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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

Create a timesheet

The following tables provide descriptions for the controls in this form.




New line

Add a new line to the timesheet.


Remove the selected line from the timesheet.


Open the Timesheet line details form to add or view timesheet details about activities and resources, billing, and financial dimensions.


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:

  • Timesheet – Create a new timesheet by copying information from a previously created project timesheet.

  • My favorites – Create a new timesheet using project timesheet lines that have been saved as favorites.

  • Assignments – Create new timesheet lines from assigned projects and activities that are included in the time period that you are creating a timesheet for.

    This option is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Save as favorites

Save timesheet lines to use later in a new project timesheet.


Submit the timesheet to the approval workflow.


The Submit button is available only when you create a new project timesheet.


Select a task that is related to the project timesheet workflow. The options that are available depend on the workflow status and user permissions.





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.


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.


The Legal entity field is available only if intercompany timesheet support has been enabled for your legal entity.


Optional: Select the customer who is associated with the project for the timesheet.


You can select the project first. If you do, the Customer field is filled in automatically.


Select the project that you are entering hours for.


Optional: Select the activity that is associated with the project that you are entering hours for.


Select the category that is associated with the hours.


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

Edit timesheet (form)

Maintain timesheet favorites

Authorize timesheet delegates

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).