Timesheet Roles and Permissions

This article provides an overview of the roles and permissions that govern who can do what within the OnePlan Timesheet experience. It explains each role, what capabilities it grants, and how roles interact within the timesheet workflow.

What you will understand
After reading this article, you will understand the different roles involved in OnePlan timesheets, what each role is allowed to do, and how permissions shape the time entry, submission, approval, and administration process.

Audience

This article is intended for:

New OnePlan users who need to understand what they can and cannot do in the timesheet
Managers who want to understand the scope of their approval responsibilities
Administrators responsible for configuring timesheet access and permissions

This article is not intended to replace step-by-step instructions for performing timesheet tasks.

Conceptual Overview

The OnePlan Timesheet experience is governed by a set of roles that determine what actions a user can take. These roles control who can enter time, who can review and approve submissions, who can manage timesheets on behalf of others, and who has elevated administrative access.

Each role maps to a specific part of the timesheet workflow. Understanding which role applies to you helps explain what you see in the interface, what actions are available to you, and who to contact when something needs to change.

Key Components

Team Member

Team Members are the primary users of the timesheet. They track time on their assigned work items.

A Team Member can:

Access the timesheet and enter time against assigned tasks and work items
Add tasks and work items to the timesheet using the Add Item button or the Add Item bar
Use the stopwatch to record time on a task
Copy timesheet items between periods or import items from tasks or the Resource Plan
Delete timesheet items that have not been submitted or approved
Change timesheet periods to navigate between open periods
Submit timesheet rows for review
Recall submitted rows that have not yet been approved
Make comments on tasks or projects from the timesheet
Submit time off requests from the timesheet
Update work item status while logging time

NOTE
If a Plan is open to the team or assigned to specific individuals, only team members or those assigned to the plan will have the ability to add time. This restricts access for Managers and Owners, ensuring that time entry is limited to those directly involved with the Plan.

NOTE
If you have auto submission and approval enabled in your Plan there is no need to submit or approve time for every period. All entered time will automatically be submitted and approved.

Timesheet Manager

Timesheet Managers are responsible for reviewing and acting on submitted timesheet rows. They serve as the approval authority for the team members they manage.

A Timesheet Manager can:

Access the timesheet approval views
Review submitted timesheet rows from the resources they manage
Approve or reject timesheet submissions
Include optional comments explaining an approval or rejection
Assign approval delegates to act on their behalf

In the Approvals by Resource view, a Timesheet Manager sees time submitted by users for whom they are the designated manager. In the Approvals by Plan view, a Plan Owner sees time submitted against plans they own. Both views show only pending approvals.

NOTE
If you have auto submission and approval enabled in your Plan there is no need to submit or approve time for every period. All entered time will automatically be submitted and approved.

Plan Owner

Plan Owners have visibility into time submitted against the plans they own. In the Approvals by Plan view, a Plan Owner can review and act on timesheet submissions for their plans. The Approvals - Detail Grid view includes columns for both manager approval and planner approval, reflecting that both roles may be involved in the review process.

Timesheet Delegate

A Timesheet Delegate can view and edit another user's timesheet on their behalf. This is useful when a team member is unavailable and someone else needs to enter or manage time for them.

Approval Delegate

An Approval Delegate can review and approve or reject timesheet submissions on behalf of a Timesheet Manager. Anything for which the manager is the approver will be delegated to the approval delegate(s) they assign.

This role ensures the approval process can continue when a manager is unavailable.

Timesheet Administrator

Timesheet Administrators have the highest level of access within the timesheet experience. This role is required for actions that go beyond standard entry, submission, and approval.

A Timesheet Administrator can:

Access another user's timesheet via the Administer Timesheets option
Fully edit another user's timesheet as needed for accurate reporting
Unlock locked timesheet rows so they become editable again
Lock timesheet periods

NOTE
If you are set as a Timesheet Administrator in your OnePlan environment, you will have access to additional Administer Timesheet and Unlock options in your timesheet.

Common Scenarios

You might refer to this article when:

You are new to OnePlan and want to understand what you can do in the timesheet
You cannot see certain options (like approval views or the Unlock button) and want to understand why
You need to know who can approve your timesheet or who to contact for administrative changes
You want to understand why you cannot add time to a specific plan

Related Resources

Related to

Timesheets