dynamics sl web apps - project time entry
Post on 13-Aug-2015
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Microsoft Dynamics SL Web Apps provide access to Microsoft Dynamics SL through a web browser on a desktop, laptop, tablet or smartphone. This demonstration will walk through the high level features of Project Time Entry.
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Microsoft Dynamics SL 2015 CU1 Web Apps include many new and enhanced features.
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In this demonstration we will look at the Project Timecard Entry screen.
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To start entering time, click on the Current Entry option.
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The time Card Entry screen displays the time entered in a grid. In this example time entry is entered weekly, but it also support biweekly and semi monthly time entry as well. To enter a new line item, click on the New Row button.
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Click on the Assigned button to choose from a list of projects that have already been assigned.
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The Assigned list shows just those projects that a user has been assigned to in Microsoft Dynamics SL. The assignment list can be searched based on assigned ID or description.
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Once a project is selected, time is entered into the grid.
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To add a project line that is not assigned
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Choose the Unassigned button
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A new interface is displayed that allow the selection of a Project and Task. Users can manually enter the Project or click on the magnifying glass to lookup the Project information.
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Project lists can be searched on using the Project ID, description, Customer ID and description.
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Next select the appropriate task.
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Select the task Vacation.
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Additional fields can be updated/altered based on the user access. Please note that the additional fields can be globally hidden or disabled in the Time and Expense setup screen. Click Accept to add the project/task combination to the timecard entry screen.
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To view the details of a line item without having to click the Day Info button, hover over the field
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Information on the line item is displayed.
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To enter comments that will print on the invoice, click on the invoice comments button.
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Multiple invoice comments may be added.
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To view details on a line item, click the Day information button.
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This allows the entry of a description of a specific days work as well as allows for the entry of any overtime hours if needed.
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To save the entry, click Accept
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This screen can also support the entry of start and end times for any work done on a project. When this option is turned on the screen will display the start and end times.
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If any line items already entered need to be edited, click on the Edit button.
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This displays the fields and allows for changes to be made.
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Internal notes can also be entered
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Select the notes
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Internal notes provide a way to record and details around time entry.
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Comments on the entire Timecard can also be entered
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Notes on the entire Timecard can also be entered
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Notes can be entered.
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The Totals for each day can be viewed at the bottom of the screen. To view the breakout of time, click on the Totals label.
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Details on Billable vs Non billable and Overtime can be viewed on this screen.
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Summary information about and actions can be taken on the Timecard
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Including a document number, a description field along with the ability to Delete a time card or view correcting timecards.
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Save the entries
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If a hard copy of the timecard is needed, a report can be run.
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The report can be printed or reviewed. The report is editable by a customer or partner.
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Let’s take a look now at the other options in the Timecard menu.
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Open Timecards display any open timecards that have not been submitted.
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Open or unsubmitted timecards can be opened from this screen or you can copy timecards to your current time card.
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Clicking the Duplicate button will overwrite the current timecard with a previous timecards project entries. Clicking on the Action button turns off the Duplicate button.
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To view previously submitted Timecards, click the Timecard History button.
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These timecards can also be duplicated by clicking the Actions button.
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In addition, the Timecard Entry screen allows for customizing the settings.
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These settings update the sorting and viewing options.
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Demo Script
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Learn more at www.microsoft.com/dynamics
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