> Importing and exporting / Importing files / Project timesheets

Import timesheet data

When you import timesheet data, the system will validate the entries to check that there are no errors in the data. For example, it will check that the resources, projects, cost and charge rates that are entered in the timesheet all exist in the system.

Imported timesheets are entered as new transactions with a status of Saved, ready to be checked and submitted by the resource (or authoriser).

Only the minimum amount of data needs to be imported to create the timesheet transactions. All other relevant data can be derived from your system, e.g. you only need to include the cost rate type and the system will apply the corresponding cost rate value that you have set up.

If there is a problem with the import process, a report is created.

To import timesheet data

Open: Project Accounting > Utilities > Import and Export > Import Timesheets.

The Import Timesheets window has two options.
- To check the data format but not import it, select Validate only and click OK.
- To check and import the timesheet data, select Validate and import and click OK.
Select the file to import and click OK.
- If the timesheet data is successfully imported, a log is generated that lists the details of the imported time entries.
- If any timesheet data cannot be validated and imported, an error log is generated that lists the entries that could not be imported.
Note: Depending on your system settings, the logs will be printed, previewed on-screen, or sent to the spooler to be printed later. To set your printing preferences, choose File > Choose Output Mode from the menu bar.
To process imported timesheets, you will need to amend the timesheets and submit them.