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Planview Customer Success Center

Timesheet Module

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The Timesheet Module has the following elements to help you view and work with timesheets.

View Navigator

The view navigator is a menu allows you to switch between different views in the module. By default, there are three views available:

  • Basic View
  • Customers & Projects View
  • Team View

Team Panel

The Timesheets module supports including AdaptiveWork's Team Panel view option. Addition of the Team Panel creates a team-centric view to better assist with team collaboration and reporting.

Grid

Using the Time Range Filter enables filtering the grid to show work items occurring during the actual period/date(s) defined.

Clicking the gear icon, located above the ribbon enables managing grid column sets which can then be further filtered and sorted.

Fields

You can add work item fields, such as the task type and priority, user, or resource assignment fields.

Fields on the resource assignment link include the remaining effort or work that an individual user has on the given work item.

Ribbon

The Timesheets module ribbon , located under the masthead (at the top-left) provides controls for performing actions on selected items.