Time Plan App

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  • How to Disable Submit and Approve for Timesheet Line Items

    Direct Answer: How to Disable Submit and Approve for Timesheet Line Items in OnePlanTo disable submit and approval requirements for timesheet line items in OnePlan, go to Go to the Modify Navigation and App Settings secti...

  • Create and Manage Timesheet Periods

    This article explains how to create and manage timesheet periods for OnePlan. Timesheet periods in OnePlan are specific time frames during which users can log their work hours. This requires the app 'Time Plan' to be ins...

  • Create and Manage Time Classes

    This article explains how to create and manage time classes. Time classes in OnePlan allow you to categorize time entries into different classes, such as “Regular” or “Overtime.” By default, all time goes into one class,...

  • Manage Timesheet Billable Settings

    This article explains how to configure the timesheet settings for billing purposes for OnePlan. This requires the app 'Time Plan' to be installed. Go to the Admin pages, and select Time Plan in the navigation. Set Tim...

  • Configure Task Management Settings for Timesheets

    This article explains how to configure Task Management settings for OnePlan timesheets. These settings control which tasks appear in timesheets, how tasks are grouped and displayed, and when tasks or plans are locked from...

  • Understand and Configure Timesheet Delegates (Admin Guide)

    This article explains how timesheet delegation works in OnePlan from an administrator perspective, including how approval responsibility is determined, how delegate roles behave, and how to support common configuration sc...

  • Manage the Timesheet Totals Settings

    This article explains how to manage the timesheet Totals settings. In the Admin pages, go to Time Plan > Totals. Make selections for the following, if applicable. Task Total Hours: Select a task-level field where the ...

  • Manage the Time Rules Settings

    This article explains how to manage the timesheet Time Rules settings. In the Admin pages, go to Time Plan > Time Rules. Make selections for the following, if applicable. Allow Weekends: Check the check box to allow u...

  • Create and Manage Timesheet Fields

    This article explains how to create and manage timesheet-level fields for OnePlan. This requires the app 'Time Plan' is installed. Go to the Admin pages, select Time Plan in the navigation. Add Field Expand the Field...

  • Manage Timesheet Approvals Workflows

    This article explains how to configure the timesheet approvals for OnePlan. This requires the app 'Time Plan' to be installed. Go to the Admin pages > Time Plan > Workflow. Auto Approvals Select the check box to have...

  • Timesheet Reporting Settings

    This article explains how to manage the timesheet Reporting settings. Go to the Admin pages > Time Plan > Reporting. Add a link to a Power BI report directly into the timesheet. Paste the URL to the desired Power BI repo...