Timesheets - Moving Time to Another Project

There are times when we need to transfer employee’s time from one project to another. It may be a wrong entry of an employee or a change of plan along the way. Whichever the reason is, this article will help you transfer time from one project to another. In this example, we will move Employee Demo user 135’s time on Project 24-022 to Project 24-008

Article Overview

1. Check the status of the employee’s timesheet.
2. Check if the project on the timesheet is invoiced
3. Move the time using the employee’s timesheet
   
   

Step-by-Step Guide

1. Check the status of the timesheet

   Keep in mind, that to move a banked time or project time to another, the employee’s timesheet should not be invoiced. To do that we go to the Timesheet Review page.
   
   
   
   
   
   1. Check if the employee’s timesheet is pending review
      If the status is Pending submission, you go ahead in moving time to Step 3
      
      
      
      
      If the status is Pending for review, click on the week period date, then a window will pop up where you can  reject the entry then proceed to move time to Step 3
       
      
      
      
      
      
      
   2. If the timesheet is not on the Pending Submission and Pending for Review status, go to the approved timesheet page. Select the appropriate filter to find the employee and the project number
      
      
      
      

2. Check if the project on the timesheet is invoiced.

   In this example, Project 24-022 time is already invoiced. Only time that is not yet invoiced will be returned. In this example, we need to rescind the invoice to be able to return time. Follow the steps on how to Rescind the invoice here
   
   
   
   If the Project’s time is no longer invoiced, proceed to unapprove the time, and don’t forget to leave a message.
   
   
   
   
   
   

3. Move the time using the employee's timesheet
   

   Access the employee’s time sheet and change Project 24-022 to 24-008 as shown in the image. Click save when you are done.
   
   
   
   

SUCCESS!!! 

• We’ve learned how to move time from one project to another. 
• If you need further assistance please contact Squava support