When in a Job Journal you can Suggest Line from Time Sheets which lets you specify certain Options, however, you cannot specify what the Line Type is or Document No., so once all the Time Sheet data is entered you need to manually set the Line Type to Billable, for example, and then set the Doc No for EACH line. It would save time to be able to set those 2 options in the Suggest Job Jnl. Line Options.
Comments
I'd like to add to this that it would be great to summarize the entries by resource, job and task. We would like to tie the posted hours back to the job planning line specifically for that resource, it makes it easier to track actual hours when you go into the planning lines. But, since you cannot post to the same planning line multiple times in one project journal entry, this is not possible. Right now, If you specify a week of dates, what you get is a list of all the daily entries by resource, job and task. It would be much better to have an option to summarize them for the time period specified.
Category: General
This is still a problem - that when you use Suggest lines from timereports, the linetype for all lines ins blankI would like to be able to set a default per project activity on the project card. The way it is now, I have to update all the lines manually with "billable" before posting the journal
Category: General
If your job journal batch is setup to use a number series then when you suggest lines from time sheets it will default in the document no. for each line. You wouldn't have to enter them. Also, for the Line Type you probably don't have the same line type for all line items so perhaps that is why it isn't there. But we will look into this and see if it makes sense to add it. Thanks for the suggestion.
Jodi ChristiansenProgram ManagerMicrosoft
Category: General