Retroactive Editing of Projects and Tasks

This guide explains how to retroactively edit hours logged against projects and tasks for customers.

Step 1: Enable customer-project-task association

1. Click Settings.
2. Click Company Profile.
3. Click Settings at the top.
4. Check "Enable comments in Time Entries for Tasks".
5. Check "Enforce Customer > Project > Task Selection Flow" (the user must first select a customer, then a project, then a task, in that order).
6. Click Update.

Step 2: Edit the hours for the relevant customer

1. Click Project & Tasks.
2. Click Time Entries for Tasks.
3. Optionally filter, for example by employee or date.
4. Click Show results.
5. Click the pencil icon next to the relevant date.
6. Select the relevant customer.
7. Select the relevant project.
8. Select the relevant task.
9. Enter the number of hours worked on that task (at the top you can see how many hours are assigned and unassigned).
10. You can add a comment.
11. Click the checkmark to save.
12. After saving, the data will appear on the screen.

For a guide on duplicating a project, see the related guide.