Microsoft Dynamics SL Web Apps provide access to Microsoft Dynamics SL through a web browser on a desktop, laptop, tablet or smartphone. This demonstration will walk through the high level features of Project Time Entry.
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Dynamics SL Web Apps - Project Time Entry
1. Microsoft
Dynamics SL Web
Apps provide
access to
Microsoft
Dynamics SL
through a web
browser on a
desktop, laptop,
tablet or
smartphone. This
demonstration
will walk through
the high level
features of Project
Time Entry.
Microsoft Dynamics SL Testdrive
2. Microsoft Dynamics SL Testdrive
Microsoft
Dynamics SL 2015
CU1 Web Apps
include many new
and enhanced
features.
Click here
4. To start entering
time, click on the
Current Entry
option.
Microsoft Dynamics SL Testdrive
Click here
5. The time Card
Entry screen
displays the time
entered in a grid.
In this example
time entry is
entered weekly,
but it also support
biweekly and semi
monthly time
entry as well. To
enter a new line
item, click on the
New Row button.
Microsoft Dynamics SL Testdrive
Click here
6. Click on the
Assigned button
to choose from a
list of projects
that have already
been assigned.
Microsoft Dynamics SL Testdrive
Click here
7. The Assigned list
shows just those
projects that a
user has been
assigned to in
Microsoft
Dynamics SL. The
assignment list
can be searched
based on assigned
ID or description.
Microsoft Dynamics SL Testdrive
Click here
8. Once a project is
selected, time is
entered into the
grid.
Microsoft Dynamics SL Testdrive
Click here
9. To add a project
line that is not
assigned
Microsoft Dynamics SL Testdrive
Click here
11. A new interface is
displayed that
allow the selection
of a Project and
Task. Users can
manually enter
the Project or click
on the magnifying
glass to lookup the
Project
information.
Microsoft Dynamics SL Testdrive
Click here
12. Project lists can be
searched on using
the Project ID,
description,
Customer ID and
description.
Microsoft Dynamics SL Testdrive
Click here
15. Additional fields
can be
updated/altered
based on the user
access. Please
note that the
additional fields
can be globally
hidden or disabled
in the Time and
Expense setup
screen. Click
Accept to add the
project/task
combination to
the timecard entry
screen.
Microsoft Dynamics SL Testdrive
Click here
21. To view details on
a line item, click
the Day
information
button.
Microsoft Dynamics SL Testdrive
Click here
22. This allows the
entry of a
description of a
specific days work
as well as allows
for the entry of
any overtime
hours if needed.
Microsoft Dynamics SL Testdrive
Click here
23. To save the entry,
click Accept
Microsoft Dynamics SL Testdrive
Click here
24. This screen can
also support the
entry of start and
end times for any
work done on a
project. When
this option is
turned on the
screen will display
the start and end
times.
Microsoft Dynamics SL Testdrive
Click here
25. If any line items
already entered
need to be edited,
click on the Edit
button.
Microsoft Dynamics SL Testdrive
Click here
26. This displays the
fields and allows
for changes to be
made.
Microsoft Dynamics SL Testdrive
Click here
35. The Totals for
each day can be
viewed at the
bottom of the
screen. To view
the breakout of
time, click on the
Totals label.
Microsoft Dynamics SL Testdrive
Click here
36. Details on Billable
vs Non billable
and Overtime can
be viewed on this
screen.
Microsoft Dynamics SL Testdrive
Click here
40. If a hard copy of
the timecard is
needed, a report
can be run.
Microsoft Dynamics SL Testdrive
Click here
41. The report can be
printed or
reviewed. The
report is editable
by a customer or
partner.
Microsoft Dynamics SL Testdrive
Click here
42. Let’s take a look
now at the other
options in the
Timecard menu.
Microsoft Dynamics SL Testdrive
Click here
43. Open Timecards
display any open
timecards that
have not been
submitted.
