If you find that you work on the same clients and projects from one week to the next you can use a previous timesheet as a template and save some data entry. Here’s how to clone all the clients, projects, and tasks from one week to the next.
Read on or follow this link for the Abtrac5 version
In AbtracOnLine you can copy timesheets in the CrossTab view of your timesheet.
It’s simplest to create the new timesheet period first, then choose the Clone button. (You cannot clone an ‘open’ timesheet, which is why it’s best to start with a blank screen)
Then select the timesheet date you are cloning from, then the day within any timesheet period that you want to clone it to. Tip: When copying timesheets people will often clone the data to a Sunday or another non-work day to keep track of which entries need edited/amended and which can be deleted at the completion of the timesheet.
You’ll be prompted to confirm the timesheet copy before continuing, any data that duplicates that already within the timesheet period will not be copied.
In Abtrac5 you can clone timesheets in either view of your timesheet.
Again, it’s simplest to create the new timesheet period first, then choose the Clone button. Select the timesheet period date you wish to copy from, and Abtrac will post the data to your most recent timesheet.
You’ll be prompted to confirm the timesheet copy before continuing, any data that has a duplicate already within the timesheet period will not be copied.
Cloned timesheets carry across zero value timesheet lines which can then be amended to reflect data for the current week.
Tip: In Abtrac5 upon comitting timesheets you are prompted to delete any zero value lines (most often these will be un-edited cloned lines). Using this option will help clean up any old/unused clone lines so that they same historic projects are not unnecessarily copied from one week to the next.
Abtrac KB# 2047