1. User Guide
  2. Timesheets Application
  3. Working with Timesheets
  4. Creating a Timesheet

Creating a Timesheet

You can create a timesheet from any page in SuiteProjects Pro. This can either be an empty timesheet or a copy of an existing timesheet.

After you create a timesheet, you can change the timesheet information and add or modify time entries at any time before you submit the timesheet for approval. If a timesheet is rejected, you can edit it and submit it again for approval. For more information, see Updating a Timesheet and Entering Time.

Note:

Depending on your company's account configuration, SuiteProjects Pro may create a new timesheet automatically when you submit a timesheet. See Timesheet Rules.

To create a timesheet:

  1. Click the Create button and select:

    • New under Timesheets or Timesheets: Timesheet, New under All items to create an empty timesheet.

    • New clone under Timesheets or Timesheets: Timesheet, New clone under All items to create a copy of an existing timesheet.

    The new timesheet form appears.

  2. Select or enter information in the timesheet form. The information that you can or must enter depends on your company's SuiteProjects Pro account configuration.

    • Timesheet starting date – This is the start date of the period covered by the timesheet.

      Note:

      Depending on the configuration of your company's SuiteProjects Pro account, restrictions may apply to the start date of your timesheet. For more information, refer to your company's internal documentation or contact your account administrator.

    • Default customer:project – The default value under the Customer:Project column for all new rows in the time entry grid.

      You can click the search icon Search icon and enter a few characters in the search bar or use the advanced search to find matching projects. Select a project from the search results.

    • Notes

    • Allow overlapping timesheets – Check this box if you need to submit more than one timesheet covering the same period. For example, you may need to correct time recorded in a timesheet that is already submitted or approved, or to enter two different timesheets for split weeks (weeks split across two consecutive months).

      To enable this feature, contact your account administrator. See Optional Features.

    Note:

    Depending on your company's SuiteProjects Pro account configuration, SuiteProjects Pro may split a new timesheet automatically into two linked timesheets, if the timesheet covers a split one-week or two-week period. For example, a timesheet created for the split week Monday March 30 to Sunday April 5 would result in two linked timesheets for Monday March 30 to Tuesday March 31 and Wednesday April 1 to Sunday April 5.

  3. You can add multiple files from your computer as attachments or attach a workspace document to your timesheet. See Adding Attachments.

  4. Click Save.

    The timesheet record appears and shows the time entry grid on the Edit tab. See Timesheet Record.

    Note:

    Depending on your company's account configuration, SuiteProjects Pro may prepopulate the time entry grid. The information may be sourced from bookings, approved time off requests, the company's work schedule and your work schedule.