How Do I Change Phases for Time Entry?

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Occasionally you might need to change the phase selected for a time entry. For example, you notice that a phase was selected by an employee in error. Phases can be changed for un-billed and billed time.

 

Change Phase for Unbilled Time

Do the following to change the phase for un-billed time:

  1. Click Time/Expense on the navigation bar.
  2. Select Find from the Action drop-down list. The Time/Expense Search Request screen displays.
  3. Enter the name of the employee and project associated with the time and expenses. Select a time entry status of Complete or Approved and click Search.
  4. Select Change Phase from the Update drop-down list.
  5. Select the new phase and click Update.

Change Phase for Billed Time

To change the phase for billed time you need to unbill those entries, change the phase and then re-bill them.

  1. Click Time/Expense on the navigation bar.
  2. Select Find from the Action drop-down list. The Time/Expense Search Request screen displays.
  3. Enter the name of the employee and project name associated with the time entries. Select a time entry status of Billed and click Search.
  4. Select Unbill from the Update drop-down list.
  5. Click Yes.
  6. Select Change Phase from the Update drop-down list.
  7. Select the new phase and click Update.
  8. Select Bill from the Update drop-down list to re-bill the time entries with an existing invoice.
  9. Select the invoice (checking date and invoice number) and click Update. Your time entries have now been assigned to a new phase and are back at the billed status.