Exercise - Set up time sheets

  • 10 minutes

This exercise uses the CRONUS sample company from the US version of Business Central. You might need to adjust the steps if you use the sample company from your country or region.

Scenario

The business manager decides that, starting the first full workweek of April 2020, resources must enter time sheets. Because resources will only enter time sheets for jobs, the person who is responsible for each job should also be the time sheet approver for their jobs. Timothy and Mary are the first resources that will start using time sheets.

You are assigned the role of time sheet administrator and have been asked to set up the time sheet function in Business Central.

Tasks

  • Set up yourself as the time sheet administrator.

  • Set up the person who is responsible for a job as the time sheet approver for their job.

  • Enable time sheets for Mary and Timothy.

  • Create time sheets for all workweeks of April 2020.

Steps

  1. Set up yourself as the time sheet administrator.

    1. Select the Search for page icon in the upper-right corner of the page, enter user setup, and then select the related link.

    2. Select New.

    3. In the User ID field, select your user account.

    4. Enable the Time Sheet Administrator option.

    5. Close the User Setup page.

  2. Set up the person who is responsible for a job as the time sheet approver for their job.

    1. Select the Search for page icon in the upper-right corner of the page, enter resources setup, and then select the related link.

    2. In the Time Sheet by Job Approval field, select Always.

    3. Close the Resources Setup page.

  3. Enable time sheets for Mary and Timothy.

    1. Select the Search for page icon in the upper-right corner of the page, enter resources, and then select the related link.

    2. Open the resource card for Mary.

    3. Enable the Use Time Sheet option.

    4. In the Time Sheet Owner field, select Mary's user account. If you are working in a demo environment and do not have a user account for Mary, you can also select your own user account.

    5. Close the resource card for Mary.

    6. Open the resource card for Timothy.

    7. In the Time Sheet Owner field, select Timothy's user account. If you are working in a demo environment and don't have a user account for Timothy, you can also select another user account.

    8. Close the resource card for Timothy.

  4. Create timesheets for all workweeks in April 2020.

    1. Select the Search for page icon in the upper-right corner of the page, enter create timesheets, and then select the related link.

    2. In the Starting Date field, enter April 6, 2020.

    3. In the No. of Periods field, enter 4.

    4. Select the Create Lines From Job Planning Lines option.

    5. Select OK.