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Rocketlane Product Training

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

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

11. General - Rocketlane Resource Management Guide
12. General - Resource AI and Request Management

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

9. General - Rocketlane Timesheet Configuration Guide
10. General - Managing Timesheet Reminders and Approving Team Time Off

23. General - Salesforce Integration Setup Guide
25. General - Jira Integration Setup Guide
24. General - HubSpot Integration Guide

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

26. General - Default and Time Analytics Reports User Guide
27. General - Creating Custom Reports and Dashboards in Rocketlane

22. Managing Partners in Rocketlane

15. General - Creating and Managing Billing Schedules in Rocketlane

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

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