Role Center > Activities

Approvals and Activities

Tile Name	Description
Time Approval	Used to approve Timesheets submitted through Timesheet Entry. For more information, see: Approve a Timesheet.
Expense Approval	Used to approve Expense Sheets submitted through the Expense Sheet page. For more information, see: Enter and Approve Expense Sheets.
Budget Approval	Used to approve Project Budgets when the Project Card > Budget > Budgets require approval is selected and a new or changed Budget is submitted. For more information, see: Project - Budget Approvals
Retention Invoicing	Used to bill the Retention amounts that were withheld when the original Sales Invoice was created. For more information, see: Retention Invoicing
Contract Change Order Approval	Used to approve or reject Contract Change Orders if a Contract is configured to require Change Order Approvals or Rejections. For more information, see: Approving or Rejecting a Change Order.
Subcontract Change Order Approval	Used to approve or reject Subcontract Change Orders that are submitted for approval. For more information, see: Subcontract Change Notice Approval
Payment Request Approval	Used to approve or reject submitted Subcontractor Payment Requests. For more information, see: Payment Request Approval.
Subcontract Purchase Invoice	Used to create a Purchase Invoice for a Subcontract. For more information, see: Create Subcontract Purchase Invoices.
Subcontract Retention	Subcontract Retention refers to the portion of the payment that is deducted from the initial Purchase Invoice. The Subcontract Retention page allows a Purchase Invoice to be generated for the retained amount.

Time and Expense Entry

Tile Name	Description
Current Timesheet	Specifies the Timesheet that corresponds to the user's Business Central Work Date.

Note

The Time Card Active that displays on the Resource Card |Actions > Time | Time Card Active displays the Time Period that matches the "Last Used" Timesheet Date (not the Business Central Work Date).

Open Timesheets	Specifies a list of Timesheet Periods for the user, with a Time Entry Status of either:
	- Open
	- Not Used Yet
Timesheets Due to Close	Specifies Timesheet Periods where the Period End Date is before the current Business Central Work Date and where the Timesheet Status is either 'Open' or 'Not Used Yet'.
Open Expense Sheets	Specifies Expense Sheets where the Status = Open.

Invoicing

Tile Name	Description
Invoice Pending Approval	Specifies Invoices awaiting approval. For more information on Workflows in Dynamics 365 Business Central, see: How to Use Approval Workflows or Workflows in Dynamics 365 Business Central
Approved Sales Invoices	Specifies Sales Invoices where the Release option was selected on the Sales Invoice > Home > Release menu and have a Status of Released.

Time & Expense History

Tile Name	Description
Previous Timesheets	Displays a list of Timesheets where the End Date of the Timesheet is before the Business Central Work Date and the Time Entry Status is not:
	- Open
	- Not Used Yet
Previous Expense Sheets	Displays a list of Expense Sheets where the Expense Sheet Status is not:
	- Open
	- Not Used Yet
	- Waiting Posting
	- Posted
	- Waiting XX Approval Expense Sheet