How to use bulk actions on the timesheet

How to use bulk actions on the timesheet#

For: Manager You’ll need: A timesheet with rows you want to process together.

You’ll select many rows at once and confirm, undo-confirmation, approve, or unapprove them in a single click. Selections persist across pages and reloads, so you can build up a batch over a few visits before acting on it.

Select the rows#

  1. In the header, go to Planning → Management → Timesheet.

  2. Filter the list to the rows you want to act on — see How to view and filter the timesheet.

  3. Tick the checkbox at the start of each row, or tick the checkbox in the header to select every row on the page.

Tip

Selections are stored in your browser (localStorage), so they survive reloads, paging, and tab switches. Use the ‘Clear selection’ link above the table to start over.

Run a bulk action#

With at least one row selected, the action bar above the table shows the bulk buttons:

A confirmation summary tells you how many rows succeeded and how many were skipped. In dual-approval mode, ‘Approve selected’ skips rows that aren’t confirmed yet and tells you how many it was waiting on.

Verify it worked#

Each processed row shows its new status badge. The selection clears unless a row failed — failed rows stay selected so you can investigate.

Locked rows#

Already-approved rows are locked and skipped, not processed. The summary shows them as locked. See What a locked row looks like on the timesheet.