How Do I Move Time?

This guide will show you how to move time for a single staff member or all staff from one item to another. This function is primarily used when staff members have incorrectly recorded time for the wrong item for multiple days, weeks or months. 
Please be aware that when time is moved to an item, it is merged with the existing records for the item. This means that it is very difficult to undo changes after you have moved the time.

If you are unable to complete any of the steps in this guide, you can use the Submit a request button at the top right of this page to contact our team for help.

Index
Moving Time From One Item To Another
Advanced Move Time Functionality

Moving Time From One Item To Another

1. Click Advanced and select Move Time

   
    
2. Set the From Date and To Date range for the time you want to move. 
   
    

3. Select the Staff Member you wish to move the time for. Alternatively, leave this field set to <All> to move time for all staff members. 
   The functions Cascade and Allow Partial are explained in the section Advanced Move Time Information

   
    

4. Set the Move from and Move to locations. This is where you can select the item you wish to move time from and the item you wish to move time to. The lowest possible level should be selected for the move from and to locations.  

   

5. Click the Validate button at the bottom of the page. 

   
    
6. The number of hours and records that will be moved will be displayed at the top of the page for review before the time is moved.
   
    
7. If you are happy with the number of hours to be moved, click the Move button. If you do not wish to move the time records, click the Cancel button. Both buttons are at the bottom of the page. 
   Please keep in mind that when time is moved to an item, it is merged with the existing records for the item. This means that it is very difficult to undo changes after you have moved the time. 
   
    

Advanced Move Time Functionality
This section provides information about the advanced functionality of moving time.
 

1. Cascade
   Usually, you can only move time from and to the lowest possible levels. With Cascade enabled, you can select a higher level to move from and to. If all the lower levels have the same names for the move from and to fields, you can move the time for all the lower levels.
   This function is often used by companies that work on the same items across client projects and activities. 
    
2. Allow Partial
   When using Cascade, you will receive a warning if the move from and move to levels have different item names for the lower levels. With Allow Partial enabled, time will only be moved for items with matching level names.
    
3. Validation warnings
   You will receive a validation warning if time cannot be moved between locations. The warning will explain why the time cannot be moved. If you cannot resolve an issue with a validation warning, submit a request to our team for assistance.