Bulk Move Timesheets

Article Contents

1. Introduction
2. Access and Permissions
3. Where to Find the Tool
4. How to Bulk Move Timesheets
5. Moving Invoiced Timesheets
6. How Branches Are Handled

Introduction

The Bulk Move Timesheets tool lets you correct timesheets that were entered against the wrong project, work type, or subtask. Instead of editing entries one by one, you can update them together to save time and keep reporting accurate.

Access and Permissions

When using the Bulk Move tool, there are restrictions on both which timesheets you can find and where you can move them.

• Lookup restrictions

  By default, you can only move timesheets from active projects where you are a team member. You cannot move timesheets that are:

  • from archived projects

  • disbursements

  • already allocated to an invoice

  If you are a Global Administrator or have the Bulk Move Timesheets privilege, you’ll see extra Lookup Options in the search screen. These allow you to also include archived projects, disbursements, and invoiced timesheets.

• Destination restrictions

  By default, you must be a captain on the destination enquiry or job. This prevents users from moving time or costs onto projects they don’t own.

➡️ Users with the Global Administrator role or the Bulk Move Timesheets privilege override both lookup and destination restrictions.

Where to Find the Tool

The Bulk Move tool is available inside the Timesheets module.

1. Open the Timesheets page from the left-hand menu.

2. At the top of the page, click the forklift icon labelled Bulk Move Timesheets.

This opens the Bulk Move screen where you can search for and reallocate timesheet entries.

How to Bulk Move Timesheets

1. Search for entries

   Use the filters to find the timesheets you want to move.

   

2. Choose the new destination

   In the Move Selected Timesheets To section, enter the project number, work type, or subtask you want to move the entries into.

   • To keep the same project but change the work type, just re-enter the same project number and choose the new work type.

   • Any options you choose here will apply to all selected timesheets being moved.

   

3. Select the entries

   Tick the checkboxes beside each timesheet you want to move.

4. Save changes

   Click Move Selected Timesheets to complete the move. Hiro updates all selected timesheets at once.

   ✅ Tip: Check your selection carefully — bulk moves cannot be undone in one step.

Moving Invoiced Timesheets

If you bulk move a timesheet that was already allocated to an invoice (only available through the privilege override):

• The invoice allocation is removed.

• The timesheet returns to Project WIP.

• The project’s WIP balance increases.

• The timesheet will then be available for allocation on the next invoice.

How Branches Are Handled

You won’t see a branch option in the Bulk Move tool. Hiro follows these rules to keep reporting consistent:

• A timesheet keeps the branch it was given when it was first written. That reflects the branch of the user who created it.

• The only exception: if you move a cost entry (disbursement or mileage) so it becomes a time entry, Hiro resets the branch to the creator’s branch.

• The Work Schedule branch is separate and used only for revenue recognition.

What this means in practice

• Time → Time: branch stays as the creator’s branch.

• Cost → Cost: branch stays as whatever it had when first entered.

• Cost → Time: branch resets to the creator’s branch.

• Time → Cost: branch stays as the creator’s branch.