Create a Resource

To create a new Resource:

1. Search for Resources.
2. Select Resources from the search results.
3. Select New.
4. Complete the required fields on the Resource Card.
5. Save the Resource.

Complete the General Fast Tab

The General Fast Tab stores the Resource's core information and uniquely identifies the employee within the system.

Complete the following fields as required:

Field	Description
No.	Specifies the unique identifier assigned to the Resource
Name	Specifies the employee's full name.
Search Name	An alternative name used when searching for the Resource
Resource Type	Classifies the Resource for reporting and planning purposes
Default Work Type Code	Automatically populates new timesheet entries with a predefined Work Type

Default Work Type Code

Purpose

The Default Work Type Code automatically assigns a Work Type whenever the employee creates a new timesheet entry.

This reduces repetitive data entry and helps ensure consistent reporting across the organization.

Example

A software developer may spend most of their time on development activities. By assigning Development as the default Work Type, new timesheet lines will automatically populate this value.

The user can still select a different Work Type if the work performed differs from their default activity.

Best Practice

Only configure a default Work Type when the majority of an employee's time is allocated to the same activity.

 

Resource Type

Purpose

The Resource Type identifies the category of Resource being created.

Typical Resource Types include:

• Employee
• Contractor
• Consultant
• Temporary Resource

Resource Types are commonly used for filtering, reporting, planning, and capacity management.

Personal Data

Complete the Personal Data Fast Tab to ensure the employee can participate fully in MESuite workflows.

Email Address

The email address is used for:

• Workflow notifications.
• Timesheet approval requests.
• Reminder notifications.
• System communications.

 

 

*Important

Verify the employee's email address before enabling Timesheets. An incorrect email address may prevent workflow notifications from being delivered.

Time Sheets Fast Tab

The Time Sheets Fast Tab contains posting information used when approved timesheets are transferred into Microsoft Dynamics 365 Business Central.

Configure the following fields:

Field	Description
Res. Journal Template Name	Specifies the Resource Journal Template used when posting approved timesheets.
Res. Journal Batch Name	Specifies the Resource Journal Batch that receives approved timesheet entries.

These settings ensure that approved time transactions are transferred to the correct journals for further processing.

Validation

After completing the Resource configuration, verify that:

• The Resource appears in the Resource List.
• The employee's name is displayed correctly.
• The email address has been entered.
• The appropriate Resource Type has been assigned.
• The Default Work Type has been configured (if required).
• Resource Journal settings have been completed.

Best Practices

• Create one Resource record for each employee who captures time.
• Maintain accurate employee information.
• Assign a default Work Type only when appropriate.
• Review Resource information regularly to ensure it remains current.
• Verify posting information before enabling users to submit timesheets.

Troubleshooting

Issue	Possible Cause	Resolution
User cannot access Timesheets.	No Resource has been created.	Create a Resource and complete the required configuration.
Workflow emails are not received.	Email address is missing or incorrect.	Update the email address on the Resource Card.
Default Work Type is not populated.	No Default Work Type has been assigned.	Configure a Default Work Type on the Resource Card.
Approved timesheets cannot be posted.	Journal Template or Batch has not been configured.	Configure the Resource Journal Template and Batch before posting.