The latest OnePlan release introduces several improvements to the Timesheets experience, making it easier for team members to enter time while giving plan managers greater control over where time can be logged. These updates focus on reducing distractions, improving usability, and ensuring time is captured against the right work.

What's New?

Flexible Timesheet Detail Panel

Entering time should be quick and efficient. With this release, the timesheet detail panel, where users can add day notes and review entry details, can now remain collapsed while entering time.

Benefits

• Flexible Detail View: Users can choose when they want to open entry details instead of having the panel automatically appear during time entry.
• Less Disruption: Keep the focus on entering hours without unnecessary screen changes or interruptions.
• Faster Day Entry: Team members can move through their timesheets more efficiently when detailed notes are not needed.
  
  

This enhancement creates a smoother, more streamlined time-entry experience while still allowing users to access additional details whenever necessary.

Improved Control Over Time Entry

Inactive Work Items No Longer Accept Time

To help ensure accurate time tracking, inactive schedule work items are now treated the same as locked work items and are no longer eligible for time entry.

Benefits

• Focused Time Entry: Users can only enter time against active work that is currently relevant.
• Consistent Behavior: Inactive work items now follow the same rules as locked items, reducing confusion.
• Stronger Governance: Plan managers have greater confidence that reported time aligns with active project work and organizational processes.

By preventing time entry on inactive work items, organizations can improve reporting accuracy and maintain better control over project tracking.

Why This Matters

These Timesheet enhancements are designed to improve both usability and governance:

• Team members benefit from a cleaner, less intrusive time-entry experience.
• Managers gain stronger control over where time can be recorded.
• Organizations improve data quality by ensuring time is only logged against active and approved work.

The result is a faster, more focused timesheet experience that supports both user productivity and project oversight.

Automation Enhancements: Expanded Coverage and Better Visibility

This release also introduces several Automation improvements that reduce manual administration, increase automation coverage, and provide better tracking of approval activities. 

Automation Backup Enhancements

Global and Plan Automations Included

The OnePlan Backup Utility now captures both Global Automations and Plan Automations based on your backup selections.

Benefits

• More comprehensive backup coverage
• Better protection of automation configurations
• Reduced risk when restoring or migrating environments

Organizations can now maintain a more complete snapshot of their automation framework.

Plan Notifications Automatically Upgraded to Automations

A Streamlined Automation Framework

Existing Plan Notifications are automatically upgraded to Automations, bringing notification logic into OnePlan's more powerful automation framework.

Benefits

• Consolidated automation experience
• Greater flexibility for future enhancements
• No manual migration required

No action is required. The upgrade occurs automatically as part of the release.

Work Item Summary-Level Triggers

Expanded Automation Opportunities

Plan Automations can now be triggered at the work item summary level, not just at individual detail-level work items.

Benefits

• Broader trigger support across schedule structures
• More automation scenarios available to teams
• Greater flexibility when designing business processes

This enhancement allows organizations to automate workflows at higher levels of their work breakdown structure.

Approval Notes Added to Work Item Comments

Better Decision Tracking

Automation approval notes are now written directly to the related approval work item's comments, ensuring that decision context remains with the item being reviewed.

Benefits

• Approval history is stored alongside the work item
• Easier auditing and traceability
• Improved visibility into approval decisions and outcomes
  
  

Keeping comments and approval notes together creates a clearer record of how and why decisions were made.

Why This Matters

These Automation enhancements help organizations:

• Protect automation configurations through more complete backups.
• Reduce administration effort through automatic notification upgrades.
• Automate more business processes with summary-level triggers.
• Improve governance and auditability with better approval tracking.

Together, these improvements deliver a more powerful, scalable automation experience while reducing manual upkeep and increasing visibility across your OnePlan environment.