Copy an Existing Timesheet

You can copy an existing timesheet to duplicate the timesheet entries, and then edit and save the timesheet to create a new timesheet. When you copy a timesheet, Navigator copies all project, phase, task, labor code, labor category, payroll tax locale combinations from the selected timesheet to the timesheet you currently have open. Navigator does not copy hours or comments from the selected timesheet.

Prerequisites: Your timesheet processing capabilities depend on how your system administrator defines settings in Vision. Refer to the options listed in Checklist: Configuring Vision for Navigator Timesheets before you complete this procedure. Contact your system administrator if you have questions.

To copy a timesheet, complete the following steps:

  1. Open a timesheet.
  2. From the Timesheet toolbar, click Timesheet Tools and select Copy from Prior Timesheet. The Copy timesheet dialog box displays.
    Note: Navigator does not overwrite any existing entries to the timesheet receiving the copied data. If you want to copy a project, phase, task, labor code, labor category, payroll tax locale value from one row on a timesheet to a new row on the same timesheet, place the focus on the row you want to copy, click Row Tools and select Copy.
  3. Select a timesheet period and click Copy. The timesheet's rows are added to the open timesheet.