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Allow someone else to enter your time entry or expense (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Set up a delegate to let someone else make time or expense entries on your behalf in Project Service.

Create a delegate

  1. From the main menu, click Project Service > Delegations.

  2. On the command bar, click New.

  3. Name: Enter a name for the record.

  4. Type: Select whether the delegate can enter time or expense entries on your behalf.

  5. Delegate: Select the name of the person you want to be the delegate.

  6. Start and end dates: Choose dates when delegation starts and ends.

  7. When you're done, click Save & Close.

Turn off delegation

  1. From the main menu, click Project Service > Delegations.

  2. Select the delegation record you want to turn off.

  3. On the command bar, click Deactivate.

  4. On the Confirm Deactivation dialog box, click Deactivate.

Enter time for someone else

  1. From the main menu, click Project Service > Time Entries.

  2. On the command bar, select the RESOURCE NAME drop-down menu, and select the name of the person who you’re entering time for.

  3. Click OK.

  4. This brings up the calendar. To see the calendar for the previous or next week, click Previous or Next. Click Today to get back to the current week.

  5. To enter your time, either click New or double-click in the calendar under the day you want to enter time for.

  6. Fill in the fields in the Time Entry form and click Save.

  7. Continue entering time for the week. When you’re done and everything looks correct, click Submit.

Enter expenses for someone else

  1. From the main menu, click Project Service > Expenses.

  2. On the command bar, select the RESOURCE NAME drop-down menu, and select the name of the person who you’re entering expenses for.

  3. Click OK.

  4. To see the calendar for the previous or next week, click Previous or Next. Click Today to get back to the current week.

  5. To enter an expense, either click New

  6. Fill in the fields in the New Expense form. You can also add receipts.

  7. When you’re done, click Save.

See Also

Time, Expense, and Collaboration Guide