How to: Integrate Job Task and Planning Lines into a Time Sheet
Microsoft Dynamics NAV provides an easy way to copy and use your job planning lines in a time sheet. In that way, you only have to enter the information in one place and have the line information always be correct.
The following procedure describes how to create time sheets that are based on job planning lines. This procedure is designed for use in companies in which there is one person who is responsible for creating time sheets for others. You must have an existing job with the following features:
A person responsible who is designated for the job. For more information, see How to: Create a Job.
Status of the job must be set to Order or Quote.
Job planning lines are of the type Resource.
To create time sheets from job planning lines
In the Search box, enter Create Time Sheets, and then choose the related link.
In the Starting Date field, enter a start date for the time sheets. The date must be in an open accounting period.
Select the Create Lines From Job Planning check box. This enables you to create time sheet lines based on job planning lines.
Optionally, on the Resource FastTab, set filters to select resources by number or type.
Choose the OK button to start the batch job.