Mobile project timesheets

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review Summary of what’s new. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy). For detailed information about our products, visit the Finance and Operations documentation.

The solution allows an employee to manage their project timesheets on a mobile device. An employee can create and submit a project timesheet. The solution also allows an employee to approve project timesheets if they have been designated as an authorized approver. The application surfaces the Dynamics 365 for Finance and Operations timesheet functionality that resides in the Project management and accounting area of the product on a mobile device.

Key benefits:

  • Speedy, accurate entry through use of copying from previous timesheets, copying from saved favorites, and copying from the employee’s assigned projects.
  • Ability to copy time for a project from one day to the next, enabling efficiency and reducing mistakes.
  • Employees can include internal comments, which would be used to communicate to the reviewer, or customer comments, which will be surfaced on the customer’s invoice.
  • Lookups showing recently used and assigned project information speed data entry for the employee.
  • Reviewers have the ability to approve, return or delegate the timesheets to another reviewer.
  • Employee comments are readily visible to the approver, allowing for timely approval review.

Example

An employee creates their timesheet for the work week of June 10–June 16 on their mobile device, using the new app. When the employee signs in to the application, the system creates a new timesheet for the work week:

Three mobile screenshots that show how to create a timesheet for a work week