New timesheet (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Depending on the version of the program that you are using, do one of the following:
In Microsoft Dynamics AX 2012 R2: Click Project management and accounting > Common > Timesheets > My timesheets. On the Action Pane, in the New group, click New timesheet
Otherwise: Home > Common > Timesheets > All timesheets. On the Action Pane, in the New group, click New timesheet.
Use this form to enter the hours that are worked each day for projects. You can enter hours by using a blank timesheet form, copying information from a previous timesheet, by using favorites, or by using assignments.
Task that uses this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
---|---|
New line |
Add a new line to the timesheet. |
Remove |
Remove the selected line from the timesheet. |
Details |
Open the Timesheet line details form to add or view timesheet details about activities and resources, billing, and financial dimensions. |
Comments |
Open the Timesheet line comments form to enter comments about hours that you entered in the project timesheet. |
Copy from |
Open a menu that contains the following items:
|
Save as favorites |
Save timesheet lines to use later in a new project timesheet. |
Submit |
Submit the timesheet to the approval workflow. Note The Submit button is available only when you create a new project timesheet. |
Actions |
Select a task that is related to the project timesheet workflow. The options that are available depend on the workflow status and user permissions. |
Fields
Field |
Description |
---|---|
Worker |
The worker who is associated with the project timesheet. The system automatically enters the worker who is currently logged in. If you are a delegate for another worker, select the worker’s name. |
Date |
The current date. To change the date, open the calendar. |
Timesheet period |
The current timesheet period. To create a timesheet in a different period, enter a date in the Date field that is in the period that you want to create a timesheet for. |
Work week |
The current work week. If a timesheet period includes multiple work weeks, all the work week periods are available in the list. |
Approval status |
The timesheet workflow status. |
Timesheet total |
The total hours entered on a timesheet. |
Legal entity |
Select the legal entity that project hours are being entered for.
Note The Legal entity field is available only if intercompany timesheet support has been enabled for your legal entity. |
Customer |
Optional: Select the customer who is associated with the project for the timesheet. Tip You can select the project first. If you do, the Customer field is filled in automatically. |
Project |
Select the project that you are entering hours for. |
Activity |
Optional: Select the activity that is associated with the project that you are entering hours for. |
Category |
Select the category that is associated with the hours. |
Total |
The total hours that are entered for the timesheet line. |
Line property |
Select a property for the task. By default, the field displays the default property that was set up for the task. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).