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

1. Click Timesheet.

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

4. Click Add to add authorizations.

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

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