Projects+ PTO Request Functionality in Microsoft Dynamics 365 for Finance and Operations
PTO Project Setups
- Project Management & Accounting Parameters
- Project Group Setup
- Project Setup
- Project WBS Setup
- PTO Request Workflow
In project management & accounting parameters, go to the Projects+ tab and activate the Personal time off parameters.
On the Project groups form, create a PTO project group. Make sure to activate the Personal time off parameter on the project group.
Create a PTO project using the PTO Project group previously created.
Setup the PTO Project as desired. It could have one activity or many depending on the company’s needs.
Setup a PTO Request workflow in the Project management & accounting workflows.
- Personal Time Off Request
- Form
- New PTO Request
- Possible to structure by category with one activity
- Or have one category, with multiple activities
- Attachments can be included
- Actual hours requested can be adjusted
- Submit to workflow
- Approve PTO Request
- Displays as new work item in Manager Self Service Portal Workspace
- Work Item List
- Attachment button can be used to view attachments
- Approve or Reject Workflow
- PTO Request is Approved
- Displays as approved in Personal Time off form
- PTO line defaults into Timesheet
To make a new PTO request, go to the Projects+ Personal time off request form and select New PTO.
Attachments can be added to the PTO request by clicking the paperclip in the upper right hand corner.
If only a partial day of PTO will be requested, users can click the lines button to edit the number of hours requested in each applicable day.
To submit, click the Workflow button and select Submit.
Managers can click on items in their Work Item List to review them in more detail.
If the “Automatically populate in timesheets” parameter is selected (see Personal time off parameters), the requested time off will populate in that user’s timesheet. The worker is still able to edit that line as necessary if the actual PTO taken differs from the amount of time requested.
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About the Author
Josh Knox
Josh Knox is a Functional Consultant for SAGlobal, where he helps provide strategic consulting services around the design and deployment of the client’s Dynamics ERP system. Josh identifies client requirements, assists with system setups and configurations, writes development specifications, provides training, and performs other project activities. He has significant experience helping professional services companies with their Dynamics 365 implementations, particularly in the areas of data migration, workflow design, business intelligence, and Projects+ – SAGlobal’s custom enhancements to the Projects module.