1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Working with Advanced project management
  4. Create and manage projects

Report hours

You can report project-related hours in several ways:

  • Daily timesheet - For daily hour reporting by worker.
  • Weekly timesheet - For weekly hour reporting by worker or foreman.
  • Hour journal - Only for worker hours.
  • Equipment journal - Only for equipment hours.

If you use a timesheet to report hours, you can also report:

  • Equipment usage
  • Item consumption
  • Expenses

Completed timesheet lines can be approved and posted.


Employee Employee Project manager Project manager Start Start Report hours - Daily timesheet Report hours - Daily timesheet You can use the daily timesheet to report hours daily. You can also report, for each line in the timesheet, the related: Equipment usage Item consumption Expenses Procedure 1. Go to Project management and accounting > Journals > Timesheet management > Daily timesheet entry. 2. Click New. 3. Click OK. 4. Click New. 5. In the Project ID field, enter or select a value. 6. In the Activity number field, enter or select a value. 7. In the Hours field, enter a number. 8. Expand the Equipment section. 9. Click New. 10. In the Project ID field, enter or select a value. 11. In the Activity number field, enter or select a value. 12. In the Equipment field, enter or select a value. 13. In the Quantity field, enter a number. 14. Expand the Item section. 15. Click New. 16. In the Project ID field, enter or select a value. 17. In the Activity number field, enter or select a value. 18. In the Item number field, enter or select a value. 19. In the Category field, enter or select a value. 20. In the Quantity field, enter a number. 21. Expand the Expense section. 22. Click New. 23. Click New. 24. In the Project ID field, enter or select a value. 25. In the Activity number field, enter or select a value. 26. In the Category field, enter or select a value. 27. In the Description field, type a value. 28. In the Quantity field, enter a number. 29. In the Cost price field, enter a number. 30. Click Save. Report hours - Weekly timesheet Report hours - Weekly timesheet You can use the weekly timesheet to report hours on a weekly basis. You can also report, for each line in the timesheet, the related:Equipment usageItem consumptionExpenses Procedure 1. Go to Project management and accounting > Journals > Timesheet management > Weekly timesheet entry. 2. Click New. 3. In the Transaction type field, select an option. 4. In the Project ID field, enter or select a value. 5. In the Description field, type a value. 6. In the Activity number field, enter or select a value. 7. In the Category field, enter or select a value. 8. In the Construction template field, enter or select a value. 9. In the Cost code field, enter or select a value. 10. Enter values in the appropriate day. Note: Enter other values as desired for the type of transactions: hour, expense, item, or equipment. Approve hours Approve hours You can approve and post the timesheet lines that are marked as Completed. Before you approve or post timesheet lines, review the registered: Equipment usage - On posting the timesheet line, an equipment journal is created and posted for the reported equipment usage. Item consumption - On posting the timesheet line, an item journal is created and posted for the reported item consumption. Expenses - On posting the timesheet line, an expense journal is created and posted for the reported expenses. Also review the additional information: General remarks Equipment information Weather information Health and safety information Worker remarks Procedure 1. Go to Project management and accounting > Journals > Timesheet management > Approve hours. 2. Click Approve. Report hours - Hour journal Report hours - Hour journal You can use the Hour journal to report hours that you spent on a project. Notes If you define a construction template on a journal line, the cost and sales prices are searched for based on this construction template. Report hours - Equipment journal Report hours - Equipment journal You can report the equipment usage hours in the Equipment journal. Procedure 1. Go to Project management and accounting > Journals > Equipment. 2. Click New. 3. In the Name field, enter or select a value. 4. Click Lines. 5. Click New. 6. In the Project ID field, enter or select a value. 7. In the Activity number field, enter or select a value. 8. In the Construction template field, enter or select a value. 9. In the Equipment field, enter or select a value. 10. In the Category field, enter or select a value. 11. In the Resource field, enter or select a value. 12. In the Role ID field, enter or select a value. 13. In the Description field, type a value. 14. In the Hours field, enter a number. 15. In the Line property field, enter or select a value. 16. In the Cost code field, enter or select a value. Notes As the worker hours aren't included in the equipment hours, you must report the worker hours separately in the Hour journal. End End Report hour  daily or weekly? Report hour  daily or weekly? Report worker or  equipment hours? Report worker or  equipment hours? Report hours in  timesheet or journal? Report hours in  timesheet or journal? Daily Weekly Worker Equipment Timesheet Journal

Activities

Name Responsible Description

Report hours - Daily timesheet

Employee

You can use the daily timesheet to report hours daily. You can also report, for each line in the timesheet, the related:

  • Equipment usage
  • Item consumption
  • Expenses

Report hours - Weekly timesheet

Employee

You can use the weekly timesheet to report hours on a weekly basis. You can also report, for each line in the timesheet, the related:

  • Equipment usage
  • Item consumption
  • Expenses

Approve hours

Project manager

You can approve and post the timesheet lines that are marked as Completed.

Before you approve or post timesheet lines, review the registered:

  • Equipment usage - On posting the timesheet line, an equipment journal is created and posted for the reported equipment usage.
  • Item consumption - On posting the timesheet line, an item journal is created and posted for the reported item consumption.
  • Expenses - On posting the timesheet line, an expense journal is created and posted for the reported expenses.

Also review the additional information:

  • General remarks
  • Equipment information
  • Weather information
  • Health and safety information
  • Worker remarks

Report hours - Hour journal

Employee

You can use the Hour journal to report hours that you spent on a project.

Report hours - Equipment journal

Employee

You can report the equipment usage hours in the Equipment journal.

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