We received this feature request from a customer.
It would be really handy if there was a function where you could copy a timesheet from a previous week. I am travelling for work and my current week is almost identical to the same week a few months back. I'd prefer to use that week as a starting point instead of manually re-creating it.
This can be done by utilizing the manage timesheets section and the copy time entries functionality. Here are the steps:
1. Find Timesheet via Manage Timesheets
Navigate to Time >> Manage timesheets and run a filter to find the desired week. You can search by date and/or the status of the timesheet. Once you find the desired week click view to navigate into the timesheet.
2. Use Bulk Edit to Copy Time Entries
Enabled “Bulk edit” mode then check the desired time entries and select copy.
3. Select the Desired Week and Save
The functionality will default into the current week, but you can move forward or backwards if needed.
4. Save Time Entries into the Current Week
Save the time entries into the desired week to start with a pre-filled timesheet.
The screenshots above show the functionality from a Manager level user. Resource level users have identical functionality. Administrators have additional functionality where they can copy time entries from one person to another person.
If you have any questions or need help, please contact our support team and let us know.