How to Create and Manage Timesheet Periods in OnePlan

Direct Answer: How to Create and Manage Timesheet Periods in OnePlan

To create timesheet periods in OnePlan, open the Timesheets setup screen, select the Timesheet Management tab, and add a single period or bulk-create several periods at once from the Periods section. Once created, periods can be locked to prevent further time entry, or the most recently added period can be deleted if it was created in error.

What This Article Covers: Timesheet Periods

This article explains how administrators add, delete, and lock or unlock timesheet periods in OnePlan.

What you will accomplish
By the end of this article, you will be able to create single or bulk timesheet periods, remove a period added in error, and lock periods to prevent time entry.

Before You Begin: Timesheet Periods

• You must have Administrator permissions in OnePlan.
• The Timesheets feature must be enabled for your organization.
• Review How to Configure Timesheet Time Rules in OnePlan — weekend and holiday entry rules work alongside period settings.

Why This Matters: Timesheet Periods

Context: Timesheet Periods Define When Time Can Be Entered

Timesheet periods are the date ranges within which users can log their work hours. Without periods, users have no timesheet to enter time against.

Context: Careful Period Planning Prevents Rework

Timesheet periods cannot be edited once created. If a period is added in error, only the most recently added period can be deleted, so it is important to plan period start dates, lengths, and counts carefully before adding them.

Context: Locking Periods Protects Approved Time

Locking a period prevents any further changes to time entered in that period. This is commonly used after month-end review and invoicing, or to prevent users from entering time too far in advance.

Step-by-Step: Creating and Managing Timesheet Periods in OnePlan

Task: Open the Periods Section

1. Expand the global navigation bar on the left side of OnePlan and select Setup.
2. Select the Edit (pencil) icon next to Timesheets.
3. Select the Timesheet Management tab. The Periods section is at the top of the screen.

Task: Add a Single Timesheet Period

1. In the Periods section, select the Add (+) icon > Single Period.
2. Complete the Add Period form:
   • Name — Enter the name of the timesheet period.
   • Start — Select the period's start date.
   • End — Select the period's end date.
3. Select Add to save the period.

Note: Include weekends in your period date range even if your organization does not currently allow weekend time entry. If you later choose to allow weekend entry, existing periods will not need to be deleted and recreated. Weekend entry itself is controlled separately — see How to Configure Timesheet Time Rules in OnePlan.

Task: Bulk-Add Timesheet Periods

1. In the Periods section, select the Add (+) icon > Bulk Periods.
2. Complete the bulk add form:
   • Start Date — Enter the start date for the first period.
   • Days Per Period — Enter the number of days in each period.
   • # of Periods — Enter how many periods to create.
3. Select Add to generate all periods at once.

Note: Avoid creating too many periods far into the future. Users see all unlocked periods in the period drop-down when entering time, and too many future periods can make it easy to log time on the wrong date range. Lock any future periods you don't want users entering time against yet.

Task: Delete a Timesheet Period

Timesheet periods cannot be edited after creation. Only the most recently added period can be deleted.

1. In the Periods section, locate the last period in the list.
2. Select the Delete icon next to that period.

Note: Avoid deleting periods that already contain time entry data, unless the data was created for training or testing purposes. A common valid use is shortening the last period of the year so year-end data stays contained within a clean period boundary — delete the last period and add a single new period with the desired end date.

Task: Lock or Unlock a Timesheet Period

1. In the Periods section, locate the period you want to lock or unlock.
2. Select the lock icon next to the period to toggle it. An open padlock indicates the period is unlocked; a closed padlock indicates it is locked.

Note: Locked periods do not appear in the period drop-down that users see when entering time. Lock a period once its time has been reviewed and approved, such as after month-end close, or to prevent time entry on periods created too far in advance.

Frequently Asked Questions: Timesheet Periods

Q: Can I edit a timesheet period after it's created?
A: In OnePlan, timesheet periods cannot be edited after creation. If a period was added in error, delete it — only the most recently added period can be deleted — and add a corrected period.

Q: Should I allow time entry on weekends in my periods?
A: In OnePlan, periods should always include weekend dates regardless of whether weekend time entry is currently allowed. Whether users can actually log time on those days is controlled separately by the Rules settings in the Timesheet Management tab.

Q: What happens to locked periods?
A: In OnePlan, locked periods no longer appear in the period drop-down on the timesheet entry screen, which prevents users from adding or editing time in that period.

Q: How far in advance should I create timesheet periods?
A: In OnePlan, avoid bulk-creating too many periods far into the future, since all unlocked periods appear in the user's period selector. Lock any future periods you don't want available yet.

What to Do Next: Timesheet Periods

Configure related timesheet rules

• How to Configure Timesheet Time Rules in OnePlan
• How to Create and Manage Timesheet Classes in OnePlan

Continue configuring timesheets

• How to Create and Manage Timesheet Fields in OnePlan
• [How to Configure Timesheet Approval Work