dynamics sl web apps - project time entry
TRANSCRIPT
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
Microsoft Dynamics SL Testdrive
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.
Microsoft Dynamics SL Testdrive
Click here
To start entering time, click on the Current Entry option.
Microsoft Dynamics SL Testdrive
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.
Microsoft Dynamics SL Testdrive
Click here
Click on the Assigned button to choose from a list of projects that have already been assigned.
Microsoft Dynamics SL Testdrive
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.
Microsoft Dynamics SL Testdrive
Click here
Once a project is selected, time is entered into the grid.
Microsoft Dynamics SL Testdrive
Click here
To add a project line that is not assigned
Microsoft Dynamics SL Testdrive
Click here
Choose the Unassigned button
Microsoft Dynamics SL Testdrive
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.
Microsoft Dynamics SL Testdrive
Click here
Project lists can be searched on using the Project ID, description, Customer ID and description.
Microsoft Dynamics SL Testdrive
Click here
Next select the appropriate task.
Microsoft Dynamics SL Testdrive
Click here
Select the task Vacation.
Microsoft Dynamics SL Testdrive
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.
Microsoft Dynamics SL Testdrive
Click here
Demo Script
Microsoft Dynamics SL Testdrive
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
Information on the line item is displayed.
Microsoft Dynamics SL Testdrive
Click here
To enter comments that will print on the invoice, click on the invoice comments button.
Microsoft Dynamics SL Testdrive
Click here
Multiple invoice comments may be added.
Microsoft Dynamics SL Testdrive
Click here
To view details on a line item, click the Day information button.
Microsoft Dynamics SL Testdrive
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.
Microsoft Dynamics SL Testdrive
Click here
To save the entry, click Accept
Microsoft Dynamics SL Testdrive
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.
Microsoft Dynamics SL Testdrive
Click here
If any line items already entered need to be edited, click on the Edit button.
Microsoft Dynamics SL Testdrive
Click here
This displays the fields and allows for changes to be made.
Microsoft Dynamics SL Testdrive
Click here
Internal notes can also be entered
Microsoft Dynamics SL Testdrive
Click here
Select the notes
Microsoft Dynamics SL Testdrive
Click here
Internal notes provide a way to record and details around time entry.
Microsoft Dynamics SL Testdrive
Click here
Comments on the entire Timecard can also be entered
Microsoft Dynamics SL Testdrive
Click here
Microsoft Dynamics SL Testdrive
Click here
Notes on the entire Timecard can also be entered
Microsoft Dynamics SL Testdrive
Click here
Microsoft Dynamics SL Testdrive
Click here
Notes can be entered.
Microsoft Dynamics SL Testdrive
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.
Microsoft Dynamics SL Testdrive
Click here
Details on Billable vs Non billable and Overtime can be viewed on this screen.
Microsoft Dynamics SL Testdrive
Click here
Summary information about and actions can be taken on the Timecard
Microsoft Dynamics SL Testdrive
Click here
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
Save the entries
Microsoft Dynamics SL Testdrive
Click here
If a hard copy of the timecard is needed, a report can be run.
Microsoft Dynamics SL Testdrive
Click here
The report can be printed or reviewed. The report is editable by a customer or partner.
Microsoft Dynamics SL Testdrive
Click here
Let’s take a look now at the other options in the Timecard menu.
Microsoft Dynamics SL Testdrive
Click here
Open Timecards display any open timecards that have not been submitted.
Microsoft Dynamics SL Testdrive
Click here
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
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
To view previously submitted Timecards, click the Timecard History button.
Microsoft Dynamics SL Testdrive
Click here
These timecards can also be duplicated by clicking the Actions button.
Microsoft Dynamics SL Testdrive
Click here
Microsoft Dynamics SL Testdrive
Click here
In addition, the Timecard Entry screen allows for customizing the settings.
Microsoft Dynamics SL Testdrive
Click here
These settings update the sorting and viewing options.
Microsoft Dynamics SL Testdrive
Click here
Demo Script
Microsoft Dynamics SL Testdrive
Learn more at www.microsoft.com/dynamics