Introduction to My Timesheet
Time tracking is crucial for billing and understanding one's work patterns. With OnePlan's My Timesheet module, capturing time is made simple and efficient.
Interactive Tour
Take a guided tour through the OnePlan My Portfolio Area using this interactive demo. Click Continue to begin!
You can also click to enter full-screen mode for a better view.
Navigating Timesheet Periods and Logging Time
Click on Timesheets in Navigation.
OnePlan offers flexibility in selecting the timeframe for your timesheet. You can easily select the period you wish to fill your timesheet for.
Select the timesheet Period drop-down.
Depending on the level of granularity your plan requires, you can either log your time for the entire plan or break it down by specific tasks.
Click on the Add icon, click on the Data Warehouse Migration plan, and scroll through the tasks.
Importing and Tracking Chargeability
Avoid manual entry where possible.
You can conveniently import your time data from the Resource Plan or previous periods. This minimizes manual effort and potential errors.
Click on the Copy Timesheet button.
Differentiating between billable and non-billable hours is straightforward in OnePlan.
Modify the Charge Type field.
Grouping and Viewing Team's Timesheet
For a holistic overview of your time, you can group your timesheet:
Grouping by Plan can give you a clearer understanding of how your time is distributed across different projects.
Click on Group By and then select Plan.
Team managers have an added layer of functionality.
As a team manager, you also can oversee and manage your team's time entries. For example, let's take a look at Sofia's timesheet.
Click on your Profile image, then click on Sophia King’s timesheet, and then switch back.
Timesheet Dashboard for Visualization
Visualizing timesheet data in a dashboard can provide quick insights.
Click on the Dashboard button.
This dashboard gives you an overview of your time allocation.
If you need data for a specific period, simply adjust the date range accordingly.
On the go with mobile
OnePlan also has a mobile app that team members can use to manage their Timesheets on the go.
Conclusion
With OnePlan, not only can you accurately capture your time, but you can also derive insights, ensure accurate billing, and optimize your work patterns for better productivity.