Automated Planview Timesheet Chasing
Every Monday, WebRun opens Planview, checks the timesheets for the open reporting period, works out who has hours missing and against which projects, posts the chase list to Telegram, and drafts a reminder email to every person still owing time.
How do I chase incomplete timesheets before the period closes?
WebRun checks Planview every Monday for timesheets still incomplete in the open reporting period. It works out who is missing hours and how many, posts the chase list to Telegram, and drafts a reminder email to each person, so utilization and project cost reports are not built on half the hours.
- Utilization reports are built on complete hours, not half of them
- Every person owing time gets a written reminder waiting in Drafts
- People on approved leave are never chased by mistake
Built for PMO teams · project managers · professional services firms · resource managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.planview.comin a real browser with your saved login - no setup, no API keys. -
1
Planview - find incomplete timesheets
planview.com
WebRun opens Planview to find incomplete timesheets. - Open Planview and select the open reporting period
- List resources whose timesheet is not submitted or is short of their expected hours
- Note the hours missing and the projects the entries should sit against
- Skip anyone marked on leave for the period
Done when Every resource with an incomplete timesheet is listed with the hours missing.
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2
Telegram - post the chase list
telegram.org
WebRun opens Telegram to post the chase list. - Post the chase list to the PMO group with names and hours missing
- Show the total unrecorded hours for the period
- Call out the projects most affected so cost reporting risk is visible
Done when The PMO group has this week's timesheet chase list in Telegram.
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3
Gmail - draft each reminder
gmail.com
WebRun opens Gmail to draft each reminder. - Draft a short reminder to each person with their missing hours and the deadline
- Name the projects their entries belong to so filling it in takes a minute
- Leave every email unsent in Drafts for you to review and send
Done when A reminder draft sits in Gmail for each person owing time, none of them sent.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email people without me?
No. Every reminder is written and left unsent in Gmail Drafts. You read the list, decide who genuinely needs chasing, and send the emails yourself.
Does it fill in or submit timesheets?
No. WebRun reads the timesheet status and reports what is missing. Entering hours and submitting a timesheet stays with the person who did the work.
What about people on leave?
They are skipped. WebRun checks the period for approved leave before listing anyone, so nobody gets chased for hours they were never expected to book.
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