What Are Timesheets in OnePlan

  • Updated

Needs review This article was migrated from Zendesk and has not yet been reviewed or aligned to the current article template.

This article provides a high‑level overview of Timesheets in OnePlan. It explains what timesheets are, how they work, and why time tracking matters within OnePlan.

What you will understand After reading this article, you will understand what Timesheets are in OnePlan, how they fit into daily work, and how they support reporting and approvals.


Audience

This article is intended for:

  • Team members who track time on projects or tasks

  • Contributors responsible for submitting timesheets

  • New OnePlan users looking to understand how time tracking works

This article is not intended to replace task‑based instructions.


Conceptual Overview

Timesheets in OnePlan are used to record the time you spend on your assigned work — such as projects, tasks, or operational activities — as well as non‑work time like vacation or other time off.

At a high level, timesheets answer questions such as:

  • What work did I spend time on?

  • How much work (in time) went into specific plans or tasks?

  • How much work (in effort) went into specific plans or tasks?

  • Has time been submitted and approved?

Timesheets provide a structured way to capture real time and effort so that time can be reviewed, approved, and analyzed consistently across the organization.

OnePlan also allows organizations to turn off the manual submission and approval process. Time data continues to flow through the system as normal, giving teams the reporting they need with less administrative burden.


Key Components

Timesheets in OnePlan include several key components that work together:

  • Timesheet Periods Defined reporting windows (such as weeks) where time is entered and submitted.

  • Timesheet Items Rows that represent the plans, tasks, or activities you are tracking time against.

  • Time Entries The actual hours recorded for a given item on specific dates.

  • Statuses Indicators that show whether time is open, submitted, approved, or locked.

  • Timesheet Views Saved layouts of your timesheet. Create a Personal View to focus on the work and details that matter most to you, or save a Global View to give your whole organization a consistent starting point for entering and reviewing time.

  • Dashboards Reports that allow you to review time across current and past periods, including locked periods.


How Timesheets Fit Into OnePlan

Timesheets are part of the execution and tracking layer of OnePlan.

They connect to:

  • Plans and tasks, where work is defined

  • Approvals, where submitted time is reviewed

  • Dashboards and reporting, where time is analyzed over time periods

Most users interact with timesheets after work has been assigned and while work is actively being performed.


Common Scenarios

You might use Timesheets in OnePlan to:

  • Track time spent on assigned projects or tasks

  • Submit your work hours for approval

  • Enter time off alongside project work

  • Save a personal view to focus on the work you track most, or use a global view shared across your organization

  • Review how your time is distributed using dashboards

  • Look back at historical time for planning or audits


Frequently Asked Questions: Timesheets


Q: Can I enter time on a private plan in OnePlan timesheets? A: In OnePlan, yes, if you are assigned work on the private plan and have access to it through the plan’s Shared With access. You can find the work, add time, and submit your timesheet as you would for any other plan.


Q: Why can’t I find a plan or work item to add to my timesheet in OnePlan? A: In OnePlan, a private plan is available only to the users and teams in its Shared With access. If you are not included, the plan does not appear when you search for work to add. Contact the plan owner to request access.


Q: What does a timesheet approver see for a private plan in OnePlan? A: In OnePlan, an approver who does not have access to the private plan sees the Plan ID instead of the plan name, and work item details are masked. The approver can still approve or reject the timesheet.


Q: Do View All Plans** or administrative permissions show me private plans in timesheets? A: Not necessarily. In OnePlan**, private plan access takes precedence over general system permissions, so these permissions do not automatically reveal the contents of a private plan.


Q: Can a private plan be closed to timesheet entry in OnePlan? A: Yes. In OnePlan, plans and work items for particularly sensitive work can be closed to timesheet entry when the standard timesheet process should not be used.


What to Do Next: Timesheets

Get started with related tasks: - How to Enter Time on Your Timesheet in OnePlan - How to Create and Manage Timesheet Views - Add Tasks and Work Items to Your Timesheet - Change Timesheet Periods

Learn about related topics: - Timesheet Roles and Permissions - Review and Approve Timesheets - Private Plans in OnePlan - Overview

Related to

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.