Timesheets Dynamics 365 finance and operations

Timesheets Project Management - Microsoft Dynamics 365 finance and operations

Timesheet is very useful functionality for project management Dynamics AX/ Dynamics 365 finance and operations. Each employee can enter their daily hours for project by relative category of work. Also can select the WBS activity for which task has been performed.

Timesheet can be created by the user itself and submitted for approval. Timesheet approval is mandatory using workflow. Different conditions can be applied in workflow for approval.

Once the timesheet is approved can be posted to project and cost will be shown under project transactions

Go through steps below for timesheet functionality

Generate period

1. Go to > Project management and accounting> Setup > timesheet > Timesheet period types
1. Timesheet periods can be for weekly, monthly, ledger period wise, etc..

2. Select period type. Like Weekly. Specify the start date and length of period to generate and it will generate periods for that

Assign period to worker

To enable timesheet for employee it’s mandatory to assign period code to employee

1. GO to > Human resource > worker
2. Under project tab, click project setup and select period code

Update worker period

1. Go to time sheet period types as above and click on update worker periods

Create timesheet

1. Go to > Employee self-service workspace

2. Click on create new timesheet
1. Select project and category for hours
2. enter hours’ date wise
3. submit for approval by clicking on workflow button
4. once timesheet is approved click on post

Review posted hours

1. Go to Project management and accounting > all project.
1. Select project and go to manage tab
2. Under related information group click on posted transactions. It will show all posted transactions along with timesheet transactions.