Timesheet Manager Field for Approving a User's Own Timesheet in OnePlan

Overview

In OnePlan, the Timesheet Manager field plays a crucial role in managing timesheet approvals. This field determines who has the authority to review and approve timesheets submitted by users. If a user sets themselves as their own Timesheet Manager, they gain the ability to approve their own timesheets.

Configuration of the Timesheet Manager Field

To allow users to approve their own timesheets, follow these steps:

1. Access OnePlan Admin Settings: (only Admin permission user can edit this part)

   • Log in to OnePlan.

   • Navigate to the Resource Center area.

   • Edit the user information.

2. Edit the Timesheet Manager Field:

   • Assign the user as their own Timesheet Manager.

   • Save the configuration and apply changes.

Best Practices

• When the Timesheet Manager is edited and saved properly, you can now go into your timesheet and submit it.

• Your timesheet will be automatically approved if you are your own Timesheet Manager.

• If your timesheet was not approved automatically, please follow this article to approve your own timesheet. Review and Approve Timesheets (Manager Process) – OnePlan Support provided by PPM Works

Troubleshooting

If self-approval is not working as expected:

• Verify that the Timesheet Manager field is correctly assigned.

• Check if the timesheet submitted or not.

• Ensure that the user has the necessary permissions.

• Contact PPM Works support if the issue persists.

By properly configuring the Timesheet Manager field, organizations can streamline their timesheet approval processes while maintaining control over approvals where necessary.