Manually Populate a Timesheet with Resource Planning Data

You can include information from Resource Planning in new or in-progress timesheets. You can update a submitted timesheet with new planning data, if your firm allows you to change submitted timesheets.

You can also update another employee's timesheet with new planning data, if you are an administrator with access to other employees' timesheets.

To populate a timesheet with Resource Planning data, complete the following steps:

1. Open the timesheet for which you want to enter data.
2. Optional. On the Timesheet toolbar, click Show > Planned Hours to view a summary of your planned hours.
3. On the Timesheet toolbar, click Copy > From Planning.

   Vision copies data from project plans into the selected timesheet, if the following conditions are met:

   • Include in Utilization and Project Reports is selected for the plan on the General tab of Project Planning, and the plan's Status is set to Active or Inactive. If your system administrator selects Treat inactive projects/plans as dormant on the Setup tab of Company Timesheet Configuration, Vision uses data only from Active plans.

   • Approved for use in accounting applications is selected for the project on the General tab of Project Info Center, and the project's Status is set to Active or Inactive. If your system administrator selects the Treat inactive projects/plans as dormant on the Setup tab of Company Timesheet Configuration, Vision uses data only from Active projects.

   • The employee has planned hours that fall within the timesheet period.

4. Click Save.