How to Configure Timesheet Time Rules in OnePlan

Direct Answer: How to Configure Timesheet Time Rules in OnePlan

To configure timesheet time rules in OnePlan, open the Timesheets setup screen, select the Timesheet Management tab, and use the Rules section to allow or block time entry on weekends and holidays. If your organization needs different hour limits for different groups of resources, enable Classes within the Rules section and set daily soft and hard minimum and maximum hours for each class.

What This Article Covers: Time Rules

This article explains how administrators configure the Rules section of Timesheet Management, including weekend and holiday entry permissions and per-resource-class daily hour limits.

What you will accomplish
By the end of this article, you will be able to allow or restrict weekend and holiday time entry, and configure daily minimum and maximum hour targets by resource class.

Before You Begin: Time Rules

You must have Administrator permissions in OnePlan.
Holidays are managed on the Calendars page — confirm your organization's holidays are configured there before relying on the Allow Holidays setting.
If you plan to use resource classes, know which resources belong to which class (for example, full-time vs. part-time employees).

Why This Matters: Time Rules

Context: Weekend and Holiday Rules Set Baseline Expectations

Allowing or blocking time entry on weekends and holidays establishes a consistent, organization-wide expectation for when work should be logged.

Context: Classes Support Different Policies for Different Resources

Not every resource works the same schedule. Timesheet classes let you apply different daily minimum and maximum hour rules — and different warning thresholds — to different groups of resources, such as full-time and part-time staff.

Step-by-Step: Configuring Timesheet Time Rules in OnePlan

Task: Open the Rules 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 Management tab, then locate the Rules section.

Time Rules Settings.png

Task: Set Weekend and Holiday Entry Permissions

In the Rules section, check Allow Weekends to let users enter time on Saturdays and Sundays.
Check Allow Holidays to let users enter time on days configured as holidays on the Calendars page.
Select Save.

Task: Enable and Configure Timesheet Classes

In the Rules section, select Enable Classes.
Click Add Class and complete the following fields for each Class:
- Class — The name of the resource class, such as "Full-Time" or "Part-Time".
- Daily Soft Min — The minimum daily hours below which a user is warned, but not blocked, when submitting their timesheet.
- Daily Hard Min — The minimum daily hours below which a user is blocked from submitting their timesheet.
- Daily Soft Max — The maximum daily hours above which a user is warned, but not blocked.
- Daily Hard Max — The maximum daily hours above which a user is blocked from submitting.
- Period Averaging — Check this box to evaluate the daily hour targets as a per-period average rather than a strict daily requirement.
- Daily Utilization Target — The target number of hours to be entered per day for this class.
Select Save.

Add Resource Classes to Timesheets.png

Note: Assigning Resources to Classes
Once classes are enabled, a Class field appears for each resource in the Resource Center. Every resource must be assigned to a class for the class's rules to apply. If no classes are configured, the Rules section settings apply to all resources equally.

Frequently Asked Questions: Time Rules

Q: What's the difference between a soft and hard minimum or maximum?
A: In OnePlan, a soft limit warns the user but still allows them to submit their timesheet, while a hard limit blocks submission entirely until the entry falls within range.

Q: Do I need to enable classes?
A: In OnePlan, classes are optional. If you don't enable them, the weekend, holiday, and any future daily hour rules apply the same way to every resource.

Q: How does Period Averaging affect the daily hour targets?
A: In OnePlan, enabling Period Averaging for a class evaluates the daily min/max and utilization targets as an average across the whole timesheet period rather than requiring every single day to fall within range.