Time Entry

Time entry refers to the recording of an employee's actual time spent and expenses incurred while performing a project-related task. In COSMO Project Manufacturing, an employee can enter their time in a personal Project Journal batch or a stand-alone Terminal can be set up for multiple user time entry.

In this section, the use of the Project Journal and a Terminal are explained for entering project-related tasks and expenses.

Note

Select the Project Time Entry Administrator checkbox in User Setup to allow the user to see all Project Journal Batches. If not selected, the user can only see their own time entry journal. For more information, see User Setup.

Time Entry Project Journal

The Time Entry Project Journal is accessed using Tell Me. Choose the Lightbulb that opens the Tell Me feature icon, enter Project Time Entry, and then choose the related link.

The Time Entry Project Journal is a worksheet used for the direct recording of:

  • Hours spent (for service lines)
  • Travel expenses (for travel expense lines)
  • Consumables (such as, for maintenance projects)

Each person should have an individual worksheet (batch) for time recording purposes.

Note

Project Journal Batches are automatically created when persons are created as resources and the Person for Time Entry field is populated with the corresponding Resource No.

Once the Project No. field is populated, a particular project line can be chosen in one of the following ways:

  • Select the WBS position and then the Project Procurement No. field if not automatically populated.
  • Select the Project Procurement No. directly.

The first option will display the positions that have been released for time recording (independent of the allocated person). A released procurement line will be taken automatically if only one exists; multiple lines need to be selected separately.

For the second option, leave the WBS field empty and choose the ellipsis button in the Project Procurement No. field. This will display only the lines that have been assigned to the person logged in or which do not have a dedicated assignment.

During the posting process, project entries are generated with Type = Usage. These values can be found in the Total Direct Cost Usage RU (LCY) field in the Project Planning and Processing page.

Note

The Time Entry field is still set to Yes because the Procurement Planning Lines have not been set to Finished yet.

Time Entry Terminal

A terminal can also be used for time entry. The terminal enables a single workstation dedicated to time entry to be made available for several users.

Note

Posting availability for the terminal can be optionally allocated on the Procurement FastTab in the Projects Setup page.

Discuss setting up a Terminal with your COSMO CONSULT consultant.

After logging in, an employee enters their time the same as they would in the Project Journal. Afterwards, they can log off so that another employee can then enter their hours.

Mobile Time Entry

Project time entries can be entered using a Web client or the Microsoft Dynamics 365 Business Central App with mobile devices, such as tablets or smart phones. In the Time Entry Journal from a Web client, choose the ellipses and then choose Mobile Time Entry to begin the time entry process.

The Mobile Time Entry screen shows the corresponding person/batch for the signed in user, as well as any entered time and capacities.

To add a new entry

  1. Choose the ellipses and then choose New Entry.
  2. In the Mobile Time Entry - New Record screen, enter the Project No. and WBS.
  3. In the Quantity field, enter the number of hours worked.
  4. Choose the OK button to finish the new entry. The totals are updated in the Mobile Time Entry screen.

More entries can be added using the New Entry function.

Entries made using the Mobile Time Entry are automatically added to the Project Time Entry journal in COSMO Project Manufacturing, ready for further processing.

Discuss setting up mobile access with your COSMO CONSULT consultant.

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