Bulk Entry time tracking provides a quick way to add multiple time entries at once for the same projects, such as logging 7.5 hours for each weekday with the same task type and comment. By saving preconfigured project lists in the Bulk View, you can quickly track hours for frequently used projects. Start times are not specified individually for bulk entries; instead, the company-defined default start time in time management settings is used.
Permissions: Time Tracker > Allow Time Entries
PSA Plans: Growth, Business, Enterprise, Enterprise+
Bulk Entry View Features
In the Bulk Entry View, you can see a list of selected projects along with the fields needed for time logging.
To modify the visible weekdays, click the eye icon.
Below the eye icon, you can change the week being viewed.
A summary of the week's logged hours is displayed at the bottom of the view.
Track Hours in Bulk View
- Navigate to Time > Time Tracker > Bulk Entry.
- List the desired projects using the Add Project to List or Show List of menu.
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Select a task (if resourcing is enabled), job type, and add a default comment if you'd like to apply the same comment to each day or use it as a base for daily-specific notes.
- To log hours for different tasks within the same project, click the three dots (...) before the row and select Copy Row, then choose a different task for the new row.
- You can also choose Hide Row from this menu.
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Log hours in the daily fields. You can either type the number of hours directly or select hours and minutes from a dropdown menu (minute increments depend on company settings). You can overwrite the default description per entry in the dropdown's bottom section.
The information is saved automatically.
Managing Bulk Entry Lists
You can use predefined project lists in the Bulk View, so you don’t need to select projects individually every time you log hours.
Dynamic Bulk Entry Lists
Under the project and list menus, click Show List of to filter the Bulk Entry View for your projects or projects where you’ve already logged hours this week.
Save a Custom Bulk Entry List
- Navigate to Time > Time Tracker > Bulk Entry.
- Select the desired projects from the Add Project to List menu.
- When all desired projects are in the view, click Save List.
- A window will open where you can update an existing list (if one exists) or create a new one. Select the list to update or name the new list and click Save.
From the Saved Lists menu, you can load your saved list into the view or delete it using the trash icon.
Mark a Project as Favorite
You can mark projects as favorites by clicking the star icon next to the row. Marked rows will move to the top of the list.