Configure Task Management Settings for Timesheets

This article explains how to configure Task Management settings for OnePlan timesheets. These settings control which tasks appear in timesheets, how tasks are grouped and displayed, and when tasks or plans are locked from time entry.

Proper configuration ensures users can enter time accurately while preventing edits on restricted or completed work.

What you will accomplish
By the end of this article, you will be able to configure Task Management settings so timesheets display the correct plans and tasks, enforce locking rules, and support time‑entry policies such as work types, time off, and delegation.

Requirements

Before you begin, make sure you have:

• A OnePlan account with Administrator permissions
• The Time Plan module enabled
• Defined plan‑level and task‑level fields (for locking and grouping), if applicable

Background

Task Management settings act as the bridge between planning and time entry. They determine which work can be reported in timesheets and provide guardrails that prevent time from being logged on inappropriate or closed work.

These settings are especially important for organizations that:

• Use multiple plan types
• Enforce financial or operational cut‑off rules
• Need consistent time‑entry standards across teams

Well‑configured Task Management settings reduce time‑entry errors and improve reporting accuracy.

Instructions

Open Task Management Settings

1. Go to the OnePlan configuration area ⚙️.
2. Select Time Plan from the navigation.
3. Select the Task Management tab.

Configure Task Sources and Visibility

Plan Types

Select the plan types that can supply tasks to timesheets.
Only tasks from the selected plan types will be available for time entry.

Plan Group Field

Select a plan‑level field to display as an additional column in the timesheet.
This field can be used to visually group tasks and improve readability.

Common examples include:

• Portfolio
• Program
• Department
• Business Area

Extra Task Fields

Select one or more task‑level / work fields to display in the timesheet for reference.
These fields are read‑only and cannot be edited from the timesheet.

Extra Plan Fields

Select one or more plan‑level fields to display in the timesheet for reference.
These fields are read‑only and provide additional context about the plan without navigating away from the timesheet.

Configure Task and Plan Locking

Locked Task Column

Select a Yes/No task‑level field to control task locking.
When the selected field is set to Yes, the task is locked and cannot be edited in the timesheet.

Use this setting to:

• Prevent time entry on completed tasks
• Enforce approvals before time entry

Locked Plan Column

Select a Yes/No plan‑level field to control plan‑level locking.
When the selected field is set to Yes, the plan and all tasks within the plan are locked in the timesheet.

Use this setting to:

• Lock closed or archived plans
• Enforce financial close periods

Configure Time Entry Options

Work Types

Select the work types users are allowed to use when entering time.
By default, all work types are available.
Limiting work types helps standardize reporting and prevent incorrect categorization.

Resource Plan Import Type

Select a cost type to allow plans to be imported into timesheets based on resource planning data.

Use this setting if:

• You are not using the Work Planner to assign tasks
• Users should still see plans in their timesheets if they are included in the plan’s resource plan

Time Off

Select how time off is displayed and entered in timesheets.
Options include:

• None
  Time off does not appear in timesheets.
  Users can enter time off only from My Work.
• All Time Off (approved and not approved)
  Displays approved and pending time‑off entries.
  Users can enter time off directly from the timesheet.
• Approved Time Off
  Displays only approved time‑off entries.
  Users can enter time off directly from the timesheet.

Configure Automation and Delegation

Auto Add Tasks

Enable this option to automatically add tasks within the selected period range to new timesheets.
This reduces manual setup and ensures users see relevant work by default.

Allow Delegates

Enable this option to allow users to assign their own entry and approval delegates.
When enabled, users can manage delegates from the My Delegates window.
This is commonly used to support administrative entry or temporary coverage.

See Understand and Configure Timesheet Delegates for more information on how the Timesheet Delegates feature works.