Create and generate timesheet periods [AX 2012]

Updated: May 10, 2011

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

Project periods are applied to estimates, subscriptions, and workers. The periods are created based on a period type. For each period type, you create a period frequency. For example, if hours are to be reported weekly, you must create a period type with the period frequency of a week. You then select a period frequency to define the timesheet period.

NoteNote

Some options on the forms that are used in the following procedures are not applicable for timesheet periods. This is because periods are used for various purposes.

  1. Click Organization administration > Common > Calendars > Period types.

  2. In the Period types form, click New.

  3. In the Period types field, enter a name for the period type, such as Week or Month.

  4. Optional: In the Description field, enter a description of the period type.

  5. In the Frequency field, select the frequency of the period type.

    NoteNote

    Timesheets only support weekly, bi-weekly, semi-monthly, and monthly frequencies. Other period options do not apply to timesheet periods.

  6. If you want to automatically split weekly and bi-weekly periods at the end of a month, select the Auto split week check box.

  7. Click the Generate periods button.

  8. In the Generate periods form, if you want to generate new periods for the workers who are associated with the period type, select the Update worker periods check box.

  9. To define the weekly timesheet periods, select the Update timesheet periods check box.

  10. Enter a date in the Specify start date of the period field. Then, in the Length of period field, enter the number of periods that each ledger period is to be divided into.

    NoteNote

    The Length of period field is unavailable if the Frequency field in the Period types form is set to Unlimited.

  11. Optional: In the Billable hours field, enter the expected number of billable hours for the period.

  12. Optional: In the Efficiency hours field, enter the expected number of efficiency hours for each period. Efficiency hours are the hours in which work is actually accomplished.

To see the generated periods, click the Periods button in the Period types form.

After periods have been generated, you must assign every worker who enters time against projects to a period type. For more information, see Assign and maintain worker periods.

You must also associate periods with estimates because the estimate frequency is based on a period type. You can use the same periods for timesheets and estimates, or create additional periods that are used only for estimates. For more information, see About estimate periods.


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

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