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JTM-Companies
June 17, 2024
Question

Scheduled projects disappeared in Workforce App

  • June 17, 2024
  • 1 reply
  • 0 views

Several projects and their details were entered in the schedule on the Workforce App where everyone could see them. Most of the entries were going to be on the list for a couple of months. A couple of weeks into the schedule everything disappeared. There were new clients and many important regular client follow ups in the schedule. All of the information was lost; our entire schedule and the details of each project. Is there a time limit to what is in the schedule? Who has authority to delete anything on the schedule? Did a program update possibly delete the information? Is there a way to retrieve the lost schedule? Please advise.... if anyone has had the same problems how did you remedy the situation? Is the scheduling option not safe to rely on or did I do something wrong? 

 

1 reply

JenoP
JenoP
June 18, 2024

Project management is a key feature for time management in QuickBooks Workforce, JTM-Companies. I can guide you on how to check what happened and restore any lost information.

 

Projects do not have a predefined time limit in QuickBooks Workforce. Any users with the appropriate permissions can also manually change a project's status, including the ability to delete it.

 

You can generate the System Log report to view all the changes made within QuickBooks Workforce. To do this, follow these steps:

 

  1. Go to the Company Settings menu.
  2. Proceed to the System Log tab.
  3. Click Download to export the activity log to Excel.
  4. Choose a report date and click Download CSV.

 

You can check out these articles about user permissions as well as running system log in these articles:

 

 

Please note that there's no option to restore a deleted entry or project automatically. However, you can recreate them by following the steps outlined in the article: Set Up And Use Projects For QuickBooks Time.

 

In addition, I'll provide these articles if you need more guidance about tracking working hours:

 

 

Feel free to reach out again if you need any further assistance with project management or related processes in QuickBooks Workforce. We're here to provide help whenever you need it.

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