Clone Timesheets (Timesheet templates)

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.

AbtracOnline

Read on or follow this link for the Abtrac5 version

In AbtracOnLine you can copy timesheets in the CrossTab view of your timesheet.

AbtracOnLine - CrossTab Timesheet

AbtracOnLine – CrossTab 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)

AbtracOnLine - Clone Timesheet

AbtracOnLine – Clone Timesheet

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.

AbtracOnLine - Clone Timesheet select range

AbtracOnLine – Clone Timesheet select range

AbtracOnLine - Clone Timesheet

AbtracOnLine – Clone 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.

AbtracOnLine - Clone Timesheet confirm data

AbtracOnLine – Clone Timesheet confirm data

 


Abtrac5

In Abtrac5 you can clone timesheets in either view of your timesheet.

Abtrac5 - Clone timesheets

Abtrac5 – Clone timesheets

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.

Abtrac5 - Clone timesheets dates

Abtrac5 – Clone timesheets dates

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.

Abtrac5 - Delete blank timesheet lines

Abtrac5 – Delete blank timesheet lines

Abtrac KB# 2047