Direct Answer: How Timesheet Configuration Works in OnePlan
Setting up Timesheets in OnePlan from scratch works best in a specific order: create timesheet periods first, then set entry rules, then decide on classes and custom fields, then configure totals and billable tracking, then task management, then the approval workflow, then delegates, and finally a dashboard. Following this order avoids rework, since several later settings depend on choices made earlier — for example, Totals and Billable settings depend on the Classes and Fields you create.
What This Article Covers: Timesheet Configuration
This article walks through the recommended end-to-end sequence for configuring Timesheets in OnePlan, from enabling time entry through to approval and reporting.
What you will accomplish
By the end of this article, you will have configured timesheet periods, entry rules, classes, fields, totals, billable tracking, task management, an approval workflow, delegation, and a dashboard — in the order that avoids the most rework.
Who This Article Is For: Timesheet Configuration
This article is for OnePlan administrators setting up Timesheets for the first time, or reviewing an existing configuration end-to-end. It assumes Administrator permissions and that the Timesheets feature is enabled. For a conceptual introduction first, see Timesheet Configuration in OnePlan - Overview.
Timesheet Configuration at a Glance
- Periods — Define the date ranges users log time against.
- Rules — Set weekend/holiday entry permissions and daily hour limits.
- Classes — Decide how many time categories you need (usually just one).
- Fields — Add custom fields to capture detail like charge type.
- Totals and Billable Settings — Configure rollup fields and utilization tracking.
- Task Management — Choose which plans and work types feed timesheets, and set locking rules.
- Approval Workflow — Decide who approves time, or disable/automate approval.
- Delegates — Allow users to assign entry or approval delegates.
- Dashboard — Add a reporting dashboard to the timesheet.
Step 1: Create Timesheet Periods
Timesheet periods are the date ranges users log time against, and are required before anyone can enter time. Add a single period or bulk-create several at once, and include weekend dates in your periods even if weekend entry isn't allowed yet.
See How to Create and Manage Timesheet Periods in OnePlan for full steps.
Step 2: Set Timesheet Time Rules
Decide whether users can enter time on weekends and holidays, and whether different resource classes need different daily minimum and maximum hour limits.
See How to Configure Timesheet Time Rules in OnePlan for full steps.
Step 3: Decide on Timesheet Classes
By default, all time is tracked under a single Regular class. Most organizations should keep it that way — additional classes add a column to every day in the timesheet grid. Only add classes if you specifically need separate columns per category, such as Overtime.
See How to Create and Manage Timesheet Classes in OnePlan for full steps.
Step 4: Add Custom Timesheet Fields
If you need to capture detail such as charge type without adding extra timesheet columns, add a custom field instead of a class. Choose whether it applies at the Timesheet Row or Timesheet Entry level.
See How to Create and Manage Timesheet Fields in OnePlan for full steps.
Step 5: Configure Totals and Billable Settings
Choose which task- and plan-level fields display rolled-up hours, and decide how billable hours will be tracked — either through a billable Class or a field with Billable Grouping enabled — along with the Billable Types and Daily Target Hours that drive the utilization graph.
See How to Configure Timesheet Totals Settings in OnePlan and How to Configure Timesheet Billable Settings in OnePlan for full steps.
Step 6: Configure Task Management Settings
Choose which plan types and work types can supply tasks to timesheets, set which fields lock a task or plan from time entry, control how time off appears, and decide whether tasks auto-add to new timesheets.
See How to Configure Task Management Settings for Timesheets in OnePlan for full steps.
Step 7: Configure the Approval Workflow
Decide who needs to approve submitted time. Add one or more approval steps based on Project Manager, specific users, a plan or resource field, or department manager — or skip approval entirely by disabling or auto-approving submissions.
See How to Configure Timesheet Approval Workflows in OnePlan and How to Disable Submit and Approve for Timesheet Line Items for full steps.
Step 8: Enable Delegates
If users need to submit or approve time on behalf of someone else — for example, when a manager is on leave — enable Allow Delegates in Task Management so users can assign their own entry and approval delegates.
See Timesheet Delegates in OnePlan - Overview for full detail.
Step 9: Add a Timesheet Dashboard
Once time is flowing through timesheets, add a dashboard so users and stakeholders can see reporting directly from the timesheet interface.
See How to Add a Dashboard to Timesheets in OnePlan for full steps.
Frequently Asked Questions: Timesheet Configuration
Q: Do I have to configure every step before turning on Timesheets?
A: In OnePlan, only Periods are strictly required before users can enter time. The remaining steps refine behavior, accuracy, and reporting, and can be configured incrementally.
Q: What happens if I configure Totals or Billable Settings before creating my Classes and Fields?
A: In OnePlan, Totals and Billable Settings reference the Classes and Fields you've already created, so configuring them first means returning to update them once Classes and Fields exist. Follow the order in this article to avoid that rework.
Q: Can I change this configuration later?
A: In OnePlan, most settings covered in this workflow can be revisited and adjusted at any time from the same Timesheets setup screen, with the exception of a timesheet field's Field Type and Location, which cannot be changed after creation.
Comments
0 comments
Please sign in to leave a comment.