Maintain timesheet favorites [AX 2012]

Updated: October 12, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can use timesheet favorites to save a template of the projects, categories, and activities that you use frequently. Then you can use these entries when you create a new timesheet. You do not have to enter the same information about projects and activities for every new timesheet.

Managers can set up favorites and then assign them to workers or groups of workers. Workers can set up their own timesheet entries as favorites.

NoteNote

When you create a new timesheet by using favorites, all timesheet favorites are entered in the new timesheet. This is true whether the favorites were created by a manager in the Timesheet favorites form or by a worker in the My favorites form.

Maintain timesheet favorites for multiple workers

  1. Click Project management and accounting > Setup > Timesheets > Favorites.

  2. In the Timesheet favorites form, click New.

  3. In the Valid for field, do one of the following:

    • Select Table to associate the favorite with a worker.

    • Select Group to associate the favorite with a worker group.

    • Select All to associate the favorite with all workers.

  4. Do one of the following:

    • If you selected Group in the Worker/project field, in the Worker/project field, select a worker group.

    • If you selected Table in the Worker/project field, in the Worker field, select the worker’s ID.

  5. In the Legal entity field, select the legal entity for which the project work is performed.
    NoteNote

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

  6. In the Project ID field, select a project to associate with the favorite.

  7. Optional: In the Activity number field, select an activity for the favorite.

  8. In the Category field, select a category to associate with the favorite.

  9. Optional: In the Note field, enter comments about the favorite.

Maintain your individual timesheet favorites

  1. Depending on your version of the program, do one of the following:

    • If you are using Microsoft Dynamics AX 2012 R2: Click Project management and accounting > Common > Timesheets > My timesheets.

    • Otherwise, Home> Common > Timesheets > All timesheets.

  2. On the Action Pane, in the Maintain group, click My favorites.

  3. In the My favorites form, click New.

  4. In the Legal entity field, select the legal entity for which the project work is performed.
    NoteNote

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

  5. In the Project ID field, select a project to associate with the favorite.

  6. Optional: In the Activity number field, select an activity.

  7. In the Category field, select a category to associate with the favorite.

  8. Optional: In the Notes field, enter comments about the favorite.

For information about how to create favorites in a timesheet form, see Create a timesheet.


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

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