Required modules:
⚡ Complete Your Workload Plan and Submit Your Timesheet
Screens and functionalities shown may vary based on your organization's configuration. For clarification, refer to your organization's guidelines.
Completing Your Workload Plan
Your timesheet is based off of your Workload plan tab.
1. Add An Activity Row
- ☑Locate the row for the relevant activity or add a new row if needed.
- ☑If a chargeable line is missing from your Workload Plan, contact your manager or assignment owner to add it.
2. Add Time Entries
- ☑ Enter the required hours or days for each activity depending on your organization's configuration.
- ☑ To delete an entry, delete the number or enter 0.
3. Use the Workload Plan Assistant
- ☑Use the workload plan assistant to input multiple days at a time.
- ☑Busy Non-Billable entries act as placeholders. If you add a Busy Billable entry for the same period, it will automatically replace the non-billable entry instead of creating an overload.
- ☑The Workload Plan assistant does not account for:
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If there are entries already specified in the period,
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If the timesheet for the period is subject to validation or already validated.
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4. Submit Your Timesheet
- ☑Click Submit timesheet to send it to your manager for approval.
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