How to Configure Task Management Settings for Timesheets in OnePlan

Direct Answer: How to Configure Task Management Settings for Timesheets in OnePlan

To configure Task Management settings for timesheets in OnePlan, open the Timesheets setup screen, select the Timesheet Configuration tab, and use the Task Management section to choose which plan types and work types can supply tasks to timesheets, set which fields lock a task or plan from time entry, and control whether tasks auto-add to new timesheets or users can assign their own delegates.

What This Article Covers: Task Management Settings

This article explains how to configure the Task Management section of Timesheet Configuration, which controls which tasks appear in timesheets, how they're grouped and displayed, and when tasks or plans are locked from time entry.

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.

Before You Begin: Task Management Settings

You must have Administrator permissions in OnePlan.
The Timesheets feature must be enabled.
Define any plan-level and task-level fields you plan to use for locking or grouping before configuring this section.

Why This Matters: Task Management Settings

Context: Task Management Bridges Planning and Time Entry

Task Management settings determine which work can be reported in timesheets and provide guardrails that prevent time from being logged on inappropriate or closed work.

Context: Especially Important for Multi-Plan-Type Organizations

These settings matter most for organizations that use multiple plan types, enforce financial or operational cutoff rules, or need consistent time-entry standards across teams. Well-configured Task Management settings reduce time-entry errors and improve reporting accuracy.

Step-by-Step: Configuring Task Management Settings for Timesheets in OnePlan

Task: Open Task Management Settings

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 Configuration tab, then locate the Task Management section.

Task Management Settings.png

Task: Configure Task Sources and Visibility

Plan Types — Select the plan types that can supply tasks to timesheets. Only tasks from the selected plan types are available for time entry.
Plan Group Field — Select a plan-level field to display as an additional column in the timesheet, used to visually group tasks. Common examples include Portfolio, Program, Department, or Business Area.
Extra Task Fields — Select one or more task-level fields to display for reference. These are read-only in the timesheet.
Extra Plan Fields — Select one or more plan-level fields to display for reference. These are read-only in the timesheet.

Task: Configure Task and Plan Locking

Locked Task Column — Select a Yes/No task-level field. When set to Yes, the task is locked and cannot be edited in the timesheet — useful for preventing time entry on completed tasks or enforcing approvals before time entry.
Locked Plan Column — Select a Yes/No plan-level field. When set to Yes, the plan and all of its tasks are locked in the timesheet — useful for locking closed or archived plans, or enforcing financial close periods.

Task: Configure Time Entry Options

Work Types — Select the work types users can use when entering time. By default, all work types are available; limiting them helps standardize reporting and prevent incorrect categorization.
Resource Plan Import Type — Select a cost type so plans can be imported into timesheets based on resource planning data. Use this if you are not using the Work Planner to assign tasks but still want users to see plans they're included in via resource planning.
Time Off — Select how time off displays and is entered:
- None — Time off does not appear in timesheets; users enter it from My Work only.
- 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.

Task: Configure Automation and Delegation

Auto Add Tasks — Enable to automatically add tasks within the selected period range to new timesheets, reducing manual setup.
Allow Delegates — Enable to let users assign their own entry and approval delegates from the My Delegates window. See Timesheet Delegates in OnePlan - Overview for how the delegate feature works.

Select Save once all Task Management settings are configured as needed.

Frequently Asked Questions: Task Management Settings

Q: What happens if I don't select any Plan Types?
A: In OnePlan, no tasks will be available for time entry unless at least one plan type is selected in Plan Types.

Q: How do Locked Task Column and Locked Plan Column differ?
A: In OnePlan, Locked Task Column locks an individual task from time entry, while Locked Plan Column locks an entire plan — and every task within it — from time entry.

Q: Do Extra Task Fields and Extra Plan Fields allow editing?
A: In OnePlan, fields added via Extra Task Fields or Extra Plan Fields are read-only in the timesheet; they display context but cannot be edited from there.

Q: What does Allow Delegates actually enable?
A: In OnePlan, enabling Allow Delegates lets users assign their own entry and approval delegates from My Delegates. See Timesheet Delegates in OnePlan - Overview for details on how delegation works.