Time Logs: These are the time entries users will create to log time against tasks while fulfilling a Service. Time logs can either be added via the left navigation menu or they can be added directly to a Service.
Here is an example time log. In order for users to submit time logs they must have the Work 365 CS Representative security role enabled on their user in CRM.
Services which are synced to PSA will have time logs automatically created when time entries are added in PSA.
Once a time log is added is must be submitted for approval.
To submit time on the service go to time logs, select the log(s), and hit submit.
To submit time on the time log view go to time logs in the left navigation menu, select the log(s), and hit submit.
Then in order for the time log to be billable it must be approved by a manager. Managers approving time must have the Work 365 CS Manager security role
To approve time on the service go to time logs, select the log(s), and hit approve. If the time log should not approved, one can also hit reject.
To approve time on the time log view go to time logs in the left navigation menu, select the log(s), and hit approve.
Once time logs are submitted for approval, they are eligible for billing.
