Timesheet Configuration in OnePlan - Overview

Direct Answer: What Is Timesheets in OnePlan?

Timesheets in OnePlan is the feature area where users log time against tasks and plans, and administrators configure the rules, fields, and workflows that govern how that time is captured, categorized, and approved. Configuration lives entirely on the Timesheets setup screen, split across a Timesheet Management tab (periods, entry rules, and approval workflow) and a Timesheet Configuration tab (classes, custom fields, totals, and task management).

What This Article Covers: Timesheets

This article introduces the Timesheets feature area in OnePlan: what it does, who is involved, and how its configuration is organized so you know where to start.

What you will accomplish
By the end of this article, you will understand the difference between the Timesheet Management and Timesheet Configuration tabs, know which setting lives where, and have a map to the detailed How-To article for each setting.

Who This Article Is For: Timesheets

This article is written for OnePlan administrators responsible for configuring how time entry, approval, and reporting work for their organization. It assumes Administrator permissions and that the Timesheets feature is already enabled.

Why This Matters: Timesheets

Context: Timesheets Connect Planning to Actuals

Time logged in Timesheets flows back into task and plan totals, utilization reporting, and — where configured — billing. Getting the configuration right up front reduces time-entry errors and rework later.

Context: Configuration Is Split Across Two Tabs

Because timesheet settings are split between Timesheet Management and Timesheet Configuration, it's easy to look in the wrong place for a setting. This article maps each setting to its tab so you can go directly to what you need.

Understanding Timesheets in OnePlan

Accessing Timesheet Setup

All timesheet configuration is accessed the same way:

Expand the global navigation bar on the left side of OnePlan and select Setup.
Select the Edit (pencil) icon next to Timesheets.
Choose the Timesheet Management tab or the Timesheet Configuration tab, depending on the setting you need.

Access Timesheet Settings.gif

Timesheet Management Tab

The Timesheet Management tab controls when and under what conditions time can be entered, and who approves it:

Periods — the date ranges users log time against. See How to Create and Manage Timesheet Periods in OnePlan.
Rules — weekend/holiday entry permissions and per-resource-class daily hour limits. See How to Configure Timesheet Time Rules in OnePlan.
Workflow — approval steps, or disabling/automating submission and approval entirely. See How to Configure Timesheet Approval Workflows in OnePlan and How to Disable Submit and Approve for Timesheet Line Items.

Timesheet Configuration Tab

The Timesheet Configuration tab controls what gets tracked and how:

Classes — the time categories (such as Regular or Overtime) shown as columns on the timesheet. See How to Create and Manage Timesheet Classes in OnePlan.
Fields — custom row- or entry-level fields, such as charge type. See How to Create and Manage Timesheet Fields in OnePlan.
Totals — which fields display rolled-up hours, and the values driving the utilization graph. See How to Configure Timesheet Totals Settings in OnePlan.
Task Management — which plan and work types supply tasks to timesheets, locking rules, time off display, and delegation. See How to Configure Task Management Settings for Timesheets in OnePlan.

Billable Tracking and Delegation Span Both Tabs

Two topics pull from settings on both tabs and are covered as their own articles:

Billable hour tracking combines Classes, Fields, and Totals. See How to Configure Timesheet Billable Settings in OnePlan.
Timesheet delegation depends on Task Management (Allow Delegates) and Workflow (approval routing). See Timesheet Delegates in OnePlan - Overview.

Timesheet Dashboards

Reporting on logged time is handled through a native Dashboard tab within Timesheets, rather than a separate admin setting. See How to Add a Dashboard to Timesheets in OnePlan.

Frequently Asked Questions: Timesheets

Q: Where do I start if I'm setting up Timesheets for the first time?
A: In OnePlan, follow Timesheet Configuration in OnePlan - Guided Workflow for a recommended step-by-step setup order.

Q: How do I know whether a setting is in Timesheet Management or Timesheet Configuration?
A: In OnePlan, Timesheet Management covers periods, entry rules, and approval workflow. Timesheet Configuration covers classes, fields, totals, and task management. See the breakdown above for exactly where each setting lives.

Q: Do I need to configure every setting before turning Timesheets on for users?
A: In OnePlan, at minimum you need at least one timesheet period configured. Most other settings have sensible defaults and can be refined after go-live.