Transferring Data from Office Timesheets back to Microsoft Project Microsoft Project Tasks Imported into Office Timesheets Look at these images to see how easily you can extract data from Microsoft Project to create a task on any employee’s timesheet within Office Timesheets, based on your mapping preferences. Mapping Office Timesheets to Microsoft Project Illustration Using the mapping shown in the earlier screenshots, you can link task data from your specified Microsoft Project file like this: This is because you can create templates to map each Microsoft Project file separately. ![]() It’s so versatile you can have 2 or more Microsoft Project files with different task hierarchies and still map them accurately to Office Timesheets. Mapping Microsoft Project to the Timesheet However, the Office Timesheets link configuration allows you to map your Microsoft Project files to Office Timesheets so you get a logical flow of information between the applications. ![]() Mapping Your Project File’s Task Structure to Your Office Timesheets Task Structureĭata are structured differently in Microsoft Project and Office Timesheets. start date, end date, task rate, billable/complete flags, etc. Project assigment imported into Office Timesheets as time tracking taskĮ.g. You create tasks by combining items from your defined element level lists. You can maintain item lists – clients, projects, phases, activities, etc. The example below shows a hierarchy with 4 element levels (excluding employee). It isn’t a free-form feature, as it is in Microsoft Project, but it uses up to 12 tracking levels – defined by the administrator – to create the hierarchy. Office Timesheets uses element levels to create similar hierarchical structures. Microsoft Project Task HierarchyĬreating Hierarchies in Office Timesheets You can indent or outdent to move tasks to different levels within the hierarchy – using the ‘Task Name’ field. Microsoft Project enables you to create an outline – a hierarchy – that shows how tasks fit together. Project plans comprise a number of tasks – i.e. Office Timesheets to Microsoft ProjectĬreating Task Hierarchies in Microsoft Project Microsoft Project to Office TimesheetsĮmployees log their time and expense data against the tasks, then you export the file back to Microsoft Project to update the assignments with ‘actual work’ data. Once the links for projects have been configured, the first operation of Office Timesheets’ integration with Microsoft Project is to import project plan assignments from Microsoft Project files into Office Timesheets placing appropriate assignments in the an employee’s (resource) timesheet as tasks. ![]() You can map each individual project plan’s task hierarchy to Office Timesheets task structure, allowing you to track all your projects in Office Timesheets, regardless of their complexity, based on the structured data hierarchy of your Microsoft Project plans and Office Timesheet database.įor more information and sample screens, please read on… Overview: Data transfer between Microsoft Project and Office Timesheets Office Timesheets integration with Microsoft Project ![]() The Microsoft Project import/export function is easy to use and allows you to transfer tasks from project files into Office Timesheets, and then add time and expense details to them, before exporting them back into Microsoft Project – to keep all your project information up to date. If you use Microsoft Project for project planning and scheduling, then you can link with Office Timesheets for your time and expense tracking and analysis.
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