OnePlanOnePlan User Guide TimesheetsHow do I review and approve timesheets?

How do I review and approve timesheets?

This article explains how to use the Timesheets feature as a Manager, someone who is reviewing and approving time tracked on plans & tasks.

Click on the Timesheets icon in the navigation.  You will begin in the "Time Entry" mode - this is where Team Members track time on their work assignments.  To switch to Approval mode, select the desired approval view.  

Select Items to Approve or Reject

Select one or multiple items to approve or reject.  A comments window will open.

Approvals by Resource View

In the Approvals by Resource view, you will see any time submitted for users whom you are the Timesheet Manager.  Only pending approvals show.  

Approvals by Plan View

In the Approvals by Plan, you will see any plans for which you are a Plan Owner.  Only pending approvals show.  

Approvals - Detail Grid View

The Approvals - Detail Grid view shows items pending approval, and includes a column for the manager approval and the planner approval.