Planview Community,
We all know the struggle – timesheets. They're a necessary evil, but that doesn't mean they have to be a time-consuming burden. What if you could automate them and free up valuable hours for your team?
You have a hidden gem at your fingertips: Automatic Timesheet Population! This powerful feature can transform your workflow by automatically populating timesheets directly from your project schedules.
Say Goodbye to Manual Data Entry:
- Imagine the relief of eliminating tedious manual data entry for timesheets. No more copying and pasting, or wrestling with forgotten hours. Automatic population ensures accuracy and saves you significant time.
Boost Efficiency and Reduce Errors:
- By automating timesheets, you streamline your workflow and minimize the risk of errors caused by manual data entry. This translates to improved efficiency and reduced frustration for everyone involved.
Focus on What Matters Most:
- Reclaim the time you used to spend on timesheets and dedicate it to more strategic tasks. This allows your team to focus on what truly matters – delivering projects on time and within budget.
Tailored Solutions for Your Workflow:
Planview Portfolios offers two ways to automate timesheets, catering to different needs:
- Automatic Population from Team (Portfolio) timesheet:
- This is a simple yet powerful setup. Define your project schedules in Planview Portfolios, and the system automatically populates timesheets based on those predefined durations.
- You have the flexibility to choose automatic approval for streamlined workflows, or allow edits for adjustments as needed.
- Effortless Time Tracking with Agile Costing (for AgilePlace Users):
- If you're using AgilePlace for your agile projects, you can leverage Agile Costing. This built-in functionality seamlessly integrates with Planview Portfolios.
- Every time a card moves on your AgilePlace board, the corresponding timesheets in Portfolios are automatically updated. Effortless time tracking for your agile projects – achieved!
- Progression Engine Options (Individual resource) timesheet:
- With Progression Engine options, you can automate timesheets by taking planned hours and loading them as actuals achieving the same thing as Portfolio Timesheet auto-fill, including generating timesheets with zero hours for resources without assignments. This feature is available for individual resource timesheets. For more details refer to this link - Progressing Engine Timesheet Entry and Generation Options
Unleash the Power of Automation:
Planview Portfolios' automatic timesheet population features have been available for a while, but is still to be discovered by a lot of customers. Don't miss out on this opportunity to streamline your processes and empower your team.
Spread the Knowledge! Share this post with your colleagues who can benefit from automated timesheets.
- Ready to explore automatic timesheet population? We're here to help! Ask any questions you have in the comments below.
- Want to learn more about Planview Portfolios or AgilePlace? Dive deeper into our resources Timesheets
Partha Saha