Dynamics 365 Finance
Category
Jan 21, 2025
Published date
Text
Article Type
AI Summary
- Recording work in a project is a common requirement, including hours consumed by resources.
- Solution D365FO involves a process where resources insert hours for projects, submit timesheets for approval, and have hours automatically posted on projects.
- The process involves inserting hours consumed in Project management and accounting> Timesheets> My timesheets.
- Additional information like activities, taxes, customers, and financial dimensions can be added to timesheets.
- Workflow involves submitting timesheets for approval and posting approved hours on projects in Project management> Periodic> Timesheets> Post all approved timesheets.
- Configuration includes setting up timesheet period types, project resources, approval workflows, and project parameters in respective sections.
- Approval workflow is set as "Review timesheet workflow" with the component "Approve timesheet."
- Project parameters include settings like the day the week starts, approved timesheet posting method, and maximum number of timesheets per period.
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