This article explains how to configure the timesheet Task Management settings for OnePlan. This requires the app 'Time Plan' to be installed.
Go to the Admin pages, and select Time Plan in the navigation.
Click on the Task Management tab. Make selections for the following, if applicable.
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Plan Types: Select plan types to pull tasks from in the timesheet.
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Locked Task Column: Select a Yes/No task-level field. The task will be locked in the timesheet when that field is set to yes.
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Locked Plan Column: Select a Yes/No plan-level field. When that field is set to yes, the plan (& all tasks for that plan) will be locked in the timesheet.
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Plan Group Field: Select a plan-level field to show as an additional column in the timesheet. You can use this column to group the items in your timesheets.
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Extra Task Fields: Select one or more task-level fields to show in the timesheet. These are for reference (read-only) purposes only.
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Extra Plan Fields: Select one or more plan-level fields to show in the timesheet. These are for reference (read-only) purposes only.
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Work Types: Select one or more work types to allow in the timesheet. The default is All Work Types.
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Resource Plan Import Type: Select a cost type from the drop-down. Use this field if you are not using the work planner to assign tasks. This allows users to import plans into their timesheet if they are in the plan's resource plan.
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Time Off: Select how you want time off to be displayed in the timesheets. Options here include:
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None: No time off will appear in the timesheets. The Time Off button will NOT appear in the timesheets, so users cannot enter time off from the timesheets - only from My Work.
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All Time Off (approved and not approved): All time off entries and requests (both approved and pending) will be displayed in the timesheets. The Time Off button will appear in the timesheets so users can enter time off from the timesheets.
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Approved Time Off: Only approved time off entries will be displayed in the timesheets. The Time Off button will appear in the timesheets so users can enter time off from the timesheets.
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Auto Add Tasks: Check the check box to add tasks in a period range to new timesheets automatically.
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Allow Delegates: Check the check box to allow users to assign their own delegates. When allowed, a user can open the My Delegates window to assign user(s) as entry & approval delegates.