Direct Answer: How to Configure Timesheet Approval Workflows in OnePlan
To configure a timesheet approval workflow in OnePlan, open the Timesheets setup screen, select the Timesheet Management tab, and add one or more steps in the Workflow section. Each step defines who must approve submitted time — for example a Project Manager, a specific plan or resource field, or named users — before that time counts as approved.
What This Article Covers: Timesheet Approval Workflows
This article explains how administrators build one or more approval steps in the Workflow section so submitted timesheet time is routed to the correct approver(s).
What you will accomplish
By the end of this article, you will be able to add approval workflow steps, choose an approval type for each step, and control what each step approves.
Before You Begin: Timesheet Approval Workflows
- You must have Administrator permissions in OnePlan.
- Decide who should approve time for each group of resources before building your steps — this determines which Approval Type you'll select.
- If you do not want any approval step at all, see How to Disable Submit and Approve for Timesheet Line Items instead.
Why This Matters: Timesheet Approval Workflows
Context: Approval Workflows Establish Accountability
A configured approval workflow ensures submitted time is reviewed by the appropriate person before it is treated as final, supporting accurate billing and reporting.
Context: Multi-Step Workflows Support Layered Review
Organizations with more complex review needs — for example, a resource manager followed by a plan owner — can add multiple steps so time passes through each required approver in order.
Step-by-Step: Configuring Timesheet Approval Workflows in OnePlan
Task: Open the Workflow 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 Workflow section.
Task: Add an Approval Step
- In the Workflow section, select the Add (+) icon to open the Add Step form.
- Select an Approval Type:
- Project Manager — Any user with Owner permissions on the plan team can approve.
- Specific Users — Choose one or more named users as approvers.
- Plan Field — Choose a plan-level user field (for example, Project Manager or Executive Sponsor) whose value becomes the approver.
- Resource Field — Choose a resource-level user field (for example, Manager or Timesheet Manager) whose value becomes the approver.
- Resource Manager — The user configured as the resource's Resource Manager becomes the approver.
- Check any of the following that apply to this step:
- Require All Users — Requires every user in your organization to go through this step, regardless of other conditions.
- Approve if submitter is approver — Automatically approves this step when the submitter is also the approver.
- Step Approves Resource Time — This step's approval applies to resource-level time approval.
- Step Approves Plan Time — This step's approval applies to plan-level time approval.
- Depending on the Approval Type selected, a matching field appears:
- Plan Field or Resource Field — A Plan Field or Resource Field field appears; choose the plan- or resource-level field to use.
- Specific Users — A Resources field appears; enter the names of the users who should approve.
- Select Add.
- Repeat to add additional steps. Steps run in the order shown in the table.
Frequently Asked Questions: Timesheet Approval Workflows
Q: Can I have more than one approval step?
A: In OnePlan, you can add multiple approval steps. Time moves through each step in order, and each step's approver is evaluated independently.
Q: What's the difference between Approve Time and Approve Plan?
A: In OnePlan, Approve Time controls whether a step's approval applies to the resource's time entries, while Approve Plan controls whether it applies to plan-level time approval. A single step can cover one or both.
Q: How do I turn off approvals entirely instead of configuring a workflow?
A: In OnePlan, use the Disable or Auto Approvals options described in How to Disable Submit and Approve for Timesheet Line Items rather than building a workflow step.
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