Automatically Populating Timesheets with Resource Planning Data

If you use Resource Planning, timesheets can be automatically populated with data from projects that have planned hours.

Each time that an employee opens a new or in-progress timesheet, a row is automatically added to the timesheet for each assignment for which the employee has planned hours in the timesheet period. The row is populated with the project, phase, task, and labor code from the resource assignment. If a row already exists for the project information in the assignment, a row is not added.

To have timesheets automatically populated with data from Resource Planning, set Autopopulate from Plan Assignments to Yes in Settings > Time > Options.

Data from a project plan automatically populates a timesheet if all of the following apply:

• A project has the following settings specified in the Projects hub:
  • The Status field in the Summary pane is set to Active or Inactive.
  • The Approved for Use in Processing check box on the Accounting tab is selected.
• A project is included in utilization. For information on which projects are included in utilization, see Resource Utilization Calculation.
• The employee has planned hours that fall within the timesheet period. For example, if an employee has planned hours on Project B from 8/1/2019–8/15/2019 and the timesheet periods are weekly, then timesheets will be populated with Project B data for each pay period that has dates within that range.

Special Considerations

• If an employee is removed as a resource from a plan after charging time to the project, the charged time is not automatically removed from the employee's in-progress timesheet.
• Timesheets are autopopulated with Resource Planning data only when an employee opens his/her own timesheet. Timesheets are not autopopulated when an administrator opens an employee's timesheet.
• If you set Treat inactive projects as dormant to Yes in Settings > Time > Options, only data from active plans are retrieved.