Dynamics 365 Project Service Automation: Customizing the Time Entry and Expense forms
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Dynamics 365 version 9.0
I recently wrote about submitting time and expense entries for Accounts and Contacts. In that blog post I described how the Time Entry's and Expense's main and Quick Create forms can be used to submit time and expense entries. While the calendar view Time Entry and Expense forms can't be customized, the main, Quick Create and Quick View forms of the Time Entry and Expense entities can. The main forms are used when submitting entries on a phone, a tablet or the new Project Resource Hub.
Left to right: Customized Time Entry main form used with the Project Resource Hub / Customized Time Entry main form on mobile.
Customizing the Time Entry and Expense forms
The process of customizing the Time Entry and Expense forms is fairly straightforward:
- Edit the Option Set msdyn_type under the Time Entry entity if you want to add options or rename the existing ones. To make the changes visible on the calendar view Time Entry form, you have to edit a piece of JavaScript. Keep on reading to see how this is done.
- Add your custom fields on the Time Entry and/or Expense entity's main form.
- Add your custom fields on the Time Entry and/or Expense entity's Quick Create form if you are submitting entries from the context of a Bookable Resource. See my earlier blog post for more information.
- Add your custom fields on the Time Entry and/or Expense entity's Quick View form if you want a Project Approver to see your custom fields at approval.
Editing the Option Set msdyn_type.
Adding fields on the main, Quick Create and Quick View forms.
Time Entry entity's Quick Create form with a custom field Related Project Contract.
Custom field Related Project Contract on the Time Entry main form.
Custom field Related Project Contract as seen by a Project Approver when the field is added on the main and Quick View forms.
A further consideration could be to enable data from custom fields to flow to Actuals and even to Invoice Line Details by a custom plug-in.
Customizing the calendar view Time Entry form's Option Set
The calendar view Time Entry form is completely different from the Time Entry entity's main form. While customizations to the calendar view form are extremely limited, the Option Set displaying the type of work can be customized as of Dynamics 365 for Field Service and Project Services Automation Update 3. To customize the Option Set's options, the JavaScript msdyn_/Common/Models/OptionSets/TimeEntryType.js has to be modified. In the example below I have added a fourth option to the Option Set. When editing the JavaScript it's worth noting that:
- Value in the JavaScript matches the Value in the Option Set.
- Name in the JavaScript doesn't have spaces.
- Label in the JavaScript will dictate what is shown on the calendar view Time Entry form.
In my example the additional line in the JavaScrip is as follows:
this._optionSet.add({ value: '100000000', name: 'offtofighttheklingons', label: 'Off to fight the Klingons', color: '#0000ff', cssTheme: '1' });
I hope this brief blog post helps you take more out of Time Entries and Expenses in Dynamics 365 Project Service Automation and also gives you ideas on customizing these entities according to your business needs. Like I suggested earlier the following step could be to enable data from custom fields to flow all the way to Actuals or Invoice Line Details.
Disclaimer:
All my blog posts reflect my personal opinions and findings unless otherwise stated.
Comments
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Hi,
I need to change Time Entry Type from 'Vacation' to 'PTO' . I changed the value in Option Set and edited the TimeEntryType.js as well.
this._optionSet.add({ value: '192350002', name: 'PTO', label: 'Annual Leave', color: '#7F7F7F', cssTheme: '3' });
This change is not reflecting while entering time from Time Entry Calendar view.
Any suggestion ???
Javed
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