Microsoft Dynamics SL Testdrive
Click here
44. Open or
unsubmitted
timecards can be
opened from this
screen or you can
copy timecards to
your current time
card.
Microsoft Dynamics SL Testdrive
Click here
45. Clicking the
Duplicate button
will overwrite the
current timecard
with a previous
timecards project
entries. Clicking
on the Action
button turns off
the Duplicate
button.
Microsoft Dynamics SL Testdrive
Click here
Microsoft Dynamics SL Web Apps provide access to Microsoft Dynamics SL through a web browser on a desktop, laptop, tablet or smartphone. This demonstration will walk through the high level features of Project Time Entry.
Microsoft Dynamics SL 2015 CU1 Web Apps include many new and enhanced features. | Click here
In this demonstration we will look at the Project Timecard Entry screen. | Click here
To start entering time, click on the Current Entry option. | Click here
The time Card Entry screen displays the time entered in a grid. In this example time entry is entered weekly, but it also support biweekly and semi monthly time entry as well. To enter a new line item, click on the New Row button. | Click here
Click on the Assigned button to choose from a list of projects that have already been assigned. | Click here
The Assigned list shows just those projects that a user has been assigned to in Microsoft Dynamics SL. The assignment list can be searched based on assigned ID or description. | Click here
Once a project is selected, time is entered into the grid. | Click here
To add a project line that is not assigned | Click here
Choose the Unassigned button | Click here
A new interface is displayed that allow the selection of a Project and Task. Users can manually enter the Project or click on the magnifying glass to lookup the Project information. | Click here
Project lists can be searched on using the Project ID, description, Customer ID and description. |
Click here
Next select the appropriate task. | Click here
Select the task Vacation. | Click here
Additional fields can be updated/altered based on the user access. Please note that the additional fields can be globally hidden or disabled in the Time and Expense setup screen. Click Accept to add the project/task combination to the timecard entry screen. | Click here
To view the details of a line item without having to click the Day Info button, hover over the field | Click here
Information on the line item is displayed. | Click here
To enter comments that will print on the invoice, click on the invoice comments button. | Click here
Multiple invoice comments may be added. | Click here
To view details on a line item, click the Day information button. | Click here
This allows the entry of a description of a specific days work as well as allows for the entry of any overtime hours if needed. | Click here
To save the entry, click Accept | Click here
This screen can also support the entry of start and end times for any work done on a project. When this option is turned on the screen will display the start and end times. | Click here
If any line items already entered need to be edited, click on the Edit button. | Click here
This displays the fields and allows for changes to be made. | Click here
Internal notes can also be entered | Click here
Select the notes | Click here
Internal notes provide a way to record and details around time entry. | Click here
Comments on the entire Timecard can also be entered | Click here
| Click here
Notes on the entire Timecard can also be entered | Click here
| Click here
Notes can be entered. | Click here
The Totals for each day can be viewed at the bottom of the screen. To view the breakout of time, click on the Totals label. | Click here
Details on Billable vs Non billable and Overtime can be viewed on this screen. | Click here
Summary information about and actions can be taken on the Timecard | Click here
Including a document number, a description field along with the ability to Delete a time card or view correcting timecards. | Click here
Save the entries | Click here
If a hard copy of the timecard is needed, a report can be run. | Click here
The report can be printed or reviewed. The report is editable by a customer or partner. | Click here
Let’s take a look now at the other options in the Timecard menu. | Click here
Open Timecards display any open timecards that have not been submitted. | Click here
Open or unsubmitted timecards can be opened from this screen or you can copy timecards to your current time card. | Click here
Clicking the Duplicate button will overwrite the current timecard with a previous timecards project entries. Clicking on the Action button turns off the Duplicate button. | Click here
To view previously submitted Timecards, click the Timecard History button. | Click here
These timecards can also be duplicated by clicking the Actions button. | Click here
| Click here
In addition, the Timecard Entry screen allows for customizing the settings. | Click here
These settings update the sorting and viewing options. | Click here