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Hi,
I am trying to set up F&O so we can import a worker's shifts from MS Shift. I am able to get the hours from MS Shift but I am trying to work out how these are entered into F&O HR. When I try and create a new timesheet for my test worker I get an error stating that I am not a Delegate. When I try and set up myself as a delegate I get the Timesheet Resource field is not set. I can't seem to work out where to set these up.
Are there any end-to-end guides for setting the time sheets up? a for dummy guide... If there are any books that are for the full F&O setup then I would welcome the recommendations.
Thank you in advance
Aidan
Thank you again, it's a full setup I have to do Timesheets is just one part of it.
Regards
Aidan
Apart from Microsoft documentation there is not many blogs available for setup of timesheets for worker.
Check whether the below video and blogs helps you.
https://www.youtube.com/watch?v=m7XSTNGShCM
https://dextersdax.blogspot.com/2018/06/timesheet-project-management-dynamics.html
There is not much setup available to enter timesheet for the worker.
You can start configuring them and if you face any issues, you can post the question here, we can help you.
Thanks,
Girish S.
Hi Girish,
Thank you for the help it's more the whole setup of getting people to be able to timesheets I was struggling with. I will have to do lots of research and lots of videos on how to set FinOps, as I have said in a previous reply never used it before and have to get it all set up.
As I said to Jude if you have any good sites other than the Microsoft one or books you can recommend I would be very grateful for the assist.
Regards
Aidan
Hi Aiden,
Check whether the below blog helps you. If you are facing any issues regarding setup you can feel free to ask here.
https://ellipsesolutions.com/simplifying-project-timesheet-entry-and-adjustments-in-d365/
Thanks,
Girish S.
You can refer to the MS documentation for complete guidance:
Hi Judy,
I did look at this and got me going in the right direction. I am very new to the whole FinOps side, done years on CRM but this is a whole new level.
Are there any books that have the full setup on it?
I will make this as the answer though.
Thank you
Aidan
Hi Aidan,
Please check the blog for timesheet functionality and let us know if it can help:
dextersdax.blogspot.com/.../timesheet-project-management-dynamics.html
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