Home > SI Documentation (v20) > User Guide > Time Sheets > Managing Time Sheets

Managing Time Sheets

Time sheets can be managed in the Time Sheet Explorer which can be opened via Start->Time Sheets->Manage Time Sheets:

 

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Besides creating/deleting Time Sheets, the Time Sheet Explorer is where you will approve Time Sheets. For most of the features below you will need to have the proper User Group Permissions.

Filtering

 

On the left side of the interface you can filter your Time Sheet list by Date, Resource, and/or Project:

 

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You can filter your Time Sheet list further using the Quick Filter:

 

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Approval

 

Time Sheets don't count towards any analytics until they are approved. In order for a Time Sheet to be approved, the Resource assigned to the Time Sheet must have a Burdened Labor Cost associated with them. There is a User Group permission for whether or not you a user can approve Time Sheets.

 

Select one or more Time Sheets that you want to approve and click the Mark as Approved button:

 

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This will open the following form:

 

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You will see a warning for any Time Sheets where at least one time entry does not have a Phase assigned to it. You can still approve a Time Sheet that has time entries without a Phase assigned but we absolutely recommend that you do assign a Phase for more granular Job Cost reporting and Labor Utilization reporting.

 

Once a Time Sheet is approved it cannot be edited. If you need to edit an approved Time Sheet you will need to select it and click the Mark as Pending button:

 

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Export

 

Time Sheets can be exported to a Comma Separated Value (CSV) file:

 

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You can choose which fields you want to export:

 

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For Time Sheets with multiple time entries, each time entry will export to its own row.

Update From Mobile Install

 

Each time the Time Sheet Explorer is opened, Time Sheets will automatically synchronize down from Tasks and Service Orders in Mobile Install. You can also manually synchronize any time by clicking the Mobile Install button in the Update From section of the ribbon:

 

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