Dynamics 365 Project Timesheets Mobile app – Seamless Project timesheet entry and approvals on the Go in Dynamics 365 For Finance and Operations!

Dynamics 365 Project Timesheets Mobile app – Seamless Project timesheet entry and approvals on the Go in Dynamics 365 For Finance and Operations!

Last few months have been pretty busy with lot of our customers getting ready to move to Dynamics 365 for Finance and Operations “ONE Version. All of you should probably know already what “ONE Version” is and what are some of the key expectations around this. The objective is very simple. “All customers should run the latest version of Dynamics 365, Always“. This means, no more expenssive and extenssive upgrade projects and timelines.

For common questions on ONE version, you can find more info here.

With that said, I wanted to write about the ALL NEW Project timesheets mobile app in Dynamics 365 for Finance and Operations, that launched with the ONE version. (The app was released a few weeks ago alongside the ONE version release in the first week of April 2019). In the earlier releases of D365 F&O, there was the Project time entry mobile workspace, which did allow you to enter your project timesheet on a mobile device, but it had very limited functionality. Now, there is a new dedicated mobile app called “Microsoft Dynamics 365 Project Timesheet” in both Apple Appstore and Google playsytore. This new mobile app is fully redesigned and provides full functionality for timesheet management using a mobile devide. Some key highlights of this app,

  1. Standalone app that seamlessly connects to Dynamics 365 F&O.
  2. Modern responsive and fast user interface which is easy to use.
  3. Easy time recording and internal/external comments/description entry.
  4. Mobile timesheet entry submissions.
  5. Mobile Timesheet Approvals.
  6. Enter start and stop times.
  7. Configurable Data fields visbility

To get started, you need to download and install the mobile app from App Store or Playstore. Once you have done that, the syustem admin of your organziation will need to enable this mobile time entry within Dynamics 365 for Finance and Operation.

Navigate to Project Management and Accoutning > Setup > Project management and accounting parameters > Timesheet tab.


You can also pick and chose which data fields to show on the mobile app and which ones not to show. That’s it!!

Now launch the mobile app and the timesheet entry process is very startight forward. You can Copy timesheets from previous, favorites and assignments. More importantly, you will always see the list of most recent projects you worked on, so that it is easy to find and select. The user interface for entering the time and comments is clean and welcoming. Great job Microsoft on this one and I am sure this will get new features in future versions.

Here are some screenshots from the testing I performed and it worked like a Charm!! Try it and provide your feedback to Microsoft directly in Appstores.

Missing Timesheets Report – Microsoft Dynamics AX 2012

Missing Timesheets Report – Microsoft Dynamics AX 2012

Hello Everyone,

First of all, I would like to wish you all very happy and prosperous holidays and hope you all are enjoying with your families and relatives.

And, So do I ! I took a long vacation from blog writing and work and had wonderful time with family and I am back again here.

In today’s post, we will discuss a very small report/functionality of Microsoft Dynamics AX, which is the “Missing Timesheets Report”” under the Project Management and Accounting Module.

Timesheets are critical for any service industry to be able to invoice their customers effectively on time, as they are the source for the invoices. Making sure that all the employees submit their timesheets on time is very important for the service industries in terms of project management, accountability, invoicing customer and getting paid.

AX 2012 provides a a report called “Missing Timesheets” which tells which employees have not submitted their timesheets for a given period, so that you can communicate with them to make sure the timesheets are in.

Let us take a look at how this is configured in AX and how does it look like.

  1. To begin with, I will need to ensure that all my configurations and setup for worker and timesheets are correct.
  2. Navigate to Workers > Project Management Tab and make sure there is a timesheet period attached to the worker.

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   3. The next step is to make sure that the “Worker timesheet periods are updated along with billable and efficiency hours data.

   4. Go to PMA > Setup > Timesheet > Periods, Select “EmplWeek” and Click Update worker periods.

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    5. Now, the worker “Alan Brewer” has not submitted his timesheets for the week 12/23 to 12/29. Let us generate the Missing Timesheets report and see how it looks like.

    6. Go to PMA > Reports > Timesheets > Missing Timesheets. Let me explain the options on this report.

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    Period Code: Select the timesheet period code for which you want to generate the missing timesheets.

   Start date: Select the start date of the Week/Bi-Week(Depending on what is your timesheet period).

    All Employees: Mark this check box if you want the report to list all the employee who have already registered their hours.

    Send e-mail: This check box misleads by its name. It does not really send email to the employees for whom the timesheets are     missing in the given period. For me, this is limitation and you could write custom code (Will not be complex) to send emails.      When you mark this check box, the “E-mail sent” column will show “YES” if the an email id is setup for the worker in the worker     master and will show “NO”, if there is not email ID.

   7. Finally, let us see how the final report looks like.

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   See that, Alan Brewer is listed in the report, as he has not submitted his timesheet for the week 12/23-12/29. Also, there is no email ID specified for Alan, so the “Email   Sent” column shows “No”.

When you write the custom code to send emails, you could also set this report to run automatically at end of every timesheet period, so that the report can be automatically sent to the accounts receivable team for their action for follow ups and also an automatic email can be sent to the employees directly asking to submit timesheets.

NOTE: Please see the conversation below between myself and KK, where he says the CU 7 now has the functionality of sending emails. This means that you will no more require to write custom code for this. Thank you KK for providing this information.

Thats it for today’s post. Till next time !!!

Managerial Hierarchy based workflow configuration for Timesheets does not work as expected when Timesheet is submitted by a Delegate in AX 2012

Managerial Hierarchy based workflow configuration for Timesheets does not work as expected when Timesheet is submitted by a Delegate in AX 2012

Friends,

Hope everyone is doing well.

Just wanted to share a quick information about an issue which you may face while implementing Timesheets approval of workers based on a Managerial Hierarchy.

When you setup the Timesheet review workflow as “Hierarchy” based and setup appropriate reporting positions for the workers, you will notice that the timesheet when submitted “by a Delegate” for an employee, will get routed/assigned to the reporting manager of the delegate(who submits the timesheet), instead of getting assigned to the reporting manager of the actual employee.

This is a known issue in AX 2012 feature pack(until the CU4 release) and you will need to make a code correction by taking help of your developers.

However in the R2 release of AX 2012, this issue is taken care by the introduction of a small “Design change” in the workflow configuration. In the R2 release, you will be able to select “Worker” as the “Start from” location for the workflow. This will ensure that the timesheets even though submitted by a delegate, will get routed/assigned to the reporting manager of the timesheet worker/employee, but not to the reporting manager of the delegate. See screen below.

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Please shoot questions in case you have any in this regard.

Till next time !! Keep DAXING Smile