How to Close Timesheet PeriodsLearn how to close Timesheet Periods to prevent changes to submitted Timesheets for the week.03-Mar-2025Knowledge
InformationTitleHow to Close Timesheet PeriodsURL NameHow-to-Close-Timesheet-PeriodsBodyAbout Timesheet Periods provide a centralised record of all weekly Timesheets being submitted for that period of time. Closing a Timesheet Period allows Super User (e.g. Finance rep or Services Leader) to lock amendments (recalling Timesheets and adjusting submitted time) within that period.At the end of each Timesheet Period Project Managers should be ensuring that time is appropriately booked to their project (ensuring all time is submitted and approving timesheet lines against their Phases) and the remaining planned time accurately reflects the effort required to complete the project (adjust the plan by amending bookings). Once the Project Manager has made their adjustments to their Project they may choose to Close a Timesheet Period for their Phase earlier This would be the best practice process for PMs to have control for their end of period. At the end of the Reporting Period they would close their reporting period which would calculate the Phase Period Snapshot Actuals. Please see How to Close a Phase Reporting Period for more information. How to Close Timesheet Periods If Timesheet Periods are managed all at once for all Phases by a Finance rep or Services Leader, it's easier to close Timesheet Periods by navigating to the 'Timesheet Periods' tab. From the App Launcher, navigate to the 'Timesheet Periods' tab Select the 'Current Reporting Period' List view to close the Timesheet Periods for the current month or create a customised List ViewSelect the record(s) you want to editTick the 'Closed' checkbox to close the Timesheet Period(s)Click 'Apply' and 'Update all selected items' and 'Save' If there are unapproved Timesheet for a Timesheet Period, you receive an error. You can then click on the Timesheet Period for that week and check the status of the pending Timesheets. There I can see a list of all the Resources who are supposed to submit their Timesheet for the week and their Timesheet status. From the record above for example, I can see that all Resources have submitted their Timesheets, but these haven't been approved yet. You can then chase the supervisors or PMs to review these Timesheets, depending on your approval process.However, If needed, you can also 'Ignore Unapproved Timesheets'. How to Close Timesheet Periods with Unapproved Timesheets To ignore Unapproved Timesheets and close a Timesheet Period anyways, you also want to tick the 'Ignore Unapproved Timesheets' when editing the record. After these Timesheet Periods are closed, Timesheets can still be approved by PMs/Supervisors, but the actuals can no longer be edited by a Resource. To allow any edits, you need to un-close/reopen a Timesheet Period, let Resources recall and make adjustments as needed, have their Timesheets submitted and approved and then close the Timesheet Period again. Related Resources Revenue Management Add-onHow to Close a Phase Reporting Period
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