This guide will walk you through the process of moving time entries to a different project, project phase, or task within the Coincraft system.
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Written Guide
Accessing the Timesheet Reports
Firstly, navigate to your Timesheet Reports by clicking on the Timesheets tab and selecting Timesheet Reports from the dropdown menu.
Selecting Time Entries for Transfer
Within the Timesheet Reports, identify the entries you wish to move. Do this by clicking the checkboxes located beside each row, then click on the Edit Selected Time Entries button.
Transferring Selected Entries
You will now have the option to transfer the selected entries. You can move them to a different project, a different phase within the same project, or assign them under a new task. Make your selection, and once complete, click on the Save button.
Note on Invoiced Projects
For projects that have been invoiced in the past but not recorded in the system, you can modify the flags on these projects.
This option becomes visible when you add the Been Invoiced column to your report.
Verifying the Transfer
After saving your changes, you should be able to see the entries moved according to your selections.
For example, if you moved two entries from the CC:Concept Design phase to the DO: Documentation phase with no tasks set, these changes should be reflected in your updated report.