Skip to main content

Time, Travel, and Expenses


The Time, Travel, and Expenses module provides a unified structure for capturing time worked, planning personnel availability, authorizing travel, and submitting reimbursable expenses. It enables individuals to record time against standardized time codes, plan future availability, request and manage travel with detailed itineraries, and submit costs through categorized expense reports.

Using the Module

Time tracking begins with defining Time Periods to establish reporting cycles such as weeks or pay periods, and Time Codes to create hierarchical classification structures for categorizing work types. Personnel can then record actual work through Time Entries that capture dates, hours worked, and time code classifications, while Time Commitments can be created to plan future availability or obligations for scheduling and duty assignments.

When travel is required, organizations can configure Travel Purposes for standardized trip reasons, then create Travel Requests to authorize and track trips with traveler identification, dates, destinations, estimated costs, and approval workflows. Detailed itineraries can be documented through Travel Segments representing individual trip components such as flights, lodging, or rental cars with departure/arrival details and cost estimates.

For expense management, Expense Categories can be defined with reimbursement rules, maximum amounts, and policy controls. Personnel submit Expense Reports grouping multiple Expense Items for review and approval. Expense items can reference categories, link to travel segments, attach receipts, and support mileage calculations. This integrated approach enables organizations to manage time tracking, travel authorization, and reimbursement processing within a unified framework.

graph TD
  appbase_Country(Country)
  appbase_Document(Document)
  appbase_ExpenseCategory(Expense Category)
  appbase_ExpenseItem(Expense Item)
  appbase_ExpenseReport(Expense Report)
  appbase_OrganizationInitiative(Organization Initiative)
  appbase_StateorProvince(State or Province)
  appbase_TimeCode(Time Code)
  appbase_TimeCommitment(Time Commitment)
  appbase_TimeEntry(Time Entry)
  appbase_TimePeriod(Time Period)
  appbase_TravelPurpose(Travel Purpose)
  appbase_TravelRequest(Travel Request)
  appbase_TravelSegment(Travel Segment)
  appbase_ExpenseItem --> appbase_Country
  appbase_TravelRequest --> appbase_Country
  appbase_TravelRequest --> appbase_Country
  appbase_TravelSegment --> appbase_Country
  appbase_TravelSegment --> appbase_Country
  appbase_ExpenseItem --> appbase_Document
  appbase_ExpenseReport --> appbase_Document
  appbase_TravelRequest --> appbase_Document
  appbase_ExpenseCategory --> appbase_ExpenseCategory
  appbase_ExpenseItem --> appbase_ExpenseCategory
  appbase_ExpenseItem --> appbase_ExpenseReport
  appbase_TimeCode --> appbase_OrganizationInitiative
  appbase_TravelRequest --> appbase_OrganizationInitiative
  appbase_ExpenseItem --> appbase_StateorProvince
  appbase_TravelRequest --> appbase_StateorProvince
  appbase_TravelRequest --> appbase_StateorProvince
  appbase_TravelSegment --> appbase_StateorProvince
  appbase_TravelSegment --> appbase_StateorProvince
  appbase_TimeCode --> appbase_TimeCode
  appbase_TimeCommitment --> appbase_TimeCode
  appbase_TimeEntry --> appbase_TimeCode
  appbase_ExpenseReport --> appbase_TimePeriod
  appbase_TimeEntry --> appbase_TimePeriod
  appbase_TravelRequest --> appbase_TravelPurpose
  appbase_ExpenseReport --> appbase_TravelRequest
  appbase_TimeCommitment --> appbase_TravelRequest
  appbase_TimeEntry --> appbase_TravelRequest
  appbase_TravelSegment --> appbase_TravelRequest
  appbase_ExpenseItem --> appbase_TravelSegment

Data model documentation is being developed for this module.

Time, Travel, and Expenses module screenshot

Note: All data shown in screenshots is fictitious and for demonstration purposes only.

Use the pac data CLI command or the Configuration Migration tool to import sample data into your environment.

📦 Sample Data

Sample time, travel, and expenses data including time entries, availability planning, travel requests, itineraries, expense reports, and reimbursement tracking.

No guides are available for this solution yet.

Download Latest Release (v1.2.1.0)

Required Modules

Related Personas

An open-source MIT License project maintained by Microsoft. Open Source at Microsoft