Copying an Existing Timesheet

1. Go to Timesheets > Timesheets.

2. Select the time sheet to be copied by clicking it once. If the timesheet you are looking for is not in the list, type in the time sheet number in the Timesheet # field to search for it. If you still cannot find the timesheet in the initial list, you may need to click the “Refresh” button on the ribbon bar to retrieve more matching timesheets from the database.

3. Click Copy from the ribbon bar.

4. Click Special Paste

Ensure Special Paste is selected and not Paste as Special Paste lets you control how the copy process is performed.

5. In section 1, choose the type of copy you want to make.

6. Section 2 automatically names the time sheet as “Copy of”, plus the original timesheet number. Change this to the new time sheet number if needed. Select the work date for the new timesheet. This section also contains the options of having the hours, quantities, line items, and time sheet notes pull in from the original timesheet it was copied from.

7. In section 3, select Open the new time sheet.

8. Click OK. The new time sheet opens. You can modify the time sheet as required with any information that needs to be changed.