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Copy Timesheets

For recurring tasks, technicians can copy an approved or submitted timesheet to future dates.

Required Editions

Available in: Lightning Experience
Available in: All editions of Field Service Plus for Energy & Utilities, and all editions of Asset Service Lifecycle Management
User Permissions Needed
To access Timesheets objects: Labor Cost Optimization Resource
  1. In the Field Service mobile app, tap Timesheets.
  2. To view the list of all timesheets, tap My Timesheets.
  3. On the My Timesheets page, select a date to copy the timesheet.
    You can copy only the timesheets that are in the Submitted, Approved, or Approval pending status.
  4. To select timesheet actions, tap the three dots next to the status of the timesheet.
  5. Select Copy timesheet.
  6. Select two dates: a date to copy the timesheet from and a date to use the copied timesheet.
    The hourly breakdown is copied to the selected dates.
  7. Tap Done.