Timesheets / Time Plan App

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 ...

Direct Answer: How Timesheet Configuration Works in OnePlanSetting 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 cus...

Direct Answer: How to Create and Manage Timesheet Periods in OnePlanTo create timesheet periods in OnePlan, open the Timesheets setup screen, select the Timesheet Management tab, and add a single period or bulk-create sev...

Direct Answer: How to Create and Manage Timesheet Classes in OnePlanTo create a timesheet class in OnePlan, open the Timesheets setup screen, select the Timesheet Configuration tab, and add a class name in the Classes sec...

Direct Answer: How to Configure Timesheet Billable Settings in OnePlanTo configure timesheet billable settings in OnePlan, mark a Class as billable in the Classes section, or add a field with Billable Grouping enabled in ...

Direct Answer: How to Configure Task Management Settings for Timesheets in OnePlanTo configure Task Management settings for timesheets in OnePlan, open the Timesheets setup screen, select the Timesheet Configuration tab, ...

Direct Answer: What Is Timesheet Delegation in OnePlan?Timesheet delegation in OnePlan lets one user act on timesheet entry or approval responsibilities that already belong to someone else. Delegation never determines who...

Direct Answer: How to Configure Timesheet Totals Settings in OnePlanTo configure timesheet totals settings in OnePlan, open the Timesheets setup screen, select the Timesheet Configuration tab, and use the Totals section t...

Direct Answer: How to Configure Timesheet Time Rules in OnePlanTo configure timesheet time rules in OnePlan, open the Timesheets setup screen, select the Timesheet Management tab, and use the Rules section to allow or blo...

Direct Answer: How to Create and Manage Timesheet Fields in OnePlanTo create a timesheet field in OnePlan, open the Timesheets setup screen, select the Timesheet Configuration tab, and add a field from the Fields section,...

Direct Answer: How to Configure Timesheet Approval Workflows in OnePlanTo configure a timesheet approval workflow in OnePlan, open the Timesheets setup screen, select the Timesheet Management tab, and add one or more step...

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, open the Timesheets setup screen, select the Timesheet M...

Direct Answer: How to Add a Dashboard to Timesheets in OnePlanDashboards are no longer configured from the Timesheets admin Setup screen. Timesheets in OnePlan now includes a Dashboard tab where any user with dashboard pe...