Projector allows you to bulk import time cards on a resource-by-resource basis. Time cards can be imported from csv files, JIRA, and Zendesk.
Permissions and Settings
To upload time cards you must have one of the following:
Time card data can be imported from three different sources
- csv file upload
- JIRA w/ Tempo plugin installed
Time Card Fields
The below table contains all the fields you can map to a time card on import.
|Description||Specify text up to 1000 characters long. Anything longer will be truncated.||String|
The location for this time card. If your company does not use locations, this field will not be shown.
The text needs to match exactly what is in the Location Editor.
|Handy Info||This data doesn't get imported, it is simply for reference during. For example, you might have work notes in here. Or you might have a note to yourself that the time should not be entered until next month.||String|
This can contain either a project code or a project name. It is preferable to use a project code in this field as Projector will automatically map to the appropriate project.
If you choose to use a name instead, it will not be mapped to a project with the same name. Instead, we'll provide a picklist of projects with this name. Why not choose projects based on name? Two projects can have the same name.
|Rate Type||If your organization allows multiple rate types, for example Regular, Overtime, or Travel - then specify the appropriate rate type here. If your organization does not use rate types, leave this blank.||String|
|Task||The name of the task you worked on.||String|
|Role||Most people only have one role on a project and you can leave this blank. If you have multiple roles, specify the one this time is for.||String|
|Work Date||The date you worked.|
We support multiple date formats:
|Work Hours||The number of hours and minutes you worked.|
We support multiple time formats. Below are three different ways to write "three and a half hours."
|Other (User Defined Fields)|
Your installation may have fields listed that are not in this table. They are special fields defined by your administrator. For instance, you might see "Ticket #" as a field and you are expected to enter a number. Please contact your administrator if you are unclear what to enter in these fields.
The expected format depends on the type of UDF.
JIRA / Zendesk
|If you have a JIRA / Zendesk integration, you can specify the linked ticket id here.||String|
If you have a JIRA integration, then the following fields can be imported from JIRA:
|Issue Type Id|
|Issue Type Description|
|Issue Type Name|
|Issue Resolution Id|
|Issue Resolution Name|
|Issue Resolution Description|
|Issue Resolution Date|
|Custom Fields||Any custom fields added in the External Connector configuration.|
If you have a Zendesk integration, then the following fields can be imported from Zendesk.
Here is a simple walkthrough of a time card import.
Start an Import
To start an import, go to Time Entry and click Import at the bottom center of the screen. CSV is always available. You must have an external connector configured if you want to import from JIRA or Zendesk.
Choose Import File
You can choose from:
- Browse to csv file on your computer
- Drag and drop a csv file into the window
- Choose JIRA from the dropdown menu (specify date range)
- Choose Zendesk from the dropdown menu (specify date range)
This is where you specify how the information from your CSV file, JIRA, or Zendesk should be mapped to your time cards.
On the left is a list of fields that you can import data into. All fields are optional.
On the right is a series of dropdown boxes that map to csv columns or metadata from JIRA/Zendesk.
Your job is to match the columns on the left with the appropriate choice from the dropdown boxes. If there is no clear choice, don't choose anything. You'll have the opportunity to manually specify the correct values later on.
If you frequently upload a file in the same format, then you can optionally save your import settings for reuse later on.
- Save new mapping - scroll to bottom of step 2 and enter a nme
- Apply saved mapping - choose mapping from dropdown list at top of step 2
Review Time Cards
Once you have completed your mapping, move onto step 3 - Review. Here you make corrections, determine which of the time cards you wish to import, and time cards expenses that you are not interested in.
To begin, click a time card in the left hand column. You can multi-select by holding the ctrl key and clicking individual expenses or by holding the shift key to select a range of expenses.
|Not all fields were mapped to a time card. Please review and make corrections.|
|Ready to be imported, but not marked for import yet|
|Ready to be imported and will be saved when you complete the wizard|
Information about the card or cards is shown in the right hand pane.
Make changes as you deem necessary. Anything with a red asterix requires attention before it can be imported. For example, if the imported project could not be found in Projector, you will need to pick a valid project from the dropdown list. If you have selected multiple cards at once, then all of them will change. Once you are satisfied with your changes click the black import checkmark.
Once you are satisfied with all the cards click the Import and Close button and they will be added to your time sheet.
Any time cards that were not processed are saved for later. If you are done with them, then use the Delete link to remove them from the sheet.