Timesheet Importer

Modified on Mon, 13 Aug 2018 07:42 by Ryan Horne — Categorized as: Time and Material

General

Screen Name: IMPORTTIME1

Function: The Timesheet Importer screen allows importing time entries to existing tasks. The import screen also has the ability to complete the tasks that the time entries get imported to. The Time Sheet Import process will also check for costs for Time and Equipment entries and apply them towards the task. Time Entry costs are pulled from the resource's Cost Factor. Equipment line costs are pulled from the equipment item's Average Cost.

Template: Timesheet Import Template

Image

Process

1. Click Browse and select your filled out Timesheet Import Template.

2. Click the Map Fields button, then click OK on the screen that pops up.

3. (Optional) Click the Complete Task checkbox if the tasks should be complete when the time entries are imported.

4. Click the Import button. If there are no errors on the file, the import will process and will display a message that says "Import Complete" when it is done. If there are problems with the file, you will receive validation errors and the import will fail.