Import Data (Time)
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To watch a Webinar on Importing a Time file, go here: https://www.youtube.com/watch?v=yy69kRrSp4g
After selecting the file in which to import the Time Entry data from, you will need to tell the system which fields the Source Fields match to as the DM (Destination) Fields. If you are using the Excel Time Sheet, the mapping will occur automatically.
Each file you use may show different Source Fields; however, the DM (Destination) Fields will always be the same. Highlight the Source Field that matches the DM Field and select the Link button. Do this for each Source Field that will link to a DM (Destination) Field.
In the Example below we have imported a csv file from a mobile app named "Hours Tracker". This app is not affiliated with Design Manager, but comes highly recommended. You can find this in the app store of your mobile device.
Below we have added Time Entries into the Hours Tracker app and then used their Export function to email a csv file to ourselves. Using this file, we can import the time into Design Manager.
***Be sure to be careful that you type the same information into the app as is seen in Design Manager. This will help to link the proper information to the right project, employee, activity, etc.
For the Hours Tracker app, we suggest you use the following:
We will not use any of the other fields that the Hours Tracker app includes as they do not link to any fields in Design Manager.
Once you have linked your Source Field to the Proper DM (Destination) Field, you will then select OK.
The Design Manager Time Import Entry window will show the imported entries. Entries that are complete and ready to be recorded, will be marked as "Import". Entries that are missing information, will be set as "Fix". Areas to correct will be highlighted.
Highlight any entry and Edit the entry to make the necessary changes marked in Red. Or select the Fix Entries option and enter the proper Employee, Project or Activity code. Then select the Update button to make the changes.
If you wish to remove certain entries, select the option under Remove Entries and then click the Remove button.
Once all entries are ready for Import, select the Record to Projects button.
For more help on this window, please see Time Entry Import.