By ERPNext Administrator on October 8, 2024
Beginner

A Timesheet is a crucial tool in ERPNext used to record employee work hours, track project costs, and manage billing for time-based services.

This guide walks you through the key functionalities of timesheets: creation, saving, submitting, and the advantages they offer.


For our company policy, we will create one timesheet per day.


To access Timesheet, go to,

Home > Projects > Timesheet


1. Timesheet Creation

To create a new timesheet in ERPNext, follow these steps:

  1. Go to Timesheet list and Click on
  2. Add the following details to the field 'Time Sheets'.
  3. Activity Type : Add the type of activity for which the Time Sheet has been created.
  4. From Time : Enter the date and time at which the work was started.
  5. Hrs : Enter the number of hours for which this Time Sheet has been created. One Timesheet can be used to track the work hours on multiple days as well.
  6. Project : If this Time Sheet needs to be tagged to a particular Project, you can add the name of the Project here.
  7. Task: Enter the task.
  8. Click on 'Add Row' to add more such Time Sheets.
  9. Save and submit




2. Timesheet Cancellation and Deletion


Case 1: If you have not submitted the timesheet yet, you can delete it by clicking [...] → Delete.



Case 2: If you have already submitted the timesheet, you must cancel it before deleting.




3.Timesheets and Workload Report

The objective of this Timesheets and Workload Report is to provide a detailed overview of employee performance by tracking their submitted timesheets, actual working hours, and workload percentages over a specific period. It helps management assess timesheet compliance, monitor individual productivity


To access the report, go to:

Home > Projects > Timesheets and Workload Report


Then enter the date range to see the report.



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