Planview: Manage Your Timesheet's Auto-Add Items

Overview

The following steps describe how to set up the activities (allocations, authorizations, and standard activities) to automatically add to your Timesheets. Auto-Add entries apply to future Timesheets.

Navigation: Planview Login - Homeview Dashboard

Manage Auto-Adds

Timesheet

  • Select Manage Auto-Add Items from the Add Work drop-down list.
  • Click (project view) under Authorized Work.

Auto-Add Screen

  • Click Add to add authorizations.

    Note: You may need to click more to access additional levels of tasks.

  • Click Back.
  • When finished adding auto-add items, click Done.