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Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing
The Weekly time entry grid is a custom control that has two main sections, Dimensions and Duration.
Action | Shortcut |
---|---|
New | Alt + Shift + n |
Copy row | Alt + Shift + c |
Edit entry | Alt + Shift + e |
Edit row | Alt + Shift + Ctrl + e |
Open entry | Alt + Shift + o |
Submit | Alt + Shift + s |
Recall | Alt + Shift + r |
Delete | Alt + Shift + d |
Copy week | Alt + Shift + w |
The Dimensions section shows the dimensions that time can be entered against. The following dimensions are supported out-of-the-box:
The Dimensions section doesn't allow inline editing. This section is backed by a view that enables custom fields to be added to the weekly time entry grid.
The Duration section shows the days of the week as column headers. This section allows inline editing. After a time entry row is created with the appropriate dimensions, users can quickly enter the amount of time that they spent on those dimensions.
When you save the entry, the entered values appear in the Dimensions section. The information entered in the Duration field appears on the date that the time entry was created for.
Lookup fields are backed by system views. For example, after a user enters a project, the Project Task field is set to the Copy view by default. To create time entries for tasks that aren't assigned to a user, select Change View in the lookup dialog box, and then select the All Active Project Tasks view.
Details from some fields on the time entry page, such as Description and External Comments, aren't shown in the weekly time entry grid. Instead, a small triangular indicator appears in the Duration cells that have these additional details.
After the row has been created, you can select Copy Row to copy the whole row to a new row. When a row is copied in this way, dimensions and durations are also copied. You can also select Edit Row to update dimension values and durations in the Duration section.
To support optimal and quick entry in the most prominent fields, the weekly time entry grid shows a subset of selected dimensions and time durations. To view all the details of a single time entry, under Edit Entry, select Open.
You can submit a single time entry or a group of time entries by selecting a block of cells or a whole time entry row, and then selecting Submit. Submitted time entries appear as entries that are pending approval on the approvers' Approval page. After time entries are successfully submitted, they can't be edited.
You can recall time entries that you've submitted. You can recall a single time entry, a block of time entries, or a whole row of time entries. Recalled time entries can be edited.
When a time entry is rejected by an approver, the approver might add comments to help the resource understand the reason for the rejection. To view the rejection comments for a time entry, select Open entry. The rejection comments will be shown in the timeline. The user can respond to the rejection comments before they resubmit the entry.
After a few time entries have been created, users can create multiple time entries at the same time.
The same basic process is used to import from bookings, assignments, and exchanges. You can specify the date range that bookings are imported from and then explicitly select the bookings that should be copied into draft time entries.
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Power BI, Fabric, SQL, and AI community-led event. March 31 - April 2. Use code MSCUST for a $150 discount. Prices go up Feb 11th.
Register today