Direct Answer: How to Configure Timesheet Totals Settings in OnePlan
To configure timesheet totals settings in OnePlan, open the Timesheets setup screen, select the Timesheet Configuration tab, and use the Totals section to choose which task- and plan-level number fields display total hours, which values count as billable, and the daily target hours used for the utilization graph.
What This Article Covers: Timesheet Totals Settings
This article explains how administrators configure the Totals section of Timesheet Configuration in OnePlan.
What you will accomplish
By the end of this article, you will be able to select task and plan total hours fields, choose billable types, and set the daily target hours used for utilization reporting.
Before You Begin: Timesheet Totals Settings
- You must have Administrator permissions in OnePlan.
- The Task Total Hours and Plan Total Hours fields must be Number fields.
- Review How to Configure Timesheet Billable Settings in OnePlan — the Totals section is one of three places billable tracking is configured.
Why This Matters: Timesheet Totals Settings
Context: Totals Fields Surface Timesheet Data Elsewhere in OnePlan
The Task Total Hours and Plan Total Hours fields let logged time roll up into schedule pages, plan detail pages, and portfolio views — without a user having to leave the timesheet to see the impact.
Context: Billable Types and Daily Target Hours Drive the Utilization Graph
The utilization graph on the timesheet entry page is calculated directly from the Billable Types and Daily Target Hours values configured here.
Step-by-Step: Configuring Timesheet Totals Settings in OnePlan
Task: Open the Totals 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, then locate the Totals section.
Task: Configure Totals Fields and Targets
- Task Total Hours — Select a work-level number field to display the task's total logged hours on schedule pages.
- Plan Total Hours — Select a plan-level number field to display the plan's total logged hours on the plan details page, portfolio pages, and elsewhere.
- Billable Types — Enter the field value(s) that should count toward the utilization percentage graph.
- Daily Target Hours — Enter the number of hours that represents 100% on the utilization graph.
- Select Save.
Note: Daily Target Hours Calculation
If Allow Weekends is enabled in the Rules section, the daily target also applies to weekend days. For a typical 8-hour, 5-day work week, enter 5.71 as the Daily Target Hours if weekends are allowed, or 8 if they are not. For any other schedule, calculate Daily Target Hours as (weekly target hours) ÷ (allowed working days per week).
Note: The utilization graph can exceed 100% if a user logs more billable hours than the daily target.
Frequently Asked Questions: Timesheet Totals Settings
Q: Why won't my Task Total Hours field save?
A: In OnePlan, the Task Total Hours and Plan Total Hours fields must be Number fields. Select or create a Number field before configuring this setting.
Q: How do Billable Types here relate to timesheet classes and fields?
A: In OnePlan, Billable Types in the Totals section works together with billable classes and Billable Grouping fields to determine which logged hours count toward the utilization graph. See How to Configure Timesheet Billable Settings in OnePlan for the full picture.
Q: Can the utilization graph go over 100%?
A: In OnePlan, yes — the utilization graph can exceed 100% if billable hours logged exceed the Daily Target Hours value.
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