How to: Set Up Time Sheets

Time sheets in Dynamics 365 handle time registration in weekly increments of seven days. You use them to track the time used on jobs, and you can use them to record simple resource time registration. Before you can use time sheets, you must specify how you want them to be set up and configured.

After you have set up how your organisation will use time sheets, you can specify if and how time sheets are approved. Depending on the needs of your organisation, you can designate:

  • One or more users as the time sheet administrator and approver for all time sheets.
  • A time sheet approver for each resource.

When you have set up time sheets, you can create time sheets for resources, assign them to job planning lines, and post time sheet lines. For more information, see How to: Use Time Sheets.

To set up general information for time sheets

  1. Choose the Search for Page or Report icon, enter Resources Setup, and then choose the related link.
  2. Fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.
  3. For the Time Sheet by Job Approval field, select one of the following options.
Option Description
Never The user in the Time Sheet Approver User ID field on the resource card approves the time sheet.
Always The user in the Person Responsible field on the job card approves the time sheet.
Machine Only If the machine time sheet is linked with a job, then the user in the Person Responsible field on the job card approves the time sheet. If the machine time sheet is linked with a resource, then the user in the Time Sheet Approver User ID field on the resource card approves the time sheet.

To assign a time sheet administrator

  1. Choose the Search for Page or Report icon, enter User Setup, and then choose the related link.
  2. Add a new user if the user list does not include the person who you want to be the time sheet administrator. For more information, see How to: Manage Users and Permissions.
  3. Select a user to be a time sheet administrator, and then select the Time Sheet Admin. check box.

Tip

It is recommended that you designate only one user to be the time sheet administrator for a company. In the following procedure, you set up a time sheet owner and approver where the time sheet approver is assigned for each resource.

To assign a time sheets owner and approver

  1. Choose the Search for Page or Report icon, enter Resources, and then choose the related link.
  2. Select the resource for which you want to set up the ability to use time sheets, and then select the Use Time Sheet check box.
  3. In the Time Sheet Owner User ID field, enter the ID of the owner of the time sheet. The owner can enter time usage on a time sheet and submit it for approval. In general, when the resource is a person, that person is also the owner.
  4. In the Time Sheet Approver User ID field, enter the ID of the approver of the time sheet. The approver can approve, reject, or reopen a time sheet.

Note

You cannot change the ID of the time sheet approver if there are time sheets that have not yet been processed and have the status of Submitted or Open.

See Also

Setting Up Project Management
Project Management
Finance
Purchasing
Sales
Working with Dynamics 365