Tips and Troubleshooting

Tips and Troubleshooting

Unlock a Timesheet or Expense Report

You must unlock an approved timesheet if you want to edit it. Admins can always unlock timesheets; approvers can unlock the if enabled to do so....

Track Time Off or Leave

Organizations typically have an approval process to check a person's leave balance before scheduling their time off....

Track Non-Billable Time

The goal of Resource Management is to show you how long work actually takes....

Remove Suggested Time Entries

Suggested hours on timesheets show your team their budget of time for the week; they should try to work according to the plan....

Generate a Log for Troubleshooting

When troubleshooting complex issues, Resource Management support sometimes needs a deeper level of information than a screenshot or description of the...

Create a Report for Incomplete Timesheets

Time has different states in Resource Management....

Confirm or Adjust Time for Other People

Administrators and Project Managers can track time for other people in Resource Management, so long as those people have been invited and have a licen...

Bulk Approve Billed Hours

After your team bills their hours, use Bulk Approve in Account Settings to lock all time entries up to and including a particular date....