dynamics sl web apps - project time entry

52
Microsoft Dynamics SL Web Apps provide access to Microsoft Dynamics SL through a web browser on a desktop, laptop, tablet or smartphone. This demonstratio n will walk through the high level features of Project Time Entry. Microsoft Dynamics SL Testdrive

Upload: jennifer-bieker

Post on 13-Aug-2015

132 views

Category:

Technology


1 download

TRANSCRIPT

Page 1: Dynamics SL Web Apps - Project Time Entry

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

Page 2: Dynamics SL Web Apps - Project Time Entry

Microsoft Dynamics SL Testdrive

Microsoft Dynamics SL 2015 CU1 Web Apps include many new and enhanced features.

Click here

Page 3: Dynamics SL Web Apps - Project Time Entry

In this demonstration we will look at the Project Timecard Entry screen.

Microsoft Dynamics SL Testdrive

Click here

Page 4: Dynamics SL Web Apps - Project Time Entry

To start entering time, click on the Current Entry option.

Microsoft Dynamics SL Testdrive

Click here

Page 5: Dynamics SL Web Apps - Project Time Entry

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

Page 6: Dynamics SL Web Apps - Project Time Entry

Click on the Assigned button to choose from a list of projects that have already been assigned.

Microsoft Dynamics SL Testdrive

Click here

Page 7: Dynamics SL Web Apps - Project Time Entry

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

Page 8: Dynamics SL Web Apps - Project Time Entry

Once a project is selected, time is entered into the grid.

Microsoft Dynamics SL Testdrive

Click here

Page 9: Dynamics SL Web Apps - Project Time Entry

To add a project line that is not assigned

Microsoft Dynamics SL Testdrive

Click here

Page 10: Dynamics SL Web Apps - Project Time Entry

Choose the Unassigned button

Microsoft Dynamics SL Testdrive

Click here

Page 11: Dynamics SL Web Apps - Project Time Entry

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

Page 12: Dynamics SL Web Apps - Project Time Entry

Project lists can be searched on using the Project ID, description, Customer ID and description.

Microsoft Dynamics SL Testdrive

Click here

Page 13: Dynamics SL Web Apps - Project Time Entry

Next select the appropriate task.

Microsoft Dynamics SL Testdrive

Click here

Page 14: Dynamics SL Web Apps - Project Time Entry

Select the task Vacation.

Microsoft Dynamics SL Testdrive

Click here

Page 15: Dynamics SL Web Apps - Project Time Entry

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

Page 16: Dynamics SL Web Apps - Project Time Entry

Demo Script

Microsoft Dynamics SL Testdrive

Page 17: Dynamics SL Web Apps - Project Time Entry

To view the details of a line item without having to click the Day Info button, hover over the field

Microsoft Dynamics SL Testdrive

Click here

Page 18: Dynamics SL Web Apps - Project Time Entry

Information on the line item is displayed.

Microsoft Dynamics SL Testdrive

Click here

Page 19: Dynamics SL Web Apps - Project Time Entry

To enter comments that will print on the invoice, click on the invoice comments button.

Microsoft Dynamics SL Testdrive

Click here

Page 20: Dynamics SL Web Apps - Project Time Entry

Multiple invoice comments may be added.

Microsoft Dynamics SL Testdrive

Click here

Page 21: Dynamics SL Web Apps - Project Time Entry

To view details on a line item, click the Day information button.

Microsoft Dynamics SL Testdrive

Click here

Page 22: Dynamics SL Web Apps - Project Time Entry

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

Page 23: Dynamics SL Web Apps - Project Time Entry

To save the entry, click Accept

Microsoft Dynamics SL Testdrive

Click here

Page 24: Dynamics SL Web Apps - Project Time Entry

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

Page 25: Dynamics SL Web Apps - Project Time Entry

If any line items already entered need to be edited, click on the Edit button.

Microsoft Dynamics SL Testdrive

Click here

Page 26: Dynamics SL Web Apps - Project Time Entry

This displays the fields and allows for changes to be made.

