How to Configure Timesheet Billable Settings in OnePlan

Direct Answer: How to Configure Timesheet Billable Settings in OnePlan

To configure timesheet billable settings in OnePlan, mark a Class as billable in the Classes section, or add a field with Billable Grouping enabled in the Fields section, then set the matching Billable Types and Daily Target Hours in the Totals section — all within the Timesheet Configuration tab. Together these three settings drive the utilization graph shown on the timesheet entry page.

What This Article Covers: Timesheet Billable Settings

This article explains how the Classes, Fields, and Totals sections of Timesheet Configuration work together to track billable hours and calculate utilization in OnePlan.

What you will accomplish
By the end of this article, you will be able to choose whether to track billable hours by class or by field, and configure the Totals settings that drive the utilization graph.

Before You Begin: Timesheet Billable Settings

You must have Administrator permissions in OnePlan.
At least one Timesheet Class must exist. We recommend keeping a single class — see How to Create and Manage Timesheet Classes in OnePlan.

Why This Matters: Timesheet Billable Settings

Context: Two Ways to Track Billable Hours

OnePlan supports tracking billable hours either at the Class level or at the Field level. Using a field for billable tracking is usually the better choice, since a single class keeps the timesheet grid simpler while a Choice field can still distinguish billable from non-billable hours row by row or entry by entry.

Context: Totals Settings Tie Billable Tracking to Reporting

Whichever method you use to mark hours billable, the Billable Types and Daily Target Hours fields in the Totals section determine what actually counts toward, and what represents 100% on, the utilization graph.

Step-by-Step: Configuring Timesheet Billable Settings in OnePlan

Task: Mark a Timesheet Class as Billable

Expand the global navigation bar on the left side of OnePlan and select Setup.
Select the Edit (pencil) icon next to Timesheets, then select the Timesheet Configuration tab.
In the Classes section, edit or add the class you want to track as billable and check Billable.

Add Timesheet Class.png

Note: Only classes marked Billable count toward the utilization graph, regardless of whether you're also using a Choice field to distinguish billable and non-billable hours.

Task: Add a Timesheet Field for Billable Grouping (Alternative to Classes)

In the Fields section, select the Add (+) icon. See How to Create and Manage Timesheet Fields in OnePlan for the full field configuration options.
Set Field Type to Choice, and add the choice values you want to track — such as "Billable," "Non-Billable," and "Complimentary" — in the Choices list.
Set Location to Timesheet Row.
Check Billable Grouping. This shows a breakdown of hours for each choice value at the top of the timesheet entry page.
Select Add.

Create Billable Field.png

Task: Specify Billable Types and Daily Target Hours

In the Totals section, enter the choice value(s) that should be counted as billable in Billable Types — for example, "Billable." Enter these values exactly as they appear in your Choice field's Choices list; this is what drives the utilization graph.
Enter the number of hours that represents 100% on the utilization graph in Daily Target Hours.
Select Save.

Billable Totals Settings.png

Note: Calculating Daily Target Hours
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 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). See How to Configure Timesheet Totals Settings in OnePlan for full detail on the Totals section.

Frequently Asked Questions: Timesheet Billable Settings

Q: Should I use a Class or a Field to track billable hours?
A: In OnePlan, using a field with Billable Grouping is usually preferable, since it avoids adding extra columns to the timesheet the way an additional class would.

Q: Do I need both a billable Class and a billable Field?
A: In OnePlan, choose one method, not both. Using a single field or a single class for billable/chargeable tracking avoids confusing users or creating inconsistent data.

Q: What determines what counts toward the utilization graph?
A: In OnePlan, the utilization graph reflects hours logged under classes marked Billable or fields marked with the matching Billable Types value configured in the Totals section.