Time sheet process
Resource Management in Industrial Equipment Manufacturing closely follows the Business Central process with one main difference:
Time sheet lines are created from resource tasks. This means you no longer have to select the line type: the only possible line type is Resource Task. Because Resource Management knows where the task came from, the task handles the posting process.
Refresh Time Sheets: assigned resource tasks are automatically inserted in the time sheet when the time sheet is created and the periods for the resource task and time sheet match. With the recurrence feature, you can also refresh the resource task over longer periods of time.
The time sheet line defaults to the Resource Task type.
Process
Creating time sheets
Create time sheets in two ways:
- The time sheet administrator uses the Create Time Sheets task to create time sheets for all resources where Use Time Sheets is true.
- Use the Create Time Sheet wizard to create your own time sheet or one for a resource for which you have delegated authority.
- Create Time Sheet is available from the Time Sheet List, the Time Sheet card, the Resource List, and the Resource card.
- The Create Time Sheet action opens the Create Time Sheet page for the resource linked to your user ID.
- Use the assist edit to select one of the resources for which you have delegated authority.
- The Create Time Sheet page shows whether a time sheet already exists for the selected period (by default starting from the work date).
- Use the Previous Period and Next Period actions to page through the weeks.
Creating time sheet lines
Insert time sheet lines in the time sheet in three ways:
- Automatically through the Refresh feature (see below).
- Manually by selecting a resource task. Drill down on the Task No. column to see your assigned tasks. Use Show All to select from all active resource tasks.
- Automatically from the Time Input Line Worksheet. This worksheet captures the Start/Stop transactions from the resource task or transactions imported from external time capture systems. When the time input line status is Complete, register it: this creates a time sheet line.
Automate this registration process by adding the IEMRM Process Time Input Line report to a Project Queue.
Refresh time sheets
The Refresh function checks for assigned resource tasks in the same period as the time sheet. When it finds such a task, it inserts it in the time sheet. The refresh function runs automatically when the time sheet is created. You can also run it manually from the time sheet.
When you set the Back-flush Hours option in Resource Task setup, as well as Planning Controlled, and project planning entries are found, the specified hours are copied to the time sheet line. You then only need to update the hours before submitting the time sheet line for approval.
The refresh function also works with Recurrence and Suspension. In that scenario, you work on a resource task over a longer period of time with intervals. The refresh function checks whether a recurrence pattern exists and whether it applies to the time sheet period. When true, a time sheet line is created for that resource task.
Approving time sheet lines
When time sheet lines are complete, submit them for approval:
- Select the line to submit and select the Submit action from the Line menu.
- To submit all open time sheet lines at once, select the Submit action from the time sheet header.
The submitted lines then become visible to the manager or the person responsible:
- Managers use the Manager Time Sheets page.
- Persons responsible (project managers) use the Manager Time Sheet by Project page.
Approval by persons responsible for a project depends on the Time Sheet by Project Approval setting in Resources Setup:
| Option | Description |
|---|---|
| Never | The user in the Time Sheet Approver User ID field on the Resource card approves the time sheet. |
| Always | The user in the Person Responsible field on the Project card approves the time sheet. |
| Machine Only | When the machine time sheet is linked with a project, the user in the Person Responsible field on the Project card approves. When the machine time sheet is linked with a resource, the user in the Time Sheet Approver User ID field on the Resource card approves. |
When integrated with manufacturing, a resource machine can be linked to a work or machine center. In that scenario, processing the time input line creates and posts an output journal instead of creating a time sheet line.
Posting time sheet lines
With resource tasks, two methods are available to post approved time sheet lines:
- Upon approval: the time sheet line is posted automatically when it is approved. The assigned quantity is not considered. Review the assigned quantity versus the quantity posted before approving.
- From the Approved Time Sheet Lines page: this method provides a better separation of functions between approving and posting. The approved time sheet lines show a warning state when the quantity to be posted exceeds the assigned quantity. Drill down on the error field to open the detail lines.
Posting upon approval depends on the Post Time Sheet Line on Approval setting in Resources Setup.
Time Sheet Status fact box
The Time Sheet Status fact box has been extended with Capacity, showing the resource's planned capacity for the time sheet period.
See also