How to Enter Time on Your Timesheet in OnePlan

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Direct Answer: How to Enter Time on Your Timesheet in OnePlan

To enter time on your timesheet in OnePlan, select the Timesheets icon in the navigation to open Time Entry mode. Add the tasks and work items you need to log time against using the Add Item button or the Add Item bar, then click into the date cell for a task and enter your hours directly in the cell or in the Hours field of the task panel. Once your entries are complete, check the box next to each row and select Submit to send your time to your timesheet manager for review.


What This Article Covers: Entering and Submitting Time on Your Timesheet

This article explains how to access your timesheet, add tasks and work items to it, enter and track your hours, and submit your entries for approval in OnePlan. It also covers how to recall a submitted timesheet row and check the approval status of your entries.

What you will accomplish By the end of this article, you will be able to access your timesheet, change timesheet periods, add tasks and work items, enter and track time, submit your timesheet for review, recall entries if needed, and check the workflow status of your submissions.


Before You Begin: Entering Time on Your Timesheet

Before you begin, make sure you have:

  • A OnePlan account as a Team Member with time entry access to the tasks or work items you need to log time against
  • Tasks or work items assigned to you, or the ability to import or add them from a plan or Resource Plan
  • (Needs SME confirmation: the original article does not state a specific named permission or role beyond “Team Member” for timesheet access — confirm the exact permission name with an SME if one exists.)

Why This Matters: How Timesheets Work in OnePlan

Context: Time Entry Mode and Automatic Task Loading

The Timesheets module opens in Time Entry mode, where Team Members track time on their work assignments. Any items assigned to you and scheduled during the current timesheet period automatically load into your timesheet the first time you open that period. After that first load, you must use the copy or import functions to bring in any additional tasks assigned to you during the current period.

Context: Restricted Access on Team-Only Plans

If a plan is open only to its team or assigned to specific individuals, only those team members or assigned individuals can add time to it. This restricts access for Managers and Owners, keeping time entry limited to the people directly involved in the work and reducing accidental or unauthorized entries.

Context: Submission and Approval Workflow

Once time entries are submitted, they are sent to your timesheet manager for review and approval, and the row becomes read-only until it is either approved, rejected, or recalled. Some organizations configure timesheets to auto-approve, or disable submission entirely so that entered time is accepted automatically without a manual Submit step.


Step-by-Step: Entering Time on Your Timesheet in OnePlan

Task: Access Your Timesheet

Starting from the OnePlan home screen:

  1. Select the Timesheets icon in the navigation.
  2. Your timesheet opens in Time Entry mode for the current timesheet period.

Access Timesheet.png

Task: Change Timesheet Periods

Starting from your open timesheet:

  1. Select the period dates to open a dropdown of all open or unlocked timesheet periods.
  2. Choose the period you want to view. If an administrator has locked a period, you cannot navigate to it. Select Time Period.png
  3. Alternatively, use the period navigation icons to move to the previous period, the current (“today”) period, or the next period. Period Selector.png

Task: Copy or Import Timesheet Items

Starting from your open timesheet:

  1. Select the Copy Timesheet icon.

  2. Choose a copy or import method:

    • Copy From Previous Period — copies items from the previous timesheet period into the current period, overwriting any existing entries for the current period.
    • Copy To Next Period — copies items from the current period into the next period, overwriting any existing entries for the next period.
    • Import from Tasks — imports any tasks currently assigned to you for the current period.
    • Import from Resource Plan — imports items assigned to you in the Resource Plan, overwriting any existing entries for that period. Check Include hours in import to also bring in the associated hours.

    Copy Import.png

  3. Select Yes on the confirmation prompt to complete the copy or import. Confirm Copy.png

If a plan only allows adding time to assigned work items, items no longer assigned to you will not be copied between periods.

