Timesheets

You can also open a Timesheet from a project’s Timesheets area. Select a date to view the Timesheets for that day, or open an individual Timesheet to review its work entries.

Key concepts

• A Timesheet groups your recorded work for a date and pay period.
• Work entries record the work period and its details, such as the entry type, Project, Task, materials, equipment, and notes.
• Timesheets can be in draft, submitted, approved, or rejected status. Approved Timesheets are read-only.
• A submitted Timesheet is waiting for an authorized approver. An approver can approve or reject it, and may add comments.
• The available Timesheets depend on your access. Some users can view or edit only their own Timesheets; users with broader access can work with Timesheets for other Staff.

How to record hours and WorkEntries

1. From Timesheets, select the date or open the Timesheet you want to update.
2. Select the option to add or edit a work entry.
3. Choose the entry type, then enter the start and end times. You can also start an active work period and stop it when the work ends.
4. Select the Project and, where applicable, the Task or general work item.
5. Add notes, materials, or equipment if they apply.
6. Save the work entry or save the Timesheet.

You can record work, breaks, and travel as separate entry types. Review overlapping times before saving: a work entry cannot overlap another work entry for the same Timesheet.

To update a work entry, open the Timesheet, select the work entry, change its details, and save. You can split a work entry when one block of time needs to be recorded against different work.

How to record materials and equipment

Add materials and equipment while creating or editing a work entry:

1. Open the work entry details.
2. Select the materials or equipment search control.
3. Choose the material or equipment used.
4. For a material, enter its Quantity and confirm the Unit shown for it. The Quantity must be greater than 0.
5. Select OK or save the work entry.

Add each material separately when different quantities or Units are required. Remove anything that was not used before submitting the Timesheet.

How to record Tasks

1. Open the work entry details.
2. Select the Project.
3. Select the relevant Task.
4. Enter the hours for the work entry and save.

Tasks that are inactive, deleted, completed, or blocked are not available for new work entries. If you are editing an existing work entry, its current Task can remain available so that you can correct the entry.

If the Task you need is missing, check that you selected the correct Project and that the Task is still active. Depending on your access, you may be able to create a Task from the Timesheet form.

How to submit Timesheets

1. Check each date in the pay period.
2. Confirm the Staff, hours, Projects, Tasks, materials, equipment, and notes.
3. Open the Timesheet form and select the submit option.
4. Confirm the submission if 3PM Base asks you to do so.

Submitting changes the Timesheet from draft to submitted. After submission, it is available for approval and payroll processing. Make corrections before submitting whenever possible. If a Timesheet has already been approved, it cannot be edited.

How to manage Timesheet approvals

If you have approval access:

1. Open Resources and select Timesheets.
2. Use the list or payroll view to find submitted Timesheets awaiting approval.
3. Open a Timesheet and review its work entries, Tasks, hours, materials, equipment, and any available cost or budget information.
4. Approve the Timesheet, or reject it and add comments explaining what needs to be corrected.

Approved Timesheets are locked for editing. A rejected Timesheet can be returned for correction and resubmission, subject to your organization’s workflow and your access. You can select multiple Timesheets when bulk approval is available, but review the selection carefully before confirming.

Tips & things to know

• Timesheets are organized around your account’s pay period settings. Check the displayed date range before recording or submitting hours.
• Use the calendar view to spot days with Timesheets and the list view to filter by Staff, Project, status, or date range.
• Use the payroll view when you need to review Timesheets in a payroll-focused workflow.
• Select the correct Staff before recording hours for another person. Your ability to do this depends on your Timesheets access.
• Add materials and equipment to the work entry where they were used so the record remains clear.
• Review rejected Timesheets for approver comments before editing and resubmitting them.
• Approved Timesheets cannot be edited. Check all details before approval.
• A Timesheet linked to invoiced labor, materials, or equipment may have additional restrictions on changes.

FAQ