View header: use week or period controls to set the intended date window.

  2. Review existing rows for project, task, and hours patterns before adding new entries. Correct obvious attribution errors first so weekly totals reflect the real delivery story.

    InteractionsTimesheet grid: scan existing rows and open row edit actions where values are wrong.

  3. Use Add Row for truly missing work and complete project/task/date/hours with precise values. Avoid placeholders that will require rework during approval or invoicing.

    InteractionsTimesheet View: click Add Row, complete required fields, and save.
    Open workflow: Time Entry Form

  4. Edit only the incorrect fields on existing rows so audit clarity stays intact. Keep notes concise when changes affect billing evidence.

    InteractionsTimesheet row actions: open Edit Row modal and update minimal required fields.
    Open workflow: Time Entry Form

  5. After saves, re-check weekly totals and status mix to confirm the corrections changed the intended records and period.

    InteractionsTimesheet grid and summary area: verify updated rows and total hours for the selected week.

  6. If billing readiness depends on this week, pivot to project-level time review and then invoice workflow to confirm linked evidence is now complete.

    InteractionsAfter timesheet corrections, open Project Time Entries and related invoice review for affected projects.
    Open workflow: Project Time Entries

What to review

Week or period controls

Choose the time window you are entering or reviewing so edits land in the right week.

Timesheet grid or rows

Each row represents a time entry or draft row. Read across before editing to avoid duplicating effort.

Add Row modal

Use this to create a new entry without leaving the timesheet context.

Edit Row modal

Corrects an existing row when project, task, date, or hours are wrong.

Guardrails

  • Hours, project selection, and any required task context must validate before the row saves.
  • Project choices can be permission-scoped, especially for non-managers.

If it starts drifting

  • If the project you need is absent, confirm you are assigned to it or have broader time-management permission.