How to Create and Manage Timesheet Classes in OnePlan

Direct Answer: How to Create and Manage Timesheet Classes in OnePlan

To create a timesheet class in OnePlan, open the Timesheets setup screen, select the Timesheet Configuration tab, and add a class name in the Classes section, marking it billable if applicable. By default, all time is tracked under a single Regular class; most organizations should keep it that way and use Timesheet Fields instead to distinguish time types.

What This Article Covers: Timesheet Classes

This article explains how administrators add and remove timesheet classes and mark them billable in OnePlan.

What you will accomplish
By the end of this article, you will be able to add a timesheet class, mark it billable, and remove a class you no longer need.

Before You Begin: Timesheet Classes

You must have Administrator permissions in OnePlan.
Review How to Create and Manage Timesheet Fields in OnePlan before adding classes — Timesheet Fields are usually the better way to distinguish time types.

Why This Matters: Timesheet Classes

Context: Classes Add a Column for Every Day

Each timesheet class adds its own column to every day in the timesheet grid. Adding multiple classes makes the timesheet harder to read and use.

Note: We recommend keeping a single timesheet class. If you need to distinguish different types of hours — such as billable versus non-billable — create a Timesheet Field at the row or entry level instead. See How to Create and Manage Timesheet Fields in OnePlan.

Context: Billable Classes Drive the Utilization Graph

Only time logged under a class marked Billable counts toward the utilization graph shown on the timesheet entry page.

Step-by-Step: Creating and Managing Timesheet Classes in OnePlan

Task: Open the Classes Section

Expand the global navigation bar on the left side of OnePlan and select Setup.
Select the Edit (pencil) icon next to Timesheets.
Select the Timesheet Configuration tab. The Classes section is at the top of the screen.

Timesheet Classes Settings.png

Task: Add a Timesheet Class

In the Classes section, select the Add (+) icon.
Enter the Name for the new class, such as "Overtime".
Check Billable if time logged under this class should count toward the utilization graph.
Select Add. The new class now appears as its own column for each day in the timesheet.

Add Timesheet Class.png
Timesheet Classes in Timesheet.png

Task: Remove a Timesheet Class

In the Classes section, locate the class you want to remove.
Select the Delete (X) icon next to that class.

Frequently Asked Questions: Timesheet Classes

Q: How many timesheet classes should I use?
A: In OnePlan, we recommend using only one class — Regular — since each additional class adds a column to every day in the timesheet. Use Timesheet Fields instead to distinguish types of hours.

Q: What does marking a class Billable do?
A: In OnePlan, only time logged under classes marked Billable is counted toward the utilization percentage graph on the timesheet entry page.

Q: Can I remove the default Regular class?
A: In OnePlan, at least one class must remain so time has somewhere to be recorded. Add any additional classes you need before removing others.