Task: Add Tasks and Work Items to Your Timesheet

Using the Add Item button in the header, starting from your open timesheet:

  1. Select the Add Item icon to open the Add Tasks window. Select Add Task.png
  2. Search for and select the desired plan by typing into the Find Plan field or choosing from the list. The task section populates with the available tasks from that plan. Find Plan.png
  3. Search for and select the desired task or tasks by typing into the Find Task field or choosing from the list. You can select multiple tasks at once. Select Tasks.png
  4. Select Add Task(s) to add the selected tasks to your timesheet.

Using the Add Item bar at the bottom of the timesheet, as an alternative:

  1. Search for or select the desired plan in the Select Plan field. Bar Select Plan.png
  2. Select the desired task from the Select Tasks dropdown menu. The task is added to your timesheet as soon as it is selected. Select Tasks Bar.png

Tasks eligible for time entry show a paper icon. Summary tasks, which cannot be added to your timesheet, show a folder icon and are excluded from the timesheet’s selectable checkboxes.

Task: Track Time in Your Timesheet

Starting from your open timesheet with tasks already added:

  1. Click into the date cell for a timesheet item. A task panel opens on the right showing Plan, Task, Date, Hours, and Notes. Enter your time value directly into the cell or into the Hours field in the panel. The task panel can be disabled if you prefer entering time directly in the cell. Enter Time into Cell.png
  2. If required, provide additional information such as Charge Type, indicating whether the entry is chargeable. Available additional fields vary by organization and are configured by your administrator. Charge Type.png

Task: Submit Your Timesheet

Starting from your open timesheet with completed time entries:

  1. Check the box next to each timesheet row you want to submit for review.
  2. Select Submit in the timesheet header. The selected rows are sent to your timesheet manager for review and approval. Submit Time.png

Once a row is submitted, it is no longer editable unless recalled. If your administrator has disabled timesheet submission, entered time is submitted automatically and no manual Submit step is required.

Task: Recall Your Timesheet

Starting from your open timesheet with previously submitted rows:

  1. Check the box next to each timesheet row you want to recall. You cannot recall rows that have already been approved.
  2. Select the Recall icon.
  3. Confirm the recall. The selected rows become editable again.
  4. Once your edits are complete, resubmit the edited rows. Recall Time.png

Task: View Your Timesheet Workflow Status

Starting from your open timesheet after your manager has reviewed your entries:

  1. Select the workflow status icon to see the approval or rejection status and any related notes. Timesheet Status.png
  2. If a row was rejected, recall it and update the entry as needed before resubmitting.

Some organizations configure timesheets to auto-approve, in which case a manual approval step may not occur.


Frequently Asked Questions: Entering Time on Your Timesheet in OnePlan

Q: How do I add a task to my timesheet in OnePlan? A: In OnePlan, select the Add Item icon in the timesheet header to open the Add Tasks window, search for and select a plan and task, then select Add Task(s). You can also use the Add Item bar at the bottom of the timesheet to select a plan and task directly.

Q: How do I submit my timesheet in OnePlan? A: Check the box next to each completed timesheet row and select Submit in the timesheet header. The selected rows are sent to your timesheet manager for review and approval, and become read-only until approved, rejected, or recalled.

Q: Can I edit a timesheet row after I submit it in OnePlan? A: Not directly. You must select the submitted row and select Recall to make it editable again, then resubmit it once your edits are complete. Rows that have already been approved cannot be recalled.

Q: What happens if my administrator has disabled timesheet submission in OnePlan? A: If your administrator has disabled timesheet submission, you only need to enter your time — it is submitted automatically without requiring you to select Submit.

Q: How do I change the timesheet period I am viewing in OnePlan? A: Select the period dates at the top of your timesheet to open a dropdown of open or unlocked periods, or use the period navigation icons to move to the previous, current, or next period. Locked periods cannot be selected.


What to Do Next: After Entering Time on Your Timesheet

Get started with related tasks: - Enter Time Off from the Timesheet - Delete Timesheet Items - Copy or Import Timesheet Items - Timesheets - Update Work Item Status

Learn about related topics: - Timesheet Statuses in OnePlan - Overview - Review and Approve Timesheets - What Happens After You Submit a Timesheet

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