This article explains how the icons works in timesheets.
Change Timesheet Periods
When you first go to your timesheet, you'll navigate to the current timesheet period. If needed, you may navigate to another timesheet period.
Click on the period dates. A drop down will show all open/unlocked timesheet periods. If the admin has locked a period, you can no longer navigate to it.
Use the period navigation icons to quickly move to the previous period, the current/"today" period, or the next period.
Copy or Import Timesheet Items
The OnePlan timesheet allows you to import any work items that are assigned to you to make management of your tasks easy. Additionally, the OnePlan timesheet allows you to copy your timesheet from one time period to another to simplify management and time tracking on repetitive tasks.
To copy or import timesheet items into your timesheet:
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Click the Copy Timesheet icon
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Select the desired copy or import method:
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Copy From Previous Period: Select to copy items from the previous timesheet period into the current timesheet period. This will overwrite any existing entries for this period.
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Copy To Next Period: Select to copy items from the current timesheet period to the next timesheet period. This will overwrite any existing entries for that period.
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Import from Tasks: Select to import any tasks to your timesheet you are currently assigned to for the current period.
Note
The timesheet will automatically import any tasks assigned to you the FIRST TIME you access the timesheet for the current period. After the first time, you will need to use the Import from Tasks or Import from Resource Plan functions to bring in any additional tasks that are assigned to you in the current timesheet period.
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Click YES on the warning pop up to confirm the copy.
Important
When copying work items from one period to another, work items that are no longer assigned to you (and the plan is set to only allow adding time to assigned work items) will not be copied.
Add Tasks and Work Items to Your Timesheet
NOTE: BD only do project level timesheet not task level timesheet.
Important
If a Project is open to the team or assigned to specific individuals, only team members or those assigned to the project will have the ability to add time. This restricts access for Managers and Owners, ensuring that time entry is limited to those directly involved with the Project, contributing to a more focused and controlled time-tracking process.
There are two methods to add a project to your timesheet.
Click the Add Item icon . The Add Tasks window will open.
Search for and select the desired project. Either type in the project name into the Find Plan field, or select a project from the list of projects. Click Add Plan.
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Search for or select the desired project. Either type in the project name into the Select Plan field or open the drop-down menu and select a project from the list of projects.
- Click directly to the project, the project will add to your timesheet
Now that you have all of your projects in your timesheet, you need to enter the time you actually spend on these projects.
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Click into the desired date cell for a timesheet item. When you click in a cell, the project info pops open on the right side with the following: Plan, Date, Hours, and Notes. Enter your time value directly into the cell or into the Hours field in the task pop up on the right.
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Once your time entries are complete, submit your timesheet for review. See this article for more details about How to Submit Your Timesheet.
Once your timesheet is complete, you need to submit it for review.
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Check the check box next to the timesheet rows you would like to submit for review.
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Click the Submit icon
in the timesheet header. The selected timesheet rows will be sent off to your timesheet manager for review and approval.
Note
Once a row is submitted, it is no longer editable. If needed, you may select the row and click Recall to edit.
If you have submitted your timesheet for review, but need to make changes, you can recall timesheet rows to edit your entries.
Note
You cannot recall approved timesheet rows.
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Check the check box next to the timesheet rows you would like to submit for review.
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Click the Recall icon
. Confirm that you want to recall the selected timesheet items. Once confirmed, the selected timesheet row(s) will be recalled and become editable.
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Once your edits are complete, resubmit the edited timesheet rows.
When your timesheet manager has approved or rejected your timesheet entries, you will see the updated status icon in your timesheet. Click on the icon to see the workflow status and any approval/rejection notes. Then, if required, recall any rejected timesheet items and update the timesheet accordingly.
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