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Rocketlane Product Training
Templates
Templates
1. General - Rocketlane Project Template Creation Guide
3. General - Rocketlane Form Template Creation Guide
4. General - Using Form Templates in Project Management
5. Project Update Templates in Rocketlane
Project Management
Project Management
2. General - Rocketlane Project Management: Timeline, Dynamic Conditions, and Spaces Guide
8. General - Rocketlane Project Management User Guide
7. General - Accounts Overview
6. General - Configuring Key Events and Intervals in Rocketlane
Resource Management
Resource Management
11. General - Rocketlane Resource Management Guide
12. General - Resource AI and Request Management
Admin Settings
Admin Settings
16. General - Admin Settings User Guide
18. General - Rocketlane Integrations and Configuration Guide
17. General - Admin settings in Rocketlane pt 2
19. General - Advanced Admin Setup Guide
Time Sheet Configuration and Settings
Time Sheet Configuration and Settings
9. General - Rocketlane Timesheet Configuration Guide
10. General - Managing Timesheet Reminders and Approving Team Time Off
Integrations
Integrations
23. General - Salesforce Integration Setup Guide
25. General - Jira Integration Setup Guide
24. General - HubSpot Integration Guide
Invoices and Expenses
Invoices and Expenses
21. General - Expense Management Configuration Guide
20. General - Managing Project Expenses in RocketLane
14. General - Creating and Managing Invoices in Rocketlane
13. General - Rocketlane Invoicing Setup Guide
Reporting and Dashboards
Reporting and Dashboards
26. General - Default and Time Analytics Reports User Guide
27. General - Creating Custom Reports and Dashboards in Rocketlane
Partner Management
Partner Management
22. Managing Partners in Rocketlane
Financial Management
Financial Management
15. General - Creating and Managing Billing Schedules in Rocketlane
Sprints and Sheets
Sprints and Sheets
29. General - Automating Sheet Templates and Project Integration in Rocketlane
28. General - Sheets: A Step-by-Step User Guide
30. General - Sprint Setup and Management Guide
AI Fills
AI Fills
31. General - AI Fills Setup Guide
32. General - Using AI Fills for Meeting Power Updates in Rocketlane
9. General - Rocketlane Timesheet Configuration Guide
On this page
Configuring Time Sheets in Rocketlane
Step 1
Access Time Sheet Configuration
Step 2
Enable Time Sheet Feature and Set Due Date
Step 3
Configure Time Sheet Reminders
Step 4
Set Time Sheet Approval Process
Step 5
Define Approval Responsibility
Step 6
Assign Time Sheet Approvers
Step 7
Understand Time Sheet Hierarchy and Settings
Step 8
Manage Budgeted Hours and Approvals
Step 9
Cap Time Tracking to Budgeted Hours
Step 10
Enable Time Off Feature and Decide Submission Levels
Step 11
Determine Granularity of Time Submissions
Step 12
Balance Tracking Ease with Detail
Step 13
Task Visibility and Classification
Step 14
Track Time at Various Project Levels
Step 15
Restrict Time Tracking to Specific Projects
Step 16
Limit Project Visibility
Step 17
Time Tracking and Resource Management
Step 18
Configure Activity-Based Time Tracking
Step 19
Categorize Activities
Step 20
Manage Non-Project Activities
Step 21
Configure Activity Creation Permissions
Step 22
Make Categories Mandatory
Step 23
Integrate Categories in Templates
Step 24
Assign Categories to Tasks
Step 25
Mark Tasks as Billable or Non-Billable
Step 26
Automate Time Entry Settings
Step 27
Lock Approved Time Entries
Step 28
Set Timesheet Lock Dates
Step 29
Integrate with Calendars
Step 30
Import Calendar Events
Step 31
Authenticate Calendar Access
Step 32
Manage Imported Events
Step 33
Edit Calendar-Linked Entries
Step 34
Submit Timesheets for Approval
Step 35
Set Reporting Conditions
Step 36
Manage Timesheet Exclusion List
Step 37
Send Reminder Notifications
Step 38
Apply Time Off and Add Notes