New timesheet (form) [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

Depending on the version of the program that you are using, do one of the following:

  • In Microsoft Dynamics AX 2012 R2: Click Project management and accounting > Common > Timesheets > My timesheets. On the Action Pane, in the New group, click New timesheet

  • Otherwise: Home > Common > Timesheets > All timesheets. On the Action Pane, in the New group, click New timesheet.

Use this form to enter the hours that are worked each day for projects. You can enter hours by using a blank timesheet form, copying information from a previous timesheet, by using favorites, or by using assignments.

The following tables provide descriptions for the controls in this form.

Button

Description

New line

Add a new line to the timesheet.

Remove

Remove the selected line from the timesheet.

Details

Open the Timesheet line details form to add or view timesheet details about activities and resources, billing, and financial dimensions.

Comments

Open the Timesheet line comments form to enter comments about hours that you entered in the project timesheet.

Copy from

Open a menu that contains the following items:

  • Timesheet – Create a new timesheet by copying information from a previously created project timesheet.

  • My favorites – Create a new timesheet using project timesheet lines that have been saved as favorites.

  • Assignments – Create new timesheet lines from assigned projects and activities that are included in the time period that you are creating a timesheet for.

    This option is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Save as favorites

Save timesheet lines to use later in a new project timesheet.

Submit

Submit the timesheet to the approval workflow.

NoteNote

The Submit button is available only when you create a new project timesheet.

Actions

Select a task that is related to the project timesheet workflow. The options that are available depend on the workflow status and user permissions.

Field

Description

Worker

The worker who is associated with the project timesheet. The system automatically enters the worker who is currently logged in. If you are a delegate for another worker, select the worker’s name.

Date

The current date. To change the date, open the calendar.

Timesheet period

The current timesheet period. To create a timesheet in a different period, enter a date in the Date field that is in the period that you want to create a timesheet for.

Work week

The current work week. If a timesheet period includes multiple work weeks, all the work week periods are available in the list.

Approval status

The timesheet workflow status.

Timesheet total

The total hours entered on a timesheet.

Legal entity

Select the legal entity that project hours are being entered for.
NoteNote

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

Customer

Optional: Select the customer who is associated with the project for the timesheet.

TipTip

You can select the project first. If you do, the Customer field is filled in automatically.

Project

Select the project that you are entering hours for.

Activity

Optional: Select the activity that is associated with the project that you are entering hours for.

Category

Select the category that is associated with the hours.

Total

The total hours that are entered for the timesheet line.

Line property

Select a property for the task. By default, the field displays the default property that was set up for the task.


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

Community Additions

Show: