Step 3-3: Map Technician Activities to Unbilled Accounts

Technician activities are unbilled activities that users need to be able to log time against. Examples of these activities might be meetings, paid time off, jury duty, holidays, etc. Associating the account number to the technician activity is done from the TimeTrack Setup Options Additional Setup window. Only the mapped technician activities are included in the synchronization.

Mapping an Activity to an Unbilled Account Number

1. Go to Microsoft Dynamics GP > Tools > Setup > TimeTrack > Setup Options.

2. In the TimeTrack Setup Options window, from the ribbon bar select Additional > TimeTrack Additional Setup.

3. On the Technician Activity Accounts tab, complete the following fields:

   • Activity: Select an existing technician activity or create a new activity by entering the name. When creating a new activity, when you tab off the field, you are prompted to add the activity.

   • Account: Select the appropriate account.

4. Select Save for each mapped activity.

5. Complete the activity/account mapping as needed for additional activities.

6. To update an activity with a different account, repeat steps 1-5. If you need to remove a mapping, select the activity, do not select an account, and then select Submit.

Deleting a Technician Activity

1. Select the activity from the table.

2. Select Delete.

Buttons on This Window

• Save: Select to save the window. 

• Delete: Select to delete the technician activity from the system. 

• Refresh: Select to refresh the window.