Documentation Index

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Resources setup

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Resources

Resource Management extends Microsoft Dynamics 365 Business Central's resources setup with the following fields:

General tab

Field

Description

Auto Submit Time Sheet

When selected, completed time input lines: created as a result of Start/Stop tasks or import: are created as time sheet detail lines after registration in the time input lines.

Post Time Sheet Line on Approval

When selected, the time sheet line is posted immediately after approval. Otherwise, approved time sheet lines must be posted from the Time Posting Worksheet.

Default Capacity per Day

Sets the default resource capacity per day in hours.

Numbering tab

Field

Description

Absence Entry No.

Select the number series code used to assign numbers to absence entries.

Minimize number of clicks

By combining setup options, you can minimize the number of clicks when using the resource task Start/Stop feature. After stopping a resource task, the following steps can be automated:

  • A completed (stopped) time input line can be processed, with set intervals, to Registered through the Project Queue report IEMRM Process Time Input Line.

  • The Auto Submit Time Sheet setting submits the time sheet line for approval.

  • Approval, this is the only manual step.

  • The Post Time Sheet Line on Approval setting posts the approved time sheet line.