Import a Timecard into a T&M Ticket

Objective

To import a timecard into a T&M ticket.

Things to Consider

  • Required User Permissions:

    • 'Standard' level permissions or higher on the Project's T&M Tickets tool.

    • 'Read-only' or higher on the Project's Timesheets tool.

  • Additional Information:

    • Users with standard level permissions will on see timecards they created or that they are assigned to.

Prerequisites

Steps

There are two ways to import timecards into T&M Tickets:

  • Import a Timecard into an Existing T&M Ticket
    OR

  • Import a Timecard into a New T&M Ticket

Import a Timecard into an Existing T&M Ticket

  1. Navigate to the project's T&M Tickets tool.

  2. Click Edit next to the T&M Ticket you want to import a timecard into.

  3. Navigate to the Labor section.

  4. Click Import Timecards.

  5. Select the date of the timecards you want to import.
    Note: Timecards will default to today's date, but you can use the date selector to choose a different date for a timecard.

  6. Select the timecards you want to import. You search for timecards by employee name or filter the timecards by Cost Code.
    Note: You will only see Cost Codes options that were previously created.

  7. Click Import Timecards.

tm-ticket-import-timecard.png

Import a Timecard into a New T&M Ticket

  1. Navigate to the project's T&M Tickets tool.

  2. Click +Create to create a new T&M Ticket.

  3. Fill out the General Information for your T&M Ticket an navigate to the Labor section.

  4. Click Import Timecards.

  5. Select the date of the timecards you want to import.
    Note: Timecards will default to today's date, but you can use the date selector to choose a different date for a timecard.

  6. Select the timecards you want to import. You can search for timecards by employee name or filter the timecards by Cost Code.
    Note: You will only see Cost Codes options that were previously created.

  7. Click Import Timecards.