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Modern Time Entry Grid

Applies To: Project Operations Integrated with ERP, Project Operations Core.

The Modern Time Entry Grid reduces the reliance on forms by providing in-grid editing for primary time entry fields like Project, Task, Role, Subcontract, and Subcontract Line. You can also show or hide columns visually without losing information from those fields when you create in-line time entries across the week.

This article contains the following sections:

  • Switch to the Modern Time Entry Grid.
  • Edit time entry fields directly from the grid.
  • Show or hide columns from the grid without losing information.

Switch to the Modern Time Entry Grid

To use the modern grid, follow these steps:

  1. Sign in to Dynamics 365 Project Operations or Project Operations Team Member and go to Time Entries under My Work.
  2. Select Show As from the ribbon at the top of the page. Select Modern Time Entry Grid from the options listed.

Edit time entry fields directly from the grid

On the standard Time Entry Grid (not modern), you need to use the Edit Row or Edit Entry form to change fields other than Duration. The modern grid lets you make these changes directly from the grid, without using a form. This direct editing is restricted to the Project, Project Task, Role, Subcontract, and Subcontract Line fields.

In-line editing follows these rules in the modern grid:

  • You can select the Project Task from the grid only when the Project is already populated.
  • The list of Project Tasks is filtered based on the selected Project.
  • Clearing the Project field in-line also clears the Project Task (if any) that you populated.
  • The Subcontract field is filtered based on Project, Task, and selected Role. This behavior is similar to the logic used within the Quick Create form for time entry. Similarly for Subcontract lines, with an added filter for Subcontract.
  • Clearing Subcontract also clears the previously selected subcontract line.

Note

The modern grid doesn't support bulk editing (multiple rows).

Show and hide columns from the grid without losing information

This capability is currently available as a preview feature in early access. Enable this feature by following these steps:

To enable the Enable Enhancement on the Modern Time Entry grid feature, follow these steps:

  1. Ensure that your Microsoft Dynamics 365 Project Operations environment is updated to version 4.166.0.X or later. This feature isn't available in earlier versions.
  2. Sign in to Project Operations as a system administrator.
  3. In the left pane, change the area to Settings.
  4. In the General section, select Parameters.
  5. A list of organization units appears. Double-tap (or double-click) the Organization Units row for the columns that aren't links.
  6. On the Project Parameters page, in the Feature Control field, select Feature Control.
  7. Select Enable Enhancement on the Modern Time Entry grid feature, and then select OK. If the text Disable Enhancement on the Modern Time Entry grid feature appears instead, the feature is already enabled.

To show and hide columns from the grid, follow these steps:

  1. Switch to the Modern Time Entry Grid. A new ribbon button named Show/Hide is visible.
  2. The list of columns displayed within the Show/Hide drop-down comes from the Time Entry view that is currently selected (default view is My Weekly Time Entries). In addition to these fields, the drop-down also includes any columns you add through Edit Columns (until the page is refreshed).
  3. To make the Time Entry view less cluttered and more readable, hide one or more columns to visually hide them from the grid.
  4. When you create in-line entries for a row, the values you enter for any hidden columns are maintained on the newly created time entries (no loss of information).
  5. You can verify values for newly created entries by unhiding (showing) those columns.