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Microsoft Dynamics 365 Project Operations

You're reading from   Microsoft Dynamics 365 Project Operations Deliver profitable projects with effective project planning and productive operational workflows

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Product type Paperback
Published in May 2021
Publisher Packt
ISBN-13 9781801072076
Length 298 pages
Edition 1st Edition
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Author (1):
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Robert Houdeshell Robert Houdeshell
Author Profile Icon Robert Houdeshell
Robert Houdeshell
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Toc

Table of Contents (17) Chapters Close

Preface 1. Section 1: Foundation and Framework of Project Operations
2. Chapter 1: Introducing Project Operations FREE CHAPTER 3. Chapter 2: Using the Microsoft Dynamics 365 Framework for Success 4. Chapter 3: The How-Tos of Setting Up Project Operations 5. Section 2: Project Sales through Delivery
6. Chapter 4: The Account Manager – Project Selling 7. Chapter 5: Project Contracts and Pricing 8. Chapter 6: Practice Manager Functions – We Won the Contract! What Now? 9. Chapter 7: Resource Manager – Staffing for Success! 10. Section 3: Project Delivery through Operations
11. Chapter 8: Managing the Project to Success! 12. Chapter 9: Team Member Activities 13. Chapter 10: Approvals and Exceptions 14. Chapter 11: Project Accounting and Operations 15. Assessments 16. Other Books You May Enjoy

Recalling time and expense

Sometimes, a team member will hit the Submit button too quickly, and this results in timecards that are now waiting for approval by the project manager but are erroneous. For this, Project Operations provides the Recall function, as shown in the following screenshot, which allows a team member to recall their time entries:

Figure 10.6 – A team member recalling their timecard

Upon doing so, the time entry goes into draft mode and can therefore be modified. The result is a clean record that can be resubmitted for approval.

The system will also allow you to recall an already approved time entry, but it will enforce some business rules and compliance around it. The first thing it does is present you with a dialog box to input a Reason for Recall, as illustrated in the following screenshot:

Figure 10.7 – The reason for recalling an approved entry

This could be any valid reason. One may be that...

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