Microsoft Dynamics SL Testdrive

Click here

Page 27: Dynamics SL Web Apps - Project Time Entry

Internal notes can also be entered

Microsoft Dynamics SL Testdrive

Click here

Page 28: Dynamics SL Web Apps - Project Time Entry

Select the notes

Microsoft Dynamics SL Testdrive

Click here

Page 29: Dynamics SL Web Apps - Project Time Entry

Internal notes provide a way to record and details around time entry.

Microsoft Dynamics SL Testdrive

Click here

Page 30: Dynamics SL Web Apps - Project Time Entry

Comments on the entire Timecard can also be entered

Microsoft Dynamics SL Testdrive

Click here

Page 31: Dynamics SL Web Apps - Project Time Entry

Microsoft Dynamics SL Testdrive

Click here

Page 32: Dynamics SL Web Apps - Project Time Entry

Notes on the entire Timecard can also be entered

Microsoft Dynamics SL Testdrive

Click here

Page 33: Dynamics SL Web Apps - Project Time Entry

Microsoft Dynamics SL Testdrive

Click here

Page 34: Dynamics SL Web Apps - Project Time Entry

Notes can be entered.

Microsoft Dynamics SL Testdrive

Click here

Page 35: Dynamics SL Web Apps - Project Time Entry

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

Page 36: Dynamics SL Web Apps - Project Time Entry

Details on Billable vs Non billable and Overtime can be viewed on this screen.

Microsoft Dynamics SL Testdrive

Click here

Page 37: Dynamics SL Web Apps - Project Time Entry

Summary information about and actions can be taken on the Timecard

Microsoft Dynamics SL Testdrive

Click here

Page 38: Dynamics SL Web Apps - Project Time Entry

Including a document number, a description field along with the ability to Delete a time card or view correcting timecards.

Microsoft Dynamics SL Testdrive

Click here

Page 39: Dynamics SL Web Apps - Project Time Entry

Save the entries

Microsoft Dynamics SL Testdrive

Click here

Page 40: Dynamics SL Web Apps - Project Time Entry

If a hard copy of the timecard is needed, a report can be run.

Microsoft Dynamics SL Testdrive

Click here

Page 41: Dynamics SL Web Apps - Project Time Entry

The report can be printed or reviewed. The report is editable by a customer or partner.

Microsoft Dynamics SL Testdrive

Click here

Page 42: Dynamics SL Web Apps - Project Time Entry

Let’s take a look now at the other options in the Timecard menu.

Microsoft Dynamics SL Testdrive

Click here

Page 43: Dynamics SL Web Apps - Project Time Entry

Open Timecards display any open timecards that have not been submitted.

Microsoft Dynamics SL Testdrive

Click here

Page 44: Dynamics SL Web Apps - Project Time Entry

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

Page 45: Dynamics SL Web Apps - Project Time Entry

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

Page 46: Dynamics SL Web Apps - Project Time Entry

To view previously submitted Timecards, click the Timecard History button.

Microsoft Dynamics SL Testdrive

Click here

Page 47: Dynamics SL Web Apps - Project Time Entry

These timecards can also be duplicated by clicking the Actions button.

Microsoft Dynamics SL Testdrive

Click here

Page 48: Dynamics SL Web Apps - Project Time Entry

Microsoft Dynamics SL Testdrive

Click here

Page 49: Dynamics SL Web Apps - Project Time Entry

In addition, the Timecard Entry screen allows for customizing the settings.

Microsoft Dynamics SL Testdrive

Click here

Page 50: Dynamics SL Web Apps - Project Time Entry

These settings update the sorting and viewing options.

Microsoft Dynamics SL Testdrive

Click here

Page 51: Dynamics SL Web Apps - Project Time Entry

Demo Script

Microsoft Dynamics SL Testdrive

Page 52: Dynamics SL Web Apps - Project Time Entry

Learn more at www.microsoft.com/dynamics