In earlier versions of MS Dynamics NAV, journals were used to collect resource time registrations. In Dynamics NAV 2013, this has been enhanced by the provision of Time Sheet functionality, which is a much more functionally rich and user friendly way of capturing basic resource information.
Users and Approvers can be created and linked so that Timesheets can be viewed and approved by the relevant responsible person.
Timesheets can then be used to track the time that is used on a job, service order or assembly order and are created for weekly time periods.
Provided Jobs have the correct Resource/Responsibility assigned then it is possible to create Time Sheets by populating the Time Sheet Lines using the Job Planning Lines as the source data.
Or alternatively create Timesheets based on individual Resources
Time Sheets can also be configured to be viewed, edited and managed through the NAV Sharepoint portal.
Resource configured for using Time Sheets
Job Card with Planned Resource
Timesheets created by using Job Planning Lines
Example Time Sheet to be completed
The Time Sheet Approver or Manager can view a list of those Employee Timesheets that require actioning….
Clicking on the [Edit Time Sheet] button then allows the Manager to Approve, Reject or Re-Open previously Approved Timesheets or review the Activity Details of specific tasks that have been linked to the Timesheet.
Time Sheets lines can also be used to populate Job Journals..
Use the [Suggest Lines from Time Sheets…] button to populate the Journal Lines.