How to Create and Manage Timesheet Views

Direct Answer: How to Create and Manage Timesheet Views in OnePlan

To create a timesheet view in OnePlan, open the Timesheets tab, arrange the timesheet the way you want to work, and save it as a view. Save a Personal View to focus on the work and details that matter most to you, or save a Global View to give everyone in your organization a consistent starting point for entering and reviewing time.

What This Article Covers: Timesheet Views

This article explains what timesheet views are, how Personal Views and Global Views differ, and how to create, save, and use each type in OnePlan.

What you will accomplish By the end of this article, you will be able to create and save a personal timesheet view, save a global timesheet view for your organization, and switch between saved views.

Before You Begin: Timesheet Views

Before you begin, make sure you have:

• A OnePlan account with access to the Timesheets module. See Timesheet Roles and Permissions.
• The permission required to save Global Views
• Familiarity with entering time. See How to Enter Time on Your Timesheet in OnePlan.

Why This Matters: Timesheet Views

Context: Personal Views Let You Work Your Way

Personal Views let you create and save your own timesheet views, so you can focus on the work and details that matter most to you. Only you see and use your personal views.

Context: Global Views Keep Teams Consistent

Global Views are saved for the whole organization, giving teams a consistent starting point for entering and reviewing time. Everyone can begin from the same layout instead of building their own from scratch.

Context: Choosing Between Personal and Global

Step-by-Step: Creating and Managing Timesheet Views in OnePlan

Task: Create a Personal View

Starting from your open timesheet:

1. Select the Timesheets icon in the navigation.
2. Set up the layout, such as columns, filters, or grouping
3. Open the views menu and select the option to save a new view
4. Enter a Name for the view and select Personal.
5. Select Save. ### Task: Create a Global View

Starting from your open timesheet:

1. Set up the layout you want to share with your organization
2. Open the views menu and select the option to save a new view
3. Enter a Name for the view and select Default
4. Select Save. The view is now available to everyone in your organization.

Task: Switch Between Views

Starting from your open timesheet:

1. Open the views menu
2. Select the personal or global view you want to use. The timesheet updates to match the saved layout.

Task: Edit or Delete a View

Starting from your open timesheet:

1. Open the views menu and select the view you want to change
2. Update the layout and save, or select the option to delete the view —

Frequently Asked Questions: Timesheet Views

Q: What is a timesheet view in OnePlan? A: In OnePlan, a timesheet view is a saved layout of your timesheet that you can return to without setting it up again. Views can be personal, for your own use, or global, for your whole organization.

Q: What is the difference between a Personal View and a Global View in OnePlan? A: In OnePlan, a Personal View is created and saved for your own use, while a Global View is saved for the whole organization to give teams a consistent starting point for entering and reviewing time.

Q: Who can create a Global View in OnePlan? A: If you have Global Manage Data permissions you can create a Global view.

Q: Can I change a Global View that someone else created in OnePlan? A: If you have Global Manage Data permissions you can change a Global view that another user with Global Manage Data permissions created.

Q: Do timesheet views change the time I have entered in OnePlan? A: No, views change how the timesheet is displayed, not the underlying time entries.

What to Do Next: Timesheet Views

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

Learn about related topics: - What Are Timesheets in OnePlan - Timesheet Roles and Permissions - Review and Approve Timesheets