Mastering Time Entries in D365 Project Operations: Your Ultimate Primer – Part Two.
Continuing from the first blog: here, we want to dicuss what other ways we can leverage this feuture to make it easy for your end users. I will share how I woul
We want to dicuss what other ways we can leverage this feuture to make it easy for your end users.
I will share how I would setup the default view My Weekly Time Entries in a way that improves the user experience:
By default, the out-of-the-box views are sorted primarily by project name and secondarily by project task.But that can change if you simply want to have them displayed by order of creation. In my example below, I will keep them as is.
I like this structure, from left to right:
The Entry Status, Project, and Project Task fields are essential (I normally set them up in that order because it makes it easier for users to see what has not been submitted yet), while other fields such as Subcontracting and Role can be removed to avoid overcrowding the view and to ensure that important information is easily visible, as in the example below: