Entering Regular Time

By default, users can add, edit, and delete only their own time entries. Your Autotask administrator can enable timesheet approvers, or both timesheet approvers and administrators, to enter time and submit time off requests on other users' behalf. For users who have proxy time entry permission, the Proxy Time Entry section and the Resource selector field will appear on all time entry pages, so they can create a time entry for another user. They can also view users' unsubmitted timesheets.

Proxy time entry is enabled through a system setting. Refer to Proxy time entry.

IMPORTANT  To enter time, approvers must have permission to view the tasks and tickets in question.

To enter time on behalf of a different user or view their timesheet, click the Resource drop-down selector and select the user's name.

Your Autotask administrator has configured categories for tracking activities that are not directly customer-related, such as Meeting or Administrative Task. Refer to Internal time codes.

Click the dropdown selector and choose a category.

Enter the number of hours for the selected time category in decimal time. You can enter time for multiple dates and either enter separate summary and internal notes, or apply the same summary notes and internal notes to all time entries.

• If the Use the same Summary and Internal Notes for all days check box is selected, complete the Summary Notes and Internal Notes fields.
  

• If the Use the same Summary and Internal Notes for all days is cleared, the combined Summary Notes and Internal Notes fields do not appear. Instead, a note icon appears for each date. Click on the icon to open the Enter Notes dialog box for each date.
  

Enter or update the Hours Worked, Summary Notes and Internal Notes fields.

The Summary Notes field appears on all types of time entries. You enter a description of the work that was performed. Rich Text is supported. Unlike internal notes, summary notes may be customer-facing and appear on invoices, notification emails, and in the Client Portal.

Your Autotask administrator may have enabled system settings that make the Summary Notes field required. Refer to Require user to enter summary notes when entering ticket time, Require user to enter summary notes when entering project task time, and Require user to enter summary notes when entering regular time.

If summary notes are required, you must enter at least one non-space character.

NOTE  To view summary notes of a regular time entry, you must change to the Report view of the timesheet and select Report Type > All Days, then scroll to the date.