Project time entry mobile workspace

Important

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This topic provides information about the Project time entry mobile workspace for the Dynamics 365 for Operations mobile app. This workspace lets users enter and save time against a project by using their mobile device.

Overview of the Project time entry mobile workspace

As part of their daily work, project resources are often on-site or traveling. The Project time entry mobile workspace lets users enter their billable or non-billable time against a project on the mobile device of their choice. Therefore, project resources can record time entries anytime and anywhere. They can also view time entries that have already been recorded.

Specifically, the Project time entry mobile workspace provides these features:

  • For any selected date, enter the number of hours that you spent on a specific task.
  • Search by project name or customer to find the project to enter time for.
  • Specify the category and activity for the time that you spent.
  • Record the time as billable or non-billable for the project.
  • Optionally enter any external or internal comments.

To implement the Project time entry mobile workspace, see the following sections in this topic.

Prerequisites

Before you implement the Project time entry mobile workspace, make sure that your system administrator has completed the following prerequisites.

Prerequisite Role Description
Microsoft Dynamics 365 for Operations version 1611 with platform update 3 or later must be implemented. System administrator If you don't already have Dynamics 365 for Operations deployed in your organization, your system administrator should see Deploy a Microsoft Dynamics 365 for Operations demo environment.
KB 4018050 must be implemented. System administrator KB 4018050 is an X++ update or metadata hotfix that contains the Project time entry mobile workspace. To implement KB 4018050, your system administrator must follow these steps.
  1. Download KB 4018050 from Microsoft Dynamics Lifecycle Services (LCS).
  2. Install the metadata hotfix.
  3. Create a deployable package that contains the ApplicationSuite and ProjectMobile models, and then upload the deployable package to LCS.
  4. Apply the deployable package to your Dynamics 365 for Operations system.
The Project time entry mobile workspace must be published to the Dynamics 365 for Operations mobile app. System administrator
  1. Start Dynamics 365 for Operations in your browser.
  2. On the System parameters page, on the Manage mobile workspaces tab, select the Project time entry workspace.
  3. Click Publish mobile workspace.

Download and install the Dynamics 365 for Operations mobile app

Download and install the Dynamics 365 for Operations mobile app from your mobile app store.

Sign in to the Dynamics 365 for Operations mobile app

  1. Start the app on your mobile device.
  2. Enter your Dynamics 365 for Operations URL.
  3. Enter the company to sign in to. For example, enter USMF.
  4. The first time that you sign in, you're prompted for the user name and password for your Dynamics 365 for Operations account. Enter your credentials.
  5. After you sign in, you see the available workspaces for your company. Note that if your system administrator publishes a new workspace later, you can pull to refresh the list of mobile workspaces.

Pull to refresh

Enter time by using the Project time entry mobile workspace

  1. On your mobile device, select the Project time entry workspace.
  2. Select Time entry. You see the calendar dates for the current week.
  3. For a selected date, select Actions > New entry.
  4. Enter the number of hours to record.
  5. Select the project for the time entry. You see a list of the projects that are loaded into your app for offline use. By default, 50 items are loaded, but a developer can change this number. For more information, developers should see Dynamics 365 for Operations mobile platform.
  6. If your project isn't in the list, select Search to do an online search in Dynamics 365 for Operations. Search by name, or switch to search by project name or customer.
  7. Select a category. You see a list of the categories that are loaded into your app for offline use. By default, 50 items are loaded, but a developer can change this number. For more information, developers should see Dynamics 365 for Operations mobile platform.
  8. If your category isn't in the list, select Search to do an online search in Dynamics 365 for Operations. Search by category, or switch to search by category name.
  9. Select an activity. You see a list of the activities that are loaded into your app for offline use. By default, 50 items are loaded, but a developer can change this number. For more information, developers should see Dynamics 365 for Operations mobile platform.
  10. If your activity isn't in the list, select Search to do an online search in Dynamics 365 for Operations. Search by activity number, or switch to search by purpose.
  11. Select the line property.
  12. Optional: Enter any external and internal comments.
  13. Select Done.