Updating Time Entries

You can update and transfer multiple time entries between projects at Transactions > Employees > Update Time Entries.

To update time entries in bulk, you must enable the Time Tracking and Project Management features. Administrators can use time modification to change the customer, project, or task. You can update the service item, location, department, class, or if the entry is billable. You can transfer some or all of the hours on a time entry to a different project. This enables administrators to correct time entries or change how time is billed to their customers.

If you want to enable project managers to update time entries submitted for their assigned projects, you must give full access to the Bulk Time Entry Modification permission for the project manager’s assigned role. For more information, see Customizing or Creating NetSuite Roles.

Note:

If you use Charge-Based Billing, you can update unbilled or non-posted time entries with generated charges. When you update time entries with generated charges, NetSuite deletes all charges associated with the modified time and generates new charges at the next scheduled charge generation. Billed or posted time is not yet available for modification.

To update time entries:

Go to Transactions > Employees > Update Time Entries.
Use the filters at the top of the page to narrow down the listed time entries. Depending on the features your company uses, you can filter by customer, project, task, employee, department, class, location, subsidiary, service item, date, and if the time is billable. When you filter time entries, only time entries you have permission to edit appear in the list for selection.
Check the box next to each time entry you want to update. Click Next.
For fields you want to change, select the new values. When you have finished, click Next.

Note:
To update the project field, you must first select the customer. To update the task field, you must first select the customer and project. If you want to transfer time, see Transferring Time Between Projects for additional information.
The next page shows a preview of the updated fields with the new information. Any errors are highlighted in red. You must correct errors before you can submit the changes.
When you have verified the changes are correct, click Submit.

After you submit your changes, a message appears at the top of the page confirming your submission. Click View Status to go to the Processed Records page to see the progress of your changes. Click Refresh to update the status.

Transferring Time Between Projects

There are additional considerations for transferring time between projects to avoid any errors before submitting your changes.

If you do not use Resource Allocations, the following are required to transfer time between projects:

The employee must be listed as a resource on the new project.
If you want to update the task, the employee must be assigned to the new task.

If you use Resource Allocations, the following are required to transfer time between projects:

The employee must be allocated to the new project.
If you want to update the task and the Allow Allocated Resources to Enter Time to All Tasks project preference is not enabled, the employee must be assigned to the new task. To remove this requirement, when creating project records, on the Preferences subtab, check Allow Allocated Resources to Enter Time to All Tasks. For more information, see Setting Up Project Record Preferences.

If you want to partially transfer time between projects, on the review page, update the transfer hours field with the number of hours you want transferred to the new project before submitting the changes. NetSuite updates the existing time entry to reflect the reduced hours and creates a new time entry for the transfer hours on the updated project.

To update time entries:

Transferring Time Between Projects

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