How to: Display and Manage Time Sheets on a SharePoint Site

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With Microsoft Dynamics NAV, you can create and manage time sheets for tracking time that is used on jobs or service orders. There are several pages that are associated with time sheets that you can display in both Microsoft Dynamics NAV Windows client and Microsoft Dynamics NAV SharePoint client. This topic describes how to display and use some of the time sheet pages on a SharePoint site that uses Microsoft Dynamics NAV Portal Framework. For complete information about how to use the time sheet application, see the Microsoft Dynamics NAV Help.

Setting Up and Creating Time Sheets

Before you can display time sheets, you must set up time sheets for use and then create one or more time sheets that you can work with. To perform this work, you can use either the Microsoft Dynamics NAV Windows client, the Microsoft Dynamics NAV Web client, or the Microsoft Dynamics NAV SharePoint client. However, for this procedure, we recommend that you use the Microsoft Dynamics NAV Windows client.

To set up and create time sheets

  1. Open the Microsoft Dynamics NAV Windows client.

  2. Set up the time sheet administration and approval.

    When you set up a time sheet, you must assign an owner and approver. For this example, you can make yourself both an owner and an approver of time sheets.

    For more information, see How to: Set Up Time Sheet Administration and Approval.

  3. Set up the time sheet for use.

    For more information, see How to: Set Up Time Sheets.

  4. Create the time sheets for filling out.

    For more information, see How to: Create a Time Sheet.

Displaying the Time Sheets

Time sheets that you own are displayed in page 951, Time Sheet List. This procedure creates a link to page 951 in the Quick Launch pane of the SharePoint site. After you add the time sheet page to the site, you can view, edit, and submit time sheets that are assigned to you.

To display the Time Sheet list page

  1. Open the SharePoint site in your browser.

  2. Choose Site Actions, and then choose Site Settings.

  3. Under Look and Feel, choose Quick Launch.

  4. To create a link to page 951, choose New Navigation Link.

  5. In the Type the Web Address field, type the following URL:

    http:// server: port/_layouts/Dynamics/Framework/List.aspx?page=951

    • Replace server with the name of the computer that is running Microsoft Dynamics NAV Portal Framework. If you are working on the same computer that is running Microsoft Dynamics NAV Portal Framework, then you can use localhost.

    • Replace port with the port number that is used by the SharePoint application for the site. 80 is the default port. For more information, see How to: Identify the Port Number of a SharePoint Application.

    For more information about URLs, see Displaying Pages in the Microsoft Dynamics NAV SharePoint Client by Using URLs.

  6. In the Type the description field, type Time Sheets.

  7. Choose the OK button.

To view and edit time sheets

  1. In the Quick Launch pane, choose Time Sheets.

  2. On the Time Sheet List page, select a time sheet.

  3. In the ribbon, choose Actions, and then choose Edit Time Sheet.

  4. On the Edit - Time Sheet page, change the time sheet, and then choose Submit.

Managing Time Sheets

If you are set up as a time sheet approver, then you can view time sheets that are submitted by owners and approve or reject them. Submitted time sheets are displayed in page 953, Manager Time Sheets. This procedure creates a link to page 953 in the Quick Launch pane of the SharePoint site. After you display page 953, you can approve or reject submitted time sheets.

To display the Manage Time Sheet list page

  1. Open the SharePoint site in your browser.

  2. Choose Site Actions, and then choose Site Settings.

  3. Under Look and Feel, choose Quick Launch.

  4. To create a link to page 953, choose New Navigation Link.

  5. In the Type the Web Address field, type the following URL:

    http:// server: port/_layouts/Dynamics/Framework/List.aspx?page=953

    • Replace server with the name of the computer that is running Microsoft Dynamics NAV Portal Framework. If you are working on the same computer that is running Microsoft Dynamics NAV Portal Framework, then you can use localhost.

    • Replace port with the port number that is used by the SharePoint application for the site. 80 is the default port.

    For more information about URLs, see Displaying Pages and Reports on SharePoint Sites Using URLs

  6. In the Type the description field, type Manage Time Sheets.

  7. Choose the OK button.

To approve or reject time sheets

  1. In the Quick Launch pane, choose Manage Time Sheets.

  2. On the Manage Time Sheet List page, select a time sheet.

  3. In the ribbon, choose Actions, and then choose Edit Time Sheet.

  4. On the Edit - Time Sheet page, choose Approve or Reject.

  5. Choose the Close button.

Posting Time Sheet Lines to a Job Journal

After you have approved time sheet entries for a job, you can post them to the relevant Job journal using page 201. This procedure displays a link to page 201 in the Quick Launch pane of the SharePoint site.

To display the Job Journal page

  1. Open the SharePoint site in your browser.

  2. Choose Site Actions, and then choose Site Settings.

  3. Under Look and Feel, choose Quick Launch.

  4. To create a link to page 201, choose New Navigation Link.

  5. In the Type the Web Address field, type the following URL:

    http:// server: port/_layouts/Dynamics/Framework/List.aspx?page=201

    • Replace server with the name of the computer that is running Microsoft Dynamics NAV Portal Framework. If you are working on the same computer that is running Microsoft Dynamics NAV Portal Framework, then you can use localhost.

    • Replace port with the port number that is used by the SharePoint application for the site. 80 is the default port.

  6. In the Type the description field, type Job Journals.

  7. Choose the OK button.

To post time sheet lines

  1. In the Quick Launch pane, choose Job Journals.

  2. On the Edit - Job Journal page, in the ribbon, choose Suggest Lines From Time Sheets.

  3. On the Edit – Suggest Job Jnl. Lines page, change the fields, and then choose the OK button.

  4. On the Edit - Job Journal page, modify fields, and then in the ribbon, choose Post.

  5. Choose the OK button.

See Also

Concepts

Displaying Pages in the Microsoft Dynamics NAV SharePoint Client by Using URLs
Developing for the Microsoft Dynamics NAV SharePoint Client
Displaying Reports in the Microsoft Dynamics NAV SharePoint Client
Deploying Microsoft Dynamics NAV Portal Framework
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