Work 365

Work 365 Time Logs

13 views November 26, 2020 0

  • 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.

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