This feature can be used to lock timesheet entries. Once timesheet is locked for a certain period for a certain project, then no new entries can be saved and no action can be performed on existing entries of that project for locked duration.
Example: Timesheet entries for 'Project A' have been locked until 30th June 2022, it implies that no time entries related to 'Project A' can be saved, submitted, approved, rejected or deleted for any date prior to 1st July 2022.
Timesheet lock can be configured at project level and also at admin level. Let's understand this feature with the help of some examples...
Timesheet Lock at Project Level
Example 1 (Lock until particular date):
Lock all timesheet data of 'Project A' prior to 1st July 2022.
Go to Timesheet >> Setup >> Project. Click on 'Project A' to open its timesheet settings, then in the dropdown in front of 'Lock Timesheet' select 'Date' and select June 30th 2022.
Example 2 (Lock on weekly basis):
Every Monday, automatically lock all timesheet data related to 'Project A' for previous week.
Go to Timesheet >> Setup >> Project. Click on 'Project A' to open its timesheet settings, then in the dropdown in front of 'Lock Timesheet' select 'Weekly' and select 'Monday'.
Example 3 (Lock on monthly basis):
On 7th day of every month, automatically lock all timesheet data related to 'Project A' for previous month.
Go to Timesheet >> Setup >> Project. Click on 'Project A' to open its timesheet settings, then in the dropdown in front of 'Lock Timesheet' select 'Monthly' and select '7'.
Bulk Edit of Timesheet Lock Settings: These settings can be configured on one project at a time (as show in examples above) OR user can select multiple projects and then configure these settings, so settings take effect on all selected projects.
Timesheet Lock at Admin Level
Administrator can choose to configure default timesheet lock setting for new projects (without effecting settings of existing projects) OR can choose to override timesheet lock settings for all projects.
Example 4 (Set Default for new Projects):
For all new projects (will not effect settings of existing projects), default timesheet lock settings should be, so that on 7th day of every month, all timesheet data automatically gets locked for previous month.
Go to Administration >> Timesheet >> Project Settings. In the dropdown in front of 'Lock Timesheet' select 'Monthly', then select '7' and click 'Save'.
Example 5 (Override project level settings):
For all new and existing projects, timesheet lock settings should be, so that on 7th day of every month, all timesheet data automatically gets locked for previous month.
Go to Administration >> Timesheet >> Project Settings. In the dropdown in front of 'Lock Timesheet' select 'Monthly', then select '7', then click on the lock icon (so it is locked) the finally click 'Save'.