Edit Approved Time Sheets

Approved time sheets no longer allow edits to the time entries.

To make corrections after the time sheet has been approved, there's a super-sneaky process to force the time sheet back into the approval status "pending" state.

This action can only be taken by a Time Sheet Approver or Time/Expense/Invoice Manager AND only under the following circumstances:

• None of the current time entries has been invoiced
• There are no lock-down rules implemented which may either lock the entries or the time sheet (that's a whole different set of rules your Admin can set called Time Entry Lock Down)

If those circumstances are met, you're ready to retrieve the time sheet.

Steps to retrieve an Approved Time Sheet

1. Navigate to the approved time sheet
2. Submit the time sheet using either the Submit Time Sheet icon  or the  link (depending on your settings)
3. Submit the time sheet to yourself (if the layer asks)

You or the person who submitted the time can now edit the time sheet. From there, approve the time sheet again to complete the changes and return the time sheet to the approved state.

For the majority of our users, you're all done!

PM Only or 2-Tier Approval Process

If you are using PM Only approval process or 2-Tier Approval Process to resubmit for approval there is an extra step.

The user resubmitting time sheet should be a System Admin as well as a Time Sheet Approver.

To edit a time sheet with the PM Approval system in place, follow these additional steps to resubmit a time sheet for approval:

1. Navigate to the approved time sheet
2. Submit the time sheet using either the Submit Time Sheet icon 
3. Submit the time sheet to yourself for approval
   • This will make you the final approver if your using 2-Tier
4. Since the time sheet is using PM Approval, only a PM on the project(s) can edit the entries after resubmitting the time sheet:
   • Make yourself a temporary PM for the projects you wish to edit the time entries
   • OR
   • Ask the current PM(s) on the project edit the entries