Timesheets AX 2012

Dynamics 365 for Finance and Operations/AX User Forum
1

Hi,

I am wanting to setup timesheets in AX 2012 but wanting to know if this option is possible to do:

  • 1 timesheet per employee per month
  • Create a timesheet based on projects
  • Able to create once a month
  • Enter total number of hours per project per month

I have currently setup timesheets but these have to be inputted daily with the amount of hours per project per day/week

I am not wanting this I am wanting the ability for an individual to create 1 timesheet and enter the total number of hours they have spent on a project over that month?

Is there anything that can be done with timesheet periods?

Thanks

2

Hi Natalie,

Have you referred hours journal in module project management and accounting.

Best Regards,

Jagannath Tripathy

3

Hi,

Sorry what do you mean?

Thanks

4

Yes, you can create timesheets for the employee on monthly periods. All you need to do is create a period code of Frequency= Month and attach this period code to your desired employee. You can find this on the worker details form=> Project management tab=> Project setup button. Make sure to generate both employee and timesheet periods for this period code.

Let me know if you need more information.

5

Hi,

This is how I have done it currently but even by using this period code it forces you to work on a daily basis by entering the number of hours spent that day on that project, I dont want this I just want to enter it once that month the number of hours spent on that project in the whole month.

Thanks

6

Yes, that is how the standard system works as far as I know. You need to customize according to your requirement here in this case I guess.

7

  • 1 timesheet per employee per month (Yes, this can be done. Go to Project management and account parameters > timesheet > maximum number of timesheet per period to 1).

  • Create a timesheet based on project. (Yes this can be done, by making the project field in Timesheet as Mandatory)

  • Able to create once a month. (Yes, this is also possible)

  • Enter total number of hours per project per month (This will need customization)

I trust this helps

Fasih24@hotmail.com