Admin Guide - Timesheet Approval Page - BETA

Last Modified On: October 6, 2025

The Timesheet feature in Inspire Planner groups time entries into weekly records, providing a consolidated view of total hours. By default, each timesheet covers one week (Sunday to Saturday) and automatically includes all time entries with work dates within that period. Once submitted, the timesheet is locked—preventing further edits or additions—and can then be used for reporting and analysis. For more details, see Timesheets.

The Timesheet Approval Page allows managers to review and approve submitted timesheets, ensuring accurate time reporting and oversight of project hours.

This help article provides step-by-step instructions for enabling the Timesheet Approval Page in Inspire Planner.

Enable the Integrated Resource Profile

The Timesheet Approval Page references fields in Resource Profiles. You must first enable the Integrated Resource Profile in Inspire Planner. For instructions, please see Admin Guide - Resource LWC - BETA - Enable Integrated Resource Profile.

Assign the Resource Manager Permission Set

Assign the Inspire Planner - Resource Manager Permission Set to users who will be designated as Timesheet Managers and Approvers.

This permission set grants full access to Resource Profiles, Rate Cards, Resource Attributes, Timesheets, and Time Entries.

1. In Setup, enter "Permission Sets" in the Quick Find box and click on Permission Sets.
   
   
    
2. Click on Inspire Planner - Resource Manager.
   
   
    
3. Click on Manage Assignments.
   
   
    
4. Next, click on Add Assignment.
   
   
    
5. Select users to assign the permission set and click on Next.
   
   
    
6. Select No Expiration Date and click on Assign.
   
   

Add Timesheet Approver Field to Resource Profile Page Layout

The next step is to add the Timesheet Approver field to the Resource Profile page layout.

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Resource" in the Quick Find box and click on Resource Profile. 
   
   
    
3. Go to Page Layouts and click on the page layout you are using.
   
   
    
4. From the list of available fields on top, drag Timesheet Approver to your desired area on the page and click on Save.
   
   

Add Timesheet Approver Field to Resource Manager Field Set

To make the Timesheet Approver field visible and editable in Resource Management, add it to the Resource Management field set.

1. While still in the Resource Profile object, go to Field Sets and click on Resource Management Fields.
   
   
    
2. From the list of available fields on top, drag Timesheet Approver into the box labeled In the Field Set. Then, save your changes.
   
   
    

Enable Beta Features in Custom Settings

The Timesheet Approval page is currently in BETA and is available only when Enable BETA Features is set to TRUE in Custom Settings.

1. In Setup, enter "Custom Settings" in the Quick Find box and click on Custom Settings.
   
   
    
2. Click on Manage beside Inspire Planner Config.
   
   
    
3. Click on Edit.
   
   
    
4. Set Enable Beta Features to TRUE and click on Save.