Pre-Requisite to Update Actuals with Timesheets (v8.xx)

Pre-Requisite to Update Actuals with Timesheets (v8.xx)

Time can be only reported on existing tasks. However, tasks can be created directly from the "Timesheet", provided that the user is authorized to create tasks not connected to a plan.


Both "Projects" and "Tasks" must be in the correct status in order for time to be reported against them:

  • A project must have a status of "In progress" (from the default statuses; if project statuses were customized, see the Keywords & Labels setup document for the [Projects] module to know what they are).

  • For tasks, one of these two conditions is required:

  • The task is assigned to the resource that needs to report time and the status is

  • "Requested", "In progress" or "To control".

  • The task is not assigned and the status is "In progress" or "To control". In this case, all resources listed in the Participants section of the "Project description" are allowed to report time spent on this task.

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