Timesheets

Who this is for

Users with timesheets access. Approval, utilization, and deal-cost views require manage permission; normal submission requires timesheets: edit.

Before you start

Choose the correct week, team member, and related work before recording time. Do not use time entries as a substitute for task completion status.

Steps

1. Open Timesheets and select your own week or an authorized team view.
2. Create or update entries with accurate dates, hours, and work context.
3. Submit the period when it is ready for review.
4. If you have manage access, review or approve submitted entries and use utilization/deal-cost views only as permitted.

What happens next

Submission records a CRM workflow state. Approval remains a separate authorized action, and any external payroll or finance process must be verified in its own system.

Troubleshooting

• Cannot submit: check timesheets: edit rather than manage permission.
• Cannot approve or view utilization: check the timesheets manage permission.
• Cannot see another user’s entry: owner scope or team access may apply.