Team Members - Time Reporters

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Do you use the system only to report your time and view your assignments? This course is for you, whether you report time in Portfolio and Resource Management, in Projectplace, or via the mobile timesheet app.

4 Courses

beginner

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Fill Out Timesheet
Learn how to fill out a timesheet, submit a timesheet, and revise a rejected timesheet. This course is for everyone who fills out timesheets in Portfolio and Resource Management, and includes detailed information on how timesheets work and the options that different organizations may choose. Team Member Plus users can also learn to fill out a timesheet in Projectplace.
2 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Team_Members_-_Time_Reporters/Fill_Out_Timesheet
Fill Out Timesheet
Fill Out Timesheet content from product help. Updated May 19, 2020.
Pages: 7
Reporting Time for Yourself
Describes entering time you spent on working on assignments, support tickets, and standard activities in the enhanced timesheet; also describes entering time under a payroll code and selecting reason codes for standard activities; also discusses entering time you spent on working on projects, support tickets, and standard activities in the legacy timesheet
Adding or Removing Items on a Timesheet
Describes adding work, standard activities, and support tickets on a resource's enhanced timesheet or legacy timesheet
Specifying Items to Use on Future Timesheets
Describes pinning items to a timesheet, which involves marking specific work items, support tickets, assignments, payroll codes, and standard activities want to use again on a future timesheet
Marking Action Items as Being Completed on Your Timesheet
Job Aid: Access a Timesheet and Add Activities
This job aid (handout) provides users of the system with instructions for finding their timesheet and adding their work activities to it.
Job Aid: Navigate a Timesheet and Enter Time
This job aid (handout) provides all users of the system who report time with information on the timesheet interface and entering their time.
Job Aid: Navigate a Timesheet and Enter Time (Weekly Option)
This job aid (handout) provides users of the system who report time both weekly and daily with information on the timesheet interface and entering their time.

Report Time in Projectplace
How to report time in Planview Enterprise from the Projectplace application.
Pages: 3
Team Member Flex Timesheet Screen Basics
This article describes the Team Member Flex timesheet screen.
Report Time
Team Member Flex Select Work Screen Elements
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Mobile Timesheet for Team Members
This course shows team members how to use the mobile timesheet functionality.
1 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Team_Members_-_Time_Reporters/Mobile_Timesheet_for_Team_Members
Mobile Timesheets
How to access and use mobile timesheets. For Team Members. Updated to help content May 18, 2020
Pages: 3
Accessing and Using the Mobile Site
Describes the reasons why you might want to use the mobile site and how to access it.
Using a Mobile Device to Report Time
Describes how to use a mobile device to report your time by making weekly or daily entries on a timesheet
Using a Mobile Device to Add or Delete Items on a Timesheet
This article describes how to use a mobile device to add or delete items on a timesheet.
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My Overview for Team Members
This course covers the aspects of My Overview that are relevant for team members, and how to update your system attributes, when the option is available.
1 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Team_Members_-_Time_Reporters/My_Overview_for_Team_Members
My Overview
Relevant parts of My Overview for team members. Replaced with equivalent Help articles 5/18/2020
Pages: 1
My Overview
Provides basic information about My Overview, which is a centralized location that displays information specific to you as a user (such a notifications and assignments) from across the system
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Flex Timesheet for Team Members
This course covers the timesheet that is used by team members using Planview FLEX.
1 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Team_Members_-_Time_Reporters/Flex_Timesheet_for_Team_Members
Flex Timesheet
Using the Planview Flex timesheet. Updated May 19, 2020.
Pages: 2
Team Member Flex Timesheet Screen Basics
This article describes the Team Member Flex timesheet screen.
Team Member Flex Select Work Screen Elements
Start Course