How can a PSA admin edit my time entries?

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Posted on by HerrimanCoder

Our PMs and accounting people frequently need me to go back to some old PSA timesheet from months ago and change something. It's a pain and I wish they could do it. They seem to think there's no way for them to do it for me, and maybe that is true, but I wanted to check here. The current process is that a PM "returns" one of my timesheet entries, after which I have to go back and add a new/corrected entry. Then I usually just delete the returned record because it lets me.

Is there any way that a PM or other type person can edit my timesheets for me without me having to get involved?

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HerrimanCoder 62 on at

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I found the answer: The Bookable Resource pulldown allows the selection of other people, to add/edit timesheets. At my company it appears that all PSA users can do this.

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apa 8,284 Moderator on at

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HerrimanCoder the Bookable Resource column is for specifying the resource that a time entry is for. If you add "John Doe" in the column, then the TE is for John Doe.

Time entries can (should) only be edited by you. No one has any business in your time entries. Project approvers can do limited edits at approval as follows:

Prior to approving a time entry:
- Billing type (chargeability) can be edited
- Billable hrs can be edited

Editing after approving a time entry:
- Approval has to be canceled. It can then be edited the same way as any non-approved entries.
- Approved time can be corrected after approval with journals (Sales area in navigation -> approved time -> select a row -> click on correct entries in the command bar). See the image below.

If billing activity exists then corrections are blocked.

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