Timesheets are where team members can enter in their time worked for each project and task. They are the building blocks for your payroll process and sync with your integrated Xero account.
Included in this guide:
Creating a Timesheet (Video)
Creating a Timesheet
On the left side menu, click Resourcing to see the Timesheet List tab. By default, you will see the current week's calendar. Use the dropdowns or arrows to Select Project(s), Select Staff, and change the Date Range of the week shown.
Click the +Add Timesheet button to create a new timesheet row and enter the information to complete the row.
Employee | Name of the staff member who worked on the project |
Project | Project the staff member worked on |
Cost Centre | Choosing the cost centre narrows down the tasks |
Task | Task the staff member worked on for the project |
Enter the hours worked for their normal rate and any hours worked that should be calculated with their overtime rate, if necessary. These rates were configured Step 2 of Project Creation.
Timesheets can be saved without approval by using the down arrow next to the Approve Timesheet button. You can also Approve Timesheets with Margin Off from here.
Note: You can turn off the contract margin by editing that Project. This will stop a margin from being applied to the Cost tab, and throughout PX360 budgets and reports. |
Approving a Timesheet
Check the box for any timesheet row that needs to be approved and click the Approve Timesheet button.
Once approved, the labour hours will be added to the Planning tab as a project cost, and viewable from the Cost tab as Labour Time.
Un-approving a Timesheet
To move timesheets back to their draft state, click the pencil icon for the timesheet row and select Yes on the popup.
Deleting a Timesheet
To delete a timesheet, click the trash can icon for the timesheet row and select Yes on the popup.
Exporting a Timesheet CSV File
To download a CSV file, click Export CSV in the upper right corner.
Enter the fields on the popup and click Submit to automatically download the CSV file to your computer.
Start Date | Enter the date range for the timesheets you'd like to export to CSV. |
Project(s) | Select the project(s) for the timesheets you'd like to export to CSV. You can export one, multiple, or all at once. |
Employee(s) | Select the employee(s) for the timesheets you'd like to export to CSV. You can export one, multiple, or all at once. |
Timesheets can also be exported to Xero for payroll.
Troubleshooting Download Blockers
If your web browser is not downloading the CSV export, here are some troubleshooting tips that may help you.
Click here to use timesheets on the mobile app.